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.
06/27/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. 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.
Job Description Job Description Our organization is expanding, and we are looking to hire a Outside Sales Representative in Dallas and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system. Who we are: We have built a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has averaged 31% growth year after year for the last 21 years, growing from 2 reps in Minneapolis to over 300+ reps in 12 states. This consistent growth with top performing reps has led to a unique expansion opportunity and an increased need for leadership in this region. We are looking for someone who is growth-minded, driven, passionate, and looking for a long-term career where they can be paid what they are worth. We operate in a business-to-business sales environment with unlimited income and growth opportunities. We offer: Field training by our top and most experienced agents Performance-based advancement Monthly sales and management bonuses Industry leading incentives, including 4 company sponsored vacation trips/year Passive renewal income you own for life (where you are paid for past performance) Stock ownership plan Ongoing corporate sponsored sales and leadership training seminars Positive company culture fostered by the sense of ownership and empowerment Freedom and flexibility to build your career around your LIFE! Responsibilities: Learn our proven sales system taught in training and implement it in the field Drive new business by presenting to local companies and generating new accounts Use our proven system and build a self-sustaining referral stream for life Qualifications: Previous experience in direct sales, outside sales, or business to business sales preferred Ability to work independently and manage your own time Experience establishing trust and rapport quickly Goal-oriented and ability to meet deadlines Active insurance license or willingness and ability to obtain upon hiring We look forward to finding out if you have what it takes to MAKE AN IMPACT with our team! Please Note: Because we believe that hard work equals results, this is a commission position only as an independent agent.
06/27/2026
Full time
Job Description Job Description Our organization is expanding, and we are looking to hire a Outside Sales Representative in Dallas and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system. Who we are: We have built a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has averaged 31% growth year after year for the last 21 years, growing from 2 reps in Minneapolis to over 300+ reps in 12 states. This consistent growth with top performing reps has led to a unique expansion opportunity and an increased need for leadership in this region. We are looking for someone who is growth-minded, driven, passionate, and looking for a long-term career where they can be paid what they are worth. We operate in a business-to-business sales environment with unlimited income and growth opportunities. We offer: Field training by our top and most experienced agents Performance-based advancement Monthly sales and management bonuses Industry leading incentives, including 4 company sponsored vacation trips/year Passive renewal income you own for life (where you are paid for past performance) Stock ownership plan Ongoing corporate sponsored sales and leadership training seminars Positive company culture fostered by the sense of ownership and empowerment Freedom and flexibility to build your career around your LIFE! Responsibilities: Learn our proven sales system taught in training and implement it in the field Drive new business by presenting to local companies and generating new accounts Use our proven system and build a self-sustaining referral stream for life Qualifications: Previous experience in direct sales, outside sales, or business to business sales preferred Ability to work independently and manage your own time Experience establishing trust and rapport quickly Goal-oriented and ability to meet deadlines Active insurance license or willingness and ability to obtain upon hiring We look forward to finding out if you have what it takes to MAKE AN IMPACT with our team! Please Note: Because we believe that hard work equals results, this is a commission position only as an independent agent.
Job Description Job Description Our organization is expanding, and we are looking to hire a Outside Sales Representative in Enterprise, NV and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system. Who we are: We have built a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has averaged 31% growth year after year for the last 21 years, growing from 2 reps in Minneapolis to over 300+ reps in 12 states. This consistent growth with top performing reps has led to a unique expansion opportunity and an increased need for leadership in this region. We are looking for someone who is growth-minded, driven, passionate, and looking for a long-term career where they can be paid what they are worth. We operate in a business-to-business sales environment with unlimited income and growth opportunities. We offer: Field training by our top and most experienced agents Performance-based advancement Monthly sales and management bonuses Industry leading incentives, including 4 company sponsored vacation trips/year Passive renewal income you own for life (where you are paid for past performance) Stock ownership plan Ongoing corporate sponsored sales and leadership training seminars Positive company culture fostered by the sense of ownership and empowerment Freedom and flexibility to build your career around your LIFE! Responsibilities: Learn our proven sales system taught in training and implement it in the field Drive new business by presenting to local companies and generating new accounts Use our proven system and build a self-sustaining referral stream for life Qualifications: Previous experience in direct sales, outside sales, or business to business sales preferred Ability to work independently and manage your own time Experience establishing trust and rapport quickly Goal-oriented and ability to meet deadlines Active insurance license or willingness and ability to obtain upon hiring We look forward to finding out if you have what it takes to MAKE AN IMPACT with our team! Please Note: Because we believe that hard work equals results, this is a commission position only as an independent agent.
06/27/2026
Full time
Job Description Job Description Our organization is expanding, and we are looking to hire a Outside Sales Representative in Enterprise, NV and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system. Who we are: We have built a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has averaged 31% growth year after year for the last 21 years, growing from 2 reps in Minneapolis to over 300+ reps in 12 states. This consistent growth with top performing reps has led to a unique expansion opportunity and an increased need for leadership in this region. We are looking for someone who is growth-minded, driven, passionate, and looking for a long-term career where they can be paid what they are worth. We operate in a business-to-business sales environment with unlimited income and growth opportunities. We offer: Field training by our top and most experienced agents Performance-based advancement Monthly sales and management bonuses Industry leading incentives, including 4 company sponsored vacation trips/year Passive renewal income you own for life (where you are paid for past performance) Stock ownership plan Ongoing corporate sponsored sales and leadership training seminars Positive company culture fostered by the sense of ownership and empowerment Freedom and flexibility to build your career around your LIFE! Responsibilities: Learn our proven sales system taught in training and implement it in the field Drive new business by presenting to local companies and generating new accounts Use our proven system and build a self-sustaining referral stream for life Qualifications: Previous experience in direct sales, outside sales, or business to business sales preferred Ability to work independently and manage your own time Experience establishing trust and rapport quickly Goal-oriented and ability to meet deadlines Active insurance license or willingness and ability to obtain upon hiring We look forward to finding out if you have what it takes to MAKE AN IMPACT with our team! Please Note: Because we believe that hard work equals results, this is a commission position only as an independent agent.
