University of Massachusetts Amherst Foundation
Hadley, Massachusetts
About University of Massachusetts Amherst Foundation Established in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst's mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University's mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation. About the role The Associate Director of Development for the Isenberg School of Management (ISOM) works to qualify, cultivate, solicit, and steward major gifts as determined by the needs of the ISOM development program. This position manages a prospect pool of 100+ individual prospective donors capable of making major gifts. The Associate Director works closely with the Chief Development Officer and other ISOM development officers to create opportunities for increased philanthropic support from constituents, with primary focus on those managed within the prospect pool. Location : Due to the on-site nature of this position, only candidates who currently reside in one of the five New York City boroughs or who can consistently commute to NYC via subway or train will be considered. What you'll do Fundraising (80%) Builds and manages an appropriate portfolio of donors capable of making gifts of $25,000 or more to the school. Develops and carries out effective strategies for qualification, cultivation, solicitation, and stewardship of major gift donors while completing a significant number of face-to-face visits, proposals, and other strategic contacts per year. Consistently conducts the donor cultivation work and planning necessary to have a robust pipeline of major gift proposals. Works with the Chief Development Officer to feature prospects in meaningful engagements that build stronger relationships with constituencies. Recommends prospects for volunteer positions, including advisory boards, regional engagement and development committees and other opportunities at the university level. Provides excellent briefing, follow-up, and other support materials that include prospect strategy, meeting objectives, and next steps, to the dean and other university leaders who meet with assigned prospects. Writes and edits reports, gift agreements and donor proposals. Attends on and off campus alumni events and engagements in which assigned prospects are present, and as requested by the Chief Development Officer. Promotes university priorities and image to constituents. Maintains current knowledge of institutional priorities. Proactively anticipates and responds to donor inquiries. Stewards assigned donors through ongoing communications, recognition activities, invitations to key events, and interaction with beneficiaries of their support. Carefully records donor intentions when securing gifts and processes all appropriate documentation. Works closely with the Advancement Services team to ensure timely updating of record changes. Maintains performance goals and standards for the Associate Director of Development. Collaborating (10%) While a majority of time will center around donor management, pipeline development, consistent and personalized stewardship, an effort is required to support the team, and UMAF as a positive team player. Contribute to fundraising team meetings, including donor strategy conversations; and as a positive team member of the UMAF, attend development officer meetings, professional development activities, and other staff meetings as appropriate. In addition to efforts that revolve around fundraising, you will also be expected to track expenses, manage travel logistics, and support the budget process. Collaborate with faculty and staff partners to support the creation of visions that will resonate with donors and lead to securing major and blended gifts, and to develop a deep and evolving understanding of the priorities and program initiatives that require philanthropic support. Other Duties as Assigned (10%) UMAF is building and growing, and this position will support those efforts with other duties and projects as assigned from time to time. Qualifications Bachelor's degree. Minimum of three (3) years of relevant experience in a development program, preferably within an educational institution. Equivalent experience in private sector sales, marketing, financial services, or a related field will be considered. Demonstrated understanding of the principles and practices of philanthropy, particularly in higher education and/or institutionally related foundations. Ability to inspire, generate excitement, shared purpose, and action; excellent interpersonal and communication skills (both written and verbal), while also being a good listener. Ability to effectively work and interact respectfully within a diverse and inclusive environment. Ability to engage and effectively communicate with diverse audiences, including prospects, donors, executives, volunteer stakeholders, etc. Ability to problem solve, adapt to change, and successfully manage multiple projects from start to finish. Must have a valid driver's license, the ability to obtain a driver's license, or access to a licensed driver by the employment start date. Note: We're passionate about building a diverse team. If your experience is close, but not an exact match, please consider applying. Experience comes in many forms, and skills are transferable. We know that diverse teams make better decisions and deliver better results, which is why we're committed to adding new perspectives and encourage everyone to apply. BENEFITS 20 vacation days, 12 holidays, 12 sick days, 5 personal days, and 2 office closure days. 4-day summer work week. 401(k) plan. You contribute 5% and receive a 10% match. Health insurance packages for medical, dental, and vision. 16 weeks of paid parental leave to use within 1 year of childbirth. An additional 6 weeks available for the birthing parent. Part-time work for full-time pay for the first 4 weeks post parental leave. Learn more about our benefits . Proposed Annual Salary Range: $115,000 - $120,000 DIVERSITY, EQUITY AND INCLUSION At the UMass Amherst Foundation, we understand the value that diversity, equity, and inclusion bring to our workplace, our constituents, and our community. We welcome and value diversity in all its forms and recognize that a diverse and inclusive team strengthens our work and advances our mission. We recognize that the benefits of a diverse team are fully realized when people of all races, gender identities, ages, ethnicities, cultural heritages and nationalities; educational backgrounds; religious and political beliefs; sexual orientations; abilities; and socioeconomic and veteran status are valued, respected, and included at every level. 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 to request accommodation. OUR VALUES Connection • Build meaningful relationships rooted in trust, respect, and belonging. Courage • Show up with integrity, embrace challenges, and lead through uncertainty. Curiosity • Commit to learning-for yourself and others-and create a culture where everyone can thrive. Questions regarding the position or anything else related to careers with UMAF may be directed to the People & Culture team at PI3fc65c173a42-3454
03/21/2026
Full time
