Client Acquisition Representative

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 &...