Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. As we grow our service division, we're looking for a driven, organized, and technically savvy individual to be the backbone of our service operations. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Solar Service Advisor is the engine of our service division. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day. This is a dynamic role that blends outside sales, customer relationship management, and hands-on operational coordination. If you thrive in a fast-paced environment, love solving problems, and want to see the direct results of your work, this role is for you. Key Responsibilities Sales & Estimating Prospect for and develop new solar service business through referrals, realtor partnerships, roofing contractors, and inbound leads Conduct site visits and system assessments to scope service needs Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales Follow up on open proposals and close service agreements Build and maintain long-term relationships with roofing companies, real estate agents, and existing customers Coordination & Scheduling Schedule and dispatch technicians for all service calls and project work Create and manage work orders, ensuring technicians have the parts, equipment, and information needed before arriving on site Coordinate material procurement and manage parts inventory Communicate proactively with customers regarding scheduling, job status, and completion Track job progress and ensure projects are completed on time and within scope Technician Direction Provide daily direction and oversight to solar service technicians Conduct morning briefings and end-of-day check-ins Review job quality, safety compliance, and customer satisfaction Help identify training needs and support technician development Foster a positive, accountable team culture in the field Reporting & Administration Maintain accurate records in CRM/field service software, e.g., Salesforce, ServiceTitan, Solargraf Track job costs, margins, and department revenue in coordination with leadership Report on key metrics: quote volume, close rate, revenue, and job completion times Assist with warranty claims, utility interconnection coordination, and permit documentation as needed Qualifications Required 2+ years of experience in the solar industry (service, installation, or sales) Strong understanding of residential solar PV systems, inverters, and monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proven ability to read and produce quotes or proposals Excellent communication and customer relationship skills Strong organizational skills with the ability to manage multiple jobs simultaneously Valid driver's license and clean driving record Preferred Experience directing or coordinating field crews or service technicians Familiarity with battery storage systems (Enphase IQ, Powerwall, etc.) Experience with real estate solar disclosure reports or pre-sale inspections Proficiency with field service or CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PIce0e7-4432
07/11/2026
Full time
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. As we grow our service division, we're looking for a driven, organized, and technically savvy individual to be the backbone of our service operations. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Solar Service Advisor is the engine of our service division. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day. This is a dynamic role that blends outside sales, customer relationship management, and hands-on operational coordination. If you thrive in a fast-paced environment, love solving problems, and want to see the direct results of your work, this role is for you. Key Responsibilities Sales & Estimating Prospect for and develop new solar service business through referrals, realtor partnerships, roofing contractors, and inbound leads Conduct site visits and system assessments to scope service needs Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales Follow up on open proposals and close service agreements Build and maintain long-term relationships with roofing companies, real estate agents, and existing customers Coordination & Scheduling Schedule and dispatch technicians for all service calls and project work Create and manage work orders, ensuring technicians have the parts, equipment, and information needed before arriving on site Coordinate material procurement and manage parts inventory Communicate proactively with customers regarding scheduling, job status, and completion Track job progress and ensure projects are completed on time and within scope Technician Direction Provide daily direction and oversight to solar service technicians Conduct morning briefings and end-of-day check-ins Review job quality, safety compliance, and customer satisfaction Help identify training needs and support technician development Foster a positive, accountable team culture in the field Reporting & Administration Maintain accurate records in CRM/field service software, e.g., Salesforce, ServiceTitan, Solargraf Track job costs, margins, and department revenue in coordination with leadership Report on key metrics: quote volume, close rate, revenue, and job completion times Assist with warranty claims, utility interconnection coordination, and permit documentation as needed Qualifications Required 2+ years of experience in the solar industry (service, installation, or sales) Strong understanding of residential solar PV systems, inverters, and monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proven ability to read and produce quotes or proposals Excellent communication and customer relationship skills Strong organizational skills with the ability to manage multiple jobs simultaneously Valid driver's license and clean driving record Preferred Experience directing or coordinating field crews or service technicians Familiarity with battery storage systems (Enphase IQ, Powerwall, etc.) Experience with real estate solar disclosure reports or pre-sale inspections Proficiency with field service or CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PIce0e7-4432
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. As we grow our service division, we're looking for a driven, organized, and technically savvy individual to be the backbone of our service operations. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Solar Service Advisor is the engine of our service division. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day. This is a dynamic role that blends outside sales, customer relationship management, and hands-on operational coordination. If you thrive in a fast-paced environment, love solving problems, and want to see the direct results of your work, this role is for you. Key Responsibilities Sales & Estimating Prospect for and develop new solar service business through referrals, realtor partnerships, roofing contractors, and inbound leads Conduct site visits and system assessments to scope service needs Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales Follow up on open proposals and close service agreements Build and maintain long-term relationships with roofing companies, real estate agents, and existing customers Coordination & Scheduling Schedule and dispatch technicians for all service calls and project work Create and manage work orders, ensuring technicians have the parts, equipment, and information needed before arriving on site Coordinate material procurement and manage parts inventory Communicate proactively with customers regarding scheduling, job status, and completion Track job progress and ensure projects are completed on time and within scope Technician Direction Provide daily direction and oversight to solar service technicians Conduct morning briefings and end-of-day check-ins Review job quality, safety compliance, and customer satisfaction Help identify training needs and support technician development Foster a positive, accountable team culture in the field Reporting & Administration Maintain accurate records in CRM/field service software, e.g., Salesforce, ServiceTitan, Solargraf Track job costs, margins, and department revenue in coordination with leadership Report on key metrics: quote volume, close rate, revenue, and job completion times Assist with warranty claims, utility interconnection coordination, and permit documentation as needed Qualifications Required 2+ years of experience in the solar industry (service, installation, or sales) Strong understanding of residential solar PV systems, inverters, and monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proven ability to read and produce quotes or proposals Excellent communication and customer relationship skills Strong organizational skills with the ability to manage multiple jobs simultaneously Valid driver's license and clean driving record Preferred Experience directing or coordinating field crews or service technicians Familiarity with battery storage systems (Enphase IQ, Powerwall, etc.) Experience with real estate solar disclosure reports or pre-sale inspections Proficiency with field service or CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PIce0e7-4432
07/10/2026
Full time
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. As we grow our service division, we're looking for a driven, organized, and technically savvy individual to be the backbone of our service operations. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Solar Service Advisor is the engine of our service division. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day. This is a dynamic role that blends outside sales, customer relationship management, and hands-on operational coordination. If you thrive in a fast-paced environment, love solving problems, and want to see the direct results of your work, this role is for you. Key Responsibilities Sales & Estimating Prospect for and develop new solar service business through referrals, realtor partnerships, roofing contractors, and inbound leads Conduct site visits and system assessments to scope service needs Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales Follow up on open proposals and close service agreements Build and maintain long-term relationships with roofing companies, real estate agents, and existing customers Coordination & Scheduling Schedule and dispatch technicians for all service calls and project work Create and manage work orders, ensuring technicians have the parts, equipment, and information needed before arriving on site Coordinate material procurement and manage parts inventory Communicate proactively with customers regarding scheduling, job status, and completion Track job progress and ensure projects are completed on time and within scope Technician Direction Provide daily direction and oversight to solar service technicians Conduct morning briefings and end-of-day check-ins Review job quality, safety compliance, and customer satisfaction Help identify training needs and support technician development Foster a positive, accountable team culture in the field Reporting & Administration Maintain accurate records in CRM/field service software, e.g., Salesforce, ServiceTitan, Solargraf Track job costs, margins, and department revenue in coordination with leadership Report on key metrics: quote volume, close rate, revenue, and job completion times Assist with warranty claims, utility interconnection coordination, and permit documentation as needed Qualifications Required 2+ years of experience in the solar industry (service, installation, or sales) Strong understanding of residential solar PV systems, inverters, and monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proven ability to read and produce quotes or proposals Excellent communication and customer relationship skills Strong organizational skills with the ability to manage multiple jobs simultaneously Valid driver's license and clean driving record Preferred Experience directing or coordinating field crews or service technicians Familiarity with battery storage systems (Enphase IQ, Powerwall, etc.) Experience with real estate solar disclosure reports or pre-sale inspections Proficiency with field service or CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PIce0e7-4432
Job Description Job Description This is a HYBRID position- you may work remotely with the expectation to work in our Bellevue, WA office one day a week. Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for: We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer: Phase 1 - Firsthand experience as a financial professional: You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources: You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions-and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Product Solutions: You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2 - Your transition to Associate Partner: After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you: When you begin with New York Life as a financial professional, your income will be commission-based with an additional training allowance subsidy. If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (the minimum salary in Washington is $77,968.80) plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (referred to as R&Ds). R&Ds involve additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan. New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 617 recruiters at all levels in 2024 was $285,000. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. We're proud to be recognized by the following organizations: • Fortune 2024: World's Most Admired Companies • Handshake 2025: Early Talent Award • Forbes 2024: America's Best Employers for Diversity • Seramount: 2024 Best Companies for Multicultural Women
07/10/2026
Full time