Job Description Job Description Our organization is expanding, and we are looking to hire a Outside Sales Representative in Ogden and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system. Who we are: We have built a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has averaged 31% growth year after year for the last 21 years, growing from 2 reps in Minneapolis to over 300+ reps in 12 states. This consistent growth with top performing reps has led to a unique expansion opportunity and an increased need for leadership in this region. We are looking for someone who is growth-minded, driven, passionate, and looking for a long-term career where they can be paid what they are worth. We operate in a business-to-business sales environment with unlimited income and growth opportunities. We offer: Field training by our top and most experienced agents Performance-based advancement Monthly sales and management bonuses Industry leading incentives, including 4 company sponsored vacation trips/year Passive renewal income you own for life (where you are paid for past performance) Stock ownership plan Ongoing corporate sponsored sales and leadership training seminars Positive company culture fostered by the sense of ownership and empowerment Freedom and flexibility to build your career around your LIFE! Responsibilities: Learn our proven sales system taught in training and implement it in the field Drive new business by presenting to local companies and generating new accounts Use our proven system and build a self-sustaining referral stream for life Qualifications: Previous experience in direct sales, outside sales, or business to business sales preferred Ability to work independently and manage your own time Experience establishing trust and rapport quickly Goal-oriented and ability to meet deadlines Active insurance license or willingness and ability to obtain upon hiring We look forward to finding out if you have what it takes to MAKE AN IMPACT with our team! Please Note: Because we believe that hard work equals results, this is a commission position only as an independent agent.
06/27/2026
Full time
Job Description Job Description Our organization is expanding, and we are looking to hire a Outside Sales Representative in Ogden and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system. Who we are: We have built a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has averaged 31% growth year after year for the last 21 years, growing from 2 reps in Minneapolis to over 300+ reps in 12 states. This consistent growth with top performing reps has led to a unique expansion opportunity and an increased need for leadership in this region. We are looking for someone who is growth-minded, driven, passionate, and looking for a long-term career where they can be paid what they are worth. We operate in a business-to-business sales environment with unlimited income and growth opportunities. We offer: Field training by our top and most experienced agents Performance-based advancement Monthly sales and management bonuses Industry leading incentives, including 4 company sponsored vacation trips/year Passive renewal income you own for life (where you are paid for past performance) Stock ownership plan Ongoing corporate sponsored sales and leadership training seminars Positive company culture fostered by the sense of ownership and empowerment Freedom and flexibility to build your career around your LIFE! Responsibilities: Learn our proven sales system taught in training and implement it in the field Drive new business by presenting to local companies and generating new accounts Use our proven system and build a self-sustaining referral stream for life Qualifications: Previous experience in direct sales, outside sales, or business to business sales preferred Ability to work independently and manage your own time Experience establishing trust and rapport quickly Goal-oriented and ability to meet deadlines Active insurance license or willingness and ability to obtain upon hiring We look forward to finding out if you have what it takes to MAKE AN IMPACT with our team! Please Note: Because we believe that hard work equals results, this is a commission position only as an independent agent.
Job Description Job Description Our organization is expanding, and we are looking to hire a Outside Sales Representative in Seattle and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system. Who we are: We have built a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has averaged 31% growth year after year for the last 21 years, growing from 2 reps in Minneapolis to over 300+ reps in 12 states. This consistent growth with top performing reps has led to a unique expansion opportunity and an increased need for leadership in this region. We are looking for someone who is growth-minded, driven, passionate, and looking for a long-term career where they can be paid what they are worth. We operate in a business-to-business sales environment with unlimited income and growth opportunities. We offer: Field training by our top and most experienced agents Performance-based advancement Monthly sales and management bonuses Industry leading incentives, including 4 company sponsored vacation trips/year Passive renewal income you own for life (where you are paid for past performance) Stock ownership plan Ongoing corporate sponsored sales and leadership training seminars Positive company culture fostered by the sense of ownership and empowerment Freedom and flexibility to build your career around your LIFE! Responsibilities: Learn our proven sales system taught in training and implement it in the field Drive new business by presenting to local companies and generating new accounts Use our proven system and build a self-sustaining referral stream for life Qualifications: Previous experience in direct sales, outside sales, or business to business sales preferred Ability to work independently and manage your own time Experience establishing trust and rapport quickly Goal-oriented and ability to meet deadlines Active insurance license or willingness and ability to obtain upon hiring We look forward to finding out if you have what it takes to MAKE AN IMPACT with our team! Please Note: Because we believe that hard work equals results, this is a commission position only as an independent agent.
06/27/2026
Full time
Job Description Job Description Our organization is expanding, and we are looking to hire a Outside Sales Representative in Seattle and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system. Who we are: We have built a nationally recognized sales organization headquartered in Bloomington, MN. Established in 2004, our team has averaged 31% growth year after year for the last 21 years, growing from 2 reps in Minneapolis to over 300+ reps in 12 states. This consistent growth with top performing reps has led to a unique expansion opportunity and an increased need for leadership in this region. We are looking for someone who is growth-minded, driven, passionate, and looking for a long-term career where they can be paid what they are worth. We operate in a business-to-business sales environment with unlimited income and growth opportunities. We offer: Field training by our top and most experienced agents Performance-based advancement Monthly sales and management bonuses Industry leading incentives, including 4 company sponsored vacation trips/year Passive renewal income you own for life (where you are paid for past performance) Stock ownership plan Ongoing corporate sponsored sales and leadership training seminars Positive company culture fostered by the sense of ownership and empowerment Freedom and flexibility to build your career around your LIFE! Responsibilities: Learn our proven sales system taught in training and implement it in the field Drive new business by presenting to local companies and generating new accounts Use our proven system and build a self-sustaining referral stream for life Qualifications: Previous experience in direct sales, outside sales, or business to business sales preferred Ability to work independently and manage your own time Experience establishing trust and rapport quickly Goal-oriented and ability to meet deadlines Active insurance license or willingness and ability to obtain upon hiring We look forward to finding out if you have what it takes to MAKE AN IMPACT with our team! Please Note: Because we believe that hard work equals results, this is a commission position only as an independent agent.
