CA - VP, Regional Insurance Consultant - San Francisco

Only for registered members San Francisco, United States

1 month ago

Default job background
Full time

Job summary

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 individual will be part 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.

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