Job Description Job Description This is a HYBRID position- you may work remotely with the expectation to work in our Bellevue, WA office one day a week. Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for: We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer: Phase 1 - Firsthand experience as a financial professional: You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources: You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions-and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Product Solutions: You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2 - Your transition to Associate Partner: After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you: When you begin with New York Life as a financial professional, your income will be commission-based with an additional training allowance subsidy. If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (the minimum salary in Washington is $77,968.80) plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (referred to as R&Ds). R&Ds involve additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan. New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 617 recruiters at all levels in 2024 was $285,000. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. We're proud to be recognized by the following organizations: • Fortune 2024: World's Most Admired Companies • Handshake 2025: Early Talent Award • Forbes 2024: America's Best Employers for Diversity • Seramount: 2024 Best Companies for Multicultural Women
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end, discerning clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. We're building out our service sales team and looking for a motivated self-starter to grow our network of recurring service partners and drive revenue. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Outside Solar Service Sales Representative is responsible for building the business relationships that keep our service division busy and for seeing those opportunities all the way through to a signed, quoted agreement. You'll spend your time in the field meeting with roofing contractors, real estate agents, solar finance companies, and other industry partners throughout Northern California, developing those relationships, understanding their service needs, preparing quotes, and closing the work. Quotes are prepared using system information and partner-provided details - no site visits required. As this is a newly created role, the right candidate will have the opportunity to help shape its direction, and may take on additional responsibilities in job coordination and resource management as the role evolves. Key Responsibilities Business Development & Relationship Building Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters Build and maintain a pipeline of active partner accounts throughout Northern California through consistent outreach, meetings, and relationship management Position Simply Solar as the go-to solar service provider for each partner Represent the company at industry events, trade associations, and networking groups (real estate boards, roofing associations, etc.) Quoting & Closing Gather job details from partners remotely to scope service needs accurately Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports Present proposals confidently and follow up consistently to close agreements Negotiate pricing and service terms within company guidelines Job Coordination & Field Support Collaborate with the Solar Service Advisor and internal team to ensure smooth transitions from signed agreement to scheduled work As the role develops, may take on broader involvement in coordinating field resources, scheduling, and ensuring jobs are set up for success from the point of sale forward Serve as an ongoing point of contact for partners throughout the life of a job when needed Relay partner feedback to the service team to continuously improve the customer and partner experience Reporting & CRM Maintain up-to-date records of all prospects, accounts, quotes, and activities in CRM software Report weekly on pipeline activity, new accounts, quote volume, and closed revenue Meet or exceed monthly and quarterly sales targets set by leadership Qualifications Required 2+ years of outside sales experience, preferably in solar, roofing, construction, or a related trade Solid understanding of residential solar PV systems and common service needs Ability to gather job information remotely and prepare accurate service quotes Proven track record of building and maintaining B2B relationships Strong communication, presentation, and negotiation skills Self-motivated and comfortable working independently in the field Valid driver's license and clean driving record Preferred Existing relationships with roofing contractors, real estate professionals, or solar industry partners in Northern California Experience quoting solar service or construction work Experience in job coordination, dispatching, or field operations - a plus as the role may expand in this direction Familiarity with solar monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proficiency with CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PI989d6025d08b-4444
07/10/2026
Full time
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end, discerning clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. We're building out our service sales team and looking for a motivated self-starter to grow our network of recurring service partners and drive revenue. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Outside Solar Service Sales Representative is responsible for building the business relationships that keep our service division busy and for seeing those opportunities all the way through to a signed, quoted agreement. You'll spend your time in the field meeting with roofing contractors, real estate agents, solar finance companies, and other industry partners throughout Northern California, developing those relationships, understanding their service needs, preparing quotes, and closing the work. Quotes are prepared using system information and partner-provided details - no site visits required. As this is a newly created role, the right candidate will have the opportunity to help shape its direction, and may take on additional responsibilities in job coordination and resource management as the role evolves. Key Responsibilities Business Development & Relationship Building Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters Build and maintain a pipeline of active partner accounts throughout Northern California through consistent outreach, meetings, and relationship management Position Simply Solar as the go-to solar service provider for each partner Represent the company at industry events, trade associations, and networking groups (real estate boards, roofing associations, etc.) Quoting & Closing Gather job details from partners remotely to scope service needs accurately Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports Present proposals confidently and follow up consistently to close agreements Negotiate pricing and service terms within company guidelines Job Coordination & Field Support Collaborate with the Solar Service Advisor and internal team to ensure smooth transitions from signed agreement to scheduled work As the role develops, may take on broader involvement in coordinating field resources, scheduling, and ensuring jobs are set up for success from the point of sale forward Serve as an ongoing point of contact for partners throughout the life of a job when needed Relay partner feedback to the service team to continuously improve the customer and partner experience Reporting & CRM Maintain up-to-date records of all prospects, accounts, quotes, and activities in CRM software Report weekly on pipeline activity, new accounts, quote volume, and closed revenue Meet or exceed monthly and quarterly sales targets set by leadership Qualifications Required 2+ years of outside sales experience, preferably in solar, roofing, construction, or a related trade Solid understanding of residential solar PV systems and common service needs Ability to gather job information remotely and prepare accurate service quotes Proven track record of building and maintaining B2B relationships Strong communication, presentation, and negotiation skills Self-motivated and comfortable working independently in the field Valid driver's license and clean driving record Preferred Existing relationships with roofing contractors, real estate professionals, or solar industry partners in Northern California Experience quoting solar service or construction work Experience in job coordination, dispatching, or field operations - a plus as the role may expand in this direction Familiarity with solar monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proficiency with CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PI989d6025d08b-4444
Description: EXACTA Land Surveyors is one of the nation's premier residential and commercial land surveying companies, with a mission to provide clients peace of mind and make their lives easier. Exacta serves Ohio, Illinois, Indiana, Maryland, Virginia, Washington, D.C., Florida, Texas, Oklahoma, Louisiana, and California, and is rapidly expanding into additional states. Our vision to be the best land surveyor is why we provide the full spectrum of residential, commercial, construction, development, and design surveys with a commitment to being FAST - EASY - RELIABLE for our clients. Exacta's core values are: We are client-focused We are team-member focused We play to win We promise what we will deliver and deliver what we promise We always do the right thing Our surveys provide an important component for development and real estate transactions involving buyers and sellers, title companies, lenders, attorneys, builders, developers, brokers, and real estate agents. Position Summary We are seeking an entrepreneurial-minded Business Development Executive (BDE) to join our dedicated team. In this role, you will build and expand profitable client relationships through outbound prospecting and professional networking. This position empowers a motivated sales professional to acquire new accounts and maximize existing client business. The ideal candidate should demonstrate a willingness to work in a fast-paced environment on a team with many shared and evolving responsibilities and dynamic new opportunities. This role reports directly to the Vice President of Sales & Marketing. It will be performed remotely and serve the central Florida market. Client Segment In this role, the Business Development Executive (BDE) is responsible for developing and maintaining relationships with residential home builders, developers, contractors, engineers, architects, and other professionals engaged in new home construction. The BDE identifies and pursues new business opportunities, manages key client relationships, promotes surveying solutions throughout the construction lifecycle, and serves as a liaison between clients and operations to ensure service expectations are consistently met. Key responsibilities include expanding market share, increasing revenue within existing accounts, securing new builder communities and projects, and driving long-term strategic growth within assigned territories. Business Development Executive Responsibilities Include : Developing strategic sales plans in coordination with leadership and organizational goals Driving dramatic, profitable growth through new client acquisition Growing existing client relationships by identifying opportunities for additional growth " Expanding the playing field " by finding new client segments, service offerings, and markets. " Increasing the batting average " by following up on a pipeline of opportunities to drive win rate and close deals. Conducting daily outbound meetings, calls, and emails to grow client portfolio. Monitoring current customer volume to track adoption and increase retention. Coordinating with the service team and operational stakeholders to solve client needs and "Get to YES". Being highly flexible and able to deliver excellence in a dynamic real estate and construction environment. Communicating Exacta's value effectively to the market Reporting to leadership on sales KPIs and how to develop the marketplace. Performing all duties as assigned to meet business needs in a safe, ethical, and professional manner. Exemplifying Exacta's 4 Strategic Pillars of: Dramatic, Profitable Growth Excellent Client Experience Being a Great Place to Work Executional Excellence Requirements: Sales Executive Qualifications & Skills: 5+ years of sales/business development experience in real estate, development, home building/construction, or closing services industries. Track record of growing client portfolios and setting/meeting goals. Proven ability to manage multiple complex tasks at once. Demonstrable technical aptitude with CRM and ERP systems, Excel, and marketplace prospecting tools such as ZoomInfo, LinkedIn Sales Navigator, etc. A strong aptitude to quickly diagnose needs and identify solutions. Demonstrate strong sales characteristics and probing abilities to drill down to 'why'. Effective verbal and written communication skills - externally and internally An organized, detail-oriented individual with a strong work ethic, desire to learn, and achieve goals. Company Benefits Competitive Salary and Commission for qualified positions Medical/Dental/Vision Insurance Company Sponsored Life & Disability Insurance Voluntary Benefits - Accident, Critical Illness, Life, Short & Long-Term Disability Health Savings Account 401(k) with company match Seven Paid Holidays per calendar year Paid Time Off Childbirth Recovery Related Leave Exacta Employee Value Proposition Exacta offers a fulfilling career where your contributions are valued, and you can make a difference. Exciting career advancement opportunities, a clear path for professional development, competitive pay, and benefits are available for each team member. Exacta is a mission- and values-driven organization. At our core is Exacta's mission to "provide peace of mind" to our clients. We perform that mission with a commitment to always doing the right thing - for our clients, for our team members and for the community. Join our rapidly growing company where you'll be surrounded by colleagues who care and who will inspire and challenge you every day! EXACTA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Exacta - Unlimited Boundaries! PI5a748327d6e3-6349
07/10/2026
Full time
