Truehold Advisor

Posted 2 Days Ago
Be an Early Applicant
Remote
Entry level
Real Estate
Truehold is the leading provider of sale-leasebacks, the choice for people who want to sell their home without moving.
The Role
As a Truehold Advisor, you will be the first point of contact for new customers, making 100-150 calls daily to educate them about Truehold's services and assist them in understanding their options related to home equity. You will work with a team to meet sales benchmarks and manage leads using Salesforce CRM, focusing on providing exceptional customer experiences.
Summary Generated by Built In

Your Impact:

Interacting with our team of Truehold Advisors is the first experience a new customer has with Truehold. We aim to ensure every potential customer you touch has an honest, human, and helpful experience with our growing startup.

About Truehold:

Truehold is transforming home equity access and helping thousands of Americans make their wealth work for them. By combining a home sale with a standard lease, we create flexible solutions that allow homeowners to cash out their equity without the stress of moving or paying back overwhelming loans. Truehold customers sell their homes and then stay as a renter.

We are growing quickly, operating in over 20+ cities and expanding into new markets to meet increasing demand. With 2,000+ transactions completed, Truehold’s team of real estate experts and creatives is scaling to provide exceptional service to homeowners across the country. As we grow, we remain committed to setting new standards through a thoughtful, forward-thinking offering that delivers value every step of the way.

Behind every home sale transaction is a person making an important life decision. That’s why Truehold delivers on its promises with clear communication, and unwavering support. Joining us means being part of a mission-driven team that empowers homeowners to achieve their financial goals.

Responsibilities:

  • Making 100-150 dials (phone calls) per day
  • Discovering each individual seller’s motivation and educating them on how Truehold can meet their needs
  • Managing and scoring a large lead volume in Salesforce CRM
  • Meeting or exceeding expected benchmarks, including daily and monthly goals and metrics
  • Partnering with teams across the business, including Marketing and Real Estate

Qualifications: 

  • 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 
  • Experience in phone sales, Senior Housing, and/or Real Estate is a plus
  • Proficiency with CRM and other technology tools

Benefits:

  • A collaborative, people-first culture with a passion for doing good and enjoying doing 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

Join Our Team

If you’re passionate about making a meaningful impact and want to be part of a company that’s transforming home equity, we’d love to hear from you. Apply today to become part of the Truehold team and join us as we grow!

Top Skills

Salesforce
The Company
New York, NY
90 Employees
Hybrid Workplace
Year Founded: 2021

What We Do

Truehold is the nation's leading provider of residential sale-leasebacks, the preferred choice for homeowners who want to unlock their equity without taking on debt or moving. A BBB-accredited American company, Truehold has brought together industry-leading experts to unlock over $200 million in home equity to hundreds of residents in 13 cities across the Midwest. Our mission is to create a new type of home living that enables people to keep living in the places they love while fulfilling their unique goals.

Truehold was founded in 2021 where we built our first community of residents in St. Louis. We are a well-capitalized, venture-backed, and New York City-based company with employees all across the US.

Why Work With Us

Truehold is a mission-driven company that believes homeowners deserve more -and better - options. Our sale-leaseback provides financial freedom while allowing people to continue living in the homes they love. Our employees (Truepers!) feel a strong connection to our mission and have a real hand in shaping and scaling our company.

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