8 jobs found

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 Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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 Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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 Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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 Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

JOB SUMMARY This is a professional sales position responsible for the improvement of Sysco's market position and achieving financial growth by executing long-term strategic goals, prioritizing the use of advanced analytics and other forms of lead generation while leveraging Sysco's Salesforce platform, and negotiating contracts to secure new business. By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy that meets the prospect's needs. Leveraging these resources, the New Business Developer fosters relationships with prospects and transitions these accounts to the sales force during onboarding. RESPONSIBILITIES As noted in Sysco's Leadership Framework; On-target performance includes exhibiting the following framework components; Core Qualities, Shaping the Future, and Delivering Business Results. The primary responsibility of this role is to deliver the agreed upon new business plan in alignment with the region's financial goals Works with the regional sales leaders on the development of a comprehensive business development strategy Leverages advanced analytics insights to prioritize opportunities and develop business development strategy New Business Developer will also be responsible to prioritize intel opportunities being recommended by other sales team members (processed through Sysco Salesforce platform with leadership approval) Accountable to build creative and effective sales plan to capitalize on multi-segment opportunities identified by advanced analytics By leveraging the expertise and skills of a cross-functional sales team, the New Business Developer will have the ability to quickly address prospects' unique concerns, build trust, and shorten sales cycles By working with the collective sales team, the NBD will coordinate proposal process for local contracts that speaks to the client's needs, concerns and objectives Collaborates with sales team to expand business development efforts, including assisting other sales team members secure key accounts in efforts to achieve annual profit plan Reviews weekly, monthly and quarterly sales objectives and results for target accounts and prepare action plans where improvement is needed New Business Developer will be provided continuous training/education opportunities on key areas/skillsets (basic MA-training, business development certifications, and executive business development training) Gathers information on emerging market and foodservice industry trends to understand the competitive landscape and top position Sysco for increased effectiveness in securing new business Stays current with development in the field through participation in seminars, workshops and reading publications Develops strong working relationships with brokers, distributors, and foodservice industry peers. This associate is expected to be an active member of the foodservice community Learns quickly when facing new challenges; thrives on fast-paced learning environment Adapts well to change and views new experiences as growth opportunities Seeks out opportunities to improve by applying feedback from others Ensures that data and activity on prospect accounts is accurately entered and managed within Sysco Salesforce platform Identifies opportunities for promotions, additional services, and distribution avenues that will lead to an increase in sales Presents to and consults with senior level management on trends in the foodservice industry Attends sales meetings, food shows, customer events etc. and provide feedback Stays current with Sysco's value-added offerings and technology solutions, including but not limited to customer-facing reporting tool QUALIFICATIONS Education/Experience Minimum: High School diploma or GED, and 3+ years' relevant sales experience in a business-to-business professional sales environment, and 2 or more years' with a proven track record of new business development. Preferred: Bachelor's degree in a related field or equivalent educational level. Knowledge Skills Solid analytical problem-solving skills, including familiarity with analyzing reports and deriving insights from data Ability to express information in terms of profit and loss, food cost and expense ratio Strong financial accumen and ability to properly plan and execute business plans Flexible; readily accepts change; open to new ideas Strong interpersonal skills and ability to work with and influence a variety of key stakeholders Strong communication skills; ability to effectively communicate with internal and external teams Ability to understand and manage compliance to contracts Ability to learn the use of proprietary CRM tools for planning and forecasting sales growth Demonstrated ability to deliver against deadlines and produce high-quality results (accuracy, thoroughness in the deliverables they are producing) Proficient in Microsoft Applications Suite (Word, Excel, Powerpoint, Outlook) Excellent organizational and project management skills, including the ability to execute multiple initiatives at the same time Business and restaurant operations acumen to manage sophisticated customers Demonstrated experience with building trust with a prospective customer and securing new business Demonstrated skills in the area of consultative selling, networking and negotiations Proactive, self-directed, with the ability to structure a weekly schedule to be successful Understanding of marketing principles, product lines, ordering procedures and Sysco's credit terms The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. TAG:

