TrueVantage Solutions

TrueVantage Solutions

15 open positions available

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TrueVantage Solutions

Sales Customer Representative (Remote, No experience needed)

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

Sales Customer Representatives will conduct virtual consultations with warm leads to understand customer goals and financial needs. They will present customized financial solutions and provide high-quality customer service throughout the process. | Candidates must reside in New York and possess strong communication and customer service skills. A self-starter attitude and a passion for helping clients improve their financial futures are essential. | Sales Customer Representative – Remote (New York Residents Only) 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. Most of your work will be virtual, but you’ll also meet clients in person as needed, so being based in New York and open to short travel is important. Why Work With Us? 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 in New York. 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. 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. What We’re Looking For (Qualifications): Must reside in New York (required for client coverage and licensing purposes). 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. Note: 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.

Communication
Customer Service
Virtual Presentation
Time Management
Sales Coaching
Relationship Building
Goal-Oriented
Entrepreneurial Mindset
Direct Apply
Posted 2 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will engage with pre-qualified clients to build lasting relationships and deliver personalized financial solutions. Your role includes conducting needs analysis and guiding clients through the implementation of their financial plans. | Candidates should possess superior virtual communication skills and a proactive problem-solving mindset. A strong self-motivation and accountability are essential for thriving in this independent work-from-home environment. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Customer Sales
Client Relationship Management
Virtual Communication
Self-Motivation
Problem-Solving
Financial Solutions
Needs Analysis
Solution Delivery
CRM Management
Independent Work
Accountability
Client-First Approach
Direct Apply
Posted 2 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Customer Sales Representative, you will engage with pre-qualified clients to build relationships and deliver personalized financial solutions. You will manage client interactions and guide them through the process from inquiry to implementation. | Candidates should possess strong virtual communication skills and a proactive problem-solving mindset. A client-first approach and the ability to work independently are essential for success in this role. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Virtual Communication Skills
Self-Motivation
Accountability
Problem-Solving
Client-First Approach
Direct Apply
Posted 2 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will engage with pre-qualified clients to build lasting relationships and deliver personalized financial solutions. Your role includes conducting needs analysis and guiding clients through the implementation of their financial plans. | Candidates should possess superior virtual communication skills and a proactive problem-solving mindset. A strong self-motivation and accountability are essential for thriving in this independent work-from-home environment. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Customer Sales
Client Relationship Management
Virtual Communication
Self-Motivation
Problem-Solving
Financial Solutions
Needs Analysis
Solution Delivery
CRM Management
Independent Work
Accountability
Client-First Approach
Building Relationships
Mentorship
Training
Wellness Benefits
Direct Apply
Posted 2 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will engage with pre-qualified clients to build relationships and deliver tailored financial solutions. Your role includes conducting needs analyses and guiding clients through the implementation of their plans. | Candidates should possess superior virtual communication skills and a proactive problem-solving mindset. A strong self-motivation and accountability in a remote work environment are essential. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Customer Sales
Client Relationship Management
Virtual Communication
Self-Motivation
Problem-Solving
Financial Solutions
Needs Analysis
Solution Delivery
CRM Management
Independent Work
Accountability
Client-First Approach
Direct Apply
Posted 2 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Customer Sales Representative, you will engage with pre-qualified clients to build relationships and deliver personalized financial solutions. Your role includes conducting needs analysis and guiding clients through the implementation of their financial plans. | Candidates should possess strong virtual communication skills and a proactive problem-solving mindset. A client-first approach and the ability to work independently are essential for success in this role. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Virtual Communication Skills
Self-Motivation
Accountability
Problem-Solving
Client-First Approach
Direct Apply
Posted 3 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will engage with pre-qualified clients to build relationships and deliver personalized financial solutions. Your role includes conducting needs analysis and guiding clients through the implementation of their plans. | Candidates should possess superior virtual communication skills and a proactive problem-solving mindset. A strong self-motivation and accountability in a remote work environment are essential. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Customer Sales
Client Relationship Management
Virtual Communication
Self-Motivation
Problem-Solving
Financial Solutions
Needs Analysis
Solution Delivery
CRM Management
Independent Work
Accountability
Client-First Approach
Direct Apply
Posted 3 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Customer Sales Representative, you will engage with pre-qualified clients to build relationships and deliver tailored financial solutions. Your role includes managing client interactions and guiding them through the entire process from inquiry to implementation. | Candidates should possess strong virtual communication skills and a proactive problem-solving mindset. A client-first approach and the ability to work independently are essential for success in this role. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Virtual Communication Skills
Self-Motivation
Accountability
Problem-Solving
Client-First Approach
Direct Apply
Posted 3 days ago
TS

Sales Customer Representative (Remote, No experience needed)

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

Sales Customer Representatives will conduct virtual consultations with warm leads to understand customer goals and present customized financial solutions. They will also provide high-quality customer service and build long-term relationships with clients. | Candidates must reside in New York and possess strong communication and customer service skills. A self-starter attitude and a passion for helping clients improve their financial futures are essential. | Sales Customer Representative – Remote (New York Residents Only) 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. Most of your work will be virtual, but you’ll also meet clients in person as needed, so being based in New York and open to short travel is important. Why Work With Us? 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 in New York. 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. 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. What We’re Looking For (Qualifications): Must reside in New York (required for client coverage and licensing purposes). 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. Note: 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.