About University of Massachusetts Amherst Foundation Established in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst's mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University's mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation. About the role The Associate Director of Development for the Isenberg School of Management (ISOM) works to qualify, cultivate, solicit, and steward major gifts as determined by the needs of the ISOM development program. This position manages a prospect pool of 100+ individual prospective donors capable of making major gifts. The Associate Director works closely with the Chief Development Officer and other ISOM development officers to create opportunities for increased philanthropic support from constituents, with primary focus on those managed within the prospect pool. Location : Due to the on-site nature of this position, only candidates who currently reside in one of the five New York City boroughs or who can consistently commute to NYC via subway or train will be considered. What you'll do Fundraising (80%) Builds and manages an appropriate portfolio of donors capable of making gifts of $25,000 or more to the school. Develops and carries out effective strategies for qualification, cultivation, solicitation, and stewardship of major gift donors while completing a significant number of face-to-face visits, proposals, and other strategic contacts per year. Consistently conducts the donor cultivation work and planning necessary to have a robust pipeline of major gift proposals. Works with the Chief Development Officer to feature prospects in meaningful engagements that build stronger relationships with constituencies. Recommends prospects for volunteer positions, including advisory boards, regional engagement and development committees and other opportunities at the university level. Provides excellent briefing, follow-up, and other support materials that include prospect strategy, meeting objectives, and next steps, to the dean and other university leaders who meet with assigned prospects. Writes and edits reports, gift agreements and donor proposals. Attends on and off campus alumni events and engagements in which assigned prospects are present, and as requested by the Chief Development Officer. Promotes university priorities and image to constituents. Maintains current knowledge of institutional priorities. Proactively anticipates and responds to donor inquiries. Stewards assigned donors through ongoing communications, recognition activities, invitations to key events, and interaction with beneficiaries of their support. Carefully records donor intentions when securing gifts and processes all appropriate documentation. Works closely with the Advancement Services team to ensure timely updating of record changes. Maintains performance goals and standards for the Associate Director of Development. Collaborating (10%) While a majority of time will center around donor management, pipeline development, consistent and personalized stewardship, an effort is required to support the team, and UMAF as a positive team player. Contribute to fundraising team meetings, including donor strategy conversations; and as a positive team member of the UMAF, attend development officer meetings, professional development activities, and other staff meetings as appropriate. In addition to efforts that revolve around fundraising, you will also be expected to track expenses, manage travel logistics, and support the budget process. Collaborate with faculty and staff partners to support the creation of visions that will resonate with donors and lead to securing major and blended gifts, and to develop a deep and evolving understanding of the priorities and program initiatives that require philanthropic support. Other Duties as Assigned (10%) UMAF is building and growing, and this position will support those efforts with other duties and projects as assigned from time to time. Qualifications Bachelor's degree. Minimum of three (3) years of relevant experience in a development program, preferably within an educational institution. Equivalent experience in private sector sales, marketing, financial services, or a related field will be considered. Demonstrated understanding of the principles and practices of philanthropy, particularly in higher education and/or institutionally related foundations. Ability to inspire, generate excitement, shared purpose, and action; excellent interpersonal and communication skills (both written and verbal), while also being a good listener. Ability to effectively work and interact respectfully within a diverse and inclusive environment. Ability to engage and effectively communicate with diverse audiences, including prospects, donors, executives, volunteer stakeholders, etc. Ability to problem solve, adapt to change, and successfully manage multiple projects from start to finish. Must have a valid driver's license, the ability to obtain a driver's license, or access to a licensed driver by the employment start date. Note: We're passionate about building a diverse team. If your experience is close, but not an exact match, please consider applying. Experience comes in many forms, and skills are transferable. We know that diverse teams make better decisions and deliver better results, which is why we're committed to adding new perspectives and encourage everyone to apply. BENEFITS 20 vacation days, 12 holidays, 12 sick days, 5 personal days, and 2 office closure days. 4-day summer work week. 401(k) plan. You contribute 5% and receive a 10% match. Health insurance packages for medical, dental, and vision. 16 weeks of paid parental leave to use within 1 year of childbirth. An additional 6 weeks available for the birthing parent. Part-time work for full-time pay for the first 4 weeks post parental leave. Learn more about our benefits . Proposed Annual Salary Range: $115,000 - $120,000 DIVERSITY, EQUITY AND INCLUSION At the UMass Amherst Foundation, we understand the value that diversity, equity, and inclusion bring to our workplace, our constituents, and our community. We welcome and value diversity in all its forms and recognize that a diverse and inclusive team strengthens our work and advances our mission. We recognize that the benefits of a diverse team are fully realized when people of all races, gender identities, ages, ethnicities, cultural heritages and nationalities; educational backgrounds; religious and political beliefs; sexual orientations; abilities; and socioeconomic and veteran status are valued, respected, and included at every level. 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 to request accommodation. OUR VALUES Connection • Build meaningful relationships rooted in trust, respect, and belonging. Courage • Show up with integrity, embrace challenges, and lead through uncertainty. Curiosity • Commit to learning-for yourself and others-and create a culture where everyone can thrive. Questions regarding the position or anything else related to careers with UMAF may be directed to the People & Culture team at PI3fc65c173a42-3454
University of Massachusetts Amherst Foundation
Amherst, Massachusetts
About University of Massachusetts Amherst Foundation Established in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst's mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University's mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation. About the role The Associate Director of Development for the College of Social & Behavioral Sciences (SBS) works to qualify, cultivate, solicit, and steward major gifts as determined by the needs of the SBS development program. This position manages a prospect pool of 100+ individual prospective donors capable of making gifts of $25,000 or more. The Associate Director works closely with the Chief Development Officer and other SBS development officers to create opportunities for increased philanthropic support from constituents, with primary focus on those managed within the prospect pool. Location : This is a full-time hybrid position and is open to employees in select US states: Massachusetts, New York, Connecticut, Rhode Island, and New Hampshire. What you'll do Fundraising (80%) Builds and manages an appropriate portfolio of donors capable of making gifts of $25,000 or more to the school. Develops and carries out effective strategies for qualification, cultivation, solicitation, and stewardship of major gift donors while completing a significant number of face-to-face visits, proposals, and other strategic contacts per year. Consistently conducts the donor cultivation work and planning necessary to have a robust pipeline of major gift proposals. Works with the Chief Development Officer to feature prospects in meaningful engagements that build stronger relationships with constituencies. Recommends prospects for volunteer positions, including advisory boards, regional engagement and development committees and other opportunities at the university level. Provides excellent briefing, follow-up, and other support materials that include prospect strategy, meeting objectives, and