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Insurance Sales Specialist

2 months ago

Lafayette, Louisiana, United States Couvillier Advisors Full time
Financial Sales Consultant at Couvillier Advisors

As a Financial Sales Consultant with Couvillier Advisors, you will play a pivotal role in fostering client relationships through personalized interactions and tailored financial solutions. Your expertise will enable you to engage with clients, assess their financial needs, and present a diverse array of insurance and financial service options.

Core Responsibilities:

  • Market and advocate for the company's financial services to prospective clients
  • Establish and nurture relationships with a diverse client base
  • Inform clients about various product offerings and recommend the most suitable solutions
  • Evaluate existing insurance policies and propose enhancements as needed
  • Ensure the confidentiality and security of client information
  • Facilitate the application process and provide diligent follow-up
  • Develop and maintain strong client relationships to promote satisfaction and retention

Qualifications:

  • A minimum of one year of experience in sales
  • Driven and self-directed with a robust work ethic
  • Possession of a life and health insurance license, or a commitment to obtain one
  • Access to a tablet or laptop for client interactions

Perks:

  • Assigned leads with pre-scheduled meetings
  • Attractive compensation structure
  • Flexibility to work remotely or engage with clients in person
  • Adaptable schedule without fixed hours
  • Access to a proven sales framework and growth opportunities
  • Performance-driven incentives and rewards, including potential travel experiences