Strategic Referral Partner — Financial Services
Part-Time | Remote | Commission-Based
Summit is looking for well-connected finance professionals to join us as Strategic Referral Partners. This is a flexible, part-time, relationship-driven sales opportunity for people who understand the financial-services landscape and can spot where Summit may create real value.
You may be a financial advisor, wealth manager, CPA, banker, CFO, controller, finance leader, consultant, or another trusted professional with a strong network. You may know organizations that could benefit from Summit—or peers, clients, and friends who can make the right introduction.
Your role is straightforward: identify qualified opportunities, make warm introductions, and help start productive conversations. Summit handles the product expertise, sales process, and onboarding; you earn commission for qualified business that closes.
What you’ll do
• Introduce Summit to relevant decision-makers, companies, and professional contacts.
• Identify potential use cases for Summit within your company, your clients’ organizations, or your broader network.
• Make warm, professional introductions and help establish early trust.
• Stay current on Summit’s value proposition and ideal client profile.
• Represent Summit with integrity and follow all applicable employer, confidentiality, and professional requirements.
What we’re looking for
• Experience in financial services, corporate finance, accounting, banking, wealth management, fintech, or a related field.
• An established professional network and a reputation for sound judgment.
• Strong communication skills and a consultative, relationship-first approach.
• Comfort initiating conversations and recognizing a relevant business opportunity.
• A self-directed, entrepreneurial mindset.
Compensation
This is a part-time, commission-based referral partner role with no cap on earnings. Compensation is paid when a referred opportunity meets the agreed qualification criteria and results in a completed client engagement with Summit.
There is no fixed salary or hourly wage for this role. Your earnings reflect the value of the introductions you create and the business that results.
A well connected and charismatic individual could easily make some extra money.
Why Summit
• Flexible, remote work that fits alongside your existing career.
• A clear way to monetize trusted relationships without managing fulfillment.
• Sales support, messaging, and a defined referral process from Summit.
• Meaningful upside for high-quality introductions—without an earnings ceiling.
If you are a finance professional with strong relationships and a talent for connecting people to useful solutions, we’d like to hear from you.
Pay: $60,000.00 - $200,000.00 per year
Work Location: Remote