Sales and Financial Solutions Agent

Job Summary

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