RemoteMatch
Mountain America Credit Union100% Remote

Sales & Financial Solutions Agent

Employment

Full-time

Remote Scope

US

Date Posted

Oct 30, 2026

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About the Role

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. Sales & Relationship Building: Proactivelyidentifymember needs through meaningful conversations and recommend products and services that improve financial well-

Required Skills & Technologies

Sales-and-Financial-Solutions-AgentFinancial-Services-SalesContact-Center-SalesMember-Services-RepresentativeFinancial-Solutions-AdvisorFinancial-Sales-AgentFinancial-Services-Sales-AgentFinancial-Sales-RepresentativeSales-AgentFinancial-Services-Sales-Consultant
Link verified: 10/30/2026

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