What are the responsibilities and job description for the Client Solutions Advisor position at Couvillier Advisors?
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.
What You’ll Do
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
What We’re Looking For
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)
What We Offer
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
Join a team where your work truly matters.
If you’re ready to take control of your career, help families secure their future, and enjoy the rewards of your success, we want to hear from you.
Apply today and start building your future with Couvillier Advisors!