Cambridge Insurance - A Better Way to Build Your CareerAre you a licensed 2-20 Agent ready to step into a role where your experience is actually valued-and your earning potential isn't capped by chasing cold leads?At Cambridge Insurance, we're growing quickly and intentionally. We're looking for a knowledgeable, driven Property & Casualty professional who wants to focus on what they do best: advising clients, closing business, and building real relationships.This is true inside sales. No cold calling. No wasted time. Just qualified opportunities and a team that supports your success.HYBRID JOB - DOWNTOWN TAMPACompensation:$65,000 - $85,000 yearlyResponsibilities:Maintain accurate customer and sales records to produce regular progress reports.Schedule client meetings to assess needs and recommend tailored insurance plans.Develop personalized risk management strategies.Stay current with industry regulations and manage claims to ensure compliance and customer satisfaction.Apply effective, personalized sales techniques to grow and retain the client base.Follow company policies and procedures.Qualifications:A minimum of two years of experience in the insurance field is essential.Candidates must have at least two years of hands-on experience issuing Citizens insurance policies.Holding a valid 2-20 insurance license is a prerequisite.Prior use of the Applied Epic software is beneficial.Excellent skills in communication, customer relations, analysis, and teamwork are critical.A high school diploma is required; a bachelor's degree is strongly favored.Familiarity with accounting systems or lead management tools is a plus.A solid understanding of insurance offerings, risk evaluation methods, and applicable state and federal laws is required.About CompanyThe Cambridge Insurance Agency is an independent personal lines brokerage, allowing us access to many carriers to find the best price for clients! Our insurance-savvy agents are excellent at determining the right coverage for any line of business. We have an upbeat team with great positive energy and a work-hard-play-hard vibe! details: 0 Yearly SalaryPIf130ba7cd4a7-7495
06/27/2026
Cambridge Insurance - A Better Way to Build Your CareerAre you a licensed 2-20 Agent ready to step into a role where your experience is actually valued-and your earning potential isn't capped by chasing cold leads?At Cambridge Insurance, we're growing quickly and intentionally. We're looking for a knowledgeable, driven Property & Casualty professional who wants to focus on what they do best: advising clients, closing business, and building real relationships.This is true inside sales. No cold calling. No wasted time. Just qualified opportunities and a team that supports your success.HYBRID JOB - DOWNTOWN TAMPACompensation:$65,000 - $85,000 yearlyResponsibilities:Maintain accurate customer and sales records to produce regular progress reports.Schedule client meetings to assess needs and recommend tailored insurance plans.Develop personalized risk management strategies.Stay current with industry regulations and manage claims to ensure compliance and customer satisfaction.Apply effective, personalized sales techniques to grow and retain the client base.Follow company policies and procedures.Qualifications:A minimum of two years of experience in the insurance field is essential.Candidates must have at least two years of hands-on experience issuing Citizens insurance policies.Holding a valid 2-20 insurance license is a prerequisite.Prior use of the Applied Epic software is beneficial.Excellent skills in communication, customer relations, analysis, and teamwork are critical.A high school diploma is required; a bachelor's degree is strongly favored.Familiarity with accounting systems or lead management tools is a plus.A solid understanding of insurance offerings, risk evaluation methods, and applicable state and federal laws is required.About CompanyThe Cambridge Insurance Agency is an independent personal lines brokerage, allowing us access to many carriers to find the best price for clients! Our insurance-savvy agents are excellent at determining the right coverage for any line of business. We have an upbeat team with great positive energy and a work-hard-play-hard vibe! details: 0 Yearly SalaryPIf130ba7cd4a7-7495
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 OpportunityIt is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.For new hires starting in 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 applicationsWhat sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environmentCompensation 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 USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
06/27/2026
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.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 OpportunityIt is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.For new hires starting in 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 applicationsWhat sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environmentCompensation 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 USAAjobs.comApplications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. -USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
WEOKIE Federal Credit Union
Oklahoma City, Oklahoma
Job Description Job Description Outside Sales POSITION DESCRIPTION Title: Mortgage Development Officer The Mortgage Development Officer plays a crucial role in originating a diverse range of first, second, and ITIN mortgage loan products, catering specifically to the unique financial needs and goals of WEOKIE members and non-members within the OKC metro area. Preference to be fluent in both English and Spanish, this officer provides expert guidance, ensuring exceptional service that turns clients into raving fans. This position requires substantial time working outside of the office, building meaningful relationships within the community, and actively generating new loan opportunities through strategic business development efforts. The Mortgage Development Officer is expected to work independently while maintaining strong communication and accountability with their manager. Major Activities: 1. Work primarily in the field and outside of the office when meeting with members, referral partners, and prospective clients. Available to take applications at multiple locations including realtor offices, builder offices, community events, and other venues as needed to serve WEOKIE's OKC metro membership. 2. Set expectations upfront with borrower(s) and relay loan transaction requirements. 3. Provide assistance to applicants in the selection of the proper first, second, and ITIN mortgage product. 4. Originate first, second, and ITIN mortgage loans including but not limited to taking a borrower(s) application, assisting in the gathering of documentation, communicating regularly with applicant/relevant parties, and submitting loans to their assigned Mortgage Loan Processor. 5. Complete member applications and respond to inquiries as assigned by the Mortgage Sales & Operations Manager. 6. Cultivate and sustain partner-focused relationships with referral sources by proactively calling on Real Estate Agents, builders, and other community partners. Actively engage in networking opportunities with realtors, builders, and community organizations such as the Hispanic Chamber of Commerce, National Association of Hispanic Real Estate Professionals, Oklahoma Association of Realtors, and similar professional networking groups. This strategic approach ensures strong community connections and enhances WEOKIE's ability to serve the diverse needs of our OKC metro members and non-members. 7. Manage individual pipeline and communicate loan status to members, referral partners, and Title Company when appropriate. 8. Learn and use various in-house technical systems and programs to streamline the process and reporting requirements. Document all efforts to ensure member loan closings are completed efficiently. 9. Maintain an active knowledge base of all loan products and an understanding of the qualifications required for each applicant. Maintain knowledge of and adherence to loan level compliance and regulatory requirements. 10. Participate in regular coaching and performance evaluations. 11. Adhere to and execute the following SLAs and business development expectations, which are requirements of the Mortgage Development Officer: o Minimum of three realtor/builder/vendor visits weekly o Active membership in at least one realtor or professional association o 60-minute response time to online first mortgage applications if submitted during regular business hours. Overnight applications submitted online will be responded to the next business day o Regular attendance at community networking events and relationship-building activities 12. Maintain individual mortgage licensing (NMLS) and continuing education requirements to comply with federal and state guidelines relative to the position. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. 13. Assist with the training of new mortgage loan officers when applicable. CRITICAL RESULTS: 1. Members receive consistent high levels of communication and raving fan service. 2. Business goals and SLAs for loan applications, closed loan volume, and application pull through and follow-up are consistently met and often exceeded. As a requirement for remaining employed in this position, WEOKIE maintains specific monthly loan production targets. Loan production is defined as loans closed and disbursed. Performance against production metrics is regularly monitored and is a significant factor in performance management and compensation decisions. 3. Business requirements and SLAs for file quality standards and compliance timing in the origination and closing of first, second, and ITIN mortgage loans are consistently met and often exceeded. 4. Applicable federal, state, and corporate licensing and compliance regulations are adhered to on a consistent basis. 5. All activities are efficiently conducted, generally error-free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. 6. Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. 