Job summary
Job post source
This job is directly from Summit Sky Consulting
Job overview
The Sales Client Representative role at Summit Sky Consulting is a fully remote position focused on guiding clients to financial security through tailored financial solutions.
Responsibilities and impact
The role involves engaging with pre-qualified prospects, assessing their financial needs, presenting customized financial strategies virtually, managing the client journey from consultation to plan implementation, and using a CRM system to manage client interactions.
Compensation and benefits
Compensation is solely commission-based with a highly competitive and uncapped commission structure, offering exceptional earning potential; benefits include opportunities for life insurance and access to a healthcare exchange covering medical, dental, and vision.
Experience and skills
Candidates should excel in virtual communication, be highly self-motivated with strong time management, be results-oriented problem solvers, and client-centric advocates; experience with remote work and financial product knowledge is implied but not explicitly stated.
Career development
The company offers accelerated growth through world-class training, cutting-edge digital tools, and personalized mentorship to support professional development.
Work environment and culture
Summit Sky Consulting promotes a supportive and collaborative remote work environment with a focus on flexibility, autonomy, and a community of like-minded peers.
Company information
Summit Sky Consulting is a rapidly growing leader in innovative financial solutions, specializing in life insurance, indexed universal life, and annuities, empowering remote professionals.
Job location and travel
This is a fully remote position allowing for personalized work schedules and work-life balance from home.
Unique job features
The job features no cold calling with pre-qualified leads provided, full autonomy as an independent contractor, and the use of advanced digital tools and CRM for client management.
Company overview
Summit Sky Consulting is a professional services firm specializing in management consulting, business strategy, and organizational development for clients across various industries. The company generates revenue by offering tailored advisory services, project management, and strategic planning solutions to help businesses improve efficiency, drive growth, and navigate complex challenges. Founded by industry veterans, Summit Sky Consulting has built a reputation for delivering data-driven insights and actionable recommendations that support client success. Candidates should be aware of the company's emphasis on collaboration, client-centric approaches, and a culture that values continuous learning and innovation. Summit Sky Consulting often engages with both established enterprises and emerging startups, providing opportunities to work on diverse and impactful projects.
How to land this job
Position your resume to emphasize your experience in virtual client engagement, highlighting your ability to build rapport and communicate complex financial information remotely, as this is key for Summit Sky Consulting's fully remote Sales Client Representative role.
Highlight your skills in needs assessment, solution presentation via digital platforms like Zoom or phone, and CRM proficiency, as these are critical components of the job description.
Apply through multiple channels such as Summit Sky Consulting's corporate careers page, LinkedIn job postings, and other relevant job boards to maximize your visibility for this commission-based independent contractor position.
Connect with current Sales Client Representatives or team members in the remote sales division at Summit Sky Consulting on LinkedIn. Ice breakers could include mentioning your enthusiasm for remote work and asking about their experience with the pre-qualified leads system or their favorite digital tools for client management.
Optimize your resume for ATS by incorporating keywords from the job description such as 'virtual communication,' 'client engagement,' 'CRM utilization,' 'financial solutions,' and 'independent contractor.' This will help your resume pass initial automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailoring your resume, applying through multiple platforms, and identifying relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking effectively.
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