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USAA
Health Solution Specialist Mid-Level (Level 1) - Life Company
USAA San Antonio, Texas
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/29/2026
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Mid-Level (Level 1) - Life Company
USAA San Antonio, Texas
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/29/2026
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Intermediate (Level 2) - Life Company
USAA San Antonio, Texas
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/29/2026
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Mid-Level (Level 1) - Life Company
USAA San Antonio, Texas
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/27/2026
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Intermediate (Level 2) - Life Company
USAA San Antonio, Texas
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/27/2026
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
Health Solution Specialist Intermediate (Level 2) - Life Company
USAA Careers Colorado Springs, Colorado
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/27/2026
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Retirement Income Advisor (Sign-On Bonus)
USAA Phoenix, Arizona
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 As 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: Phoenix, AZ. 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 required What 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 partner Compensation range: The salary range for this position is: $67,520.00 - $121,530.00. 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.
04/26/2026
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 As 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: Phoenix, AZ. 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 required What 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 partner Compensation range: The salary range for this position is: $67,520.00 - $121,530.00. 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.
Health Solution Specialist Mid-Level (Level 1) - Life Company
USAA Careers Colorado Springs, Colorado
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/26/2026
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Mid-Level (Level 1) - Life Company
USAA Colorado Springs, Colorado
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/25/2026
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Experienced Retirement Income Advisor (Sign-On Bonus)
USAA Tampa, Florida
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 As 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 required What 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 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.
04/25/2026
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 As 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 required What 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 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.
USAA
Health Solution Specialist Intermediate (Level 2) - Life Company
USAA Colorado Springs, Colorado
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/25/2026
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Intermediate (Level 2) - Life Company
USAA Colorado Springs, Colorado
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/24/2026
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Mid-Level (Level 1) - Life Company
USAA Colorado Springs, Colorado
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/24/2026
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Intermediate (Level 2) - Life Company
USAA Colorado Springs, Colorado
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/22/2026
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 Job Description USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Health Solution Specialist Mid-Level (Level 1) - Life Company
USAA Colorado Springs, Colorado
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/22/2026
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
USAA
Intermediate Life Solutions Specialist - Tampa
USAA Tampa, Florida
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 Intermediate 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 in 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. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate 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. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (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 Required annual completion of AHIP and Broker/Carrier appointments when applicable. 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 or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years 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 - $105,420.00. 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.
04/22/2026
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 Intermediate 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 in 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. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate 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. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (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 Required annual completion of AHIP and Broker/Carrier appointments when applicable. 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 or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years 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 - $105,420.00. 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.
USAA
Retirement Income Advisor (Sign-On Bonus)
USAA Plano, Texas
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 Job Description As 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: Plano, TX. 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 required What 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 partner Compensation range: The salary range for this position is: $67,520.00 - $121,530.00. 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.
04/22/2026
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 Job Description As 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: Plano, TX. 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 required What 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 partner Compensation range: The salary range for this position is: $67,520.00 - $121,530.00. 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.
USAA
Intermediate Life Solutions Specialist - Plano
USAA Plano, Texas
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 Intermediate 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 in the Plano, TX 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. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. 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 foundational protection planning advice, including insurance protection. 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 foundational sales techniques and foundational persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, investment market and 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. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Work Hours: Monday - Friday / 7:30am - 7:00pm (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 Required annual completion of AHIP and Broker/Carrier appointments when applicable. 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: 2+ years experience working in Sales with life insurance 1+ years 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: $48,290.00 - $111,940.00. 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.
04/21/2026
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 Intermediate 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 in the Plano, TX 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. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. 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 foundational protection planning advice, including insurance protection. 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 foundational sales techniques and foundational persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, investment market and 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. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Work Hours: Monday - Friday / 7:30am - 7:00pm (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 Required annual completion of AHIP and Broker/Carrier appointments when applicable. 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: 2+ years experience working in Sales with life insurance 1+ years 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: $48,290.00 - $111,940.00. 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.
USAA
Experienced Retirement Income Advisor (Sign-On Bonus)
USAA Plano, Texas
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 As 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: Plano, TX. 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 required What 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: $74,240.00 - $133,620.00. 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.
04/21/2026
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 As 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: Plano, TX. 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 required What 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: $74,240.00 - $133,620.00. 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.
USAA
Health Solution Specialist Mid-Level (Level 1) - Life Company
USAA Plano, Texas
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/21/2026
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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a June 8, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/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 or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Life and Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.

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