Job summary
Job post source
This job is directly from Summit Sky Consulting
Job overview
The Sales Client Representative role at Summit Sky Consulting involves guiding clients to financial security by providing tailored financial strategies, impacting client relationships and company growth.
Responsibilities and impact
The role includes engaging with pre-qualified prospects virtually, assessing client financial needs, presenting customized financial solutions via Zoom or phone, managing client journeys from consultation to plan implementation, and using CRM systems to optimize workflow.
Compensation and benefits
This is a commission-only independent contractor position with uncapped earning potential, offering flexibility, pre-qualified leads, training, mentorship, and access to life insurance and healthcare exchange benefits.
Experience and skills
Candidates should excel in virtual communication, be highly self-motivated, results-oriented problem solvers, and client-centric advocates, thriving in a remote work environment.
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, collaborative, and flexible remote work culture focused on client success and work-life balance.
Company information
Summit Sky Consulting is a rapidly growing leader in innovative financial solutions, specializing in life insurance, indexed universal life, and annuities.
Job location and travel
This is a fully remote position allowing flexible scheduling and work from home.
Unique job features
The job features pre-qualified leads, a fully remote setup, uncapped commissions, and a supportive community with advanced training and digital tools.
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 highlight your expertise in virtual communication, client engagement, and independent work, emphasizing your ability to build rapport and manage client relationships remotely for Summit Sky Consulting.
Focus on showcasing your skills in financial solutions such as life insurance, Indexed Universal Life (IUL), and annuities, along with your experience using CRM systems and conducting needs assessments virtually.
Apply through multiple channels including Summit Sky Consulting's corporate careers page, LinkedIn job postings, and reputable job boards to maximize your application visibility for this fully remote sales role.
Connect on LinkedIn with current Sales Client Representatives or team leaders at Summit Sky Consulting, using ice breakers like commenting on their recent posts about financial strategies or asking about their experience with the company’s training and mentorship programs.
Optimize your resume for ATS by incorporating keywords from the job description such as 'virtual communication,' 'client engagement,' 'financial strategies,' 'CRM,' and 'commission-based sales' to ensure it passes automated screenings effectively.
Leverage Jennie Johnson's Power Apply feature to automate tailored resume submissions, identify multiple application portals, and find relevant LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking.
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