Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/23/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/23/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/22/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/22/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/22/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/22/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/22/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/22/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
About the role As a Delivery Driver/Merchandiser, you play an essential role in the customer service experience providing a best-in-class delivery experience. You will deliver the customers' purchases in a fast, safe and professional manor, build relationships and maintain Total Wine & More's brand beyond the store. When not making deliveries, you will select and package on-line orders, process freight, stock shelves and help maintain all floor merchandise and inventory standards to ensure the store is organized and clean. You will report to the store management team. Total Wine & More will provide a vehicle for deliveries. Car is not required. You will Provide customer service by greeting and establishing a relationship with customers when delivering our products Follow all traffic and safety laws and operate vehicle in a safe manner, and able to drive during all inclement weather conditions Maintain road safety and cleanliness standards in TWM vehicle - comply with all company policies and guidelines Verify ID at time of delivery to prevent alcohol sales to a minor and refuse delivery to minors and intoxicated customers Load, tag and deliver merchandise to customers ordering online; resolve delivery inventory discrepancies Maintain all vehicle check forms including the sign in/out form, the vehicle damage check and pre-inspection forms Select and package products ordered on-line, and support in-store pick up, curbside pickup and delivery Complete freight process, ensure sorting area is safe and organized including unloading truck trailers, loading carts and distributing to correct locations; pull and tag merchandise from back room and overheads with visible conspicuous labels Maintain aisles by following established sorting and stocking guidelines Open and stack cases and merchandise; break down boxes and bale cardboard Ensure signage is correctly placed; build displays and end caps; clean and maintain merchandise Become familiar with and sharing Total Wine & More's product portfolio What we're looking for 21 years of age or older Have and maintain a clean motor vehicle record (MVR), including 5 years without any major traffic violations and 3 years without a minor traffic violation Work a flexible schedule as business requires, which may also depend on your preference for part-time or full-time hours Experience using technology applicable to the position and access information necessary to complete daily responsibilities 1-year delivery, retail sales associate, merchandiser, or inventory specialist experience preferred, to include greeting customers and managing inventory Strong interpersonal skills with a positive and engaging attitude Value collaboration and acting as a team player Desire to develop knowledge of product and services Physical Requirements (with or without accommodations) Walk, climb ladders, bend down repeatedly, and be on feet for 8-10 hours a day Lift and carry 50lbs and take 100lb dollies up-stairs We offer Paid Time Off (PTO) Generous store discounts Health care plans (medical, prescription, dental, vision) 401(k), HSA, FSA, Pre-tax commuter benefits Disability and life insurance coverage Paid parental leave Pet insurance Critical illness and accident insurance Discounted home and auto insurance College tuition assistance Career development, industry knowledge, and wine, spirits, and beer education Consumer classes & More! Grow with us! Total Wine & More is the country's largest independent retailer of fine wine, beer and spirits, and we continue to grow our footprint year over year. Total Wine offers exciting and unique career opportunities across the country and in our corporate office. Our strength is our people. We have a commitment to training and career growth, all in an environment that values new ideas and teamwork. If you share our entrepreneurial spirit and a passion for providing best-in-class customer experience, take a moment to apply or learn more at ! The hourly wage range for this position is $12.00 - $24.00. Compensation may vary based on a number of factors including, but not limited to, market location, job-related knowledge, skills and/or experience. The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Total Wine & More considers several factors when establishing compensation. Estimated salaries determined by third parties have not been validated by Total Wine & More. Total Wine & More is an equal opportunity employer and all qualified applicants will receive consideration for employment without discrimination based on race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Total Wine & More makes reasonable accommodations during all aspects of the employment process, including during the interview process. Total Wine & More is a Drug Free Workplace. The information provided above indicates the general nature and level of work required of the position and is not a comprehensive list of all responsibilities or qualifications. Benefits list is only a highlight of some of the benefits offered to team members; eligibility for certain benefits apply. The anticipated close date of this posting is 120 days from the posted date indicated above.