Description: EXACTA Land Surveyors is one of the nation's premier residential and commercial land surveying companies, with a mission to provide clients peace of mind and make their lives easier. Exacta serves Ohio, Illinois, Indiana, Maryland, Virginia, Washington, D.C., Florida, Texas, Oklahoma, Louisiana, and California, and is rapidly expanding into additional states. Our vision to be the best land surveyor is why we provide the full spectrum of residential, commercial, construction, development, and design surveys with a commitment to being FAST - EASY - RELIABLE for our clients. Exacta's core values are: We are client-focused We are team-member focused We play to win We promise what we will deliver and deliver what we promise We always do the right thing Our surveys provide an important component for development and real estate transactions involving buyers and sellers, title companies, lenders, attorneys, builders, developers, brokers, and real estate agents. Position Summary We are seeking an entrepreneurial-minded Business Development Executive (BDE) to join our dedicated team. In this role, you will build and expand profitable client relationships through outbound prospecting and professional networking. This position empowers a motivated sales professional to acquire new accounts and maximize existing client business. The ideal candidate should demonstrate a willingness to work in a fast-paced environment on a team with many shared and evolving responsibilities and dynamic new opportunities. This role reports directly to the Vice President of Sales & Marketing. It will be performed remotely and serve the central Florida market. Client Segment In this role, the Business Development Executive (BDE) is responsible for developing and maintaining relationships with residential home builders, developers, contractors, engineers, architects, and other professionals engaged in new home construction. The BDE identifies and pursues new business opportunities, manages key client relationships, promotes surveying solutions throughout the construction lifecycle, and serves as a liaison between clients and operations to ensure service expectations are consistently met. Key responsibilities include expanding market share, increasing revenue within existing accounts, securing new builder communities and projects, and driving long-term strategic growth within assigned territories. Business Development Executive Responsibilities Include : Developing strategic sales plans in coordination with leadership and organizational goals Driving dramatic, profitable growth through new client acquisition Growing existing client relationships by identifying opportunities for additional growth " Expanding the playing field " by finding new client segments, service offerings, and markets. " Increasing the batting average " by following up on a pipeline of opportunities to drive win rate and close deals. Conducting daily outbound meetings, calls, and emails to grow client portfolio. Monitoring current customer volume to track adoption and increase retention. Coordinating with the service team and operational stakeholders to solve client needs and "Get to YES". Being highly flexible and able to deliver excellence in a dynamic real estate and construction environment. Communicating Exacta's value effectively to the market Reporting to leadership on sales KPIs and how to develop the marketplace. Performing all duties as assigned to meet business needs in a safe, ethical, and professional manner. Exemplifying Exacta's 4 Strategic Pillars of: Dramatic, Profitable Growth Excellent Client Experience Being a Great Place to Work Executional Excellence Requirements: Sales Executive Qualifications & Skills: 5+ years of sales/business development experience in real estate, development, home building/construction, or closing services industries. Track record of growing client portfolios and setting/meeting goals. Proven ability to manage multiple complex tasks at once. Demonstrable technical aptitude with CRM and ERP systems, Excel, and marketplace prospecting tools such as ZoomInfo, LinkedIn Sales Navigator, etc. A strong aptitude to quickly diagnose needs and identify solutions. Demonstrate strong sales characteristics and probing abilities to drill down to 'why'. Effective verbal and written communication skills - externally and internally An organized, detail-oriented individual with a strong work ethic, desire to learn, and achieve goals. Company Benefits Competitive Salary and Commission for qualified positions Medical/Dental/Vision Insurance Company Sponsored Life & Disability Insurance Voluntary Benefits - Accident, Critical Illness, Life, Short & Long-Term Disability Health Savings Account 401(k) with company match Seven Paid Holidays per calendar year Paid Time Off Childbirth Recovery Related Leave Exacta Employee Value Proposition Exacta offers a fulfilling career where your contributions are valued, and you can make a difference. Exciting career advancement opportunities, a clear path for professional development, competitive pay, and benefits are available for each team member. Exacta is a mission- and values-driven organization. At our core is Exacta's mission to "provide peace of mind" to our clients. We perform that mission with a commitment to always doing the right thing - for our clients, for our team members and for the community. Join our rapidly growing company where you'll be surrounded by colleagues who care and who will inspire and challenge you every day! EXACTA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Exacta - Unlimited Boundaries! PI5a748327d6e3-6349
Putzmeister is a world-class leader in concrete pump manufacturing and support, known for innovation, reliability, and excellence. When you join our team, you're not just taking a job - you're becoming part of a global legacy that builds the future, one pour at a time. Summary: This position will service the East Coast region. Act as the Putzmeister Field Service Representative in the assigned region and build / maintain business relationships which position Putzmeister as providing Premier Product Support. Establish regular communications and planning cadence with Regional Sales Directors and Parts Sales Representatives to achieve sales and product support objectives. Essential Duties and Responsibilities: Manage time and territory to provide timely & effective resolution of customers' equipment problems / concerns in the field, sometimes in difficult situations. Travel to customer locations, often on very short notice, to perform in-depth troubleshooting on electrical, hydraulic, mechanical, and interrelated problems. Professionally communicate information concerning repairs, production issues, product quality, or customer related issues. Provide in-service or commissioning of new equipment at customer locations. Complete handover documentation. Provide professional training on machine operation, trouble shooting, and repair techniques to customers / agents in the field. Provide technical support to the agent / customer via multiple channel paths (email, telephone, text, etc.) and manage Warranty / Goodwill issues and concerns. Coordinate Boom inspections and welding repairs as needed for customers. Provide / complete the required documentation for records. Market / Support Authorized Service Centers (dealers) to customers for repair work and parts purchases (in and out of warranty). Aid in evaluation and selection of potential Service Centers (dealers). Assist and measure service center against established PM Service Standards. Prepare timely field service reports in a well written and concise manner and file them on a weekly basis. Keep abreast of industry technology and trends including concrete pumping applications / processes. Perform additional duties as requested or required. Qualifications: Excellent communication skills. 5-10 years of technical experience. Travel 75% + Education/Certification/Training: Associates or BS degree in Engineering, Heavy Equipment Technology, Industrial Technology, or equivalent experience. In depth knowledge of mobile hydraulic, electrical, and mechanical systems. Multi-lingual individual a plus (Spanish and/or German) Concrete industry experience a plus Mandatory safety training (see "Total Compliance Management" program). On-the-job training. Work Environment/Physical Demands: While performing the duties of this job, the employee is regularly exposed to dust, working near moving mechanical parts; occasionally exposed to chemicals. While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions which may at times be extreme. While performing the duties of this job, the employee is occasionally exposed to very loud noise. Proper work attire, steel toe safety shoes, and safety glasses/goggles must be worn at all times as required by jobsite. While performing the duties of this job, the employee is regularly required to stand, walk, stoop, bend, and use hands to finger, handle or touch; frequently required to push and pull. Ability to regularly lift and/or move up to 15 pounds; occasionally lift and/or move up to 70 pounds. Specific vision abilities required by this job include close, peripheral, and the ability to focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above information includes the general details necessary to describe the principal duties of the job identified and shall not be interpreted as a detailed description of all the work requirements that may be inherent in the job. Benefits Comprehensive benefits (medical, vision, and dental insurance) Company paid Hospital Indemnity/Accident Insurance HSA - incentives for company contributions FSA Plans Company-paid Life Insurance Company paid Short-term/Long-term Disability Paternity Leave 401 (k) plan with company match Profit sharing Company events Education Reimbursement Boot Reimbursement PIb458b1a6fa9c-0108
07/10/2026
Full time
Putzmeister is a world-class leader in concrete pump manufacturing and support, known for innovation, reliability, and excellence. When you join our team, you're not just taking a job - you're becoming part of a global legacy that builds the future, one pour at a time. Summary: This position will service the East Coast region. Act as the Putzmeister Field Service Representative in the assigned region and build / maintain business relationships which position Putzmeister as providing Premier Product Support. Establish regular communications and planning cadence with Regional Sales Directors and Parts Sales Representatives to achieve sales and product support objectives. Essential Duties and Responsibilities: Manage time and territory to provide timely & effective resolution of customers' equipment problems / concerns in the field, sometimes in difficult situations. Travel to customer locations, often on very short notice, to perform in-depth troubleshooting on electrical, hydraulic, mechanical, and interrelated problems. Professionally communicate information concerning repairs, production issues, product quality, or customer related issues. Provide in-service or commissioning of new equipment at customer locations. Complete handover documentation. Provide professional training on machine operation, trouble shooting, and repair techniques to customers / agents in the field. Provide technical support to the agent / customer via multiple channel paths (email, telephone, text, etc.) and manage Warranty / Goodwill issues and concerns. Coordinate Boom inspections and welding repairs as needed for customers. Provide / complete the required documentation for records. Market / Support Authorized Service Centers (dealers) to customers for repair work and parts purchases (in and out of warranty). Aid in evaluation and selection of potential Service Centers (dealers). Assist and measure service center against established PM Service Standards. Prepare timely field service reports in a well written and concise manner and file them on a weekly basis. Keep abreast of industry technology and trends including concrete pumping applications / processes. Perform additional duties as requested or required. Qualifications: Excellent communication skills. 5-10 years of technical experience. Travel 75% + Education/Certification/Training: Associates or BS degree in Engineering, Heavy Equipment Technology, Industrial Technology, or equivalent experience. In depth knowledge of mobile hydraulic, electrical, and mechanical systems. Multi-lingual individual a plus (Spanish and/or German) Concrete industry experience a plus Mandatory safety training (see "Total Compliance Management" program). On-the-job training. Work Environment/Physical Demands: While performing the duties of this job, the employee is regularly exposed to dust, working near moving mechanical parts; occasionally exposed to chemicals. While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions which may at times be extreme. While performing the duties of this job, the employee is occasionally exposed to very loud noise. Proper work attire, steel toe safety shoes, and safety glasses/goggles must be worn at all times as required by jobsite. While performing the duties of this job, the employee is regularly required to stand, walk, stoop, bend, and use hands to finger, handle or touch; frequently required to push and pull. Ability to regularly lift and/or move up to 15 pounds; occasionally lift and/or move up to 70 pounds. Specific vision abilities required by this job include close, peripheral, and the ability to focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above information includes the general details necessary to describe the principal duties of the job identified and shall not be interpreted as a detailed description of all the work requirements that may be inherent in the job. Benefits Comprehensive benefits (medical, vision, and dental insurance) Company paid Hospital Indemnity/Accident Insurance HSA - incentives for company contributions FSA Plans Company-paid Life Insurance Company paid Short-term/Long-term Disability Paternity Leave 401 (k) plan with company match Profit sharing Company events Education Reimbursement Boot Reimbursement PIb458b1a6fa9c-0108