7. Strong community presence and business development pipeline growth demonstrate the officer's effectiveness in building relationships and generating new loan opportunities within the OKC metro field of membership. QUALIFICATIONS: The Mortgage Development Officer possesses the following knowledge and skills: A. High School diploma or equivalent is required. Minimum 1-year previous mortgage experience in origination of first, second, or ITIN mortgages is required. B. Demonstrate ability to analyze credit reports, automated underwriting decisions, title commitments, purchase agreements, and other mortgage-related documents including the preparation of mortgage disclosure packages. C. Demonstrate ability to learn and use the necessary software to complete job functions, especially mortgage loan origination processing systems and third-party websites. D. Knowledge of conventional and Fannie Mae loan products and guidelines. E. Excellent phone etiquette. F. Demonstrate ability to learn and adhere to federal and state regulations/laws as they pertain to mortgage lending. G. Maintain all required NMLS and SAFE Act licensing requirements including: 1) Annual attestation and NMLS account review 2) Compliance with all internal SAFE Act Audits 3) Minimum of one SAFE Act training course per year 4) The applicant must be in good standing with all state and federal licensing authorities H. Proficiency with Microsoft Office and Email. I. Strong business development and sales acumen. Ability to identify opportunities, develop relationships, and close transactions. Proven ability to manage pipeline and drive results independently. J. Knowledge and understanding of OKC metro market, including community demographics, neighborhoods, local real estate trends, and membership opportunities within WEOKIE's field of membership. K. Automobile Liability Insurance 1) Possession of a valid Oklahoma State driver's license and maintain liability insurance at the minimum statutory limits in effect on any automobile that will be used in conducting business at their sole expense. Proof of satisfactory coverage and a valid driver's license must be provided at time of hire. Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful. 1) Core Competencies: Core Competencies are consistent for all positions across the organization are aligned with WEOKIE Federal Credit Union's Core Values. a) Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds appropriately to internal member needs. b) Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements. c) Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, and conveys good news and bad. Job Specific Competencies: This position requires a self-directed, entrepreneurial individual who is able to maintain composure and focus in a variety of situations. The following stand out among a long list of behavioral competencies for this position: a) Job Knowledge: Understands duties and responsibilities, has necessary job knowledge and technical skills, understands company mission/values, keeps job knowledge current, and is in command of critical issues. b) Self-Direction and Independence: Works effectively with minimal supervision, manages own schedule and priorities, takes initiative to drive results, and maintains accountability for outcomes. Communicates regularly with manager regarding progress, challenges, and pipeline development. c) Productivity: Manages workload effectively, volunteers for additional responsibility, prioritizes tasks, develops good work procedures, manages time well, and handles information flow efficiently. Demonstrates consistent effort toward production goals and self-improvement click apply for full job details
06/27/2026
Full time
Job Description Job Description Outside Sales POSITION DESCRIPTION Title: Mortgage Development Officer The Mortgage Development Officer plays a crucial role in originating a diverse range of first, second, and ITIN mortgage loan products, catering specifically to the unique financial needs and goals of WEOKIE members and non-members within the OKC metro area. Preference to be fluent in both English and Spanish, this officer provides expert guidance, ensuring exceptional service that turns clients into raving fans. This position requires substantial time working outside of the office, building meaningful relationships within the community, and actively generating new loan opportunities through strategic business development efforts. The Mortgage Development Officer is expected to work independently while maintaining strong communication and accountability with their manager. Major Activities: 1. Work primarily in the field and outside of the office when meeting with members, referral partners, and prospective clients. Available to take applications at multiple locations including realtor offices, builder offices, community events, and other venues as needed to serve WEOKIE's OKC metro membership. 2. Set expectations upfront with borrower(s) and relay loan transaction requirements. 3. Provide assistance to applicants in the selection of the proper first, second, and ITIN mortgage product. 4. Originate first, second, and ITIN mortgage loans including but not limited to taking a borrower(s) application, assisting in the gathering of documentation, communicating regularly with applicant/relevant parties, and submitting loans to their assigned Mortgage Loan Processor. 5. Complete member applications and respond to inquiries as assigned by the Mortgage Sales & Operations Manager. 6. Cultivate and sustain partner-focused relationships with referral sources by proactively calling on Real Estate Agents, builders, and other community partners. Actively engage in networking opportunities with realtors, builders, and community organizations such as the Hispanic Chamber of Commerce, National Association of Hispanic Real Estate Professionals, Oklahoma Association of Realtors, and similar professional networking groups. This strategic approach ensures strong community connections and enhances WEOKIE's ability to serve the diverse needs of our OKC metro members and non-members. 7. Manage individual pipeline and communicate loan status to members, referral partners, and Title Company when appropriate. 8. Learn and use various in-house technical systems and programs to streamline the process and reporting requirements. Document all efforts to ensure member loan closings are completed efficiently. 9. Maintain an active knowledge base of all loan products and an understanding of the qualifications required for each applicant. Maintain knowledge of and adherence to loan level compliance and regulatory requirements. 10. Participate in regular coaching and performance evaluations. 11. Adhere to and execute the following SLAs and business development expectations, which are requirements of the Mortgage Development Officer: o Minimum of three realtor/builder/vendor visits weekly o Active membership in at least one realtor or professional association o 60-minute response time to online first mortgage applications if submitted during regular business hours. Overnight applications submitted online will be responded to the next business day o Regular attendance at community networking events and relationship-building activities 12. Maintain individual mortgage licensing (NMLS) and continuing education requirements to comply with federal and state guidelines relative to the position. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. 13. Assist with the training of new mortgage loan officers when applicable. CRITICAL RESULTS: 1. Members receive consistent high levels of communication and raving fan service. 2. Business goals and SLAs for loan applications, closed loan volume, and application pull through and follow-up are consistently met and often exceeded. As a requirement for remaining employed in this position, WEOKIE maintains specific monthly loan production targets. Loan production is defined as loans closed and disbursed. Performance against production metrics is regularly monitored and is a significant factor in performance management and compensation decisions. 3. Business requirements and SLAs for file quality standards and compliance timing in the origination and closing of first, second, and ITIN mortgage loans are consistently met and often exceeded. 4. Applicable federal, state, and corporate licensing and compliance regulations are adhered to on a consistent basis. 5. All activities are efficiently conducted, generally error-free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. 6. Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. 7. Strong community presence and business development pipeline growth demonstrate the officer's effectiveness in building relationships and generating new loan opportunities within the OKC metro field of membership. QUALIFICATIONS: The Mortgage Development Officer possesses the following knowledge and skills: A. High School diploma or equivalent is required. Minimum 1-year previous mortgage experience in origination of first, second, or ITIN mortgages is required. B. Demonstrate ability to analyze credit reports, automated underwriting decisions, title commitments, purchase agreements, and other mortgage-related documents including the preparation of mortgage disclosure packages. C. Demonstrate ability to learn and use the necessary software to complete job functions, especially mortgage loan origination processing systems and third-party websites. D. Knowledge of conventional and Fannie Mae loan products and guidelines. E. Excellent phone etiquette. F. Demonstrate ability to learn and adhere to federal and state regulations/laws as they pertain to mortgage lending. G. Maintain all required NMLS and SAFE Act licensing requirements including: 1) Annual attestation and NMLS account review 2) Compliance with all internal SAFE Act Audits 3) Minimum of one SAFE Act training course per year 4) The applicant must be in good standing with all state and federal licensing authorities H. Proficiency with Microsoft Office and Email. I. Strong business development and sales acumen. Ability to identify opportunities, develop relationships, and close transactions. Proven ability to manage pipeline and drive results independently. J. Knowledge and understanding of OKC metro market, including community demographics, neighborhoods, local real estate trends, and membership opportunities within WEOKIE's field of membership. K. Automobile Liability Insurance 1) Possession of a valid Oklahoma State driver's license and maintain liability insurance at the minimum statutory limits in effect on any automobile that will be used in conducting business at their sole expense. Proof of satisfactory coverage and a valid driver's license must be provided at time of hire. Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful. 1) Core Competencies: Core Competencies are consistent for all positions across the organization are aligned with WEOKIE Federal Credit Union's Core Values. a) Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds appropriately to internal member needs. b) Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements. c) Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, and conveys good news and bad. Job Specific Competencies: This position requires a self-directed, entrepreneurial individual who is able to maintain composure and focus in a variety of situations. The following stand out among a long list of behavioral competencies for this position: a) Job Knowledge: Understands duties and responsibilities, has necessary job knowledge and technical skills, understands company mission/values, keeps job knowledge current, and is in command of critical issues. b) Self-Direction and Independence: Works effectively with minimal supervision, manages own schedule and priorities, takes initiative to drive results, and maintains accountability for outcomes. Communicates regularly with manager regarding progress, challenges, and pipeline development. c) Productivity: Manages workload effectively, volunteers for additional responsibility, prioritizes tasks, develops good work procedures, manages time well, and handles information flow efficiently. Demonstrates consistent effort toward production goals and self-improvement click apply for full job details
