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Sales Client Representative - Fully Remote

Sales Client Representative - Fully Remote

Summit Sky ConsultingSan Francisco, CA, US
30+ days ago
Job type
  • Full-time
  • Remote
  • Quick Apply
Job description

Summit Sky Consulting :

  • Empowering Remote Professionals!
  • 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.
  • Why Choose Summit Sky Consulting?

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).
  • Your Impact :

  • Guiding Clients to Financial Security 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 .
  • What You'll Be Doing :

  • 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.
  • Who We're Looking For :

  • 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.
  • Please Note :

  • This is an independent contractor (1099) position .
  • Your compensation will be solely commission-based , providing you with unparalleled autonomy and direct control over your earning potential.
  • Ready to build a fulfilling career on your own terms?
  • Explore this exciting opportunity with Summit Sky Consulting and apply today!

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    Sales Representative • San Francisco, CA, US

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