Sales & Financial Solutions Agent

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

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
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. Job Description

Your Responsibilities 
This role requires balancing exceptional member service with accountability, performance goals, coaching, and consultative financial conversations.

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Sales & Relationship Building: Proactivelyidentifymember 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.

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​ Communication: 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.

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Compliance: Complies withall 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 by law as it relates to their position.  

What Success Looks Like

Successful candidates typicallydemonstrate:

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Ownership and accountability for performance results

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Comfortableworking toward quality, service, and sales goals

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Ability to build trust and long-term member relationships

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Openness to coaching and continuous improvement

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Adaptability in a fast-paced, changing environment

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A history of growth, increased responsibility, or strong individual performance

Please Note: We are only able to move forward with candidates whoresidein the following states: 

- Utah

- Nevada 

- Idaho 

- Montana 

- Arizona 

 SHIFT AVAILABLE:  

Remote Work schedules aredeterminedbased on business needs and the current available are listed below:

Tuesday - Friday 11:30 am - 8:00 pm & Saturday 8:00 am - 4:30 pm

NOTE: All shifts are scheduled at Mountain Time, shifts will vary to your time zone (Example: If you are PacificTime,shifts are 1 hour behind; if you are Central Time shifts are 1 hour ahead etc.)  

Training  

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Virtual training schedule: Mon-Fri, 9am-5:30pm MST forthe first6 weeks.After training is completed, assigned shift schedules begin.   

We are committed to taking care of all our employees    

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Competitive Pay starting at $18.25, higher starting wage based on experience

- Competitive Sales Incentive program

- Position is remote (working from home)

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Built in career advancement: Agents are advanced to Agent II after five months upon meeting Agent Iproficiencystandards

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Consistent performance reviews with opportunities to increase compensation

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Excellent medical and dental benefits with minimal employee contribution

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Paid time off, volunteer time off, and paid holidays

- Matching 401K