WEOKIE Federal Credit Union
Oklahoma City, Oklahoma
Job Description Job Description Outside Sales POSITION DESCRIPTION Title: Mortgage Development Officer The Mortgage Development Officer plays a crucial role in originating a diverse range of first, second, and ITIN mortgage loan products, catering specifically to the unique financial needs and goals of WEOKIE members and non-members within the OKC metro area. Preference to be fluent in both English and Spanish, this officer provides expert guidance, ensuring exceptional service that turns clients into raving fans. This position requires substantial time working outside of the office, building meaningful relationships within the community, and actively generating new loan opportunities through strategic business development efforts. The Mortgage Development Officer is expected to work independently while maintaining strong communication and accountability with their manager. Major Activities: 1. Work primarily in the field and outside of the office when meeting with members, referral partners, and prospective clients. Available to take applications at multiple locations including realtor offices, builder offices, community events, and other venues as needed to serve WEOKIE's OKC metro membership. 2. Set expectations upfront with borrower(s) and relay loan transaction requirements. 3. Provide assistance to applicants in the selection of the proper first, second, and ITIN mortgage product. 4. Originate first, second, and ITIN mortgage loans including but not limited to taking a borrower(s) application, assisting in the gathering of documentation, communicating regularly with applicant/relevant parties, and submitting loans to their assigned Mortgage Loan Processor. 5. Complete member applications and respond to inquiries as assigned by the Mortgage Sales & Operations Manager. 6. Cultivate and sustain partner-focused relationships with referral sources by proactively calling on Real Estate Agents, builders, and other community partners. Actively engage in networking opportunities with realtors, builders, and community organizations such as the Hispanic Chamber of Commerce, National Association of Hispanic Real Estate Professionals, Oklahoma Association of Realtors, and similar professional networking groups. This strategic approach ensures strong community connections and enhances WEOKIE's ability to serve the diverse needs of our OKC metro members and non-members. 7. Manage individual pipeline and communicate loan status to members, referral partners, and Title Company when appropriate. 8. Learn and use various in-house technical systems and programs to streamline the process and reporting requirements. Document all efforts to ensure member loan closings are completed efficiently. 9. Maintain an active knowledge base of all loan products and an understanding of the qualifications required for each applicant. Maintain knowledge of and adherence to loan level compliance and regulatory requirements. 10. Participate in regular coaching and performance evaluations. 11. Adhere to and execute the following SLAs and business development expectations, which are requirements of the Mortgage Development Officer: o Minimum of three realtor/builder/vendor visits weekly o Active membership in at least one realtor or professional association o 60-minute response time to online first mortgage applications if submitted during regular business hours. Overnight applications submitted online will be responded to the next business day o Regular attendance at community networking events and relationship-building activities 12. Maintain individual mortgage licensing (NMLS) and continuing education requirements to comply with federal and state guidelines relative to the position. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. 13. Assist with the training of new mortgage loan officers when applicable. CRITICAL RESULTS: 1. Members receive consistent high levels of communication and raving fan service. 2. Business goals and SLAs for loan applications, closed loan volume, and application pull through and follow-up are consistently met and often exceeded. As a requirement for remaining employed in this position, WEOKIE maintains specific monthly loan production targets. Loan production is defined as loans closed and disbursed. Performance against production metrics is regularly monitored and is a significant factor in performance management and compensation decisions. 3. Business requirements and SLAs for file quality standards and compliance timing in the origination and closing of first, second, and ITIN mortgage loans are consistently met and often exceeded. 4. Applicable federal, state, and corporate licensing and compliance regulations are adhered to on a consistent basis. 5. All activities are efficiently conducted, generally error-free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. 6. Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. 7. Strong community presence and business development pipeline growth demonstrate the officer's effectiveness in building relationships and generating new loan opportunities within the OKC metro field of membership. QUALIFICATIONS: The Mortgage Development Officer possesses the following knowledge and skills: A. High School diploma or equivalent is required. Minimum 1-year previous mortgage experience in origination of first, second, or ITIN mortgages is required. B. Demonstrate ability to analyze credit reports, automated underwriting decisions, title commitments, purchase agreements, and other mortgage-related documents including the preparation of mortgage disclosure packages. C. Demonstrate ability to learn and use the necessary software to complete job functions, especially mortgage loan origination processing systems and third-party websites. D. Knowledge of conventional and Fannie Mae loan products and guidelines. E. Excellent phone etiquette. F. Demonstrate ability to learn and adhere to federal and state regulations/laws as they pertain to mortgage lending. G. Maintain all required NMLS and SAFE Act licensing requirements including: 1) Annual attestation and NMLS account review 2) Compliance with all internal SAFE Act Audits 3) Minimum of one SAFE Act training course per year 4) The applicant must be in good standing with all state and federal licensing authorities H. Proficiency with Microsoft Office and Email. I. Strong business development and sales acumen. Ability to identify opportunities, develop relationships, and close transactions. Proven ability to manage pipeline and drive results independently. J. Knowledge and understanding of OKC metro market, including community demographics, neighborhoods, local real estate trends, and membership opportunities within WEOKIE's field of membership. K. Automobile Liability Insurance 1) Possession of a valid Oklahoma State driver's license and maintain liability insurance at the minimum statutory limits in effect on any automobile that will be used in conducting business at their sole expense. Proof of satisfactory coverage and a valid driver's license must be provided at time of hire. Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful. 1) Core Competencies: Core Competencies are consistent for all positions across the organization are aligned with WEOKIE Federal Credit Union's Core Values. a) Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds appropriately to internal member needs. b) Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements. c) Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, and conveys good news and bad. Job Specific Competencies: This position requires a self-directed, entrepreneurial individual who is able to maintain composure and focus in a variety of situations. The following stand out among a long list of behavioral competencies for this position: a) Job Knowledge: Understands duties and responsibilities, has necessary job knowledge and technical skills, understands company mission/values, keeps job knowledge current, and is in command of critical issues. b) Self-Direction and Independence: Works effectively with minimal supervision, manages own schedule and priorities, takes initiative to drive results, and maintains accountability for outcomes. Communicates regularly with manager regarding progress, challenges, and pipeline development. c) Productivity: Manages workload effectively, volunteers for additional responsibility, prioritizes tasks, develops good work procedures, manages time well, and handles information flow efficiently. Demonstrates consistent effort toward production goals and self-improvement click apply for full job details
06/27/2026
Full time
