Sales Customer Representative

TrueVantage Solutions
Remote New York, United States

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