Truehold Advisor

Summary

Join Truehold, a rapidly growing startup transforming home equity access, and become a key part of the customer experience team. You will be the first point of contact for potential customers, ensuring each interaction is honest, human, and helpful. This role involves a high volume of outbound calls, lead management in Salesforce, and exceeding daily/monthly goals. You'll collaborate with various teams and contribute to a mission-driven company empowering homeowners. Truehold offers competitive benefits, including flexible work arrangements (hybrid or fully remote), generous PTO, and a collaborative culture.

Requirements

• Ability to work a schedule of Monday-Friday plus one weekend a month. Shift times vary 7:00am-4:00pm / 10:00am-7:00pm / 12:00-9:00pm Eastern Time depending on the current needs of the business
• Some holidays are also required
• Ability to adapt through changing needs
• Experience in customer-facing, relationship-building sales
• Proficiency with CRM and other technology tools

Responsibilities

• Make 100-150 dials (phone calls) per day
• Discover each individual seller’s motivation and educate them on how Truehold can meet their needs
• Manage and score a large lead volume in Salesforce CRM
• Meet or exceed expected benchmarks, including daily and monthly goals and metrics
• Partner with teams across the business, including Marketing and Real Estate

Preferred Qualifications

Experience in phone sales, Senior Housing, and/or Real Estate

Benefits

• A collaborative, people-first culture with a passion for doing good and enjoying it
• A unique opportunity to build our brand in the early stages
• Competitive benefits and compensation, including 401(k) w/match
• Choice between hybrid and fully remote work
• Flexible PTO (with a 3-week minimum)
• 11 paid holidays