next steps, to the dean and other university leaders who meet with assigned prospects. Writes and edits reports, gift agreements and donor proposals. Attends on and off campus alumni events and engagements in which assigned prospects are present, and as requested by the Chief Development Officer. Promotes university priorities and image to constituents. Maintains current knowledge of institutional priorities. Proactively anticipates and responds to donor inquiries. Stewards assigned donors through ongoing communications, recognition activities, invitations to key events, and interaction with beneficiaries of their support. Carefully records donor intentions when securing gifts and processes all appropriate documentation. Works closely with the Advancement Services team to ensure timely updating of record changes. Maintains performance goals and standards for the Associate Director of Development. Collaborating (10%) While a majority of time will center around donor management, pipeline development, consistent and personalized stewardship, an effort is required to support the team, and UMAF as a positive team player. Contribute to fundraising team meetings, including donor strategy conversations; and as a positive team member of the UMAF, attend development officer meetings, professional development activities, and other staff meetings as appropriate. In addition to efforts that revolve around fundraising, you will also be expected to track expenses, manage travel logistics, and support the budget process. Collaborate with faculty and staff partners to support the creation of visions that will resonate with donors and lead to securing major and blended gifts, and to develop a deep and evolving understanding of the priorities and program initiatives that require philanthropic support. Other Duties as Assigned (10%) UMAF is building and growing, and this position will support those efforts with other duties and projects as assigned from time to time. Qualifications Bachelor's degree. Minimum of three (3) years of relevant experience in a development program, preferably within an educational institution. Equivalent experience in private sector sales, marketing, financial services, or a related field will be considered. Demonstrated understanding of the principles and practices of philanthropy, particularly in higher education and/or institutionally related foundations. Ability to inspire, generate excitement, shared purpose, and action; excellent interpersonal and communication skills (both written and verbal), while also being a good listener. Ability to effectively work and interact respectfully within a diverse and inclusive environment. Ability to engage and effectively communicate with diverse audiences, including prospects, donors, executives, volunteer stakeholders, etc. Ability to problem solve, adapt to change, and successfully manage multiple projects from start to finish. Must have a valid driver's license, the ability to obtain a driver's license, or access to a licensed driver by the employment start date. Note: We're passionate about building a diverse team. If your experience is close, but not an exact match, please consider applying. Experience comes in many forms, and skills are transferable. We know that diverse teams make better decisions and deliver better results, which is why we're committed to adding new perspectives and encourage everyone to apply. BENEFITS 20 vacation days, 12 holidays, 12 sick days, 5 personal days, and 2 office closure days. 4-day summer work week. 401(k) plan. You contribute 5% and receive a 10% match. Health insurance packages for medical, dental, and vision. 16 weeks of paid parental leave to use within 1 year of childbirth. An additional 6 weeks available for the birthing parent. Part-time work for full-time pay for the first 4 weeks post parental leave. Learn more about our benefits . Proposed Annual Salary Range: $93,000 - $103,000 DIVERSITY, EQUITY AND INCLUSION At the UMass Amherst Foundation, we understand the value that diversity, equity, and inclusion bring to our workplace, our constituents, and our community. We welcome and value diversity in all its forms and recognize that a diverse and inclusive team strengthens our work and advances our mission. We recognize that the benefits of a diverse team are fully realized when people of all races, gender identities, ages, ethnicities, cultural heritages and nationalities; educational backgrounds; religious and political beliefs; sexual orientations; abilities; and socioeconomic and veteran status are valued, respected, and included at every level. 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 to request accommodation. OUR VALUES Connection • Build meaningful relationships rooted in trust, respect, and belonging. Courage • Show up with integrity, embrace challenges, and lead through uncertainty. Curiosity • Commit to learning-for yourself and others-and create a culture where everyone can thrive. Questions regarding the position or anything else related to careers with UMAF may be directed to the People & Culture team at PI78fb5-
03/20/2026
Full time
About University of Massachusetts Amherst Foundation Established in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst's mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University's mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation. About the role The Associate Director of Development for the College of Social & Behavioral Sciences (SBS) works to qualify, cultivate, solicit, and steward major gifts as determined by the needs of the SBS development program. This position manages a prospect pool of 100+ individual prospective donors capable of making gifts of $25,000 or more. The Associate Director works closely with the Chief Development Officer and other SBS development officers to create opportunities for increased philanthropic support from constituents, with primary focus on those managed within the prospect pool. Location : This is a full-time hybrid position and is open to employees in select US states: Massachusetts, New York, Connecticut, Rhode Island, and New Hampshire. What you'll do Fundraising (80%) Builds and manages an appropriate portfolio of donors capable of making gifts of $25,000 or more to the school. Develops and carries out effective strategies for qualification, cultivation, solicitation, and stewardship of major gift donors while completing a significant number of face-to-face visits, proposals, and other strategic contacts per year. Consistently conducts the donor cultivation work and planning necessary to have a robust pipeline of major gift proposals. Works with the Chief Development Officer to feature prospects in meaningful engagements that build stronger relationships with constituencies. Recommends prospects for volunteer positions, including advisory boards, regional engagement and development committees and other opportunities at the university level. Provides excellent briefing, follow-up, and other support materials that include prospect strategy, meeting objectives, and next steps, to the dean and other university leaders who meet with assigned prospects. Writes and edits reports, gift agreements and donor proposals. Attends on and off campus alumni events and engagements in which assigned prospects are present, and as requested by the Chief Development Officer. Promotes university priorities and image to constituents. Maintains current knowledge of institutional priorities. Proactively anticipates and responds to donor inquiries. Stewards assigned donors through ongoing communications, recognition activities, invitations to key events, and interaction with beneficiaries of their support. Carefully records donor intentions when securing gifts and processes all appropriate documentation. Works closely with the Advancement Services team to ensure timely updating of record changes. Maintains performance goals and standards for the Associate Director of Development. Collaborating (10%) While a majority of time will center around donor management, pipeline development, consistent and personalized stewardship, an effort is required to