Job Description Job Description Outside Sales POSITION DESCRIPTION Title: Mortgage Development Officer The Mortgage Development Officer plays a crucial role in originating a diverse range of first, second, and ITIN mortgage loan products, catering specifically to the unique financial needs and goals of WEOKIE members and non-members within the OKC metro area. Preference to be fluent in both English and Spanish, this officer provides expert guidance, ensuring exceptional service that turns clients into raving fans. This position requires substantial time working outside of the office, building meaningful relationships within the community, and actively generating new loan opportunities through strategic business development efforts. The Mortgage Development Officer is expected to work independently while maintaining strong communication and accountability with their manager. Major Activities: 1. Work primarily in the field and outside of the office when meeting with members, referral partners, and prospective clients. Available to take applications at multiple locations including realtor offices, builder offices, community events, and other venues as needed to serve WEOKIE's OKC metro membership. 2. Set expectations upfront with borrower(s) and relay loan transaction requirements. 3. Provide assistance to applicants in the selection of the proper first, second, and ITIN mortgage product. 4. Originate first, second, and ITIN mortgage loans including but not limited to taking a borrower(s) application, assisting in the gathering of documentation, communicating regularly with applicant/relevant parties, and submitting loans to their assigned Mortgage Loan Processor. 5. Complete member applications and respond to inquiries as assigned by the Mortgage Sales & Operations Manager. 6. Cultivate and sustain partner-focused relationships with referral sources by proactively calling on Real Estate Agents, builders, and other community partners. Actively engage in networking opportunities with realtors, builders, and community organizations such as the Hispanic Chamber of Commerce, National Association of Hispanic Real Estate Professionals, Oklahoma Association of Realtors, and similar professional networking groups. This strategic approach ensures strong community connections and enhances WEOKIE's ability to serve the diverse needs of our OKC metro members and non-members. 7. Manage individual pipeline and communicate loan status to members, referral partners, and Title Company when appropriate. 8. Learn and use various in-house technical systems and programs to streamline the process and reporting requirements. Document all efforts to ensure member loan closings are completed efficiently. 9. Maintain an active knowledge base of all loan products and an understanding of the qualifications required for each applicant. Maintain knowledge of and adherence to loan level compliance and regulatory requirements. 10. Participate in regular coaching and performance evaluations. 11. Adhere to and execute the following SLAs and business development expectations, which are requirements of the Mortgage Development Officer: o Minimum of three realtor/builder/vendor visits weekly o Active membership in at least one realtor or professional association o 60-minute response time to online first mortgage applications if submitted during regular business hours. Overnight applications submitted online will be responded to the next business day o Regular attendance at community networking events and relationship-building activities 12. Maintain individual mortgage licensing (NMLS) and continuing education requirements to comply with federal and state guidelines relative to the position. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. 13. Assist with the training of new mortgage loan officers when applicable. CRITICAL RESULTS: 1. Members receive consistent high levels of communication and raving fan service. 2. Business goals and SLAs for loan applications, closed loan volume, and application pull through and follow-up are consistently met and often exceeded. As a requirement for remaining employed in this position, WEOKIE maintains specific monthly loan production targets. Loan production is defined as loans closed and disbursed. Performance against production metrics is regularly monitored and is a significant factor in performance management and compensation decisions. 3. Business requirements and SLAs for file quality standards and compliance timing in the origination and closing of first, second, and ITIN mortgage loans are consistently met and often exceeded. 4. Applicable federal, state, and corporate licensing and compliance regulations are adhered to on a consistent basis. 5. All activities are efficiently conducted, generally error-free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. 6. Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. 7. Strong community presence and business development pipeline growth demonstrate the officer's effectiveness in building relationships and generating new loan opportunities within the OKC metro field of membership. QUALIFICATIONS: The Mortgage Development Officer possesses the following knowledge and skills: A. High School diploma or equivalent is required. Minimum 1-year previous mortgage experience in origination of first, second, or ITIN mortgages is required. B. Demonstrate ability to analyze credit reports, automated underwriting decisions, title commitments, purchase agreements, and other mortgage-related documents including the preparation of mortgage disclosure packages. C. Demonstrate ability to learn and use the necessary software to complete job functions, especially mortgage loan origination processing systems and third-party websites. D. Knowledge of conventional and Fannie Mae loan products and guidelines. E. Excellent phone etiquette. F. Demonstrate ability to learn and adhere to federal and state regulations/laws as they pertain to mortgage lending. G. Maintain all required NMLS and SAFE Act licensing requirements including: 1) Annual attestation and NMLS account review 2) Compliance with all internal SAFE Act Audits 3) Minimum of one SAFE Act training course per year 4) The applicant must be in good standing with all state and federal licensing authorities H. Proficiency with Microsoft Office and Email. I. Strong business development and sales acumen. Ability to identify opportunities, develop relationships, and close transactions. Proven ability to manage pipeline and drive results independently. J. Knowledge and understanding of OKC metro market, including community demographics, neighborhoods, local real estate trends, and membership opportunities within WEOKIE's field of membership. K. Automobile Liability Insurance 1) Possession of a valid Oklahoma State driver's license and maintain liability insurance at the minimum statutory limits in effect on any automobile that will be used in conducting business at their sole expense. Proof of satisfactory coverage and a valid driver's license must be provided at time of hire. Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful. 1) Core Competencies: Core Competencies are consistent for all positions across the organization are aligned with WEOKIE Federal Credit Union's Core Values. a) Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds appropriately to internal member needs. b) Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements. c) Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, and conveys good news and bad. Job Specific Competencies: This position requires a self-directed, entrepreneurial individual who is able to maintain composure and focus in a variety of situations. The following stand out among a long list of behavioral competencies for this position: a) Job Knowledge: Understands duties and responsibilities, has necessary job knowledge and technical skills, understands company mission/values, keeps job knowledge current, and is in command of critical issues. b) Self-Direction and Independence: Works effectively with minimal supervision, manages own schedule and priorities, takes initiative to drive results, and maintains accountability for outcomes. Communicates regularly with manager regarding progress, challenges, and pipeline development. c) Productivity: Manages workload effectively, volunteers for additional responsibility, prioritizes tasks, develops good work procedures, manages time well, and handles information flow efficiently. Demonstrates consistent effort toward production goals and self-improvement click apply for full job details
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
06/27/2026
Full time
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
Job Description Job Description Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents! Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy . As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. THIS IS IS A CAREER, NOT JUST A JOB Make a difference - As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU. Realizing potential - Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities. Control of your schedule - You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business. Expectations & Responsibilities: Being open to coaching and mentoring within our structured and on-going training program Daily in-person sales calls using a mobile database of prospects Follow proprietary sales system for prospecting and presentations Make sales presentations to groups as well as individuals Clearly and effectively explain the details and benefits of plans to clients Maintain current client relationships and execute re-service strategies Candidate requirements: Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership Previous experience in sales or related field welcomed but not necessary The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals A genuine compassion for helping others - Always doing what is right for the customer Our compensation package includes: First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start Uncapped commissions Lifetime vested renewal commissions Ownership stake through stock bonuses (immediately vested) Cash and travel incentives Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division. Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
06/27/2026
Full time
Job Description Job Description Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents! Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy . As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. THIS IS IS A CAREER, NOT JUST A JOB Make a difference - As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU. Realizing potential - Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities. Control of your schedule - You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business. Expectations & Responsibilities: Being open to coaching and mentoring within our structured and on-going training program Daily in-person sales calls using a mobile database of prospects Follow proprietary sales system for prospecting and presentations Make sales presentations to groups as well as individuals Clearly and effectively explain the details and benefits of plans to clients Maintain current client relationships and execute re-service strategies Candidate requirements: Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership Previous experience in sales or related field welcomed but not necessary The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals A genuine compassion for helping others - Always doing what is right for the customer Our compensation package includes: First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start Uncapped commissions Lifetime vested renewal commissions Ownership stake through stock bonuses (immediately vested) Cash and travel incentives Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division. Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
