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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