support the team, and UMAF as a positive team player. Contribute to fundraising team meetings, including donor strategy conversations; and as a positive team member of the UMAF, attend development officer meetings, professional development activities, and other staff meetings as appropriate. In addition to efforts that revolve around fundraising, you will also be expected to track expenses, manage travel logistics, and support the budget process. Collaborate with faculty and staff partners to support the creation of visions that will resonate with donors and lead to securing major and blended gifts, and to develop a deep and evolving understanding of the priorities and program initiatives that require philanthropic support. Other Duties as Assigned (10%) UMAF is building and growing, and this position will support those efforts with other duties and projects as assigned from time to time. Qualifications Bachelor's degree. Minimum of three (3) years of relevant experience in a development program, preferably within an educational institution. Equivalent experience in private sector sales, marketing, financial services, or a related field will be considered. Demonstrated understanding of the principles and practices of philanthropy, particularly in higher education and/or institutionally related foundations. Ability to inspire, generate excitement, shared purpose, and action; excellent interpersonal and communication skills (both written and verbal), while also being a good listener. Ability to effectively work and interact respectfully within a diverse and inclusive environment. Ability to engage and effectively communicate with diverse audiences, including prospects, donors, executives, volunteer stakeholders, etc. Ability to problem solve, adapt to change, and successfully manage multiple projects from start to finish. Must have a valid driver's license, the ability to obtain a driver's license, or access to a licensed driver by the employment start date. Note: We're passionate about building a diverse team. If your experience is close, but not an exact match, please consider applying. Experience comes in many forms, and skills are transferable. We know that diverse teams make better decisions and deliver better results, which is why we're committed to adding new perspectives and encourage everyone to apply. BENEFITS 20 vacation days, 12 holidays, 12 sick days, 5 personal days, and 2 office closure days. 4-day summer work week. 401(k) plan. You contribute 5% and receive a 10% match. Health insurance packages for medical, dental, and vision. 16 weeks of paid parental leave to use within 1 year of childbirth. An additional 6 weeks available for the birthing parent. Part-time work for full-time pay for the first 4 weeks post parental leave. Learn more about our benefits . Proposed Annual Salary Range: $93,000 - $103,000 DIVERSITY, EQUITY AND INCLUSION At the UMass Amherst Foundation, we understand the value that diversity, equity, and inclusion bring to our workplace, our constituents, and our community. We welcome and value diversity in all its forms and recognize that a diverse and inclusive team strengthens our work and advances our mission. We recognize that the benefits of a diverse team are fully realized when people of all races, gender identities, ages, ethnicities, cultural heritages and nationalities; educational backgrounds; religious and political beliefs; sexual orientations; abilities; and socioeconomic and veteran status are valued, respected, and included at every level. 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 to request accommodation. OUR VALUES Connection • Build meaningful relationships rooted in trust, respect, and belonging. Courage • Show up with integrity, embrace challenges, and lead through uncertainty. Curiosity • Commit to learning-for yourself and others-and create a culture where everyone can thrive. Questions regarding the position or anything else related to careers with UMAF may be directed to the People & Culture team at PI78fb5-
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00 am MST to 9:00 pm MST. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated insurance professionals to work in our Phoenix Arizona office located at 1 Norterra Drive, Phoenix, AZ 85085. As an Insurance Professional, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Training Schedule: Monday - Friday 8 hour shifts within the hours of 8:00am - 6:00pm USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/20/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00 am MST to 9:00 pm MST. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated insurance professionals to work in our Phoenix Arizona office located at 1 Norterra Drive, Phoenix, AZ 85085. As an Insurance Professional, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Training Schedule: Monday - Friday 8 hour shifts within the hours of 8:00am - 6:00pm USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in February, March and April, we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix Arizona office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Current ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 8:00 AM - 6:00 PM Local Time USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation range: The hiring range for this position is: $46,370 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/20/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in February, March and April, we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix Arizona office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Current ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Training Schedule: Monday - Friday 8hr shift within the hours of 8:00 AM - 6:00 PM Local Time USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Compensation range: The hiring range for this position is: $46,370 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
DCI Donor Services DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work We are currently seeking a Customer Service and Distribution Manager. The Customer Service and Distribution Manager will serve as a member of the Tissue Bank's management team with responsibility for managing customer relationships and delivering exceptional service. This role contributes to the Tissue Bank's strategic objectives of revenue growth through the effective management of inventory, coordination of returns/transfers, production planning, order fulfillment, and contract management. It ensures DCI Donor Services remains in compliance with all regulatory guidelines with respect to management of tissue, and recruits, develops and retains talent to create a best-in-class Distribution organization COMPANY OVERVIEW AND MISSION For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities. DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank. Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking. Key responsibilities this position will perform include: Ensures sales goals and budget objectives are met through fulfillment of customer orders and unsurpassed customer service. Creates and distributes inventory report to ensure customers in DCIDS's donor service areas have first choice to available grafts. Communicates tissue availability to Distributors and Contract Partners as appropriate. Determines appropriate "par" levels for tissue inventory to ensure DCIDS can provide appropriate service levels to its customers. Represents Distribution at Production Planning meetings, providing demand requirements based on sales forecasts and processing leads times. Maintains a month-on-hand report to monitor and address low demand inventory. Acts as part of team to create programs/pricing or identify alternative outlets to ensure tissue is utilized. Communicates these programs to customers as appropriate. Ensures that Distribution department is compliant with all regulatory requirements related to storing, shipping, returning or transferring human donated tissue. Has clear understanding of the Center for Biologics Evaluation and Research (CBER) regulations for HCT/Ps established in 21 CFR Parts 1270 and 1271. Supports Account Managers and Inside Sales Specialists with directions on handling tissue requirements in the field. Manages sales agreements with client hospitals, group purchasing organizations (GPOs), distributors and others. Works with Director of Sales to discover requirements to win the contract. Leads negotiation of contract terms. Manages contracts to track renewal dates, alerting management team to any required action. Renegotiates terms as appropriate. Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment. Monitors, reports and presents revenue results and tissue utilization to senior management, medical management and medical directors. Supports Sales team with Quarterly Territory Reviews reports. Recruits, retains, and develops results driven Distribution team. Advises and counsels, assists, and directs activities to ensure ongoing high performance. Implements timely corrective action when necessary. Identifies training needs to ensure Customer Service Coordinators are proficient in inventory management, regulatory requirements, and interacting with clinical customers. Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies. Performs other duties as assigned. The ideal candidate will have: Associate's Degree required/Bachelor's Degree preferred in related field Minimum 5+ years of medical device, banked human tissue, or biotechnology sales/marketing experience CTBS required within first year of employment Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel are required. Observes, listens to and talks with employees and others. Stands, sits, and walks. Reads and writes a variety of reports and documents. Travels to OPO and hospital facilities. Lifts up to 50 pounds. We offer a competitive compensation package including: Up to 184 hours of PTO your first year Up to 72 hours of Sick Time your first year Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage 403(b) plan with matching contribution Company provided term life, AD&D, and long-term disability insurance Wellness Program Supplemental insurance benefits such as accident coverage and short-term disability Discounts on home/auto/renter/pet insurance Cell phone discounts through Verizon Monthly phone stipend New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination. You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position. DCIDS is an EOE/AA employer - M/F/Vet/Disability. PI4d34d60402c4-4615
03/20/2026
Full time
DCI Donor Services DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work We are currently seeking a Customer Service and Distribution Manager. The Customer Service and Distribution Manager will serve as a member of the Tissue Bank's management team with responsibility for managing customer relationships and delivering exceptional service. This role contributes to the Tissue Bank's strategic objectives of revenue growth through the effective management of inventory, coordination of returns/transfers, production planning, order fulfillment, and contract management. It ensures DCI Donor Services remains in compliance with all regulatory guidelines with respect to management of tissue, and recruits, develops and retains talent to create a best-in-class Distribution organization COMPANY OVERVIEW AND MISSION For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities. DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank. Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking. Key responsibilities this position will perform include: Ensures sales goals and budget objectives are met through fulfillment of customer orders and unsurpassed customer service. Creates and distributes inventory report to ensure customers in DCIDS's donor service areas have first choice to available grafts. Communicates tissue availability to Distributors and Contract Partners as appropriate. Determines appropriate "par" levels for tissue inventory to ensure DCIDS can provide appropriate service levels to its customers. Represents Distribution at Production Planning meetings, providing demand requirements based on sales forecasts and processing leads times. Maintains a month-on-hand report to monitor and address low demand inventory. Acts as part of team to create programs/pricing or identify alternative outlets to ensure tissue is utilized. Communicates these programs to customers as appropriate. Ensures that Distribution department is compliant with all regulatory requirements related to storing, shipping, returning or transferring human donated tissue. Has clear understanding of the Center for Biologics Evaluation and Research (CBER) regulations for HCT/Ps established in 21 CFR Parts 1270 and 1271. Supports Account Managers and Inside Sales Specialists with directions on handling tissue requirements in the field. Manages sales agreements with client hospitals, group purchasing organizations (GPOs), distributors and others. Works with Director of Sales to discover requirements to win the contract. Leads negotiation of contract terms. Manages contracts to track renewal dates, alerting management team to any required action. Renegotiates terms as appropriate. Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment. Monitors, reports and presents revenue results and tissue utilization to senior management, medical management and medical directors. Supports Sales team with Quarterly Territory Reviews reports. Recruits, retains, and develops results driven Distribution team. Advises and counsels, assists, and directs activities to ensure ongoing high performance. Implements timely corrective action when necessary. Identifies training needs to ensure Customer Service Coordinators are proficient in inventory management, regulatory requirements, and interacting with clinical customers. Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies. Performs other duties as assigned. The ideal candidate will have: Associate's Degree required/Bachelor's Degree preferred in related field Minimum 5+ years of medical device, banked human tissue, or biotechnology sales/marketing experience CTBS required within first year of employment Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel are required. Observes, listens to and talks with employees and others. Stands, sits, and walks. Reads and writes a variety of reports and documents. Travels to OPO and hospital facilities. Lifts up to 50 pounds. We offer a competitive compensation package including: Up to 184 hours of PTO your first year Up to 72 hours of Sick Time your first year Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage 403(b) plan with matching contribution Company provided term life, AD&D, and long-term disability insurance Wellness Program Supplemental insurance benefits such as accident coverage and short-term disability Discounts on home/auto/renter/pet insurance Cell phone discounts through Verizon Monthly phone stipend New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination. You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position. DCIDS is an EOE/AA employer - M/F/Vet/Disability. PI4d34d60402c4-4615
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/20/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityAs a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position.For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be requiredWhat sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP)Compensation range: The salary range for this position is: $69,920.00 - $125,850.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/20/2026
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityAs a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position.For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be requiredWhat sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP)Compensation range: The salary range for this position is: $69,920.00 - $125,850.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
