Customer Sales Representative (Remote with Trainings Provided)

Customer Sales 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 Customer Sales 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) :

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