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Client Finance Consultant

Couvillier Advisors Group Monroe, LA

  • Expired: over a month ago. Applications are no longer accepted.
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 Client Finance Consultant, you will identify, engage and communicate with clients. Client Finance Consultant, candidates will 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 Client Finance Consultant will be responsible for meeting with clients, performing needs analysis and offering solutions to meet those needs, to negotiating and closing offers. Client Finance Consultant will be responsible for sales, attracting customers, your goal will be to always meet clients' needs. If you're excited to be part of a winning team, make your next career move with us as a Client Finance Consultant.

Core Duties

  • Assesses the performance of sales representatives by providing timely performance assessments.
  • Establishes account programs for sales representatives.
  • Become an expert in the areas of sales
  • Be able to make a high volume of phone calls.
  • Multiple levels of experience: leveraging multi-functional resources, either selling a product, managing a category, or building sales marketing plans.
  • Follow up with potential customers after demos to close contracts.
  • Be able to own and drive processes independently, including looking for areas of opportunity to make improvements, conducting experiments, and making successful changes based on data.

Minimum Requirements - Experience

  • Must have sales background; insurance is a plus.
  • Insurance license or be willing to obtain one.

Couvillier Advisors Group


Monroe, LA
71201 USA


Finance and Insurance

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