Financial Sales Consultant

Job Description

Job Description

At Couvillier Advisors, our success is dependent on three things: building relationships, engaging in needs-based conversations, and recommending the right products and services to meet those needs. As a Financial Sales Consultant, you will identify, engage and communicate with clients. Qualified Financial Sales Consultant candidates should have sales and customer service experience, be well presented, self-starters, organized, and able to work with minimal supervision. The ideal candidate will be able to effectively communicate and overcome objections.

The Financial Sales Consultant will be responsible for meeting with clients, performing needs analysis and offering solutions to meet those needs. We offer a wide range of insurance products, including Life, Health, Medicare, and Supplemental insurance, as well as Financial Services & Specialty Products. Our robust product line allows us to meet our clients' needs in multiple ways. If you are coachable, enjoy helping people, and have a strong desire to be successful, we want you to be a part of our team!
Core Duties
Promote the company to customers who need insurance
Network with potential customers
Educate customers on each type of product/service and make recommendations based on needs
Evaluate current policies and recommend additional coverage when needed
Maintain all documents confidentially
Submit applications and follow up on status to ensure all applications are properly processed
Follow up regularly with book of business to maintain and grow relationships
Minimum Requirements - Experience
Minimum of one year sales experienced preferred
Ability to work independently, self-motivated
Strong work ethic
Tablet or laptop
Life & health insurance license, or willing to obtain license
Benefits
Free leads. We schedule appointments for you!
Excellent pay
Work independently from home or in the field meeting with clients face-to-face
Flexible schedule - no set hours or quotas, work as much or as little as you like
Proven effective sales system
Opportunities for advancement
Cash bonus incentives
Dream vacations around the world!

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