Sales Customer Representative
About the Company
TrueVantage Solutions provides smart, reliable financial solutions; it's a fast-growing organization.
Responsibilities
- Conduct virtual consultations with warm leads
- Present customized life insurance and annuity solutions
- Deliver product education via Zoom, phone, or online presentations
- Provide high-quality customer service
- Use CRM to manage pipeline and track outreach
- Build long-term relationships with clients
Required Skills
- Must reside in New York
- Strong communication skills
- Customer service skills
- Virtual presentation skills
Preferred Skills
- Sales experience
Benefits & Perks
- Uncapped commissions
- Work-from-home flexibility
- Warm, pre-qualified leads
- Career growth and training
- Supportive team culture
- Health and wellness options