JOB SUMMARY This is an Operations position responsible for directing the activities associated with Delivery. Responsibilities include but are not limited to, strategic overview and implementation of projects, expense and revenue management, compliance with government regulations, management and direction to delivery staff and safety and security of the delivery department. RESPONSIBILITIES Direct the daily work and safety of Delivery supervisors, routing personnel and other associates. Ensure that management staff is effectively managing the day to day delivery activities, including but not limited to Delivery Associate adherence to standard operating procedures, adherence to planned routes, and providing safe and efficient customer service. Assure Delivery Associate compliance with local, state and federal regulatory agencies (i.e. DOT, OSHA, etc.) and ensure that electronic logs are kept current and accurate. Direct labor hours, travel, fuel, and consumable supplies within budget, maximizing time and cost efficiencies. Prepare work schedules including extra work days and shifts as needed. Oversee the proper selection, purchase, and utilization of company assets in support of the Delivery department. Coordinate required repairs with proper departments as necessary. Observe the effectiveness of daily routing activities to ensure all established Key Performance Indicators (KPI) and Sales/customer satisfaction goals are met. Prepare budget, profit plans, and capital requests as required. Evaluate metrics and adjust activities to meet or exceed performance expectations. Suggest efficiency ideas, cost reduction measures and assist with the implementation of delivery changes. Monitor the utilization of delivery services by reviewing the coordination of backhaul functions and other routing/scheduling activities to increase the profitability of all delivery services. Communicate with Sales Management and Marketing Associates to collaboratively resolve any customer or delivery opportunities or issues. Visit customer locations and meet with customers to address issues and assess delivery difficulty. Establish the use and updating of productivity and routing software systems. Preserve associate relations through regular department or pre-shift meetings. maintain on-going interaction. Keep open communication channels with associates by answering questions and explaining policies and procedures. Monitor associate morale. Submit and respond to ideas to improve associate engagement and enablement. Interpret, train and consistently enforce company policies and procedures. Coordinate efforts with the Safety department to aid in training, conducting associate observations, up-dating preferred work methods, conducting accident investigations to determine root causes and routine safety inspections. Make recommendations for disciplinary action and/or behavior modification where required. Execute management functions of staff selection, development, discipline, performance reviews and/or terminations. Perform the duties of the associates supervised, and perform other related duties as needed (as qualified). QUALIFICATIONS Education Bachelor's degree. Experience 7 years' related experience and/or training; or equivalent combination of education and related experience. Certificates, Licenses, and Registrations Valid Class A Commercial Driver License meeting company standards. Complete a Sysco approved defensive driving program. HazMat and Doubles Certification. Valid Class A Commercial Driver License meeting Company standards preferred Professional Skills Ability to read, comprehends, write and speak English. Able to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Capable of writing reports, business correspondence, and procedure manuals. Effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Can add, subtracts, multiply, and divides into all units of measure, using whole numbers, common fractions, and decimals Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Demonstrate knowledge of spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs. Must have excellent computer skills. Working knowledge of Federal Motor Carrier Safety Regulations. Successfully engage and lead individual and team discussions and meetings. Apply all relevant policies in a consistent, timely and objective manner. Able to work with peers and associates from other departments, operating companies, and Corporate proactively and constructively. Work in a disciplined manner and capable of following established procedures, practices and comply with local, state and federal regulations. Manage the pressures and stress associated with a deadline-oriented atmosphere and customer service issues. Demonstrates skill in making independent decisions in support of company policies and procedures on time. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regularly required to talk or hear. Frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and climb or balance. Occasionally required to stoop, kneel, crouch, or crawl. Must occasionally lift and/or move up to 100 pounds, push/pull up to 350 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
03/20/2026
Full time
JOB SUMMARY This is an Operations position responsible for directing the activities associated with Delivery. Responsibilities include but are not limited to, strategic overview and implementation of projects, expense and revenue management, compliance with government regulations, management and direction to delivery staff and safety and security of the delivery department. RESPONSIBILITIES Direct the daily work and safety of Delivery supervisors, routing personnel and other associates. Ensure that management staff is effectively managing the day to day delivery activities, including but not limited to Delivery Associate adherence to standard operating procedures, adherence to planned routes, and providing safe and efficient customer service. Assure Delivery Associate compliance with local, state and federal regulatory agencies (i.e. DOT, OSHA, etc.) and ensure that electronic logs are kept current and accurate. Direct labor hours, travel, fuel, and consumable supplies within budget, maximizing time and cost efficiencies. Prepare work schedules including extra work days and shifts as needed. Oversee the proper selection, purchase, and utilization of company assets in support of the Delivery department. Coordinate required repairs with proper departments as necessary. Observe the effectiveness of daily routing activities to ensure all established Key Performance Indicators (KPI) and Sales/customer satisfaction goals are met. Prepare budget, profit plans, and capital requests as required. Evaluate metrics and adjust activities to meet or exceed performance expectations. Suggest efficiency ideas, cost reduction measures and assist with the implementation of delivery changes. Monitor the utilization of delivery services by reviewing the coordination of backhaul functions and other routing/scheduling activities to increase the profitability of all delivery services. Communicate with Sales Management and Marketing Associates to collaboratively resolve any customer or delivery opportunities or issues. Visit customer locations and meet with customers to address issues and assess delivery difficulty. Establish the use and updating of productivity and routing software systems. Preserve associate relations through regular department or pre-shift meetings. maintain on-going interaction. Keep open communication channels with associates by answering questions and explaining policies and procedures. Monitor associate morale. Submit and respond to ideas to improve associate engagement and enablement. Interpret, train and consistently enforce company policies and procedures. Coordinate efforts with the Safety department to aid in training, conducting associate observations, up-dating preferred work methods, conducting accident investigations to determine root causes and routine safety inspections. Make recommendations for disciplinary action and/or behavior modification where required. Execute management functions of staff selection, development, discipline, performance reviews and/or terminations. Perform the duties of the associates supervised, and perform other related duties as needed (as qualified). QUALIFICATIONS Education Bachelor's degree. Experience 7 years' related experience and/or training; or equivalent combination of