04/21/2024
Full time
About the role As a Delivery Driver/Merchandiser, you play an essential role in the customer service experience providing a best-in-class delivery experience. You will deliver the customers' purchases in a fast, safe and professional manor, build relationships and maintain Total Wine & More's brand beyond the store. When not making deliveries, you will select and package on-line orders, process freight, stock shelves and help maintain all floor merchandise and inventory standards to ensure the store is organized and clean. You will report to the store management team. Total Wine & More will provide a vehicle for deliveries. Car is not required. You will Provide customer service by greeting and establishing a relationship with customers when delivering our products Follow all traffic and safety laws and operate vehicle in a safe manner, and able to drive during all inclement weather conditions Maintain road safety and cleanliness standards in TWM vehicle - comply with all company policies and guidelines Verify ID at time of delivery to prevent alcohol sales to a minor and refuse delivery to minors and intoxicated customers Load, tag and deliver merchandise to customers ordering online; resolve delivery inventory discrepancies Maintain all vehicle check forms including the sign in/out form, the vehicle damage check and pre-inspection forms Select and package products ordered on-line, and support in-store pick up, curbside pickup and delivery Complete freight process, ensure sorting area is safe and organized including unloading truck trailers, loading carts and distributing to correct locations; pull and tag merchandise from back room and overheads with visible conspicuous labels Maintain aisles by following established sorting and stocking guidelines Open and stack cases and merchandise; break down boxes and bale cardboard Ensure signage is correctly placed; build displays and end caps; clean and maintain merchandise Become familiar with and sharing Total Wine & More's product portfolio What we're looking for 21 years of age or older Have and maintain a clean motor vehicle record (MVR), including 5 years without any major traffic violations and 3 years without a minor traffic violation Work a flexible schedule as business requires, which may also depend on your preference for part-time or full-time hours Experience using technology applicable to the position and access information necessary to complete daily responsibilities 1-year delivery, retail sales associate, merchandiser, or inventory specialist experience preferred, to include greeting customers and managing inventory Strong interpersonal skills with a positive and engaging attitude Value collaboration and acting as a team player Desire to develop knowledge of product and services Physical Requirements (with or without accommodations) Walk, climb ladders, bend down repeatedly, and be on feet for 8-10 hours a day Lift and carry 50lbs and take 100lb dollies up-stairs We offer Paid Time Off (PTO) Generous store discounts Health care plans (medical, prescription, dental, vision) 401(k), HSA, FSA, Pre-tax commuter benefits Disability and life insurance coverage Paid parental leave Pet insurance Critical illness and accident insurance Discounted home and auto insurance College tuition assistance Career development, industry knowledge, and wine, spirits, and beer education Consumer classes & More! Grow with us! Total Wine & More is the country's largest independent retailer of fine wine, beer and spirits, and we continue to grow our footprint year over year. Total Wine offers exciting and unique career opportunities across the country and in our corporate office. Our strength is our people. We have a commitment to training and career growth, all in an environment that values new ideas and teamwork. If you share our entrepreneurial spirit and a passion for providing best-in-class customer experience, take a moment to apply or learn more at ! The hourly wage range for this position is $12.00 - $24.00. Compensation may vary based on a number of factors including, but not limited to, market location, job-related knowledge, skills and/or experience. The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Total Wine & More considers several factors when establishing compensation. Estimated salaries determined by third parties have not been validated by Total Wine & More. Total Wine & More is an equal opportunity employer and all qualified applicants will receive consideration for employment without discrimination based on race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Total Wine & More makes reasonable accommodations during all aspects of the employment process, including during the interview process. Total Wine & More is a Drug Free Workplace. The information provided above indicates the general nature and level of work required of the position and is not a comprehensive list of all responsibilities or qualifications. Benefits list is only a highlight of some of the benefits offered to team members; eligibility for certain benefits apply. The anticipated close date of this posting is 120 days from the posted date indicated above.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/19/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/18/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/15/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 1 year of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner 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. What we offer: 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. The salary range for this position is: $ 59,070.00 - $ 112,920.00. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/15/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. 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. Required maintenance of Life/Health license. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) 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. What we offer: 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. The salary range for this position is: $ 65,090.00 - $ 124,330.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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, please 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.