Putzmeister is a world-class leader in concrete pump manufacturing and support, known for innovation, reliability, and excellence. When you join our team, you're not just taking a job - you're becoming part of a global legacy that builds the future, one pour at a time. Summary: This position is located in Hickory, NC - Act as the Putzmeister Service Representative at our local service centers in the assigned region, building and maintaining business relationships that position Putzmeister as a provider of Premier Product Support. Establish a regular communication and planning cadence with Regional Sales Directors and Parts Sales Representatives to achieve sales and product support objectives. Essential Duties and Responsibilities: Manage time and territory of our local service centers to provide timely and effective resolution of customers' equipment problems and concerns, often in difficult situations. Coordinate with customers, often on very short notice, to perform in-depth troubleshooting of electrical, hydraulic, mechanical, and interrelated problems. Communicate information professionally regarding repairs, production issues, product quality, and customer-related issues. Provide in-service or commissioning new equipment at customer locations. Complete handover documentation. Provide professional training on machine operation, troubleshooting, and repair techniques to customers. Provide technical support to the agent or customer via multiple channels (email, telephone, text, etc.) and manage warranty and goodwill issues and concerns. Coordinate boom inspections and welding repairs as needed for customers. Provide and complete the required documentation for records. Market and support Authorized Service Centers (dealers) to customers for repair work and parts purchases (in and out of warranty). Aid in the evaluation and selection of potential Service Centers (dealers). Assist and measure service centers against established PM Service Standards. Prepare timely, well-written, and concise service reports and file them weekly. Keep abreast of industry technology and trends, including concrete pumping applications and processes. Travel 50% +/- Perform additional duties as requested or required. Qualifications: Excellent communication skills 5-10 years of technical experience In-depth knowledge of mobile hydraulic, electrical, and mechanical systems Multilingual a plus (German and/or Spanish) Concrete Industry experience a plus Education/Certification/Training: Bachelor's degree in engineering or related field, or Associate/certification in heavy equipment technology, industrial technology, or equivalent experience. Mandatory safety training (see "Total Compliance Management" program). On-the-job training. Work Environment/Physical Demands: While performing the duties of this job, the employee is regularly exposed to dust and to working near moving mechanical parts; occasionally exposed to chemicals, is regularly exposed to outdoor weather conditions, which may at times be extreme and the employee is occasionally exposed to very loud noise. Proper work attire, steel-toe safety shoes, and safety glasses/goggles must be worn at all times as required by the jobsite. While performing the duties of this job, the employee is regularly required to stand, walk, stoop, bend, and use hands to finger, handle, or touch; frequently required to push and pull. The employee is regularly able to lift and/or move up to 15 pounds; occasionally lift and/or move up to 70 pounds. Specific vision abilities required by this job include close, peripheral, and focusing. The physical demands described here are representative of those required of an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above information includes the general details necessary to describe the principal duties of the job identified and shall not be interpreted as a detailed description of all the work requirements that may be inherent in the job. may be inherent in the job. Benefits Comprehensive benefits (medical, vision, and dental insurance) Company paid Hospital Indemnity/Accident Insurance HSA - incentives for company contributions FSA Plans Company-paid Life Insurance Company paid Short-term/Long-term Disability Paternity Leave 401K plan with company match Profit sharing Company events Education Reimbursement Boot Reimbursement Uniform Program Employee discount program FLSA Status: FFFFFFFF Exempt FFFFFFFF Indirect Revision #: Est May 2026 FFFFFFFF Non-Exempt FFFFFFFF Direct Approved By: JB PI3edd-7942
07/10/2026
Full time
Putzmeister is a world-class leader in concrete pump manufacturing and support, known for innovation, reliability, and excellence. When you join our team, you're not just taking a job - you're becoming part of a global legacy that builds the future, one pour at a time. Summary: This position is located in Hickory, NC - Act as the Putzmeister Service Representative at our local service centers in the assigned region, building and maintaining business relationships that position Putzmeister as a provider of Premier Product Support. Establish a regular communication and planning cadence with Regional Sales Directors and Parts Sales Representatives to achieve sales and product support objectives. Essential Duties and Responsibilities: Manage time and territory of our local service centers to provide timely and effective resolution of customers' equipment problems and concerns, often in difficult situations. Coordinate with customers, often on very short notice, to perform in-depth troubleshooting of electrical, hydraulic, mechanical, and interrelated problems. Communicate information professionally regarding repairs, production issues, product quality, and customer-related issues. Provide in-service or commissioning new equipment at customer locations. Complete handover documentation. Provide professional training on machine operation, troubleshooting, and repair techniques to customers. Provide technical support to the agent or customer via multiple channels (email, telephone, text, etc.) and manage warranty and goodwill issues and concerns. Coordinate boom inspections and welding repairs as needed for customers. Provide and complete the required documentation for records. Market and support Authorized Service Centers (dealers) to customers for repair work and parts purchases (in and out of warranty). Aid in the evaluation and selection of potential Service Centers (dealers). Assist and measure service centers against established PM Service Standards. Prepare timely, well-written, and concise service reports and file them weekly. Keep abreast of industry technology and trends, including concrete pumping applications and processes. Travel 50% +/- Perform additional duties as requested or required. Qualifications: Excellent communication skills 5-10 years of technical experience In-depth knowledge of mobile hydraulic, electrical, and mechanical systems Multilingual a plus (German and/or Spanish) Concrete Industry experience a plus Education/Certification/Training: Bachelor's degree in engineering or related field, or Associate/certification in heavy equipment technology, industrial technology, or equivalent experience. Mandatory safety training (see "Total Compliance Management" program). On-the-job training. Work Environment/Physical Demands: While performing the duties of this job, the employee is regularly exposed to dust and to working near moving mechanical parts; occasionally exposed to chemicals, is regularly exposed to outdoor weather conditions, which may at times be extreme and the employee is occasionally exposed to very loud noise. Proper work attire, steel-toe safety shoes, and safety glasses/goggles must be worn at all times as required by the jobsite. While performing the duties of this job, the employee is regularly required to stand, walk, stoop, bend, and use hands to finger, handle, or touch; frequently required to push and pull. The employee is regularly able to lift and/or move up to 15 pounds; occasionally lift and/or move up to 70 pounds. Specific vision abilities required by this job include close, peripheral, and focusing. The physical demands described here are representative of those required of an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above information includes the general details necessary to describe the principal duties of the job identified and shall not be interpreted as a detailed description of all the work requirements that may be inherent in the job. may be inherent in the job. Benefits Comprehensive benefits (medical, vision, and dental insurance) Company paid Hospital Indemnity/Accident Insurance HSA - incentives for company contributions FSA Plans Company-paid Life Insurance Company paid Short-term/Long-term Disability Paternity Leave 401K plan with company match Profit sharing Company events Education Reimbursement Boot Reimbursement Uniform Program Employee discount program FLSA Status: FFFFFFFF Exempt FFFFFFFF Indirect Revision #: Est May 2026 FFFFFFFF Non-Exempt FFFFFFFF Direct Approved By: JB PI3edd-7942
Putzmeister is a world-class leader in concrete pump manufacturing and support, known for innovation, reliability, and excellence. When you join our team, you're not just taking a job - you're becoming part of a global legacy that builds the future, one pour at a time. Summary: Act as the Putzmeister Field Service Representative in the assigned region and build / maintain business relationships which position Putzmeister as providing Premier Product Support. Establish regular communications and planning cadence with Regional Sales Directors and Parts Sales Representatives to achieve sales and product support objectives. Essential Duties and Responsibilities: Manage time and territory to provide timely & effective resolution of customers' equipment problems / concerns in the field, sometimes in difficult situations. Travel to customer locations, often on very short notice, to perform in-depth troubleshooting on electrical, hydraulic, mechanical, and interrelated problems. Professionally communicate information concerning repairs, production issues, product quality, or customer related issues. Provide in-service or commissioning of new equipment at customer locations. Complete handover documentation. Provide professional training on machine operation, trouble shooting, and repair techniques to customers / agents in the field. Provide technical support to the agent / customer via multiple channel paths (email, telephone, text, etc.) and manage Warranty / Goodwill issues and concerns. Coordinate Boom inspections and welding repairs as needed for customers. Provide / complete the required documentation for records. Market / Support Authorized Service Centers (dealers) to customers for repair work and parts purchases (in and out of warranty). Aid in evaluation and selection of potential Service Centers (dealers). Assist and measure service center against established PM Service Standards. Prepare timely field service reports in a well written and concise manner and file them on a weekly basis. Keep abreast of industry technology and trends including concrete pumping applications / processes. Perform additional duties as requested or required. Qualifications: Excellent communication skills. 5-10 years of technical experience. Travel 75% + Education/Certification/Training: Associates or BS degree in Engineering, Heavy Equipment Technology, Industrial Technology, or equivalent experience. In depth knowledge of mobile hydraulic, electrical, and mechanical systems. Multi-lingual individual a plus (Spanish and/or German) Concrete industry experience a plus Mandatory safety training (see "Total Compliance Management" program). On-the-job training. Work Environment/Physical Demands: While performing the duties of this job, the employee is regularly exposed to dust, working near moving mechanical parts; occasionally exposed to chemicals. While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions which may at times be extreme. While performing the duties of this job, the employee is occasionally exposed to very loud noise. Proper work attire, steel toe safety shoes, and safety glasses/goggles must be worn at all times as required by jobsite. While performing the duties of this job, the employee is regularly required to stand, walk, stoop, bend, and use hands to finger, handle or touch; frequently required to push and pull. Ability to regularly lift and/or move up to 15 pounds; occasionally lift and/or move up to 70 pounds. Specific vision abilities required by this job include close, peripheral, and the ability to focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above information includes the general details necessary to describe the principal duties of the job identified and shall not be interpreted as a detailed description of all the work requirements that may be inherent in the job. Benefits Comprehensive benefits (medical, vision, and dental insurance) Company paid Hospital Indemnity/Accident Insurance HSA - incentives for company contributions FSA Plans Company-paid Life Insurance Company paid Short-term/Long-term Disability Paternity Leave 401 (k) plan with company match Profit sharing Company events Education Reimbursement Boot Reimbursement Uniform Program Employee discount program PIbb785b7584f0-7669
07/09/2026
Full time
