Client Acquisition Representative
Summit Sky Consulting, Mountain View, CA, United States
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 Consultingwhile enjoying the benefits of a flexible remote lifestyle.
Apply today and start building your future with Summit Sky Consulting.
#J-18808-Ljbffr
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 Consultingwhile enjoying the benefits of a flexible remote lifestyle.
Apply today and start building your future with Summit Sky Consulting.
#J-18808-Ljbffr