Sales & Client Relations
Full-time
Senior Insurance Advisor
New York, NY
On-site
5+ years experience
Team of 12 members
About the Role
We are looking for a highly motivated Senior Insurance Advisor to join our New York office. You will work directly with clients to assess their insurance needs and guide them through our comprehensive range of health, life, and property insurance products.
This role is ideal for someone who thrives in a client-facing environment, has a deep understanding of insurance products, and is passionate about providing exceptional service.
Key Responsibilities
Manage a portfolio of 150+ individual and family insurance clients
Conduct in-depth needs assessments and recommend tailored coverage solutions
Drive new business development through referrals, networking, and community outreach
Maintain up-to-date knowledge of industry trends, regulations, and product updates
Collaborate with underwriters to secure competitive pricing for complex cases
Mentor junior advisors and contribute to team training sessions
Requirements
1
5+ years of experience in insurance sales or advisory roles
2
Active state insurance license (Life & Health)
3
Proven track record of exceeding sales targets
4
Excellent verbal and written communication skills
5
CRM proficiency (Salesforce preferred)
6
Bachelor's degree in Finance, Business, or related field
$75,000 – $95,000 / year
Annual compensation
Application Deadline
July 31, 2026
Work Schedule
On-site
Team Size
12 members
Experience
5+ years
CoverWell Inc.
Insurance & Financial Services
Founded in 2001, CoverWell serves over 1.2 million policyholders across the United States with comprehensive insurance solutions built on trust, clarity, and care.