Client Solutions Advisor - Remote Wealth Planning

Couvillier Advisors; Nashville (TN); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Flexible schedule

Career growth opportunities

Cash bonuses and vacation incentives

Job summary

A financial wellness consultancy in Nashville is seeking a motivated Client Solutions Advisor. The role involves meeting with clients, conducting needs analysis, and recommending tailored financial solutions. Successful candidates will have at least 1 year of sales experience, a self-motivated mindset, and a life & health insurance license or willingness to obtain one. The position offers excellent earning potential with flexible work options, including working from home.

Qualifications

• Minimum of 1 year of sales experience.
• Strong work ethic and drive to succeed.
• Ability to work independently and manage your own schedule.

Responsibilities

• Meet with clients virtually or in person.
• Conduct needs analysis to identify opportunities.
• Recommend solutions from our portfolio.

Skills

Sales experience

Self-motivated

Relationship building

Tools

Tablet or laptop

Job description

A financial wellness consultancy in Nashville is seeking a motivated Client Solutions Advisor. The role involves meeting with clients, conducting needs analysis, and recommending tailored financial solutions. Successful candidates will have at least 1 year of sales experience, a self-motivated mindset, and a life & health insurance license or willingness to obtain one. The position offers excellent earning potential with flexible work options, including working from home.