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Role Description

This role involves working as a Sales Customer Representative, focusing on providing financial solutions to clients.

• Conduct virtual consultations with warm leads to understand customer goals and financial needs.
• Present customized life insurance, Indexed Universal Life (IUL), and annuity solutions.
• Deliver clear, confident product education via Zoom, phone, or online presentations.
• Provide high-quality customer service from first contact through implementation.
• Use our CRM to manage your pipeline, track outreach, and maintain accurate client records.
• Build long-term relationships with clients through trust, value, and exceptional service.

Qualifications

• Strong communication, customer service, and virtual presentation skills.
• Self-starter with a goal-oriented, entrepreneurial mindset.
• Excellent time-management and the ability to work independently.
• Passion for helping clients improve their financial futures.
• Sales experience is a plus but not required - trainings provided.

Benefits

• High-Earning Potential - Uncapped commissions with top performers earning well above industry averages.
• Work-From-Home Flexibility - Enjoy a fully remote schedule and the freedom to build your business from anywhere.
• Warm, Pre-Qualified Leads - No cold calling. We supply exclusive inbound leads ready for consultation.
• Career Growth & Training - Professional development, sales coaching, and advanced digital tools provided.
• Supportive, Collaborative Team Culture - Work with a team that shares winning strategies and celebrates your success.
• Health & Wellness Options - Access to life insurance solutions and healthcare exchange plans.

Company Description

TrueVantage Solutions is redefining how individuals access smart, reliable financial solutions.