education and related experience. Certificates, Licenses, and Registrations Valid Class A Commercial Driver License meeting company standards. Complete a Sysco approved defensive driving program. HazMat and Doubles Certification. Valid Class A Commercial Driver License meeting Company standards preferred Professional Skills Ability to read, comprehends, write and speak English. Able to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Capable of writing reports, business correspondence, and procedure manuals. Effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Can add, subtracts, multiply, and divides into all units of measure, using whole numbers, common fractions, and decimals Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Demonstrate knowledge of spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs. Must have excellent computer skills. Working knowledge of Federal Motor Carrier Safety Regulations. Successfully engage and lead individual and team discussions and meetings. Apply all relevant policies in a consistent, timely and objective manner. Able to work with peers and associates from other departments, operating companies, and Corporate proactively and constructively. Work in a disciplined manner and capable of following established procedures, practices and comply with local, state and federal regulations. Manage the pressures and stress associated with a deadline-oriented atmosphere and customer service issues. Demonstrates skill in making independent decisions in support of company policies and procedures on time. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regularly required to talk or hear. Frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and climb or balance. Occasionally required to stoop, kneel, crouch, or crawl. Must occasionally lift and/or move up to 100 pounds, push/pull up to 350 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityThe Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position.What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months.What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be requiredWhat sets you apart: Active -Group -1 -Life -and -Health -license 1+ -yrs -experience -working -in -Sales -with -life -insurance -or -financial -services -products 1+ yrs experience working in a -call -center -environment - CLU - -Chartered -Life -Underwriter or comparable designation US -military -experience -through -military -service -or -a -military -spouse/domestic -partnerCompensation range: The salary range for this position is: $45,470.00 - $79,110.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2026
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityThe Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position.What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months.What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be requiredWhat sets you apart: Active -Group -1 -Life -and -Health -license 1+ -yrs -experience -working -in -Sales -with -life -insurance -or -financial -services -products 1+ yrs experience working in a -call -center -environment - CLU - -Chartered -Life -Underwriter or comparable designation US -military -experience -through -military -service -or -a -military -spouse/domestic -partnerCompensation range: The salary range for this position is: $45,470.00 - $79,110.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $79,110.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $79,110.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityAs an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position.For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be requiredWhat sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partnerCompensation range: The salary range for this position is: $63,590.00 - $114,450.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2026
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityAs an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position.For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be requiredWhat sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partnerCompensation range: The salary range for this position is: $63,590.00 - $114,450.00.Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityIt is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.For new hires starting in -February, March, and April we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Colorado Springs office located at 1855 Telstar Drive, Colorado Springs, CO 80920. This schedule may require working evenings up to 8:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% -for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month.As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have: High School Diploma or GED equivalent Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applicationsWhat sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environmentTraining Schedule: Monday - Friday8hr shift within the hours of 8:00 AM - 6:00 PM Local TimeUSAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members.Work Schedule:All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need.Salary: The hiring range for this position is: $47,800 - $50,300Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2026
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityIt is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.For new hires starting in -February, March, and April we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Colorado Springs office located at 1855 Telstar Drive, Colorado Springs, CO 80920. This schedule may require working evenings up to 8:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% -for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month.As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have: High School Diploma or GED equivalent Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applicationsWhat sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environmentTraining Schedule: Monday - Friday8hr shift within the hours of 8:00 AM - 6:00 PM Local TimeUSAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members.Work Schedule:All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need.Salary: The hiring range for this position is: $47,800 - $50,300Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Perkins' commitment to quality and innovation began in 1958 when Matt and Ivan Perkins opened their first pancake house in Cincinnati, Ohio. Today's Perkins still serves pancakes and excels at breakfast fare. However, our restaurants also offer some 100 breakfast, lunch, and dinner items with signature dishes including specialty omelets, melt sandwiches, hearty entrees, and salads. The most iconic piece of Perkins is, you guessed it, our pie! At Perkins, we take great pride in our service, experience, and feeding folks what they like. It's the cornerstone of our company, and the thing that keeps us going after all these years. With nearly 300 company-owned and franchised locations in 32 states and two Canadian provinces, we're proud of how far we've come. Perkins American Food Co. is franchised by JDK Management Company - a family of hospitality and service companies since 1982. Perkins American Food Co. is looking for a General Manager who is dedicated, ambitious and seeks opportunities to grow their career. At Perkins, General Managers are knowledgeable, friendly, and have a passion for maintaining their restaurant while providing guests with industry-leading service. The General Manager's decisions are guided by established policies/procedures and the Regional Director. The position of General Manager is a fast-paced role that manages the daily operations and staff of the restaurant, including: The execution of all Company policies, procedures, programs, and systems Providing leadership, direction, training, and development to all direct reports Contributes to the success of the restaurant by building sales, hitting goals, driving restaurant profitability Completing all other duties as assigned Qualifications High School diploma or equivalent A minimum of 1 year of prior management experience in family dining is required ServSafe Food Manager Certification is preferred Excellent communication, interpersonal, and conflict-resolution skills Strong planning, problem-solving, and organization skills Ability to work in a fast-paced, team-oriented environment Ability to lift and carry up to 50 lbs. Ability to stand, walk, reach, and bend for extended periods Benefits Competitive Wages - Earn more while doing what you love. Weekly Pay - Get your hard-earned money every week. 48-Hour Work Week with Flexible Scheduling - Work-life balance is important to us. Incentive Plans - Monthly & Quarterly Medical, Dental & Vision Plans - We've got you covered! Life & Disability Insurance Paid Time Off & Sick Time - Take a well-deserved break! Meal Discounts - Enjoy delicious food on and off the clock! 