Remote Client Sales Executive (Trainings Provided)

Open to New York Candidates Only Summit Sky Consulting is on a mission to transform the way people access and understand financial solutions.

As a fast-growing firm, we’re searching for driven, client-focused Sales Agents to join our remote team.

While this role is fully virtual, we are prioritizing candidates who live in New York to best serve our expanding client base in the state.

If you’re self-motivated, thrive in a flexible work environment, and want to help individuals and families achieve financial peace of mind, this is your opportunity.

Why Work With Us Unlimited Earning Potential – Our uncapped commission structure puts you in charge of your income.

Remote with Flexibility – Enjoy the freedom to design your schedule and work entirely from home.

Warm Leads Only – Focus on building relationships and closing deals.

We provide pre-qualified leads so you don’t waste time cold calling.

Professional Development – Gain access to advanced training, digital tools, and personalized mentorship.

Collaborative Culture – Be part of a supportive, like-minded team that shares strategies for success.

Wellness Benefits – Opportunities for life insurance and access to a healthcare exchange (medical, dental, vision).

What You’ll Do Connect virtually with pre-screened prospects to understand their needs and goals.

Guide clients through tailored solutions in life insurance, Indexed Universal Life (IUL), and annuities.

Confidently present strategies via Zoom or phone, ensuring clients feel informed and empowered.

Support clients from first consultation to implementation, providing an excellent experience at every step.

Use our CRM to track interactions and manage your pipeline effectively.

What We’re Looking For Location Requirement :

• You live in New York and are excited to support clients in your state while working remotely.
• Strong virtual communication skills and the ability to explain complex ideas simply.
• Independent, entrepreneurial mindset with great time-management skills.
• Goal-oriented with a passion for solving problems and delivering results.
• A genuine desire to make a positive impact on clients’ financial well-being.

Additional Details Type of Role :

Apply today and join Summit Sky Consulting!