Virtual Customer Sales Representative
About the Company
Summit Sky Consulting is an innovator in modern financial solutions, focused on providing financial security to clients.
Responsibilities
- Engage virtually with warm leads
- Conduct detailed consultations
- Present customized financial strategies
- Support clients from initial meeting to plan implementation
- Use CRM system to manage client interactions
Required Skills
- Strong virtual communication skills
- Self-driven
- Time management
Preferred Skills
- CRM system experience
Benefits & Perks
- Work-from-home flexibility
- Access to high-quality training
- Digital tools and personalized mentorship
- Collaborative remote community
- Life insurance opportunities
- Comprehensive healthcare exchange options