PERMANENT

FULL_TIME

ADAPTED_NOW

YEAR

The Virtual Relationship Specialist performs a variety of functions via telephone, email, and other means of communication to help facilitate the welcoming of new members to the credit union. Demonstrated intermediate knowledge of MS Office applications (Word, Excel and Outlook) and multiple software programs used to perform duties.

<h1>Take a leap and join our team!</h1>At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.Get to know us:  <a href="https://www.gesa.com/about#1953" rel="noopener noreferrer nofollow" style="color:rgba( 66 , 139 , 202 , 1 );background-color:rgba( 0 , 0 , 0 , 0 );font-family:'arial' , 'helvetica' , sans-serif" target="_blank">About - Gesa Credit Union</a>  <h1>Role Summary:</h1>The Virtual Relationship Specialist assists members and nonmembers with their consumer deposit account needs. This team member has intermediate knowledge of all products, services, organizational policies, and procedures. They are responsible for providing a high level of quality service while cross-selling credit union products and services. The Virtual Relationship Specialist performs a variety of functions via telephone, email, and other means of communication to help facilitate the welcoming of new members to the credit union.  <h1>What You Will Be Doing:</h1><ol><li>Provide exceptional member service to all whom we serve</li><li>Maintain the highest level of confidentiality relative to information received</li><li>Assist members and nonmembers with establishing membership and/or additional consumer accounts virtually, ie. phone, web</li><li>Process applications from members and nonmembers, and from internal departments within established service level agreements</li><li>Perform consumer account maintenance, including name, address, and account ownership changes.</li><li>Initiate outbound welcome calls and/or email to new and potential members</li><li>Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members</li><li>Demonstrate an up to date and comprehensive knowledge of all credit union products, services, policies, procedures, and related regulatory requirements</li><li>Evaluate and mitigate risk for fraud while maintaining membership growth</li><li>Assists with department training needs and serve as a resource for other team</li></ol>  <h1>About You:</h1><ol><li>A strong familiarity of a financial institution’s products and services, preferably in a credit union environment</li><li>Comprehensive knowledge of credit union history and its philosophy</li><li>Actively participates in community outreach events</li><li>Demonstrated ability to work effectively with individuals and groups across the company to manage internal and external member relationships</li><li>Proven verbal and written communication skills</li><li>Strong attention to detail and accuracy</li><li>Ability to analyze, research and resolve medium to high complexity problems under moderate guidance of team leader</li><li>Ability to work independently with moderate supervision and be a team player</li><li>Ability to work in a fast-paced environment and multitask without compromising work quality</li></ol><h2>Qualifications</h2> <h1>What You Will Need:</h1><ol><li>Minimum of one (1) year of experience working in a customer service or support role</li><li>Minimum of one (1) year of deposit account opening experience</li><li>Demonstrated intermediate knowledge of MS Office applications (Word, Excel and Outlook) and multiple software programs used to perform duties</li><li>High school diploma or equivalent</li></ol>  <h1>Our Team Member Value Proposition:</h1>In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:<ul><li>Competitive Pay</li><li>Medical, Dental, Vision, and Life Insurance</li><li>20 days/year of Paid Time Off – Plus 10 Paid Holidays!</li><li>401(k) Match</li><li>Incentive Program</li><li>Tuition Assistance and Student Loan Repayment</li><li>Commuter Benefits</li><li>Paid Time Off to Volunteer in the Community</li><li>Product discounts</li><li>Engaging Work Environment</li><li>Rewards and Recognition Programs</li></ul>  <h1>Salary Range:</h1>$20.00-$29.86*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!" Get wise to what’s possible with a career at Gesa. Join us!We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.Selected candidate(s) must be able to pass a pre-employment credit/background check.Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.<a href="https://www.gesa.com/docs/resource---EEOC-policy.pdf" rel="noopener noreferrer nofollow" style="background-color:rgba( 0 , 0 , 0 , 0 );font-family:'arial' , 'helvetica' , sans-serif" target="_blank">Equal Employment Opportunity (gesa.com)</a>

