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.
Apply today and start building your future with Summit Sky Consulting.
Recommended Jobs
Certified Medical Assistant (CMA)
Job Description Job Description * Serious Inquiries Only * We are seeking a dedicated and skilled Certified Medical Assistant to join our healthcare team. The ideal candidate will play a cr…
New Home Consultant
M/I Homes, a renowned homebuilder with over 40 years of experience in crafting quality homes, is seeking a dedicated individual to join our team as a New Home Consultant. Founded on the principles of…
Quality Control Inspector I - 1st Shift (5 am - 1:30 pm)
Quality Control Inspector I In this job you will inspect component parts and completed product for conformance to process controls using visual inspection and various measuring tools of basic complex…
Human Resources Coordinator
Job Description Job Description $27.94 to $39.00 Hourly Rate (Based on years of experience). Westminster Place | Part Time | Human Resources Department | Mon - Wed: 8:30am - 4:30pm. Thurs: 8:30…
Customer Service Rep (02819) - 1002 Shooting Park Rd
Job Description Job Description Job Description Domino's Pizza in Peru, United States is seeking an enthusiastic and customer-focused Customer Service Representative to join our team at 1002…
CDL A Truck Driver - Open Deck - $105k / yr (Macomb)
Hiring CDL-A Drivers EARN MORE WITH TUCKER - Average up to $105,000 per year; 81CPM* STATE-OF-THE-ART EQUIPMENT - Late-model trucks equipped with APUs + upgraded interiors REFER A FRIEND - U…
Cook
Job Description Job Description SUMMARY: The position of cook regardless of race, creed, or disability has the responsibility of preparing one-half to two thirds of the child’s daily nutritional…
Marketing Representative
Job Description Job Description Description: Marketing Representative (Spanish/English) Location: Mount Prospect, IL (Field-Based) Travel: ~15% overnight travel across 5 state territory …
Forklift and Aerial Lift Service Technician
Job Description Job Description Description: We are currently hiring full-time Field Forklift and Aerial Lift Technicians for our Batavia, IL location. Atlas First Access, part of the Atl…
Line Cook
We are looking to add a member to our team! Email us at [email protected] with your contact info and cv if you're interested in being part of our kitchen with: -Competitive salary -Paid …