401(k) Savings Plan - Start saving for your future, with a company match Advancement Opportunities - Grow your career with us. Commitment to Professional Development Disclaimer This position description is not intended, and should not be construed to be, an exhaustive list of all responsibilities, skills, efforts or working conditions associated with job. It is intended, however, to be an accurate reflection of those principle job elements essential for making decisions related to job performance, employee development and compensation. As such, the incumbent may perform other duties and responsibilities as required. JDK Management Company participates in E-Verify to confirm the identity and employment eligibility of all newly hired employees. For more information about E-Verify and your rights, please review the E-Verify Posters . Equal Opportunity Employer The pay range for this role is: 65,000 - 75,000 USD per year(Perkins 3531 Olean, NY) PI37dc612f1c32-6155
03/17/2026
Full time
Perkins' commitment to quality and innovation began in 1958 when Matt and Ivan Perkins opened their first pancake house in Cincinnati, Ohio. Today's Perkins still serves pancakes and excels at breakfast fare. However, our restaurants also offer some 100 breakfast, lunch, and dinner items with signature dishes including specialty omelets, melt sandwiches, hearty entrees, and salads. The most iconic piece of Perkins is, you guessed it, our pie! At Perkins, we take great pride in our service, experience, and feeding folks what they like. It's the cornerstone of our company, and the thing that keeps us going after all these years. With nearly 300 company-owned and franchised locations in 32 states and two Canadian provinces, we're proud of how far we've come. Perkins American Food Co. is franchised by JDK Management Company - a family of hospitality and service companies since 1982. Perkins American Food Co. is looking for a General Manager who is dedicated, ambitious and seeks opportunities to grow their career. At Perkins, General Managers are knowledgeable, friendly, and have a passion for maintaining their restaurant while providing guests with industry-leading service. The General Manager's decisions are guided by established policies/procedures and the Regional Director. The position of General Manager is a fast-paced role that manages the daily operations and staff of the restaurant, including: The execution of all Company policies, procedures, programs, and systems Providing leadership, direction, training, and development to all direct reports Contributes to the success of the restaurant by building sales, hitting goals, driving restaurant profitability Completing all other duties as assigned Qualifications High School diploma or equivalent A minimum of 1 year of prior management experience in family dining is required ServSafe Food Manager Certification is preferred Excellent communication, interpersonal, and conflict-resolution skills Strong planning, problem-solving, and organization skills Ability to work in a fast-paced, team-oriented environment Ability to lift and carry up to 50 lbs. Ability to stand, walk, reach, and bend for extended periods Benefits Competitive Wages - Earn more while doing what you love. Weekly Pay - Get your hard-earned money every week. 48-Hour Work Week with Flexible Scheduling - Work-life balance is important to us. Incentive Plans - Monthly & Quarterly Medical, Dental & Vision Plans - We've got you covered! Life & Disability Insurance Paid Time Off & Sick Time - Take a well-deserved break! Meal Discounts - Enjoy delicious food on and off the clock! 401(k) Savings Plan - Start saving for your future, with a company match Advancement Opportunities - Grow your career with us. Commitment to Professional Development Disclaimer This position description is not intended, and should not be construed to be, an exhaustive list of all responsibilities, skills, efforts or working conditions associated with job. It is intended, however, to be an accurate reflection of those principle job elements essential for making decisions related to job performance, employee development and compensation. As such, the incumbent may perform other duties and responsibilities as required. JDK Management Company participates in E-Verify to confirm the identity and employment eligibility of all newly hired employees. For more information about E-Verify and your rights, please review the E-Verify Posters . Equal Opportunity Employer The pay range for this role is: 65,000 - 75,000 USD per year(Perkins 3531 Olean, NY) PI37dc612f1c32-6155
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityIt is all about learning and growing. Our Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00 am MST to 9:00 pm MST. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members.We are currently seeking dedicated insurance professionals to work in our Colorado Springs office located at 1855 Telstar Dr, Colorado Spring, CO 80920 for future insurance opportunities in 2026. As an Insurance Professional, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security.What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have: High School Diploma or GED equivalent Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiringWhat sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partnerTraining Schedule: Monday - Friday8hr shift within the hours of 8:00am - 6:00pmUSAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members.Work Schedule:All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need.Salary: The hiring range for this position is: $46,400.00 - $48,900.00Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/17/2026
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityIt is all about learning and growing. Our Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00 am MST to 9:00 pm MST. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members.We are currently seeking dedicated insurance professionals to work in our Colorado Springs office located at 1855 Telstar Dr, Colorado Spring, CO 80920 for future insurance opportunities in 2026. As an Insurance Professional, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security.What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have: High School Diploma or GED equivalent Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiringWhat sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partnerTraining Schedule: Monday - Friday8hr shift within the hours of 8:00am - 6:00pmUSAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members.Work Schedule:All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need.Salary: The hiring range for this position is: $46,400.00 - $48,900.00Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. -The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. -For more details on our outstanding benefits, visit our benefits page on USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/16/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $79,110.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/16/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $79,110.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/14/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
03/14/2026
Full time
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
03/12/2026
Full time
Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
