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Role Description

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 Responsibilities)

• 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.

Requirements

• This is a 1099 independent contractor role, giving you the freedom to run your business on your terms while still having full access to our training, mentorship, and lead system.
• Compensation is commission-only, but top performers consistently earn well above traditional salaried roles.
• If you want unlimited income potential and true flexibility, this structure is perfect for you.