Client Solutions Advisor
About The Position
Shape Your Future – While Helping Others Shape Theirs Are you self-disciplined, coachable, and passionate about making a difference? If so, Couvillier Advisors invites you to join our mission to help families improve their financial, physical, and mental wellness — while building a rewarding career for yourself. As a Client Solutions Advisor , you’ll connect with individuals and families to understand their needs, provide tailored solutions, and help them protect and plan for their future. With a diverse portfolio of insurance products and financial services, you’ll have the tools to make a meaningful impact while achieving your own professional and financial goals.
Requirements
- Minimum of 1 year of sales experience
- Strong work ethic and drive to succeed
- Ability to work independently and manage your own schedule
- Self-motivated and goal-oriented mindset
- Tablet or laptop with reliable internet
- Life & Health insurance license or willingness to obtain one (we provide guidance)
Responsibilities
- Meet with clients virtually or in person
- Conduct needs analysis to identify opportunities
- Recommend solutions from our portfolio, which includes: Life, Health, Medicare, and Supplemental Insurance Retirement Income Protection Debt & Tax Relief Programs Financial Counseling Services
- Build long-term relationships based on trust and results
Benefits
- Excellent Earning Potential – commission-based with no income cap
- Work Your Way – from home or in the field
- Flexible Schedule – no required hours or quotas
- Proven Sales System – with training and mentorship provided
- Career Growth – advancement opportunities for top performers
- Incentives – cash bonuses and dream vacations around the world
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