Why USAA? Are you the right applicant for this opportunity Find out by reading through the role overview below. 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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the Phoenix, AZ.; Colorado Springs, CO. or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a August 3, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/sales experience. Experience delivering frequent written and oral communication. Experience acquiring and applying new concepts and information. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Must possess a valid NPN with a clean National Insurance Producer Registry (NIPR) record, ensuring seamless appointments eligibility with all partnering insurance carriers Current Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. xibtplm 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.
06/27/2026
Full time
Why USAA? Are you the right applicant for this opportunity Find out by reading through the role overview below. 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 USAA is currently looking for dedicated Health Solutions Specialists (Mid-Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the Phoenix, AZ.; Colorado Springs, CO. or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a August 3, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Life and Health license. Required annual completion of AHIP and Broker/Carrier appointments. 2 or more years customer service/sales experience. Experience delivering frequent written and oral communication. Experience acquiring and applying new concepts and information. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Must possess a valid NPN with a clean National Insurance Producer Registry (NIPR) record, ensuring seamless appointments eligibility with all partnering insurance carriers Current Health License 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP) 3 or more years of experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $54,550 - $92,060 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. xibtplm All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Description Job Description Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents! Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy . As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. THIS IS IS A CAREER, NOT JUST A JOB Make a difference - As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU. Realizing potential - Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities. Control of your schedule - You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business. Expectations & Responsibilities: Being open to coaching and mentoring within our structured and on-going training program Daily in-person sales calls using a mobile database of prospects Follow proprietary sales system for prospecting and presentations Make sales presentations to groups as well as individuals Clearly and effectively explain the details and benefits of plans to clients Maintain current client relationships and execute re-service strategies Candidate requirements: Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership Previous experience in sales or related field welcomed but not necessary The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals A genuine compassion for helping others - Always doing what is right for the customer Our compensation package includes: First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start Uncapped commissions Lifetime vested renewal commissions Ownership stake through stock bonuses (immediately vested) Cash and travel incentives Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division. Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
06/27/2026
Full time
Job Description Job Description Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents! Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy . As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. THIS IS IS A CAREER, NOT JUST A JOB Make a difference - As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU. Realizing potential - Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities. Control of your schedule - You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business. Expectations & Responsibilities: Being open to coaching and mentoring within our structured and on-going training program Daily in-person sales calls using a mobile database of prospects Follow proprietary sales system for prospecting and presentations Make sales presentations to groups as well as individuals Clearly and effectively explain the details and benefits of plans to clients Maintain current client relationships and execute re-service strategies Candidate requirements: Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership Previous experience in sales or related field welcomed but not necessary The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals A genuine compassion for helping others - Always doing what is right for the customer Our compensation package includes: First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start Uncapped commissions Lifetime vested renewal commissions Ownership stake through stock bonuses (immediately vested) Cash and travel incentives Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division. Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
06/27/2026
Full time
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
Job Description Job Description Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents! Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy . As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. THIS IS IS A CAREER, NOT JUST A JOB Make a difference - As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU. Realizing potential - Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities. Control of your schedule - You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business. Expectations & Responsibilities: Being open to coaching and mentoring within our structured and on-going training program Daily in-person sales calls using a mobile database of prospects Follow proprietary sales system for prospecting and presentations Make sales presentations to groups as well as individuals Clearly and effectively explain the details and benefits of plans to clients Maintain current client relationships and execute re-service strategies Candidate requirements: Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership Previous experience in sales or related field welcomed but not necessary The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals A genuine compassion for helping others - Always doing what is right for the customer Our compensation package includes: First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start Uncapped commissions Lifetime vested renewal commissions Ownership stake through stock bonuses (immediately vested) Cash and travel incentives Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division. Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
06/27/2026
Full time
Job Description Job Description Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents! Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy . As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. THIS IS IS A CAREER, NOT JUST A JOB Make a difference - As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU. Realizing potential - Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities. Control of your schedule - You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business. Expectations & Responsibilities: Being open to coaching and mentoring within our structured and on-going training program Daily in-person sales calls using a mobile database of prospects Follow proprietary sales system for prospecting and presentations Make sales presentations to groups as well as individuals Clearly and effectively explain the details and benefits of plans to clients Maintain current client relationships and execute re-service strategies Candidate requirements: Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership Previous experience in sales or related field welcomed but not necessary The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals A genuine compassion for helping others - Always doing what is right for the customer Our compensation package includes: First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start Uncapped commissions Lifetime vested renewal commissions Ownership stake through stock bonuses (immediately vested) Cash and travel incentives Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division. Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
06/27/2026
Full time
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
Why USAA? Find out if this opportunity is a good fit by reading all of the information that follows below. 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 Are you interested in a career within Health Insurance Sales? USAA is currently looking for dedicated Associate Health Solutions Specialists III (Entry- Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Associate Health Solutions Specialist III helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the Phoenix, AZ.; Colorado Springs, CO.; Tampa Crosstown, FL. or Plano, TX. campus. Relocation assistance is not available for this position. Tasks: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using basic sales techniques and developing persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a August 2 , 2026 start date What you have: High School Diploma or General Equivalency Diploma Required. Up to 1 year customer service/sales experience. Required maintenance of Health license and/or acquire within 90 days of hire. Required annual completion of AHIP and Broker/Carrier appointments. Experience delivering frequent written and oral communication. Experience acquiring and applying new concepts and information. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: US military experience through military service or a military spouse/domestic partner Current Health License 1 year of Life or Health Insurance Sales 1 year of Call Center experience a plus Compensation range: The salary range for this position is: $43,680 - $72,020 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. xibtplm 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.
