Fully Remote Customer Sales Representative
TrueVantage Solutions
Remote Alpharetta, Georgia, United States
About the Company
TrueVantage Solutions focuses on providing financial solutions and services. It operates in the financial sector.
Responsibilities
- Engaging with pre-qualified clients
- Conducting needs analysis
- Presenting personalized financial solutions
- Guiding clients through inquiries to plan implementation
- Managing client workflows through CRM system
Required Skills
- Strong self-motivation
- Accountability
- Superior virtual communication skills
- Results-driven
- Proactive problem-solving mindset
- Understanding of financial concepts
Preferred Skills
- Experience in client relationship management
- Experience with CRM systems
Benefits & Perks
- Unlimited earning potential
- Work-from-home flexibility
- Quality leads provided
- Access to professional development and mentorship
- Wellness-focused benefits, including life insurance and healthcare