Fully Remote Customer Sales Representative
TrueVantage Solutions
Remote San Diego, California, United States
About the Company
TrueVantage Solutions is a company focused on providing financial solutions, operating in the financial services sector.
Responsibilities
- Engaging virtually with pre-qualified clients
- Conducting comprehensive needs analysis
- Delivering customized financial solutions
- Guiding clients through the process from inquiry to implementation
- Managing workflow using CRM system
Required Skills
- Superior Virtual Communication Skills
- Strong Self-Motivation & Accountability
- Proactive Problem-Solving Mindset
- Client-First Approach
Preferred Skills
- Experience with CRM systems
- Knowledge of Life Insurance, Indexed Universal Life (IUL), and Annuities
Benefits & Perks
- Unlimited earning potential through uncapped commissions
- Work-from-home flexibility
- Access to professional development and mentorship
- Wellness-focused benefits, including life insurance and healthcare