Client Acquisition Representative

Step Into a Career Where Your Ambition Drives Your Success

Summit Sky Consulting is looking for motivated professionals who are ready to grow in a dynamic remote sales environment. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you're seeking.

As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. This role is ideal for individuals who want a flexible schedule while developing strong sales and consulting skills.

Primary Responsibilities

• Maintain organized client records and track interactions using CRM tools
• Conduct virtual client meetings through Zoom or phone consultations
• Connect with warm, pre-qualified leads who have shown interest in financial services
• Work toward personal sales and client acquisition goals
• Guide prospects through clear and professional financial consultations
• Occasionally meet with local clients when in-person interaction is beneficial
• Present tailored solutions including Life Insurance, Indexed Universal Life (IUL), and Annuities
• Build trust and long-term relationships with prospective and existing clients

What We Offer

• Professional training, onboarding support, and mentorship from experienced leaders
• Flexible remote work schedule
• Collaborative team environment focused on growth and success
• All-expenses-paid travel incentives for top performers
• Unlimited commission-based earnings with strong income potential
• Access to warm leads so you can focus on client engagement instead of cold calling
• Optional benefits available through exchange options, including life insurance and healthcare support

Who Thrives in This Role

• Strong communication and relationship-building abilities
• Passion for helping individuals and families improve their financial future
• Self-motivated mindset with the ability to work independently
• Ability to manage time efficiently in a remote work environment
• Goal-oriented attitude with a desire for personal and professional growth
• Confidence when presenting solutions and guiding conversations

Position Details

This opportunity is offered as a 1099 independent contractor position, giving you the flexibility of self-employment while partnering with an organization that provides training, systems, and ongoing support.

Your performance determines your results. With dedication and consistency, you can create a highly rewarding career with Summit Sky Consulting while enjoying the benefits of a flexible remote lifestyle.