Client Acquisition Representative at Summit Sky Consulting | Torre
Client Acquisition Representative
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Summit Sky Consulting

Client Acquisition Representative

Summit Sky Consulting
Emma
Emma
You'll empower clients' financial futures by providing tailored solutions and building lasting relationships
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Full-time

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Remote (for United States residents)
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Emma of Torre.ai
 about 1 month ago

Requirements and responsibilities

Job DescriptionStep Into a Career Where Your Ambition Drives Your SuccessSummit 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 ResponsibilitiesMaintain organized client records and track interactions using CRM toolsConduct virtual client meetings through Zoom or phone consultationsConnect with warm, pre-qualified leads who have shown interest in financial servicesWork toward personal sales and client acquisition goalsGuide prospects through clear and professional financial consultationsOccasionally meet with local clients when in-person interaction is beneficialPresent tailored solutions including Life Insurance, Indexed Universal Life (IUL), and AnnuitiesBuild trust and long-term relationships with prospective and existing clientsWhat We OfferProfessional training, onboarding support, and mentorship from experienced leadersFlexible remote work scheduleCollaborative team environment focused on growth and successAll-expenses-paid travel incentives for top performersUnlimited commission-based earnings with strong income potentialAccess to warm leads so you can focus on client engagement instead of cold callingOptional benefits available through exchange options, including life insurance and healthcare supportWho Thrives in This RoleStrong communication and relationship-building abilitiesPassion for helping individuals and families improve their financial futureSelf-motivated mindset with the ability to work independentlyAbility to manage time efficiently in a remote work environmentGoal-oriented attitude with a desire for personal and professional growthConfidence when presenting solutions and guiding conversationsPosition DetailsThis 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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