What are the responsibilities and job description for the Financial Sales Agent position at Couvillier Advisors?
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 Agent, you will identify, engage and communicate with clients. Qualified Financial Sales Agent 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 Agent will be responsible for meeting with clients, performing needs analysis and offering solutions to meet those needs. If you're excited to be part of a winning team, make your next career move with us as a Financial Sales Agent. 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!
Salary : $80,000 - $100,000