Covr Financial Technologies→
Product Specialist/Business Analyst at Covr… · New York
Entry LevelHybridFull-timeNew York, NY
Job Description
Product Specialist/Business Analyst
REPORTS TO: CITODEPARTMENT: R&D
FLSA STATUS: Exempt
WORK SCHEDULE: M-F, may need to flex times due to business needs
LOCATION: New York, NY: Hybrid (3 days onsite/2 days remote)
COMPANY OVERVIEW:
Optifino/Covr is a digital BGA built to simplify the permanent life insurance experience. Today, case design is fragmented, manual, and opaque. Advisors toggle between carrier systems, spreadsheets, and presentations—often taking days or weeks to arrive at an answer. We replace that with a unified, AI-powered platform that enables:
• Case design in minutes, not days
• Side-by-side comparisons across carriers
• Ongoing policy optimization and professional review
Our goal is straightforward:
• Help advisors deliver better outcomes for clients with less friction
JOB SUMMARY:
The Product Specialist/Business Analyst will be a hands-on role for someone who wants to be close to both the product and the customer. You will demo the platform, train users, and help shape how the product evolves based on real-world feedback.
This role is best suited for someone with experience in fintech or financial services who has worked directly with customers.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
Product demos and client onboarding
- Lead live demos of the Optifino platform for prospective users
- Clearly explain complex insurance workflows in a simple, structured way
- Train new customers across:
- Case design
- Policy comparison
- Professional review workflows
- Serve as a hands-on resource for advisors adopting the platform
- Work closely with engineering to improve our AI-driven interface
- Provide structured feedback based on:
- Your own usage
- Customer interactions during demos and onboarding
- Interview advisors and sales partners to identify friction points and opportunities
- Translate qualitative feedback into clear, actionable product insights
- Support ad hoc analysis across:
- Client cases
- Platform usage
- Internal initiatives
- Help identify trends, inefficiencies, and opportunities
Content and knowledge library development
- Curate and expand our internal and client-facing content library
- Source relevant:
- Articles
- Planning strategies
- Industry thought pieces
- Help ensure advisors have access to high-quality, actionable content
- Perform other projects and duties as assigned.
JOB SPECIFICATION/QUALIFICATIONS:
Required Education and Experience:
- 2–5 years of experience in:
- Fintech, insurtech, or a related financial services environment
- Experience:
- Running product demos and onboarding users
- Working directly with customers in a sales or solutions-oriented role
- Bachelor’s degree in:
- Finance, Mathematics, Engineering, Business, or a related field
- Ability to simplify complex concepts, especially in insurance or financial products
- Comfort working across product, engineering, and sales
- Demonstrate strong analytical skills, problem-solving, and critical thinking
- High ownership and flexibility in a fast-moving environment
- Possess solid understanding of SLAs, call queues, customer retention strategy, margins, and how to effectively drive results through improvements
- Excellent written and verbal communication skills, with an ability to clearly communicate complex information
- Excellent planning, organization and problem identification skills, with high attention to detail
- Willingness to work in-office in New York City at least three days per week
We offer a competitive benefits package:
- 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!
- 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.