Putzmeister is a world-class leader in concrete pump manufacturing and support, known for innovation, reliability, and excellence. When you join our team, you're not just taking a job - you're becoming part of a global legacy that builds the future, one pour at a time. Summary: Act as the Putzmeister Field Service Representative in the assigned region and build / maintain business relationships which position Putzmeister as providing Premier Product Support. Establish regular communications and planning cadence with Regional Sales Directors and Parts Sales Representatives to achieve sales and product support objectives. Essential Duties and Responsibilities: Manage time and territory to provide timely & effective resolution of customers' equipment problems / concerns in the field, sometimes in difficult situations. Travel to customer locations, often on very short notice, to perform in-depth troubleshooting on electrical, hydraulic, mechanical, and interrelated problems. Professionally communicate information concerning repairs, production issues, product quality, or customer related issues. Provide in-service or commissioning of new equipment at customer locations. Complete handover documentation. Provide professional training on machine operation, trouble shooting, and repair techniques to customers / agents in the field. Provide technical support to the agent / customer via multiple channel paths (email, telephone, text, etc.) and manage Warranty / Goodwill issues and concerns. Coordinate Boom inspections and welding repairs as needed for customers. Provide / complete the required documentation for records. Market / Support Authorized Service Centers (dealers) to customers for repair work and parts purchases (in and out of warranty). Aid in evaluation and selection of potential Service Centers (dealers). Assist and measure service center against established PM Service Standards. Prepare timely field service reports in a well written and concise manner and file them on a weekly basis. Keep abreast of industry technology and trends including concrete pumping applications / processes. Perform additional duties as requested or required. Qualifications: Excellent communication skills. 5-10 years of technical experience. Travel 75% + Education/Certification/Training: Associates or BS degree in Engineering, Heavy Equipment Technology, Industrial Technology, or equivalent experience. In depth knowledge of mobile hydraulic, electrical, and mechanical systems. Multi-lingual individual a plus (Spanish and/or German) Concrete industry experience a plus Mandatory safety training (see "Total Compliance Management" program). On-the-job training. Work Environment/Physical Demands: While performing the duties of this job, the employee is regularly exposed to dust, working near moving mechanical parts; occasionally exposed to chemicals. While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions which may at times be extreme. While performing the duties of this job, the employee is occasionally exposed to very loud noise. Proper work attire, steel toe safety shoes, and safety glasses/goggles must be worn at all times as required by jobsite. While performing the duties of this job, the employee is regularly required to stand, walk, stoop, bend, and use hands to finger, handle or touch; frequently required to push and pull. Ability to regularly lift and/or move up to 15 pounds; occasionally lift and/or move up to 70 pounds. Specific vision abilities required by this job include close, peripheral, and the ability to focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above information includes the general details necessary to describe the principal duties of the job identified and shall not be interpreted as a detailed description of all the work requirements that may be inherent in the job. Benefits Comprehensive benefits (medical, vision, and dental insurance) Company paid Hospital Indemnity/Accident Insurance HSA - incentives for company contributions FSA Plans Company-paid Life Insurance Company paid Short-term/Long-term Disability Paternity Leave 401 (k) plan with company match Profit sharing Company events Education Reimbursement Boot Reimbursement Uniform Program Employee discount program PIbb785b7584f0-7669
Putzmeister is a world-class leader in concrete pump manufacturing and support, known for innovation, reliability, and excellence. When you join our team, you're not just taking a job - you're becoming part of a global legacy that builds the future, one pour at a time. Summary: Act as the Putzmeister Field Service Representative in the assigned region and build / maintain business relationships which position Putzmeister as providing Premier Product Support. Establish regular communications and planning cadence with Regional Sales Directors and Parts Sales Representatives to achieve sales and product support objectives. Essential Duties and Responsibilities: Manage time and territory to provide timely & effective resolution of customers' equipment problems / concerns in the field, sometimes in difficult situations. Travel to customer locations, often on very short notice, to perform in-depth troubleshooting on electrical, hydraulic, mechanical, and interrelated problems. Professionally communicate information concerning repairs, production issues, product quality, or customer related issues. Provide in-service or commissioning of new equipment at customer locations. Complete handover documentation. Provide professional training on machine operation, trouble shooting, and repair techniques to customers / agents in the field. Provide technical support to the agent / customer via multiple channel paths (email, telephone, text, etc.) and manage Warranty / Goodwill issues and concerns. Coordinate Boom inspections and welding repairs as needed for customers. Provide / complete the required documentation for records. Market / Support Authorized Service Centers (dealers) to customers for repair work and parts purchases (in and out of warranty). Aid in evaluation and selection of potential Service Centers (dealers). Assist and measure service center against established PM Service Standards. Prepare timely field service reports in a well written and concise manner and file them on a weekly basis. Keep abreast of industry technology and trends including concrete pumping applications / processes. Perform additional duties as requested or required. Qualifications: Excellent communication skills. 5-10 years of technical experience. Travel 75% + Education/Certification/Training: Associates or BS degree in Engineering, Heavy Equipment Technology, Industrial Technology, or equivalent experience. In depth knowledge of mobile hydraulic, electrical, and mechanical systems. Multi-lingual individual a plus (Spanish and/or German) Concrete industry experience a plus Mandatory safety training (see "Total Compliance Management" program). On-the-job training. Work Environment/Physical Demands: While performing the duties of this job, the employee is regularly exposed to dust, working near moving mechanical parts; occasionally exposed to chemicals. While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions which may at times be extreme. While performing the duties of this job, the employee is occasionally exposed to very loud noise. Proper work attire, steel toe safety shoes, and safety glasses/goggles must be worn at all times as required by jobsite. While performing the duties of this job, the employee is regularly required to stand, walk, stoop, bend, and use hands to finger, handle or touch; frequently required to push and pull. Ability to regularly lift and/or move up to 15 pounds; occasionally lift and/or move up to 70 pounds. Specific vision abilities required by this job include close, peripheral, and the ability to focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above information includes the general details necessary to describe the principal duties of the job identified and shall not be interpreted as a detailed description of all the work requirements that may be inherent in the job. Benefits Comprehensive benefits (medical, vision, and dental insurance) Company paid Hospital Indemnity/Accident Insurance HSA - incentives for company contributions FSA Plans Company-paid Life Insurance Company paid Short-term/Long-term Disability Paternity Leave 401 (k) plan with company match Profit sharing Company events Education Reimbursement Boot Reimbursement Uniform Program Employee discount program PIaac1a3cf543f-7694
07/09/2026
Full time
Putzmeister is a world-class leader in concrete pump manufacturing and support, known for innovation, reliability, and excellence. When you join our team, you're not just taking a job - you're becoming part of a global legacy that builds the future, one pour at a time. Summary: Act as the Putzmeister Field Service Representative in the assigned region and build / maintain business relationships which position Putzmeister as providing Premier Product Support. Establish regular communications and planning cadence with Regional Sales Directors and Parts Sales Representatives to achieve sales and product support objectives. Essential Duties and Responsibilities: Manage time and territory to provide timely & effective resolution of customers' equipment problems / concerns in the field, sometimes in difficult situations. Travel to customer locations, often on very short notice, to perform in-depth troubleshooting on electrical, hydraulic, mechanical, and interrelated problems. Professionally communicate information concerning repairs, production issues, product quality, or customer related issues. Provide in-service or commissioning of new equipment at customer locations. Complete handover documentation. Provide professional training on machine operation, trouble shooting, and repair techniques to customers / agents in the field. Provide technical support to the agent / customer via multiple channel paths (email, telephone, text, etc.) and manage Warranty / Goodwill issues and concerns. Coordinate Boom inspections and welding repairs as needed for customers. Provide / complete the required documentation for records. Market / Support Authorized Service Centers (dealers) to customers for repair work and parts purchases (in and out of warranty). Aid in evaluation and selection of potential Service Centers (dealers). Assist and measure service center against established PM Service Standards. Prepare timely field service reports in a well written and concise manner and file them on a weekly basis. Keep abreast of industry technology and trends including concrete pumping applications / processes. Perform additional duties as requested or required. Qualifications: Excellent communication skills. 5-10 years of technical experience. Travel 75% + Education/Certification/Training: Associates or BS degree in Engineering, Heavy Equipment Technology, Industrial Technology, or equivalent experience. In depth knowledge of mobile hydraulic, electrical, and mechanical systems. Multi-lingual individual a plus (Spanish and/or German) Concrete industry experience a plus Mandatory safety training (see "Total Compliance Management" program). On-the-job training. Work Environment/Physical Demands: While performing the duties of this job, the employee is regularly exposed to dust, working near moving mechanical parts; occasionally exposed to chemicals. While performing the duties of this job, the employee is regularly exposed to outdoor weather conditions which may at times be extreme. While performing the duties of this job, the employee is occasionally exposed to very loud noise. Proper work attire, steel toe safety shoes, and safety glasses/goggles must be worn at all times as required by jobsite. While performing the duties of this job, the employee is regularly required to stand, walk, stoop, bend, and use hands to finger, handle or touch; frequently required to push and pull. Ability to regularly lift and/or move up to 15 pounds; occasionally lift and/or move up to 70 pounds. Specific vision abilities required by this job include close, peripheral, and the ability to focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above information includes the general details necessary to describe the principal duties of the job identified and shall not be interpreted as a detailed description of all the work requirements that may be inherent in the job. Benefits Comprehensive benefits (medical, vision, and dental insurance) Company paid Hospital Indemnity/Accident Insurance HSA - incentives for company contributions FSA Plans Company-paid Life Insurance Company paid Short-term/Long-term Disability Paternity Leave 401 (k) plan with company match Profit sharing Company events Education Reimbursement Boot Reimbursement Uniform Program Employee discount program PIaac1a3cf543f-7694
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end, discerning clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. We're building out our service sales team and looking for a motivated self-starter to grow our network of recurring service partners and drive revenue. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Outside Solar Service Sales Representative is responsible for building the business relationships that keep our service division busy and for seeing those opportunities all the way through to a signed, quoted agreement. You'll spend your time in the field meeting with roofing contractors, real estate agents, solar finance companies, and other industry partners throughout Northern California, developing those relationships, understanding their service needs, preparing quotes, and closing the work. Quotes are prepared using system information and partner-provided details - no site visits required. As this is a newly created role, the right candidate will have the opportunity to help shape its direction, and may take on additional responsibilities in job coordination and resource management as the role evolves. Key Responsibilities Business Development & Relationship Building Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters Build and maintain a pipeline of active partner accounts throughout Northern California through consistent outreach, meetings, and relationship management Position Simply Solar as the go-to solar service provider for each partner Represent the company at industry events, trade associations, and networking groups (real estate boards, roofing associations, etc.) Quoting & Closing Gather job details from partners remotely to scope service needs accurately Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports Present proposals confidently and follow up consistently to close agreements Negotiate pricing and service terms within company guidelines Job Coordination & Field Support Collaborate with the Solar Service Advisor and internal team to ensure smooth transitions from signed agreement to scheduled work As the role develops, may take on broader involvement in coordinating field resources, scheduling, and ensuring jobs are set up for success from the point of sale forward Serve as an ongoing point of contact for partners throughout the life of a job when needed Relay partner feedback to the service team to continuously improve the customer and partner experience Reporting & CRM Maintain up-to-date records of all prospects, accounts, quotes, and activities in CRM software Report weekly on pipeline activity, new accounts, quote volume, and closed revenue Meet or exceed monthly and quarterly sales targets set by leadership Qualifications Required 2+ years of outside sales experience, preferably in solar, roofing, construction, or a related trade Solid understanding of residential solar PV systems and common service needs Ability to gather job information remotely and prepare accurate service quotes Proven track record of building and maintaining B2B relationships Strong communication, presentation, and negotiation skills Self-motivated and comfortable working independently in the field Valid driver's license and clean driving record Preferred Existing relationships with roofing contractors, real estate professionals, or solar industry partners in Northern California Experience quoting solar service or construction work Experience in job coordination, dispatching, or field operations - a plus as the role may expand in this direction Familiarity with solar monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proficiency with CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PI989d6025d08b-4444
