Client Acquisition Representative

Company: Summit Sky Consulting
Location: Mountain View
Posted on: April 1, 2026

Job Description:

Step Into a Career Where Your Ambition Drives Your Success Summit Sky Consulting is looking for motivated professionals who are ready to grow in a dynamic remote sales environment. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you’re seeking. As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. This role is ideal for individuals who want a flexible schedule while developing strong sales and consulting skills. Primary Responsibilities • Maintain organized client records and track interactions using CRM tools • Conduct virtual client meetings through Zoom or phone consultations • Connect with warm, pre-qualified leads who have shown interest in financial services • Work toward personal sales and client acquisition goals • Guide prospects through clear and professional financial consultations • Occasionally meet with local clients when in-person interaction is beneficial • Present tailored solutions including Life Insurance, Indexed Universal Life (IUL), and Annuities • Build trust and long-term relationships with prospective and existing clients What We Offer • Professional training, onboarding support, and mentorship from experienced leaders • Flexible remote work schedule • Collaborative team environment focused on growth and success • All-expenses-paid travel incentives for top performers • Unlimited commission-based earnings with strong income potential • Access to warm leads so you can focus on client engagement instead of cold calling • Optional benefits available through exchange options, including life insurance and healthcare support Who Thrives in This Role • Strong communication and relationship-building abilities • Passion for helping individuals and families improve their financial future • Self-motivated mindset with the ability to work independently • Ability to manage time efficiently in a remote work environment • Goal-oriented attitude with a desire for personal and professional growth • Confidence when presenting solutions and guiding conversations Position Details This opportunity is offered as a 1099 independent contractor position , giving you the flexibility of self-employment while partnering with an organization that provides training, systems, and ongoing support. Your performance determines your results. With dedication and consistency, you can create a highly rewarding career with Summit Sky Consulting while enjoying the benefits of a flexible remote lifestyle. Apply today and start building your future with Summit Sky Consulting.

Keywords: Summit Sky Consulting, Ceres , Client Acquisition Representative, Sales , Mountain View, California