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 solutions such as life insurance and annuities in a fully remote setting.
Responsibilities and impact
The role requires engaging with pre-qualified clients virtually, assessing their financial needs, presenting customized strategies via Zoom or phone, managing the client journey from consultation to implementation, and using CRM software to optimize workflow.
Compensation and benefits
The position is an independent contractor role with commission-only pay, offering uncapped earning potential, flexible scheduling, pre-qualified leads, life insurance opportunities, and access to a healthcare exchange including medical, dental, and vision plans.
Experience and skills
Candidates should excel in virtual communication, be highly self-motivated and independent, possess strong time management skills, be results-oriented problem solvers, and have a client-centric approach focused on financial well-being.
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 environment that values autonomy and client-focused success.
Company information
Summit Sky Consulting is a rapidly growing leader in innovative financial solutions focused on empowering remote professionals with sound financial strategies.
Job location and travel
This is a fully remote position allowing work from home with flexible scheduling.
Unique job features
The job features no cold calling with pre-qualified leads provided, a fully remote setup, and a commission-only independent contractor model providing high earning autonomy.
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
Tailor your resume to emphasize your expertise in virtual client engagement, showcasing your ability to build rapport and communicate complex financial concepts clearly in a remote environment.
Highlight your experience with needs assessment and client journey management, focusing on your skills in guiding clients through personalized financial solutions such as life insurance, IUL, and annuities.
Apply through multiple platforms including Summit Sky Consulting's corporate careers page, LinkedIn, and other job boards to maximize your visibility for this fully remote sales role.
Connect with current Sales Client Representatives or team members in the remote sales division at Summit Sky Consulting on LinkedIn; start conversations by referencing their remote work culture or asking about their experience with the pre-qualified lead system.
Optimize your resume for ATS by incorporating key phrases from the job description like 'virtual communication expert,' 'client-centric advocate,' 'CRM utilization,' and 'commission-based sales,' ensuring your application passes initial automated screenings.
Use Jennie Johnson's Power Apply feature to automate your tailored applications, identify the best channels to apply through, and facilitate networking with Summit Sky Consulting contacts, allowing you to focus your time on preparing for interviews and refining your sales pitch.
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