07/08/2026
Full time
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end, discerning clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. We're building out our service sales team and looking for a motivated self-starter to grow our network of recurring service partners and drive revenue. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Outside Solar Service Sales Representative is responsible for building the business relationships that keep our service division busy and for seeing those opportunities all the way through to a signed, quoted agreement. You'll spend your time in the field meeting with roofing contractors, real estate agents, solar finance companies, and other industry partners throughout Northern California, developing those relationships, understanding their service needs, preparing quotes, and closing the work. Quotes are prepared using system information and partner-provided details - no site visits required. As this is a newly created role, the right candidate will have the opportunity to help shape its direction, and may take on additional responsibilities in job coordination and resource management as the role evolves. Key Responsibilities Business Development & Relationship Building Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters Build and maintain a pipeline of active partner accounts throughout Northern California through consistent outreach, meetings, and relationship management Position Simply Solar as the go-to solar service provider for each partner Represent the company at industry events, trade associations, and networking groups (real estate boards, roofing associations, etc.) Quoting & Closing Gather job details from partners remotely to scope service needs accurately Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports Present proposals confidently and follow up consistently to close agreements Negotiate pricing and service terms within company guidelines Job Coordination & Field Support Collaborate with the Solar Service Advisor and internal team to ensure smooth transitions from signed agreement to scheduled work As the role develops, may take on broader involvement in coordinating field resources, scheduling, and ensuring jobs are set up for success from the point of sale forward Serve as an ongoing point of contact for partners throughout the life of a job when needed Relay partner feedback to the service team to continuously improve the customer and partner experience Reporting & CRM Maintain up-to-date records of all prospects, accounts, quotes, and activities in CRM software Report weekly on pipeline activity, new accounts, quote volume, and closed revenue Meet or exceed monthly and quarterly sales targets set by leadership Qualifications Required 2+ years of outside sales experience, preferably in solar, roofing, construction, or a related trade Solid understanding of residential solar PV systems and common service needs Ability to gather job information remotely and prepare accurate service quotes Proven track record of building and maintaining B2B relationships Strong communication, presentation, and negotiation skills Self-motivated and comfortable working independently in the field Valid driver's license and clean driving record Preferred Existing relationships with roofing contractors, real estate professionals, or solar industry partners in Northern California Experience quoting solar service or construction work Experience in job coordination, dispatching, or field operations - a plus as the role may expand in this direction Familiarity with solar monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proficiency with CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PI989d6025d08b-4444
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. As we grow our service division, we're looking for a driven, organized, and technically savvy individual to be the backbone of our service operations. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Solar Service Advisor is the engine of our service division. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day. This is a dynamic role that blends outside sales, customer relationship management, and hands-on operational coordination. If you thrive in a fast-paced environment, love solving problems, and want to see the direct results of your work, this role is for you. Key Responsibilities Sales & Estimating Prospect for and develop new solar service business through referrals, realtor partnerships, roofing contractors, and inbound leads Conduct site visits and system assessments to scope service needs Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales Follow up on open proposals and close service agreements Build and maintain long-term relationships with roofing companies, real estate agents, and existing customers Coordination & Scheduling Schedule and dispatch technicians for all service calls and project work Create and manage work orders, ensuring technicians have the parts, equipment, and information needed before arriving on site Coordinate material procurement and manage parts inventory Communicate proactively with customers regarding scheduling, job status, and completion Track job progress and ensure projects are completed on time and within scope Technician Direction Provide daily direction and oversight to solar service technicians Conduct morning briefings and end-of-day check-ins Review job quality, safety compliance, and customer satisfaction Help identify training needs and support technician development Foster a positive, accountable team culture in the field Reporting & Administration Maintain accurate records in CRM/field service software, e.g., Salesforce, ServiceTitan, Solargraf Track job costs, margins, and department revenue in coordination with leadership Report on key metrics: quote volume, close rate, revenue, and job completion times Assist with warranty claims, utility interconnection coordination, and permit documentation as needed Qualifications Required 2+ years of experience in the solar industry (service, installation, or sales) Strong understanding of residential solar PV systems, inverters, and monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proven ability to read and produce quotes or proposals Excellent communication and customer relationship skills Strong organizational skills with the ability to manage multiple jobs simultaneously Valid driver's license and clean driving record Preferred Experience directing or coordinating field crews or service technicians Familiarity with battery storage systems (Enphase IQ, Powerwall, etc.) Experience with real estate solar disclosure reports or pre-sale inspections Proficiency with field service or CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PIcd3e-4432
07/07/2026
Full time
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. As we grow our service division, we're looking for a driven, organized, and technically savvy individual to be the backbone of our service operations. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Solar Service Advisor is the engine of our service division. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day. This is a dynamic role that blends outside sales, customer relationship management, and hands-on operational coordination. If you thrive in a fast-paced environment, love solving problems, and want to see the direct results of your work, this role is for you. Key Responsibilities Sales & Estimating Prospect for and develop new solar service business through referrals, realtor partnerships, roofing contractors, and inbound leads Conduct site visits and system assessments to scope service needs Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales Follow up on open proposals and close service agreements Build and maintain long-term relationships with roofing companies, real estate agents, and existing customers Coordination & Scheduling Schedule and dispatch technicians for all service calls and project work Create and manage work orders, ensuring technicians have the parts, equipment, and information needed before arriving on site Coordinate material procurement and manage parts inventory Communicate proactively with customers regarding scheduling, job status, and completion Track job progress and ensure projects are completed on time and within scope Technician Direction Provide daily direction and oversight to solar service technicians Conduct morning briefings and end-of-day check-ins Review job quality, safety compliance, and customer satisfaction Help identify training needs and support technician development Foster a positive, accountable team culture in the field Reporting & Administration Maintain accurate records in CRM/field service software, e.g., Salesforce, ServiceTitan, Solargraf Track job costs, margins, and department revenue in coordination with leadership Report on key metrics: quote volume, close rate, revenue, and job completion times Assist with warranty claims, utility interconnection coordination, and permit documentation as needed Qualifications Required 2+ years of experience in the solar industry (service, installation, or sales) Strong understanding of residential solar PV systems, inverters, and monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proven ability to read and produce quotes or proposals Excellent communication and customer relationship skills Strong organizational skills with the ability to manage multiple jobs simultaneously Valid driver's license and clean driving record Preferred Experience directing or coordinating field crews or service technicians Familiarity with battery storage systems (Enphase IQ, Powerwall, etc.) Experience with real estate solar disclosure reports or pre-sale inspections Proficiency with field service or CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PIcd3e-4432
Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: Casual Work Environment Generous Paid Time Off Flexible Work Schedule Great Benefits And More Come take your career path to the next level! The Life Insurance Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process. This position reports to the Director of Insurance Operations. Essential responsibilities and tasks of the Life Insurance Case Manager are: This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued. Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position. This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties. Review all incoming insurance applications to make sure they are properly/thoroughly completed Communicate application status to all interested parties (agents, carriers, sales, management, etc.) Proactively take all necessary actions to move the application process forward with a sense of urgency Negotiate for preferential rates with various insurance carriers, if applicable Maintain and solidify relationships with the agents (clients) that submit business Additional duties as required Successful Life Insurance Case Manger candidates will have: Required Strong organizational skills as well as strong attention to detail in order to produce accurate results Polished and professional communication skills: interpersonal, written, and oral Strong computer skills that include a knowledge of Office Suite and internet navigation Ability to work independently as well as within a team environment The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships. Preferred Understanding of insurance products in general Icing on the Cake Working knowledge of Agency Integrator System Powered by JazzHR PI9a89455af6be-9304
07/07/2026
Full time
Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: Casual Work Environment Generous Paid Time Off Flexible Work Schedule Great Benefits And More Come take your career path to the next level! The Life Insurance Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process. This position reports to the Director of Insurance Operations. Essential responsibilities and tasks of the Life Insurance Case Manager are: This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued. Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position. This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties. Review all incoming insurance applications to make sure they are properly/thoroughly completed Communicate application status to all interested parties (agents, carriers, sales, management, etc.) Proactively take all necessary actions to move the application process forward with a sense of urgency Negotiate for preferential rates with various insurance carriers, if applicable Maintain and solidify relationships with the agents (clients) that submit business Additional duties as required Successful Life Insurance Case Manger candidates will have: Required Strong organizational skills as well as strong attention to detail in order to produce accurate results Polished and professional communication skills: interpersonal, written, and oral Strong computer skills that include a knowledge of Office Suite and internet navigation Ability to work independently as well as within a team environment The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships. Preferred Understanding of insurance products in general Icing on the Cake Working knowledge of Agency Integrator System Powered by JazzHR PI9a89455af6be-9304