06/27/2026
Full time
Why USAA? Find out if this opportunity is a good fit by reading all of the information that follows below. 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 Are you interested in a career within Health Insurance Sales? USAA is currently looking for dedicated Associate Health Solutions Specialists III (Entry- Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Associate Health Solutions Specialist III helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the Phoenix, AZ.; Colorado Springs, CO.; Tampa Crosstown, FL. or Plano, TX. campus. Relocation assistance is not available for this position. Tasks: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using basic sales techniques and developing persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a August 2 , 2026 start date What you have: High School Diploma or General Equivalency Diploma Required. Up to 1 year customer service/sales experience. Required maintenance of Health license and/or acquire within 90 days of hire. Required annual completion of AHIP and Broker/Carrier appointments. Experience delivering frequent written and oral communication. Experience acquiring and applying new concepts and information. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: US military experience through military service or a military spouse/domestic partner Current Health License 1 year of Life or Health Insurance Sales 1 year of Call Center experience a plus Compensation range: The salary range for this position is: $43,680 - $72,020 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. xibtplm All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
06/27/2026
Full time
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
Job Description Job Description Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents! Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy . As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. THIS IS IS A CAREER, NOT JUST A JOB Make a difference - As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU. Realizing potential - Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities. Control of your schedule - You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business. Expectations & Responsibilities: Being open to coaching and mentoring within our structured and on-going training program Daily in-person sales calls using a mobile database of prospects Follow proprietary sales system for prospecting and presentations Make sales presentations to groups as well as individuals Clearly and effectively explain the details and benefits of plans to clients Maintain current client relationships and execute re-service strategies Candidate requirements: Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership Previous experience in sales or related field welcomed but not necessary The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals A genuine compassion for helping others - Always doing what is right for the customer Our compensation package includes: First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start Uncapped commissions Lifetime vested renewal commissions Ownership stake through stock bonuses (immediately vested) Cash and travel incentives Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division. Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
06/27/2026
Full time
Job Description Job Description Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents! Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy . As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. THIS IS IS A CAREER, NOT JUST A JOB Make a difference - As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU. Realizing potential - Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities. Control of your schedule - You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business. Expectations & Responsibilities: Being open to coaching and mentoring within our structured and on-going training program Daily in-person sales calls using a mobile database of prospects Follow proprietary sales system for prospecting and presentations Make sales presentations to groups as well as individuals Clearly and effectively explain the details and benefits of plans to clients Maintain current client relationships and execute re-service strategies Candidate requirements: Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership Previous experience in sales or related field welcomed but not necessary The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals A genuine compassion for helping others - Always doing what is right for the customer Our compensation package includes: First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start Uncapped commissions Lifetime vested renewal commissions Ownership stake through stock bonuses (immediately vested) Cash and travel incentives Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division. Company Description The mission of The Baker Agency (Purpose Driven Financial) is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs. We strive to find and acquire those who see the world through an abundant lens and won't settle for "just good enough." We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from. We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
Why USAA? Do you have the right skills and experience for this role Read on to find out, and make your application. 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 USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the Phoenix, AZ.; Colorado Springs, CO. or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a August 3, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/sales experience. Experience delivering frequent written and oral communication. Experience acquiring and applying new concepts and information. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. xibtplm 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.
06/27/2026
Full time
Why USAA? Do you have the right skills and experience for this role Read on to find out, and make your application. 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 USAA is currently looking for dedicated Health Solutions Specialists (Intermediate Level) to join our team. In Health Solutions, we offer Medicare Advantage and Medicare Supplement plans, as well as final expense policies. Our goal is to provide the best possible service to our members, while educating them on all options available within Life Company (health and life insurance and annuities). The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products. We offer a flexible work environment that requires an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. This position will be based on the Phoenix, AZ.; Colorado Springs, CO. or Plano, TX. campus. Relocation assistance is not available for this position. What you'll do: Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Employees in Health Solutions acquire and apply advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs. Employees in Health Solutions work with brokered products and act as an agent for the member. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Work Hours: Hours of operation January - September /Monday - Friday / 7:30am - 6:00pm (Central) October - December/ Monday - Friday with some weekends / 7:30 - 8:00 PM (Central) Your 8-hour shift will fall within these hours. We are currently looking for closing shift This role is required to be in office, with potential hybrid opportunity after 6 months. This is for a August 3, 2026 start date What you have: High School Diploma or General Equivalency Diploma required. Required maintenance of Health license. Required annual completion of AHIP and Broker/Carrier appointments. 1 or more years customer service/sales experience. Experience delivering frequent written and oral communication. Experience acquiring and applying new concepts and information. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required. What sets you apart: Current Health License Experience working with Medicare Advantage and Medicare Supplement Plans 1 or more years of experience working during the Medicare Annual Enrollment Period (AEP) Experience working with Final Expense Policies Life Insurance Sales experience Call Center experience a plus Compensation range: The salary range for this position is: $45,470 - $76,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. xibtplm 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.