Communication
Customer Service
Virtual Presentation
Time Management
Sales
Goal-Oriented
Entrepreneurial Mindset
Direct Apply
Posted 3 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Customer Sales Representative, you will engage with pre-qualified clients to build relationships and deliver personalized financial solutions. Your role includes conducting needs analysis and guiding clients through the implementation of their financial plans. | Candidates should possess strong virtual communication skills and a proactive problem-solving mindset. A client-first approach and the ability to work independently are essential for success in this role. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Virtual Communication Skills
Self-Motivation
Accountability
Problem-Solving
Client-First Approach
Direct Apply
Posted 3 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will engage with pre-qualified clients to build lasting relationships and deliver personalized financial solutions. Your role includes conducting needs analysis and guiding clients through the entire process from inquiry to implementation. | Candidates should possess superior virtual communication skills and a proactive problem-solving mindset. A strong self-motivation and a client-first approach are essential for success in this independent contractor role. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Customer Relationship Management
Virtual Communication Skills
Self-Motivation
Problem-Solving
Client-First Approach
Financial Solutions
Needs Analysis
Solution Delivery
CRM System
Independent Work
Building Relationships
Engaging Clients
Trust Building
Tailored Strategies
Client Experience
Workflow Management
Direct Apply
Posted 5 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will engage with pre-qualified clients to build lasting relationships and deliver personalized financial solutions. Your role includes conducting needs analysis and guiding clients through the implementation of their financial plans. | Candidates should possess superior virtual communication skills and a strong self-motivation to thrive in an independent work environment. A proactive problem-solving mindset and a client-first approach are essential for success in this role. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Customer Sales
Client Relationship Management
Virtual Communication
Self-Motivation
Problem-Solving
Financial Solutions
Needs Analysis
Solution Delivery
CRM Management
Independent Work
Empathy
Accountability
Proactive Approach
Trust Building
Flexibility
Mentorship
Direct Apply
Posted 5 days ago
TrueVantage Solutions

Sales Customer Representative (Remote, No experience needed)

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

Sales Customer Representatives will conduct virtual consultations with warm leads to understand customer goals and present customized financial solutions. They will provide high-quality customer service and build long-term relationships with clients. | Candidates must reside in New York and possess strong communication and customer service skills. A self-starter attitude and a passion for helping clients improve their financial futures are essential. | Sales Customer Representative – Remote (New York Residents Only) 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. Most of your work will be virtual, but you’ll also meet clients in person as needed, so being based in New York and open to short travel is important. Why Work With Us? 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 in New York. 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. 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. What We’re Looking For (Qualifications): Must reside in New York (required for client coverage and licensing purposes). 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. Note: 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.

Communication
Customer Service
Virtual Presentation
Time Management
Sales
Goal-Oriented
Entrepreneurial Mindset
Relationship Building
Direct Apply
Posted 5 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will engage with pre-qualified clients to build relationships and deliver personalized financial solutions. You will also manage client interactions and follow-ups using a CRM system. | Candidates should possess superior virtual communication skills and a proactive problem-solving mindset. A strong self-motivation and accountability are essential for thriving in this independent role. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Virtual Communication Skills
Self-Motivation
Accountability
Problem-Solving
Client-First Approach
Direct Apply
Posted 5 days ago
TrueVantage Solutions

Fully Remote Customer Sales Representative

TrueVantage SolutionsAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will engage with pre-qualified clients to build lasting relationships and deliver personalized financial solutions. Your role includes conducting needs analysis and guiding clients through the implementation of their financial plans. | Candidates should possess superior virtual communication skills and a proactive problem-solving mindset. A strong self-motivation and accountability are essential for thriving in this independent work-from-home environment. | Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? TrueVantage Solutions is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose TrueVantage Solutions for Your Next Remote Role? We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands. Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration. Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships. Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills. Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance. Wellness-Focused Benefits: Opportunities for valuable life insurance and healthcare benefits to support your well-being. Your Impact as a Remote Customer Sales Representative: As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include: Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections. Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies. Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels. Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation. Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting. Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment. Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client. A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. Please Be Aware: This is an independent contractor (1099) position. Compensation is solely commission-based. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with TrueVantage Solutions and apply today!

Customer Sales
Client Relationship Management
Virtual Communication
Self-Motivation
Problem-Solving
Financial Solutions
Needs Analysis
Solution Delivery
CRM Management
Independent Work
Accountability
Client-First Approach
Mentorship
Professional Development
Networking
Sales Strategies
Direct Apply
Posted 5 days ago

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