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.