TrueVantage Solutions

The representative will conduct virtual consultations with warm leads to assess customer financial goals and present customized solutions including life insurance, Indexed Universal Life (IUL), and annuities. They must also provide high-quality customer service and manage client pipelines using a CRM system.

The representative will conduct virtual consultations with warm leads to assess customer financial goals and present customized solutions including life insurance, Indexed Universal Life (IUL), and annuities. Key duties involve delivering clear product education via digital means and providing high-quality customer service throughout the process.

The representative will conduct virtual consultations with warm leads to assess customer financial goals and present customized solutions including life insurance, Indexed Universal Life (IUL), and annuities. They must also provide high-quality customer service and manage client pipelines using a CRM system.

The representative will conduct virtual consultations with warm leads to understand their financial needs and present customized solutions such as life insurance, Indexed Universal Life (IUL), and annuities. They must also provide high-quality customer service and manage client pipelines using a CRM.

TrueVantage Solutions is redefining how individuals access smart, reliable financial solutions. We are a fast-growing organization seeking motivated Sales Customer Representatives who are driven, coachable, and ready to grow a high-earning career from home. What You’ll Do (Key ...

The representative will conduct virtual consultations with warm leads to assess customer financial goals and present customized solutions like life insurance, IUL, and annuities. Key duties include delivering clear product education via digital platforms and maintaining client records using a CRM.

The representative will conduct virtual consultations with warm leads to understand their financial goals and present customized solutions like life insurance, IUL, and annuities. They must also provide high-quality customer service and manage client records using the CRM.

The representative will conduct virtual consultations with warm leads to assess customer financial goals and present customized solutions such as life insurance, IUL, and annuities. Key duties include delivering clear product education via digital platforms and maintaining client records using a CRM system.

The representative will conduct virtual consultations with warm leads to assess customer financial goals and present customized solutions including life insurance, Indexed Universal Life (IUL), and annuities. Key duties involve delivering clear product education via digital platforms and maintaining client records using a CRM.

The representative will conduct virtual consultations with warm leads to assess financial needs and present customized solutions including life insurance, IUL, and annuities. They must also provide high-quality customer service and manage client pipelines using a CRM.