Seeking a full-time BE/BC General Surgeon to join a part time general surgeon in Berlin, NH 4-4.5 days/week Provides operative (open and laparoscopic) and endoscopic procedures. Must be comfortable with rural nature of practice/hospital, limited general surgery colleagues, solo coverage on call, and AVH s complement of specialists (surgical and medical) and diagnostic testing capacity. Special clinical interests/expertise to complement those of current part-time general surgeon and expand scope of services to our region are always welcomed. Candidate must be willing to offer the broad scope of practice of a typical rural, community surgeon. Team oriented, collaborative, and patient focused. High level of customer service (patient satisfaction) is expected. Excellent, respectful communication with all members of care team. Benefits: Vacation, 5 weeks per year 5 sick days, 6 holidays per year CME, 2 weeks per year, plus $4,000 CME funds Commencement bonus, Citizenship bonus, and Productivity bonus eligible Relocation funds/reimbursement Insurances: health, dental, vision, short- and long-term disability, life. Retirement plans Professional liability coverage with tail Area Information: Northern New Hampshire offers an amazing quality of life. New Hampshire has four incredible seasons to enjoy outdoor activities or indoor hobbies. There are m iles and miles of pristine trails for hiking, biking, horseback riding, or cross country skiing, Acres and acres of ponds and lakes for kayaking, fishing, water skiing and cooling off in the summer. Breathtaking mountains for skiing, snowboarding or downhill thrills. Keep more of what you earn - from affordable housing to living in a state with the 4th lowest tax burden in the country. Dynamic, productive, open, friendly and creative communities are great for families and entrepreneurs. Unbeatable real estate prices and the cost of living is 27.1% lower than the US average according to . There are small schools where students get personalized attention to bring out their best. Wholesome, virtually crime-free, engaged communities with a vibrant economy. Growing young professional population, and an expanding high technology base in an economic climate where your money goes farther. No income or sales tax and outlet shopping is just a short trip down the road. APPLY NOW or TEXT Job and email address to . Search all of our provider opportunities here:
03/30/2024
Full time
Seeking a full-time BE/BC General Surgeon to join a part time general surgeon in Berlin, NH 4-4.5 days/week Provides operative (open and laparoscopic) and endoscopic procedures. Must be comfortable with rural nature of practice/hospital, limited general surgery colleagues, solo coverage on call, and AVH s complement of specialists (surgical and medical) and diagnostic testing capacity. Special clinical interests/expertise to complement those of current part-time general surgeon and expand scope of services to our region are always welcomed. Candidate must be willing to offer the broad scope of practice of a typical rural, community surgeon. Team oriented, collaborative, and patient focused. High level of customer service (patient satisfaction) is expected. Excellent, respectful communication with all members of care team. Benefits: Vacation, 5 weeks per year 5 sick days, 6 holidays per year CME, 2 weeks per year, plus $4,000 CME funds Commencement bonus, Citizenship bonus, and Productivity bonus eligible Relocation funds/reimbursement Insurances: health, dental, vision, short- and long-term disability, life. Retirement plans Professional liability coverage with tail Area Information: Northern New Hampshire offers an amazing quality of life. New Hampshire has four incredible seasons to enjoy outdoor activities or indoor hobbies. There are m iles and miles of pristine trails for hiking, biking, horseback riding, or cross country skiing, Acres and acres of ponds and lakes for kayaking, fishing, water skiing and cooling off in the summer. Breathtaking mountains for skiing, snowboarding or downhill thrills. Keep more of what you earn - from affordable housing to living in a state with the 4th lowest tax burden in the country. Dynamic, productive, open, friendly and creative communities are great for families and entrepreneurs. Unbeatable real estate prices and the cost of living is 27.1% lower than the US average according to . There are small schools where students get personalized attention to bring out their best. Wholesome, virtually crime-free, engaged communities with a vibrant economy. Growing young professional population, and an expanding high technology base in an economic climate where your money goes farther. No income or sales tax and outlet shopping is just a short trip down the road. APPLY NOW or TEXT Job and email address to . Search all of our provider opportunities here:
WHAT YOU'LL DO You'll work on a team that provides a wide range of services to our Managing Directors & Partners (MDPs) and, in particular, manages our MDP compensation and equity programs, including overseeing the annual MDP reporting cycle. In addition, the group supports a number of MDP 'life cycle' events (e.g., lateral hiring, promotions, departures, and transfers). In this position, you will develop a deep understanding of the MDP equity programs and the global and local compensation and equity framework offered to the MDPs to ensure proper legal implementation, documentation and governance over the equity programs and lifecycle events. The work is challenging, very visible and requires strong communication, organizational and problem-solving skills. The Process Coordinator role will support a range of operational processes on the PSG Equity team by assisting in the preparation, communication, and compliance functions for various MDP deliverables including: • Preparing legal documents related to equity interest purchases and sales and lifecycle events (e.g., equity purchase and sale agreements, departure agreements, lateral hire offer letters, resignation letters) • Driving the ideation, creative design and execution of a high volume of MDP communications to ensure delivering clear messaging for PSG content; continually maintaining consistent use of PSG branding and language, and as needed, graphic design through imagery/visuals within communications to help drive