Client Acquisition Representative

Summit Sky ConsultingProvidence, RI

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Overview

Career level

Senior-level

Remote

Benefits

Life Insurance

Flexible/Unlimited PTO

Career Development

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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FAQs About Client Acquisition Representative Jobs at Summit Sky Consulting

What is the work location for this position at Summit Sky Consulting?

This job at Summit Sky Consulting is located in Providence, RI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Summit Sky Consulting?

Employer has not shared pay details for this role.

What employment applies to this position at Summit Sky Consulting?

The employer has not provided this information. This may be discussed during the hiring process.

What experience level is required for this role at Summit Sky Consulting?

Summit Sky Consulting is looking for a candidate with "Senior-level" experience level.

Does Summit Sky Consulting allow remote work for this role?

Yes, this position at Summit Sky Consulting supports remote work, giving candidates the flexibility to work outside the primary office location.

What is the process to apply for this position at Summit Sky Consulting?

You can apply for this role at Summit Sky Consulting either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.