Covr Financial Technologies

Team Leader, Advisor Success

Posted 6 Days Ago

Be an Early Applicant

Hartford, CT

Senior level

Fintech • Insurance

The Role

The Team Leader for Advisor Success will drive engagement with financial advisors, oversee training and campaigns, and manage COI relationships.

Summary Generated by Built In

Team Leader, Advisor Success
REPORTS TO: CRO
FLSA STATUS: Exempt
TRAVEL: None
WORK SCHEDULE: M-F, Standard business hours
LOCATION: Hartford, CT – in office. Option to work from home one day per week with manager discretion.
COVR FINANCIAL TECHNOLOGIES OVERVIEW:
Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021 and Top 50 L&A Technology Company of 2024. Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr's technology, financial advisors and their customers can research and purchase life insurance from well- known insurance companies without the hassles of the traditional process - all within a matter of minutes. Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun!
JOB SUMMARY:
The team lead for the advisor success group has the overall responsibility for ensure engagement and penetration of Covr’s 25,000+ network of financial advisors utilizing a variety of techniques to build awareness and engage advisors on a favorable basis.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:

Responsible for hiring and training 1 or more advisor success associations who are responsible for outbound calling to financial advisors to introduce Covr, secure demos and introduce our sales teams
Responsible for coordinating and implementing all advisor campaigns through the RIC and IW teams. Examples of these campaigns are winback, new advisors, fallen angels, product promotions, etc
Responsible for development and cultivating COI relationships across all firms. There are about 1000 COIs that have key roles in introducing us to advisors on a favorable basis.
Performs other duties and projects as assigned.

Other key tasks

Develop training and call scripts
Loading and managing campaign databases in Hubspot
Engaging with partner firms to acquire correct COI lists

Campaign reporting from PBI and other reporting tools
Partnering with marketing department on content for emails, digital presence, webinars, etc

JOB SPECIFICATIONS AND QUALIFICATIONS:
Preferred Education and Experience:

Bachelor’s degree and/or equivalent experience
Minimum of 5-year Life Insurance or Financial service industry experience
Life and health insurance license required/Series 6 & 63 or ability to obtain preferred

Knowledge and Skills:

Go Getter, sales mentality with proven track record of high performance/activity
Strong customer service skills with a strong positive phone presence
Excellent verbal communication skills, ability to build phone-based relationships
Ability to articulate message quickly and effectively over the phone
Must be a self-starter and ability to learn independently through experience
Ability to accomplish multiple tasks simultaneously in a fast-paced environment
Strong work ethic and high level of personal integrity and accountability
Proficient in Microsoft Outlook, Word and Excel

BENEFITS PACKAGE:
We offer a competitive benefits package:

Base salary
Performance bonus
Paid Time Off (PTO): 3 weeks to start, increasing with years of service
Paid holiday’s – 11 days
Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
Adult and child orthodontia
Health Savings Account (HSA) with quarterly company contributions
Short-Term and Long-Term Disability
Pet insurance for cats and dogs
401(k)
Company paid Life and AD&D insurance for all full-time employees.
Supplemental Life and AD&D insurance up to 5x’s salary for employee
Supplemental Life and AD& D plans offered for spouse and dependents
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position.