Job Details

Join Summit Sky Consulting, a rapidly growing leader in innovative financial solutions! We're seeking highly motivated and client-focused Sales Client Representatives for our fully remote team. If you're passionate about empowering individuals with sound financial strategies and thrive in an independent, supportive environment, we want to hear from you.

• Exceptional Earning Power: Control your income with our highly competitive and uncapped commission structure.

• Ultimate Flexibility: Design your own work schedule and operate entirely from home for personalized work-life balance.

• Pre-Qualified Leads Provided: No cold calling! Focus on building strong client relationships with pre-vetted leads supplied directly to you.

• Accelerated Growth: Benefit from world-class training, cutting-edge digital tools, and personalized mentorship.

• Supportive Community: Join a collaborative network of like-minded peers, fostering shared success.

• Comprehensive Well-being: Opportunities for valuable life insurance and a robust healthcare exchange (medical, dental, vision).

As a Sales Client Representative, you'll be the cornerstone of our client relationships, connecting individuals and families with the financial solutions they need. You'll provide tailored strategies for essential offerings such as Life Insurance, Indexed Universal Life (IUL), and Annuities.

• Client Engagement: Initiate and cultivate genuine connections with pre-qualified prospects virtually.

• Needs Assessment: Conduct thorough consultations to understand clients' financial situations and goals.

• Solution Presentation: Clearly and confidently present customized financial strategies via Zoom or phone.

• Client Journey Management: Guide clients seamlessly from initial consultation to successful plan implementation.

• CRM Utilization: Efficiently manage client interactions and optimize your workflow using our CRM system.

• Virtual Communication Expert: You excel at building rapport and conveying complex information clearly in a remote setting.

• Highly Self-Motivated: You thrive independently, demonstrating strong initiative and effective time management from your home office.

• Results-Oriented Problem Solver: Driven by success, you're committed to identifying and delivering the best solutions for our clients.

• Client-Centric Advocate: You genuinely prioritize client needs and are passionate about making a positive impact on their financial well-being.