The Centralized Financial Advisor is responsible for driving new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment. Operating ...
The Centralized Financial Advisor is responsible for driving new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment. Operating ...
Sr. Field Applications Specialist- Los Angeles, CA/ San Diego, CA
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Provide both onsite and remote phone support to customers for assay and QC related questions and ... Beckman Coulter Diagnostics, a Danaher operating company, offers a broad array of comprehensive ...
Sr. Field Applications Specialist- Los Angeles, CA/ San Diego, CA
Phoenix, AZ · On-site +1
$40 - $46/hr
Provide both onsite and remote phone support to customers for assay and QC related questions and ... Beckman Coulter Diagnostics, a Danaher operating company, offers a broad array of comprehensive ...
Operating in a fully remote environment, our team is composed of professionals dedicated to ... Communicate with clients via phone, email, and digital platforms to gather requirements and provide ...
Operating in a fully remote environment, our team is composed of professionals dedicated to ... Communicate with clients via phone, email, and digital platforms to gather requirements and provide ...
Remote Sales Specialist (Appointment Setting & Client Sales)
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Remote Sales Specialist (Appointment Setting & Client Sales)
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... phone sales environment and want the opportunity to ramp quickly in a proven direct-to-consumer ... If you value putting people first, operating with excellence, being a passionate team player, and ...
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Remote Customer Service Representative
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Scottsdale, AZ · Remote
$16 - $22/hr
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Remote- Customer Experience Service
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Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote (US-Based) Make a difference--one call at a time, with the freedom to serve on your terms ... Android or Apple phone. * Provide your own equipment, including a Windows operating PC (Macs ...
Remote Phone Operator information
See Arizona salary details
$8.51 - $9.88
0% of jobs
$9.88 - $11.24
1% of jobs
$11.24 - $12.61
3% of jobs
$12.61 - $13.97
11% of jobs
$14.55 is the 25th percentile. Wages below this are outliers.
$13.97 - $15.33
24% of jobs
The median wage is $15.85 / hr.
$15.33 - $16.70
29% of jobs
$17.47 is the 75th percentile. Wages above this are outliers.
$16.70 - $18.06
12% of jobs
$18.06 - $19.43
8% of jobs
$19.43 - $20.79
6% of jobs
$20.79 - $22.16
3% of jobs
$22.16 - $23.52
2% of jobs
$8
$16
$23
How much do remote phone operator jobs pay per hour?
What are remote phone operators?
How do remote phone operators typically manage communication and collaboration with their team while working from home?
What is the difference between Remote Phone Operator vs Customer Service Representative?
| Aspect | Remote Phone Operator | Customer Service Representative |
|---|---|---|
| Credentials | High school diploma or equivalent; communication skills | High school diploma or equivalent; communication skills |
| Work Environment | Home-based, call centers, or remote offices | Home-based, call centers, or retail settings |
| Industry Usage | Telecommunications, customer support, tech support | Retail, banking, tech, healthcare |
| Job Focus | Handling inbound/outbound calls, basic info, appointment setting | Assisting customers, resolving issues, product info |
Remote Phone Operators and Customer Service Representatives often share similar credentials and work environments. However, Remote Phone Operators typically focus on handling calls for specific services like tech support or telecommunication, while Customer Service Representatives may work across various industries assisting with product or service inquiries. Both roles are essential for customer engagement and often require strong communication skills.
What are the key skills and qualifications needed to thrive as a Remote Phone Operator, and why are they important?

Full-time
Posted 4 days ago
Desert Financial Credit Union rating
7.5
Based on 13 frontline employees who took The Breakroom Quiz
Job description
The Centralized Financial Advisor is responsible for driving new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment. Operating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate.
Through virtual, discovery-driven conversations, the Centralized Financial Advisor identifies opportunities across investment, retirement, and protection strategies, positioning holistic advice as the foundation for long-term relationships. In parallel, the role manages a targeted portfolio of clients below advisory minimums, nurturing relationships and expanding share of wallet over time.
What you will do here:
Engage clients and prospects through proactive, phone-first and digital interactions to deliver discovery-based, planning-led conversations. Identify financial goals, uncover unmet and potentially complex needs based on discovery outcomes, and position holistic advice across investment, retirement, and protection strategies. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions. Build trust through ongoing engagement while driving outcomes aligned to long-term client success.
Business Development: Generate new wealth management opportunities through consistent outbound outreach, referral follow-up, and campaign participation. Create and advance a robust pipeline of qualified advisory opportunities by translating client needs into actionable next steps and connecting clients to Financial Advisors when appropriate.
Client Relationship Management & Share of Wallet Growth: Maintain and develop a defined group of clients through regular check-ins, education, and financial guidance. Identify opportunities to consolidate assets, expand solutions, and deepen engagement, progressing clients along the advisory continuum toward full-service advisor relationships.
Operations and Compliance: Maintain accurate and timely documentation of client interactions, opportunity status, and pipeline activity within CRM systems. Ensure all client engagement and business practices align with regulatory standards, broker/dealer requirements, and organizational policies.
Perform other job-related duties as assigned.
What you will need:
High School Diploma or GED required.
BA in Business, Finance or equivalent combination or education and experience preferred.
2+ years of Financial industry experience required.
2+ years of Client Service/Support experience required.
1+ years of limited sales, phone sales and service experience required.
Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required.
Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required.
Proven sales skills in insurance or related field exceeding sales quotas/goals required.
Ability to develop and maintain relationships via phone with clients, internal and external members required.
Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required.
Microsoft Access, Microsoft Excel and Microsoft Word required.
Series 7 – General Securities Representative Qualification required.
Series 66 or both Series 63 & Series 65 required.
AZ Life/Health Insurance required.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.
What Desert Financial Credit Union employees say
Pay
Benefits
Hours and flexibility
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About Desert Financial Credit Union
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Phoenix, AZ, US
Year founded
1939