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end, discerning clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. We're building out our service sales team and looking for a motivated self-starter to grow our network of recurring service partners and drive revenue. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Outside Solar Service Sales Representative is responsible for building the business relationships that keep our service division busy and for seeing those opportunities all the way through to a signed, quoted agreement. You'll spend your time in the field meeting with roofing contractors, real estate agents, solar finance companies, and other industry partners throughout Northern California, developing those relationships, understanding their service needs, preparing quotes, and closing the work. Quotes are prepared using system information and partner-provided details - no site visits required. As this is a newly created role, the right candidate will have the opportunity to help shape its direction, and may take on additional responsibilities in job coordination and resource management as the role evolves. Key Responsibilities Business Development & Relationship Building Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters Build and maintain a pipeline of active partner accounts throughout Northern California through consistent outreach, meetings, and relationship management Position Simply Solar as the go-to solar service provider for each partner Represent the company at industry events, trade associations, and networking groups (real estate boards, roofing associations, etc.) Quoting & Closing Gather job details from partners remotely to scope service needs accurately Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports Present proposals confidently and follow up consistently to close agreements Negotiate pricing and service terms within company guidelines Job Coordination & Field Support Collaborate with the Solar Service Advisor and internal team to ensure smooth transitions from signed agreement to scheduled work As the role develops, may take on broader involvement in coordinating field resources, scheduling, and ensuring jobs are set up for success from the point of sale forward Serve as an ongoing point of contact for partners throughout the life of a job when needed Relay partner feedback to the service team to continuously improve the customer and partner experience Reporting & CRM Maintain up-to-date records of all prospects, accounts, quotes, and activities in CRM software Report weekly on pipeline activity, new accounts, quote volume, and closed revenue Meet or exceed monthly and quarterly sales targets set by leadership Qualifications Required 2+ years of outside sales experience, preferably in solar, roofing, construction, or a related trade Solid understanding of residential solar PV systems and common service needs Ability to gather job information remotely and prepare accurate service quotes Proven track record of building and maintaining B2B relationships Strong communication, presentation, and negotiation skills Self-motivated and comfortable working independently in the field Valid driver's license and clean driving record Preferred Existing relationships with roofing contractors, real estate professionals, or solar industry partners in Northern California Experience quoting solar service or construction work Experience in job coordination, dispatching, or field operations - a plus as the role may expand in this direction Familiarity with solar monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proficiency with CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PI9dba4c42ceb6-4444
07/06/2026
Full time
Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end, discerning clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. We're building out our service sales team and looking for a motivated self-starter to grow our network of recurring service partners and drive revenue. When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities. We also offer competitive pay with excellent benefits , company trips/events, PTO, 401K, and more. Plus, we're pet-friendly! Join our team, and do work that matters! The Outside Solar Service Sales Representative is responsible for building the business relationships that keep our service division busy and for seeing those opportunities all the way through to a signed, quoted agreement. You'll spend your time in the field meeting with roofing contractors, real estate agents, solar finance companies, and other industry partners throughout Northern California, developing those relationships, understanding their service needs, preparing quotes, and closing the work. Quotes are prepared using system information and partner-provided details - no site visits required. As this is a newly created role, the right candidate will have the opportunity to help shape its direction, and may take on additional responsibilities in job coordination and resource management as the role evolves. Key Responsibilities Business Development & Relationship Building Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters Build and maintain a pipeline of active partner accounts throughout Northern California through consistent outreach, meetings, and relationship management Position Simply Solar as the go-to solar service provider for each partner Represent the company at industry events, trade associations, and networking groups (real estate boards, roofing associations, etc.) Quoting & Closing Gather job details from partners remotely to scope service needs accurately Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports Present proposals confidently and follow up consistently to close agreements Negotiate pricing and service terms within company guidelines Job Coordination & Field Support Collaborate with the Solar Service Advisor and internal team to ensure smooth transitions from signed agreement to scheduled work As the role develops, may take on broader involvement in coordinating field resources, scheduling, and ensuring jobs are set up for success from the point of sale forward Serve as an ongoing point of contact for partners throughout the life of a job when needed Relay partner feedback to the service team to continuously improve the customer and partner experience Reporting & CRM Maintain up-to-date records of all prospects, accounts, quotes, and activities in CRM software Report weekly on pipeline activity, new accounts, quote volume, and closed revenue Meet or exceed monthly and quarterly sales targets set by leadership Qualifications Required 2+ years of outside sales experience, preferably in solar, roofing, construction, or a related trade Solid understanding of residential solar PV systems and common service needs Ability to gather job information remotely and prepare accurate service quotes Proven track record of building and maintaining B2B relationships Strong communication, presentation, and negotiation skills Self-motivated and comfortable working independently in the field Valid driver's license and clean driving record Preferred Existing relationships with roofing contractors, real estate professionals, or solar industry partners in Northern California Experience quoting solar service or construction work Experience in job coordination, dispatching, or field operations - a plus as the role may expand in this direction Familiarity with solar monitoring platforms (Enphase, SolarEdge, SMA, etc.) Proficiency with CRM software What We Offer Base Salary: $60k Base + Commission Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel Professional Development: Support for certifications, training, and industry conferences as you grow in the role PI9dba4c42ceb6-4444
AUTHORIZATION: This position is not eligible for employment visa sponsorship now or in the future. As the category and procurement leader for Ace's MarTech ecosystem, this role will oversee category management and optimization of marketing technology platforms that support digital engagement, analytics, personalization, and customer experience. The Manager will partner closely with Marketing, Digital, and IT teams to evaluate emerging technologies, negotiate contracts, ensure privacy compliant data handling, and maximize ROI across the MarTech stack. What You'll Do Provide indirect leadership and cross functional influence, building trusted advisor relationships across Marketing, Digital, IT, Finance, Data Privacy, and Security teams. Collaborate with stakeholders to establish YOY targets and strategies to grow MarTech spend under management; track savings, avoidance, and rebates to ensure alignment with organizational goals Develop and manage governance structures and reporting frameworks for indirect MarTech spend Lead category initiatives with a defined strategy for the assigned categories. Ability to manage and develop team members, duties include: prioritizing projects based on influence, relationships, cost containment, and alignment with organizational objectives, while fostering their professional growth and development. Lead risk management activities for the assigned categories by identifying, assessing, and mitigating threats to Ace's capital and operational stability. Develop supplier risk profiles using market intelligence, competitive analysis, and supplier performance metrics to ensure proactive risk mitigation. Demonstrates the ability to adopt and apply AI enabled tools and intelligent agents to improve operational efficiency, productivity, and scalability across MarTech procurement activities. Develop performance metrics for suppliers within the assigned categories, accurately forecast, measure, and report ongoing program cost savings. Proactively refresh agreements mid-contract to leverage changing market conditions, align with performance SLAs and KPIs, and incorporate evolving corporate requirements. Consolidate diverse stakeholder requirements and develop market Request for Information (RFI) and Request for Proposal (RFP) events for the assigned categories. Design category-specific communication strategies, collaborate with stakeholders to create grading systems, and analyze results to make final recommendations that strengthen supplier relationships. Oversee end-to-end category management activities for the assigned categories, including conducting Quarterly Business Reviews (QBRs) with suppliers to evaluate performance and identify areas for improvement. Create contract management matrices and design performance scorecards to monitor critical elements such as savings, avoidance, and supplier expertise. Communicate the effectiveness of governance performance, trends, benefits, and future directions for the assigned categories to both local and executive-level stakeholders. Develop and deliver corporate-wide updates and supplier communications to ensure alignment with organizational objectives and performance standards. Engage with internal customers to gather feedback on supplier performance, program delivery, and areas for improvement for the assigned categories. Refine deliverables and align supplier actions to meet evolving customer needs and performance expectations. Who You Are You bring deep experience in procurement and digital technology categories, with strong ability to influence, anticipate supplier and market dynamics, and manage high complexity projects with minimal oversight. You thrive in fast moving, cross functional environments and enjoy partnering across Marketing, Digital, and IT teams to drive measurable results. Required Skills Bachelor's degree in Procurement, Supply Chain, Finance, or a related field is required; an MBA is preferred. Professional certifications such as CIPS or APICS are strongly encouraged. Minimum of 7+ years of progressive experience in category management, procurement, or related roles, with a proven track record of leadership in managing complex categories. Demonstrated experience in people management, with the ability to develop and mentor talent and lead cross-functional initiatives. Advanced strategic thinking and analytical skills, with the ability to create long-range sourcing plans, drive category strategies, and align with organizational goals. Strong communication and relationship management skills, with the ability to influence executive-level stakeholders and build trusted advisor relationships. Exceptional negotiation skills, maximizing value while minimizing risks through complex contract negotiations and supplier performance management. Extensive experience in developing and executing innovative sourcing methodologies, risk mitigation strategies, and best practices that optimize value and ensure alignment with business objectives. Deep knowledge of supplier management, with the ability to define service level expectations, assess supplier communities, and proactively identify new sourcing opportunities. Proficient in collecting, analyzing, and integrating data using advanced productivity tools and sourcing systems, including E-Sourcing and Contracts Management platforms. Advanced skills in Microsoft Office Suite, with expertise in PowerPoint, Word, and Excel for presentations, reporting, and data analysis. Demonstrated ability to independently manage competing priorities, lead high-complexity projects, and execute both strategic and tactical procurement activities with minimal supervision. Proven success in delivering measurable results, including cost savings, risk reduction, and supplier performance improvements, through effective category management and cross-functional collaboration. Preferred Skills Experience with privacy and data regulations (CCPA, GDPR) Familiarity with MarTech stack architecture and integration considerations Compensation Details: $137700 - $165000 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! . click apply for full job details
