Sales Client Representative - Fully Remote

Summit Sky Consulting; Oakland (CA); Remote; USD 60,000 - 80,000; Full time

Job summary

An innovative financial solutions provider is seeking Sales Client Representatives to join their remote team. This independent contractor role allows you to earn competitive commissions while helping clients achieve financial security with personalized strategies. Strong communication skills and self-motivation are essential, and leads are provided to help you succeed in building client relationships.

Benefits

Commission-based earnings

Flexible work schedule

Life insurance opportunities

Healthcare exchange options

Qualifications

• Strong virtual communication skills, able to build rapport effectively.
• Self-motivated and capable of managing time efficiently while working independently.
• Results-oriented and committed to meeting clients' financial needs.

Responsibilities

• Engage with clients to assess their financial goals and needs.
• Present tailored financial strategies through video calls or phone.
• Guide clients throughout the implementation of their financial plans.

Skills

Client Engagement

Virtual Communication

Self-Motivation

Problem Solving

Tools

CRM systems

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!