Client Acquisition Representative at Summit Sky Consulting | Torre

Client Acquisition Representative

You'll empower clients' financial futures by providing tailored solutions and building lasting trust.
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Full-time

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Remote (anywhere)
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Emma of Torre.ai
about 1 month ago

Requirements and responsibilities


Job Description 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. Apply today and start building your future with Summit Sky Consulting.
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