VP, Regional Insurance Consultant - Remote

Overview

The VP, Regional Insurance Consultant role is a remote position based in California, responsible for providing exceptional service to financial advisors and managing insurance sales within a designated territory.

In Short

• Work virtually from home in California.
• Advise financial advisors on insurance products.
• Develop business plans to achieve sales targets.
• Build relationships with financial advisors.
• Provide virtual point-of-sales assistance.
• Analyze market data and trends.
• Guide advisors on using the Covr digital platform.
• Provide insurance quotes and case designs.
• Collaborate with internal teams for sales advancement.
• Comfortable using CRM tools.

Requirements

• Bachelor's degree or equivalent experience.
• 5+ years of life insurance sales experience.
• Life and health insurance licensed.
• Familiarity with life insurance and underwriting.
• Minimum Series 6 and 63 required.

Benefits

• Starting salary of $72,000 plus commission.
• 3 weeks of Paid Time Off (PTO).
• 11 paid holidays.
• Medical, dental, and vision options.
• 401(k) retirement plan.
• Flexible Spending Accounts (FSAs).
• Employee Assistance Program.
• Short-Term and Long-Term Disability.
• Gym membership discounts.
• Pet insurance options.