GESA CREDIT UNION

Virtual Relationship Specialist

Analysis Skills

Background Investigation

Communication Skills

Credit Union

Cross-Selling

Customer Support/Service

Detail Oriented

Financial Literacy

Incentive Programs

Interviewing Skills

Life Insurance

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Philosophy

Presentation/Verbal Skills

Public/Media/Press/Analyst Relations

Regulatory Requirements

Risk Analysis

Risk Management

Service Level Agreement (SLA)

Student Loans

Team Lead/Manager

Team Player

Tuition Fees

Vision Plan

Writing Skills

monster

FEED

Whether you're an experienced sales professional or just starting your career, this opportunity offers the flexibility of working from home, unlimited earning potential, and comprehensive training to position you for success. Deliver compelling virtual presentations that clearly communicate value.

Are you ready for your next sales challenge? We're seeking ambitious, self-motivated individuals to join our fast-growing team as Sales Representative on a remote basis. Whether you're an experienced sales professional or just starting your career, this opportunity offers the flexibility of working from home, unlimited earning potential, and comprehensive training to position you for success.What You'll Do:<ul class="[&:not(:last-child)_ul]:pb-1 [&:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7"><li class="whitespace-normal break-words">Engage with pre-qualified leads - no cold calling required</li><li class="whitespace-normal break-words">Build strong relationships with clients through phone and video conferencing</li><li class="whitespace-normal break-words">Present customized financial solutions (Life Insurance, IULs, Annuities)</li><li class="whitespace-normal break-words">Guide prospects through the complete sales process from introduction to close</li><li class="whitespace-normal break-words">Deliver compelling virtual presentations that clearly communicate value</li><li class="whitespace-normal break-words">Maintain accurate records and optimize workflows using CRM platforms</li></ul>What We Offer:<ul class="[&:not(:last-child)_ul]:pb-1 [&:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7"><li class="whitespace-normal break-words">Fully remote position - eliminate commuting and create your ideal workspace</li><li class="whitespace-normal break-words">Uncapped commission structure - earnings directly reflect your performance</li><li class="whitespace-normal break-words">1099 contractor status - flexibility to manage your own schedule</li><li class="whitespace-normal break-words">Professional training program - succeed regardless of prior sales experience</li><li class="whitespace-normal break-words">Collaborative team environment with dedicated mentorship opportunities</li></ul>Ideal Candidates:<ul class="[&:not(:last-child)_ul]:pb-1 [&:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7"><li class="whitespace-normal break-words">Exceptional communicators with genuine interest in helping clients succeed</li><li class="whitespace-normal break-words">Self-directed professionals with strong goal orientation and learning mindset</li><li class="whitespace-normal break-words">Individuals motivated by performance-based compensation and career advancement</li></ul>Take the first step toward a flexible, rewarding career in sales. Apply today and begin building your professional future on your terms.Powered by JazzHR

Beacon National Agency

Virtual Sales Customer Rep (Entry-Level)

Annuities

Customer Relations

Customer Relationship Management (CRM)

Mentoring

Record Keeping

Revenue Growth

Sales

Sales Qualification

Schedule Development

Teleconferencing

Training Program

Videoconferencing

partner JazzHR

UNKNOWN

Your Role as a Virtual Sales Representative:Build meaningful client relationships by establishing trust and guiding clients toward financial security. Enjoy the flexibility of working from home, world-class mentorship, and unlimited earning potential, all in an environment designed for your success.

