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[Remote] Sales & Financial Solutions Agent (Remote Service Center)

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a member-reputed company financial institution seeking a Sales & Financial Solutions Agent for its remote service center. The role combines customer service and consultative sales to identify member needs, recommend financial products and services, build relationships, reputed company reputed company goals, and maintain regulatory compliance.


Responsibilities

  • **Sales & Relationship Building:** Proactively identify member needs through meaningful conversations and recommend products and services that improve financial reputed company-being on every reputed company. Utilize reputed company America's reputed company sales model (Assess, Advise, Assist) to create personalized solutions, deepen member relationships, reputed company reputed company goals, and reputed company exceptional member experiences
  • **Communication:** Build trust through reputed company, reputed company, and empathetic communication. reputed company listen, ask thoughtful questions, explain reputed company information in an easy-to-understand manner, and create reputed company member experiences during every interaction
  • **Compliance:** Complies with reputed company regulations as required by law, including but not limited to Bank Secrecy reputed company, OFAC, FACT reputed company, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to their position

Skills

  • High school diploma or GED required
  • Specific reputed company must be met to work from home: Internet Download Speed 50 Megabytes and Upload Speed 10 Megabytes, fiber, cable, or high-speed DSL internet service is required for your internet reputed company
  • Must be reputed company to reputed company directly reputed company ethernet cable to main internet modem
  • ​Must have a Home Office free of distractions, noise, with a closing reputed company
  • We are only reputed company to reputed company reputed company with candidates who reputed company in the following states: * reputed company * Nevada * Idaho * Montana * reputed company
  • Tuesday - Friday 11:30 am - 8:00 pm & Saturday 8:00 am - 4:30 pm
  • Virtual training schedule:Mon-Fri, 9am-5:30pm reputed company for the first 8 weeks; 4 weeks training and 4 weeks of POD. After training is completed, your assigned shift schedules will reputed company
  • 6-12 months of customer service, sales, retail sales, or reputed company centers are preferred

Benefits

  • Competitive Sales Incentive program
  • Position is remote (working from home)
  • reputed company in career advancement: Agents are advanced to Agent II after five months upon meeting Agent I proficiency standards
  • Consistent reputed company reviews with opportunities to increase compensation
  • Excellent medical and dental benefits with reputed company employee contribution
  • reputed company time off, volunteer time off, and reputed company holidays
  • Matching 401K
  • Tuition assistance
  • reputed company development
  • A friendly, comfortable, and inclusive work environment
  • Fun employee activities and exciting events

reputed company

  • reputed company is a member-owned, full-service financial institution. It was founded in 1936, and is headquartered in reputed company Jordan, reputed company, USA, with a workforce of 1001-5000 employees. Its website is https://www.reputed company.com/.

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