Senior Account Manager



Sales & Business Development
Cleveland, OH, USA
Posted on Thursday, June 20, 2024

Regional Insurance Consultant

REPORTS TO: Head of National Sales

DEPARTMENT: Sales, National Sales Team


WORK SCHEDULE: M-F, hours subject to territory

TRAVEL: Up to 10%

COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus

INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC)

LOCATION: This position is located in our Hartford, CT office/ may consider hybrid


Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.

Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!


Our team is growing and we’re adding to our sales team! This role is a perfect opportunity for someone that is wanting to get off the road and work virtually out of our Hartford, CT office location. This role is responsible for providing exceptional service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive, and professional in helping advisors with identifying opportunities for life, long-term care, and disability insurance. Provide virtual point-of-sales assistance. Be well versed in core sales concepts, underwriting, product specifications, and general Covr processes as it relates to all types of life insurance. This individual will be a member of Covr’s team which includes an internal partners, assigned Case Manager, as well as access to Covr’s Director of Underwriting, Director of Long-Term Care and Advanced Planning Team.


  • Advises financial advisors on sales concepts, insurance products, and underwriting.
  • Responsible for developing business plans that achieve and exceed sales targets for assigned territory.
  • Builds and maintains strong relationships with Financial Advisors in order to achieve sales targets.
  • Partners closely with account management in order to advance sales within region.
  • Continuously analyzes data within ones territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly.
  • Serves as the initial contact for problem resolution. Researches and/or elevates issues to solve problems.
  • Leverages the Company’s expertise by working effectively with areas such as Product Management, Advanced Sales, etc.
  • Guides financial advisors on the use of the Covr digital insurance platform.
  • Provides insurance quotes and case design to financial advisors and their clients for life insurance, disability income and asset based long term care
  • Well versed in core life and long-term care insurance strategies and familiar with the solutions available in the marketplace from various insurance carriers
  • Comfortable with SalesForce or other CRM as a tool to help run an efficient practice
  • Performs other projects and tasks as assigned.


Required Education and Experience:

  • Bachelor’s degree or equivalent work-related experience
  • Experience with field underwriting, and product niches
  • Familiarity in life insurance, long term care, disability income, and case design
  • Life and health insurance licensed with a minimum of 5+ years of life insurance sales experience
  • Minimum Series 6 and 63 required

Knowledge and Skills:

  • Knowledge of numerous carriers and different product lines a required
  • Persistent marketer with proven track record of high performance/activity
  • Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment
  • Excellent attention to detail and ability to multi-task without losing focus
  • Excellent verbal communication skills with ability to build phone-based relationship
  • Familiar with general concepts of the financial planning and life insurance industries
  • Strong organizational and time management skills
  • Ability to work independently and exercise good judgment with professional and technical fortitude
  • Strong work ethic and high level of personal integrity and accountability


We offer a competitive benefits package:

  • Paid Time Off (PTO): 3 weeks to start increasing with years of service
  • Paid holiday’s – 11 days!
  • NEW - Downtown parking subsidy
  • NEW - Summer Hours Program
  • Medical, Dental and Vision – 6 options to choose from for all full-time employees, 2 plans zero premium others 85% premium paid by Covr
  • Employee Assistance Program
  • HSA employer contribution of up to $800/yr
  • Adult and child orthodontia
  • Health Savings Account (HSA) with quarterly company contributions
  • Short-Term and Long-Term Disability
  • NEW - Pet insurance for cats and dogs!
  • NEW – Gym Membership discounts
  • 401(k) with company match starting at 3% for the first 3%, and 50% of the next 2%
  • NEW LIMITS - Company paid Life and AD&D insurance 1 year salary, max $50,000 for all full-time employees.
  • NEW LIMITS - Supplemental Life and AD&D insurance up to 6x’s salary for employee up to $2,500,000
  • NEW LIMITS - Supplemental Life and AD& D plans offered for spouse up to $200,000 and dependents up to $10,000
  • Flexible Spending Accounts (FSAs): medical, dependent, parking and transit