Elevate Your Career with Legacy Harbor Advisors - Where Ambition Meets Opportunity! Are you ready to take your sales career to the next level? At Legacy Harbor Advisors, we’re looking for passionate, driven professionals to join our high-performing remote sales team. Enjoy the flexibility of working from home, world-class mentorship, and unlimited earning potential, all in an environment designed for your success. Why Legacy Harbor Advisors?<ul><li>Award-Winning Culture - We foster a collaborative, growth-oriented team environment that empowers you to excel.</li><li>Unmatched Growth Potential - Our company is expanding rapidly, offering endless opportunities for career advancement.</li><li>Elite Training & Mentorship - Gain access to cutting-edge training, expert coaching, and industry-leading resources.</li><li>Lucrative Earnings - Earn daily commissions, performance-based bonuses, and exclusive incentive rewards.</li><li>True Flexibility - Design your own schedule and achieve success on your terms, from anywhere.</li></ul>Your Role as a Virtual Sales Representative:<ul><li>Build meaningful client relationships by establishing trust and guiding clients toward financial security.</li><li>Deliver engaging virtual presentations showcasing premium financial solutions.</li><li>Close high-quality, pre-screened leads, no cold calling required.</li><li>Educate clients on Indexed Universal Life (IUL) policies, annuities, and life insurance to align with their financial goals.</li><li>Achieve and surpass individual and team sales targets.</li></ul>What Makes You a Perfect Fit?<ul><li>Strong Communicator - You have a natural ability to connect with people and build trust.</li><li>Self-Motivated & Goal-Oriented - You thrive in a results-driven, independent work environment.</li><li>Resilient & Optimistic - You bring energy, persistence, and enthusiasm to every client interaction.</li></ul>What Sets Us Apart?<ul><li>Remote Freedom - Work from anywhere while maintaining work-life balance.</li><li>Premium Leads Provided - Focus solely on closing deals with high-quality, pre-qualified prospects.</li><li>Comprehensive Support - Benefit from cutting-edge sales tools, ongoing training, and a supportive team culture.</li><li>Financial Security - Access optional healthcare and life insurance benefits.</li></ul>Ready to Take Control of Your Future? If you're ambitious, resourceful, and ready to build a thriving career, Legacy Harbor Advisors is the perfect place for you. Apply today and take the first step toward unlimited success! Position Details: Position Type: 1099 Independent Contractor (Commission-Based) Eligibility: U.S. applicants only  Powered by JazzHR

Legacy Harbor Advisors

Virtual Sales Representative - No Cold Calling

Coaching

Customer Training

Interpersonal Skills

Sales Closing Skills

Work From Home

Recognized twice by Entrepreneur Magazine for our exceptional company culture, our team consistently rates us highly on platforms like Glassdoor and Indeed. This is a 1099 commission-only position specializing in financial products like IULs, annuities, and life insurance, aimed at individuals seeking further information.

Join Our High-Performing Sales Team and Elevate Your Career! We take great pride in our company's achievements. Recognized twice by Entrepreneur Magazine for our exceptional company culture, our team consistently rates us highly on platforms like Glassdoor and Indeed. Recently featured in Forbes, our six-year streak on the Inc. 5000 list highlights our rapid growth. Responsibilities:     Collaborate closely with mentors and work within a cohesive team environment.     Engage prospects via phone to understand their needs and preferences.     Schedule virtual meetings (via Zoom or phone) for detailed discussions.     Create personalized insurance quotes tailored to each prospect's requirements.     Conclude meetings with effective solution presentations and sales. What We Offer:     Concentrated work schedule over 3-4 days for work-life balance.     Access to comprehensive online interactive training and support.     No cold calling; focus on warm leads generated in-house.     Prompt commission payouts with no delays.     State-of-the-art technological tools provided at no cost.     Ongoing mentorship from experienced business partners to foster growth.     Annual, all-expenses-paid incentive trips to various international destinations. This is a 1099 commission-only position specializing in financial products like IULs, annuities, and life insurance, aimed at individuals seeking further information.Powered by JazzHR

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Virtual Jobs in Pasco, WA

Virtual Relationship Specialist GESA CREDIT UNION

Virtual Sales Customer Rep (Entry-Level) Beacon National Agency

Virtual Sales Representative - No Cold Calling Legacy Harbor Advisors

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