Financial Sales Consultant

7 days ago

Baton Rouge, United States Couvillier Advisors Full time
Job DescriptionJob DescriptionJob Posting: Financial Sales Consultant at Couvillier AdvisorsJob Description

Couvillier Advisors is excited to announce a vacancy for the position of Financial Sales Consultant. We are looking for a professional, proactive, and motivated individual to join our dynamic team. This position is available for both Part-Time and Full-Time candidates. It is a non-remote position requiring the candidate to work closely with our clients to deliver exceptional insurance services. Our firm is dedicated to fostering a supportive environment that encourages the professional growth of all its employees in various spectrums of the insurance industry.

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 an Financial Sales Consultant, you will be integral in identifying, engaging and communicating with clients, assisting them with their financial needs. Qualified candidates should possess crucial sales and customer service experience, presenting themselves well, taking initiative, organizing effectively, and functioning independently with minimal supervision.

Duties and Responsibilities
  • Promote the company to customers.
  • Network with potential customers.
  • Educate customers on each type of product/service and make recommendations based on their 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.
  • Meet with clients to perform needs analysis and offer solutions to meet those needs.
  • Provide a wide range of insurance products including Life, Health, Medicare, and Supplemental insurance, as well as Financial Services & Specialty Products.
Requirements
  • Minimum of one year sales experience preferred.
  • Ability to work independently, self-motivated.
  • Strong work ethic.
  • Tablet or laptop for mobile and remote working when necessary.
  • Life & health insurance license, or willing to obtain the license.
  • The ideal candidate will be able to effectively communicate and overcome objections.
  • Enjoy helping people and have a strong desire to be successful.
  • Coachable and eager to learn new skills and improve.
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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