Sales & Financial Solutions Agent (Remote Service Center)

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.

Qualifications

Successful candidates typically demonstrate:

• 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

High school diploma or GED required. 6-12 months of customer service, sales, retail sales, or call centers are preferred.

Schedule

Remote Work schedules: determined based on business needs. Current available shift:

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

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

Candidates must reside in one of the following states: Utah, Nevada, Idaho, Montana, or Arizona.

Work Environment

This position is remote (working from home). Specific criteria must be met to work from home:

• Internet Download Speed 50 Megabytes and Upload Speed 10 Megabytes (fiber, cable, or high-speed DSL required; dial-up, satellite, and fixed wireless are not adequate)
• Must be able to connect directly via ethernet cable to main internet modem
• Must have a home office free of distractions and noise, with a closing door

Pay

Competitive pay starting at $18.25/hour; higher starting wage based on experience. Competitive sales incentive program.

Benefits

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

About Us

What we do (our Mission) has been and continues to be driven by our unique, member-first culture. Why we do it (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, and this has been a hallmark of our organization throughout our 90-year history. Through the support of hundreds of non-profit organizations and significant financial literacy efforts in schools, Mountain America continually brings untold value into dozens of communities, positively affecting thousands of lives.