Sales & Financial Solutions Agent (Remote Service Center)

Please reference the schedule and minimum qualifications listed below before applying.

About the Role

Do you enjoy helping people, building relationships, and identifying solutions that improve their financial well-being? As a Sales & Financial Solutions Agent, you'll combine exceptional customer service with sales skills to uncover member needs, recommend valuable financial solutions, and create meaningful member relationships. In this fast-paced contact center environment, you'll confidently handle member conversations, solve problems, and use Mountain America's AAA sales model (Assess, Advise, Assist) to help members achieve their financial goals. We're looking for individuals who are strong communicators, motivated by helping others, and interested in building a long-term career with opportunities for advancement and professional growth.

Responsibilities

• Proactively identify member needs through meaningful conversations and recommend products and services that improve financial well-being on every call.
• Utilize Mountain America's AAA sales model (Assess, Advise, Assist) to create personalized solutions, deepen member relationships, achieve performance goals, and deliver exceptional member experiences.
• Build trust through clear, professional, and empathetic communication. Actively listen, ask thoughtful questions, explain complex information in an easy-to-understand manner, and create positive member experiences during every interaction.
• Comply with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required.

What Success Looks Like

• Ownership and accountability for performance results
• Comfortable working toward quality, service, and sales goals
• Ability to build trust and long-term member relationships
• Openness to coaching and continuous improvement
• Adaptability in a fast-paced, changing environment
• A history of growth, increased responsibility, or strong individual performance

Schedule

Remote work schedules are determined based on business needs. The current available shift is:

• Tuesday - Friday 11:30 am - 8:00 pm & Saturday 8:00 am - 4:30 pm (Mountain Time; shifts will vary based on your time zone)

Virtual training schedule: Mon-Fri, 9am-5:30pm MST for the first 8 weeks (4 weeks training and 4 weeks of POD). After training, your assigned shift schedules will begin.

Pay

Competitive pay starting at $18.25 per hour, with higher starting wage based on experience. Competitive sales incentive program available.

Benefits

• Remote work opportunity (working from home)
• Built-in career advancement: Agents are advanced to Agent II after five months upon meeting Agent I proficiency standards
• Consistent performance reviews with opportunities to increase compensation
• Excellent medical and dental benefits with minimal employee contribution
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development

Qualifications

• High school diploma or GED required
• 6-12 months of customer service, sales, retail sales, or call center experience preferred
• Must reside in one of the following states: Utah, Nevada, Idaho, Montana, or Arizona

Work from Home Requirements

• Internet download speed of 50 Mbps and upload speed of 10 Mbps (fiber, cable, or high-speed DSL required; dial-up, satellite, and fixed wireless are not adequate)
• Must connect directly via ethernet cable to the main internet modem
• Home office free of distractions and noise, with a closing door

Our Culture

Our mission is driven by a unique, member-first culture. Our vision is to help our members define and achieve their financial dreams. We offer a friendly, comfortable, and inclusive work environment, fun employee activities, and exciting events to ensure no day is dull.

Mountain America has a strong commitment to the communities where our members live, work, and play. Through support of hundreds of non-profit organizations and significant financial literacy efforts in schools, we positively affect thousands of lives.