07/03/2026
Full time
AUTHORIZATION: This position is not eligible for employment visa sponsorship now or in the future. As the category and procurement leader for Ace's MarTech ecosystem, this role will oversee category management and optimization of marketing technology platforms that support digital engagement, analytics, personalization, and customer experience. The Manager will partner closely with Marketing, Digital, and IT teams to evaluate emerging technologies, negotiate contracts, ensure privacy compliant data handling, and maximize ROI across the MarTech stack. What You'll Do Provide indirect leadership and cross functional influence, building trusted advisor relationships across Marketing, Digital, IT, Finance, Data Privacy, and Security teams. Collaborate with stakeholders to establish YOY targets and strategies to grow MarTech spend under management; track savings, avoidance, and rebates to ensure alignment with organizational goals Develop and manage governance structures and reporting frameworks for indirect MarTech spend Lead category initiatives with a defined strategy for the assigned categories. Ability to manage and develop team members, duties include: prioritizing projects based on influence, relationships, cost containment, and alignment with organizational objectives, while fostering their professional growth and development. Lead risk management activities for the assigned categories by identifying, assessing, and mitigating threats to Ace's capital and operational stability. Develop supplier risk profiles using market intelligence, competitive analysis, and supplier performance metrics to ensure proactive risk mitigation. Demonstrates the ability to adopt and apply AI enabled tools and intelligent agents to improve operational efficiency, productivity, and scalability across MarTech procurement activities. Develop performance metrics for suppliers within the assigned categories, accurately forecast, measure, and report ongoing program cost savings. Proactively refresh agreements mid-contract to leverage changing market conditions, align with performance SLAs and KPIs, and incorporate evolving corporate requirements. Consolidate diverse stakeholder requirements and develop market Request for Information (RFI) and Request for Proposal (RFP) events for the assigned categories. Design category-specific communication strategies, collaborate with stakeholders to create grading systems, and analyze results to make final recommendations that strengthen supplier relationships. Oversee end-to-end category management activities for the assigned categories, including conducting Quarterly Business Reviews (QBRs) with suppliers to evaluate performance and identify areas for improvement. Create contract management matrices and design performance scorecards to monitor critical elements such as savings, avoidance, and supplier expertise. Communicate the effectiveness of governance performance, trends, benefits, and future directions for the assigned categories to both local and executive-level stakeholders. Develop and deliver corporate-wide updates and supplier communications to ensure alignment with organizational objectives and performance standards. Engage with internal customers to gather feedback on supplier performance, program delivery, and areas for improvement for the assigned categories. Refine deliverables and align supplier actions to meet evolving customer needs and performance expectations. Who You Are You bring deep experience in procurement and digital technology categories, with strong ability to influence, anticipate supplier and market dynamics, and manage high complexity projects with minimal oversight. You thrive in fast moving, cross functional environments and enjoy partnering across Marketing, Digital, and IT teams to drive measurable results. Required Skills Bachelor's degree in Procurement, Supply Chain, Finance, or a related field is required; an MBA is preferred. Professional certifications such as CIPS or APICS are strongly encouraged. Minimum of 7+ years of progressive experience in category management, procurement, or related roles, with a proven track record of leadership in managing complex categories. Demonstrated experience in people management, with the ability to develop and mentor talent and lead cross-functional initiatives. Advanced strategic thinking and analytical skills, with the ability to create long-range sourcing plans, drive category strategies, and align with organizational goals. Strong communication and relationship management skills, with the ability to influence executive-level stakeholders and build trusted advisor relationships. Exceptional negotiation skills, maximizing value while minimizing risks through complex contract negotiations and supplier performance management. Extensive experience in developing and executing innovative sourcing methodologies, risk mitigation strategies, and best practices that optimize value and ensure alignment with business objectives. Deep knowledge of supplier management, with the ability to define service level expectations, assess supplier communities, and proactively identify new sourcing opportunities. Proficient in collecting, analyzing, and integrating data using advanced productivity tools and sourcing systems, including E-Sourcing and Contracts Management platforms. Advanced skills in Microsoft Office Suite, with expertise in PowerPoint, Word, and Excel for presentations, reporting, and data analysis. Demonstrated ability to independently manage competing priorities, lead high-complexity projects, and execute both strategic and tactical procurement activities with minimal supervision. Proven success in delivering measurable results, including cost savings, risk reduction, and supplier performance improvements, through effective category management and cross-functional collaboration. Preferred Skills Experience with privacy and data regulations (CCPA, GDPR) Familiarity with MarTech stack architecture and integration considerations Compensation Details: $137700 - $165000 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! . click apply for full job details
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our San Antonio office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. 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. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. 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.
06/30/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our San Antonio office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. 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. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. 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.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our Phoenix Office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. 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. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. 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.
06/30/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our Phoenix Office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. 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. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. 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.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our Tampa Office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. 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. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. 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.
06/30/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our Tampa Office. Relocation assistance is not available for this position. What you'll do: Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Develops and maintains successful partnerships with Real Estate Agents. 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. 1-2 years of experience as a Loan Officer or in a comparable sales role Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: Experience driving mortgage sales in a fast-paced, high-volume contact center 2+ years of sales and/or high-volume contact center experience Active or prior NMLS license/registration US military experience through military service or a military spouse/domestic partner Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. 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.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in July, August or September we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Colorado Springs office located at 1855 Telstar Dr, Colorado Spring, CO 80920. This schedule may require working evenings up to 8:30 PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00 PM Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Current Active Property and Casualty or Personal Lines licensed in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed. Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,800 - $50,300 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.
06/30/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in July, August or September we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Colorado Springs office located at 1855 Telstar Dr, Colorado Spring, CO 80920. This schedule may require working evenings up to 8:30 PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00 PM Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Current Active Property and Casualty or Personal Lines licensed in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed. Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,800 - $50,300 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in July, August or September we are offering a signing bonus of $2,000. Bonuses are paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office located at 1 Norterra Drive, Phoenix, AZ 85085. This schedule may require working evenings up to 8:30 PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00 PM Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Current Active Property and Casualty or Personal Lines licensed in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed. Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $46,370 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
06/30/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in July, August or September we are offering a signing bonus of $2,000. Bonuses are paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office located at 1 Norterra Drive, Phoenix, AZ 85085. This schedule may require working evenings up to 8:30 PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00 PM Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Current Active Property and Casualty or Personal Lines licensed in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed. Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $46,370 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
06/30/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Help members protect what matters most while building a rewarding career in insurance sales. As a Life Solutions Specialist, you'll play a critical role in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. This is a high-volume, sales-focused inbound contact center role where success comes from combining consultative sales skills, relationship building, and a commitment to exceptional member service. If you thrive in a fast-paced environment, are motivated by sales performance, and enjoy helping customers make important financial decisions, this opportunity offers a meaningful and rewarding career path. We recognize that top insurance professionals bring different levels of experience and expertise, and our interview process is designed to identify the best fit within our Life Solutions career path. Based on your background, performance, and qualifications, you may be considered for a higher-level role with expanded compensation and earning potential. We offer a flexible work environment that requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available. Work Hours: Monday - Friday / 7:30am - 7:00pm (CST) An 8-hour shift will fall within these hours This role is required to be in office 5 days per week, with potential hybrid opportunity after 6 months. What You'll Do Engage with current and prospective members through a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels. Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals. Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances. Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products. Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future. Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate. Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts. Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs. Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance. Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices. What you have: High School diploma or GED. Active Life insurance license (or ability to maintain required licensing). At least 1 year of life insurance sales, financial services, or related sales experience. Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment. Proven ability to learn complex concepts and translate them into meaningful member conversations. Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously. Strong problem-solving, negotiation, and objection-handling skills. Ability to perform effectively in a goal-oriented, metrics-driven environment. Successful completion of a job-related assessment may be required. What sets you apart: 2+ years of life insurance sales experience with a demonstrated track record of success. 1+ year of experience in a contact center or high-volume telephone sales environment. Experience meeting or exceeding sales goals, conversion metrics, and productivity targets. CLU (Chartered Life Underwriter) designation or comparable credential. Military experience or experience supporting military members and their families as a military spouse or domestic partner. Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