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 Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

JOB SUMMARY This is a professional sales position responsible for the improvement of Sysco's market position and achieving financial growth by executing long-term strategic goals, prioritizing the use of advanced analytics and other forms of lead generation while leveraging Sysco's Salesforce platform, and negotiating contracts to secure new business. By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy that meets the prospect's needs. Leveraging these resources, the New Business Developer fosters relationships with prospects and transitions these accounts to the sales force during onboarding. RESPONSIBILITIES As noted in Sysco's Leadership Framework; On-target performance includes exhibiting the following framework components; Core Qualities, Shaping the Future, and Delivering Business Results. The primary responsibility of this role is to deliver the agreed upon new business plan in alignment with the region's financial goals Works with the regional sales leaders on the development of a comprehensive business development strategy Leverages advanced analytics insights to prioritize opportunities and develop business development strategy New Business Developer will also be responsible to prioritize intel opportunities being recommended by other sales team members (processed through Sysco Salesforce platform with leadership approval) Accountable to build creative and effective sales plan to capitalize on multi-segment opportunities identified by advanced analytics By leveraging the expertise and skills of a cross-functional sales team, the New Business Developer will have the ability to quickly address prospects' unique concerns, build trust, and shorten sales cycles By working with the collective sales team, the NBD will coordinate proposal process for local contracts that speaks to the client's needs, concerns and objectives Collaborates with sales team to expand business development efforts, including assisting other sales team members secure key accounts in efforts to achieve annual profit plan Reviews weekly, monthly and quarterly sales objectives and results for target accounts and prepare action plans where improvement is needed New Business Developer will be provided continuous training/education opportunities on key areas/skillsets (basic MA-training, business development certifications, and executive business development training) Gathers information on emerging market and foodservice industry trends to understand the competitive landscape and top position Sysco for increased effectiveness in securing new business Stays current with development in the field through participation in seminars, workshops and reading publications Develops strong working relationships with brokers, distributors, and foodservice industry peers. This associate is expected to be an active member of the foodservice community Learns quickly when facing new challenges; thrives on fast-paced learning environment Adapts well to change and views new experiences as growth opportunities Seeks out opportunities to improve by applying feedback from others Ensures that data and activity on prospect accounts is accurately entered and managed within Sysco Salesforce platform Identifies opportunities for promotions, additional services, and distribution avenues that will lead to an increase in sales Presents to and consults with senior level management on trends in the foodservice industry Attends sales meetings, food shows, customer events etc. and provide feedback Stays current with Sysco's value-added offerings and technology solutions, including but not limited to customer-facing reporting tool QUALIFICATIONS Education/Experience Minimum: High School diploma or GED, and 3+ years' relevant sales experience in a business-to-business professional sales environment, and 2 or more years' with a proven track record of new business development. Preferred: Bachelor's degree in a related field or equivalent educational level. Knowledge Skills Solid analytical problem-solving skills, including familiarity with analyzing reports and deriving insights from data Ability to express information in terms of profit and loss, food cost and expense ratio Strong financial accumen and ability to properly plan and execute business plans Flexible; readily accepts change; open to new ideas Strong interpersonal skills and ability to work with and influence a variety of key stakeholders Strong communication skills; ability to effectively communicate with internal and external teams Ability to understand and manage compliance to contracts Ability to learn the use of proprietary CRM tools for planning and forecasting sales growth Demonstrated ability to deliver against deadlines and produce high-quality results (accuracy, thoroughness in the deliverables they are producing) Proficient in Microsoft Applications Suite (Word, Excel, Powerpoint, Outlook) Excellent organizational and project management skills, including the ability to execute multiple initiatives at the same time Business and restaurant operations acumen to manage sophisticated customers Demonstrated experience with building trust with a prospective customer and securing new business Demonstrated skills in the area of consultative selling, networking and negotiations Proactive, self-directed, with the ability to structure a weekly schedule to be successful Understanding of marketing principles, product lines, ordering procedures and Sysco's credit terms The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. 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 a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.