Summit Sky Consulting is actively seeking highly motivated, goal-oriented Sales Customer Representatives to join our growing remote team, offering a fully work-from-home opportunity that allows you to build a rewarding career while delivering exceptional service and driving sales performance from the comfort of your own home.
Client Acquisition Representative
Location
United States
Posted
96 days ago
Salary
$70K - $160K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Client Acquisition Representative
Summit Sky Consulting
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.
Related Guides
Related Categories
Related Job Pages
More Business Development Rep Jobs
Client Acquisition Representative
Summit Sky ConsultingSummit Sky Consulting is actively seeking highly motivated, goal-oriented Sales Customer Representatives to join our growing remote team, offering a fully work-from-home opportunity that allows you to build a rewarding career while delivering exceptional service and driving sales performance from the comfort of your own home.
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.
About Context: Context Travel offers cultural and historical tours and activities led by deep subject-matter experts in over 50 cities around the world. Context tours enrich your travel with a deeper, personalized understanding of a city’s history, art, and culture. With coverage of lesser known locales as well as main city sites, Context experts take clients through in-depth, thematic topics to help them get to know the DNA of a place. Context offers competitive salaries and solid benefits, including unlimited vacation, health and 401k, and maternity leave. Role: Our sales team is looking for a highly organized professional with experience in travel industry sales and marketing. This role will support business development with travel agencies and other partners. Understanding of the US travel trade landscape will be key to success in this role. This is an exciting opportunity to report directly into our Director of Business Development and help grow our travel advisor channel at greater than 30% year over year. This is a remote role that works closely with trade marketing, delivery, and product teams. Location: Remote role Schedule: U.S. Eastern Hours, Mon-Fri, 9-5, with some nights and weekends for travel/events Salary: $55k-65k, depending on experience Responsibilities of this role will include: - Builds and maintains relationships for the travel agency channel - Finds, coordinates, and leads agency trainings and Context webinars - Executes end-to-end conference strategy - Leads 1:1 meetings and webinars - Prospects for new agencies and advisors - Creates marketing materials including flyers and presentations - Creates content for webinars, meetings, and emails - Manages department inbox - Builds, updates, and analyzes workflows and automations in CRM - Collects and raises roadblocks as needed - Assists in agency and advisor registration - Manages advisor toolkit - Tracks KPIs - Participates meaningfully in team meetings - Joins project working groups or task forces - Works cross-functionally - Consults in quarterly and annual planning - 15% travel required, heavier during conference season Requirements: - Understanding of the travel agency market in the U.S., including host agencies and consortia - Relationships with FIT travel advisors a plus - Highly organized and comfortable working with tight deadlines - Must have current driver’s license - Eligibility to work in the US during Eastern office hours Preferred systems experience: - Google (Sheets, Docs, Slides, Meet, Gmail) - HubSpot - Front - Slack - Zoom - Guru - Basecamp What you'll bring: - Demonstrated autonomous ownership: can triage, decide, and close loops without heavy supervision.Sincere enthusiasm for connecting with clients both via email and over the phone - An eagerness to close the sale and celebrate the win - Resilience and composure—you handle unhappy clients with empathy and a thick skin - Cultural sensitivity—you have experience and/or interest in working with colleagues and people from around the globe - Versatility in managing a wide range of tasks and responsibilities in a fast paced environment - Close attention to detail and strong working memory - Comfortable self-serving on information and not afraid to ask questions for clarification - A curious, learning-driven mindset—you’d happily be one of our clients yourself - 2-4 years work experience in a related role. Travel or hospitality industry experience is a plus In exchange, we are thrilled to offer: - A supportive, mission-oriented work environment with colleagues who care - Unlimited access to digital lectures and, audio guides, and in-person small group tours - Annual enrichment stipend to pursue personal and professional interests - Flexible PTO (with no caps, encouraged minimums, and parental leave) - A remote-first work policy - we have colleagues based in all four corners of the world - An annual company retreat to connect and celebrate with colleagues in person. (Past locations include New York City, Philadelphia, Lisbon, Barcelona, Mexico City, and Berlin.) Context Travel is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you have a disability or special need that requires accommodation, please let us know.
Client Acquisition Representative
Summit Sky ConsultingSummit Sky Consulting is actively seeking highly motivated, goal-oriented Sales Customer Representatives to join our growing remote team, offering a fully work-from-home opportunity that allows you to build a rewarding career while delivering exceptional service and driving sales performance from the comfort of your own home.
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.
Vice President of Business Development
True Rx Health StrategistsA pharmacist-led PBM where Health Strategists deliver genuine care and success is measured in healthier lives.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As VP of Business Development, you'll be the cornerstone of our efforts to build meaningful, long-term relationships with employer-sponsored health plans, benefit consultants, and key strategic partners. Your consultative approach will be at the heart of our success, as you work closely with prospective clients to understand their needs and position True Rx as the trusted solution. With your leadership and expertise, you will mentor a team of driven business development professionals while crafting and executing strategies that shape the future of healthcare benefits. This position is 100% work remote with expectations of in-office as needed for meetings and trainings. What You’ll Do: - Lead New Business Development: Spearhead strategic initiatives to close new business in your designated territory. Your expertise will be the driving force behind the acquisition of high-value clients. - Mentor and Inspire: Lead and coach fellow team members, elevating their performance and ensuring they have the tools to succeed. - Deliver Winning Presentations: Create and deliver compelling presentations to prospective clients, consultants, and partners, positioning True Rx as the go-to partner for employer-sponsored health plans. - Collaborate Across Teams: Work closely with the management team to align on sales strategies and marketing initiatives. Act as a liaison between business development and operations, ensuring smooth client transitions and continued relationship building. - Relationship Management: Build and maintain strong relationships with HR professionals, consultants, and key stakeholders within client organizations. - Travel & Networking: Frequent travel to build relationships and attend industry events, networking with decision-makers, and keeping a finger on the pulse of the market. - Ownership & Accountability: Take full responsibility for your success, managing time, territory, and sales activities to maximize impact. Qualifications - 4-10 years of proven success in business development, sales, or a related field. Experience in the healthcare or insurance space is a plus! - Expertise in building relationships with employers, consultants, and key partners. A consultative sales approach is essential. - Experience leading or mentoring a team, with a track record of empowering others to succeed. - A bachelor’s degree or equivalent, or a combination of education and experience. - Ability to travel frequently, with short trips required to meet with clients and attend industry events. Benefits - Health, Vision, & Dental Insurance, Health Savings Account, and Wellness Incentives for a balanced life. - 401k Matching and Employer-Provided Life Insurance to secure your future. - Flex Time, Hybrid/Fully Remote Work, Paid Time Off, and 8 Paid Holidays for a well-rounded lifestyle.

