Sales and Financial Solutions Agent
Posted yesterday
virtual vocationsDenver (CO)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelMiscellaneous Intermediation
SENIORITY
Junior
About the role
Combining exceptional customer service with sales skills, the full-time remote Sales and Financial Solutions Agent will identify member needs, recommend valuable financial solutions, and build meaningful relationships in a fast-paced contact center environment.
Key responsibilities
Proactively identify member needs and recommend products and services using the AAA sales model to enhance financial well-being
Build trust through clear and empathetic communication, actively listening and explaining complex information simply
Ensure compliance with all relevant regulations and maintain accountability for performance results
Required qualifications
High school diploma or GED required
6-12 months of experience in customer service, sales, retail sales, or call centers preferred
Must have a reliable high-speed internet connection meeting specified criteria for remote work
Ability to create a distraction-free home office environment
Openness to coaching and continuous improvement in a fast-paced setting
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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