MDP understanding of content • Managing and updating dynamic distribution lists for MDP communications • Become an active member of PSG communication practitioners to ensure an integrated approach through all MDP communications • Facilitating the automation of document production by helping to design workflows and test automated document production solutions • Communicating and coordinating document template changes with Legal and Tax teams prior to any upcoming transactions and maintain subsequent updates to document library • Organizing and maintaining the electronic filing system for executed legal documents ensuring PSG records are complete, accurate and up to date. • Preparing and reconciling the unit and share balances on a quarterly basis to ensure compliance with BCG articles and BCG governance and voting procedures • Creating and maintaining annual share ledger for BCG equity entities • Developing procedures as well as building digital knowledge to create and implement digital solutions that improve operational processes and controls YOU'RE GOOD AT You are detail-oriented, rigorous about accuracy and take a critical eye toward the quality and consistency of MDP communications and deliverables. You are organized, appreciate the importance of strong policies and procedures to maintain trust in the process and have sound judgment in navigating exceptions. You develop collaborative working relationships with those you interact with and ask questions to clarify your understanding. You seek to provide a high level of professional customer service and have excellent communication skills. Your curiosity leads you to exploring options and solving problems with automation and digital solutions. Growing an understanding of the operation and function of the equity and lifecycle process to navigate and suggest efficiencies is critical for success in the role. Critical thinking skills are key to navigate the most efficient ways to organize a process and collect data required to complete various responsibilities. Growth in the role will be measured by the synergies developed in performing the various processes and improvements you help to implement, including finding new or better ways to use existing tools. You bring a positive attitude, look forward to learning from your peers and building relationships with others. You adapt to feedback and look to make improvements and add value for your customers. YOU BRING (EXPERIENCE & QUALIFICATIONS) • Bachelor's Degree in Business or related field • 2-4+ years of experience in a related field, such as financial operations or paralegal experience, preferably with a global company • Strong problem-solving and analytical skills • Excellent organizational, communication and interpersonal skills; able to communicate confidently and professionally with senior management, particularly those in Finance • Have a passion to innovate and create impactful communications that are both informative and visually appealing • Skilled in MS office applications - Outlook, Word, Excel, PowerPoint • Experience with digital tools such as Alteryx and Tableau preferred • Familiarity with Trello, Slack, SalesForce, Adobe Sign, PegaSystems (or other workflow management tools) is a plus • Flexible and adaptable to rapidly changing priorities and ability to stay focused • High level of confidentiality and discretion in handling of personal data • Proactive self-starter with critical thinking skills and creativity to solve problems • Ability to work independently on multiple, simultaneous assignments with minimal supervision YOU'LL WORK WITH PSG is the function responsible for the leadership and operation of all aspects of evaluation, compensation, equity and HR for our MDP cohort. The PSG team is within the Global Services function. Global Services (GS) consists of a varied range of functions providing corporate support of BCG's business and strategic priorities for example, Finance, Legal, HR, Marketing, IT, Risk, PSG and more. This diverse team of experts, operators and specialists represent all levels from MDP to entry level staff, operating across the globe in multiple countries. The role will be part of the PSG Equity/Operations team and will work closely with the PSG Comp team and other sub-functions within PSG. ADDITIONAL INFORMATION Effective November 1, 2021, all new US hires must be fully vaccinated* or subject to a religious or medical exemption. *two weeks after receiving the final dose of a WHO-approved COVID19 vaccine Requirements: Boston Consulting Group
11/10/2021
Full time
WHAT YOU'LL DO You'll work on a team that provides a wide range of services to our Managing Directors & Partners (MDPs) and, in particular, manages our MDP compensation and equity programs, including overseeing the annual MDP reporting cycle. In addition, the group supports a number of MDP 'life cycle' events (e.g., lateral hiring, promotions, departures, and transfers). In this position, you will develop a deep understanding of the MDP equity programs and the global and local compensation and equity framework offered to the MDPs to ensure proper legal implementation, documentation and governance over the equity programs and lifecycle events. The work is challenging, very visible and requires strong communication, organizational and problem-solving skills. The Process Coordinator role will support a range of operational processes on the PSG Equity team by assisting in the preparation, communication, and compliance functions for various MDP deliverables including: • Preparing legal documents related to equity interest purchases and sales and lifecycle events (e.g., equity purchase and sale agreements, departure agreements, lateral hire offer letters, resignation letters) • Driving the ideation, creative design and execution of a high volume of MDP communications to ensure delivering clear messaging for PSG content; continually maintaining consistent use of PSG branding and language, and as needed, graphic design through imagery/visuals within communications to help drive MDP understanding of content • Managing and updating dynamic distribution lists for MDP communications • Become an active member of PSG communication practitioners to ensure an integrated approach through all MDP communications • Facilitating the automation of document production by helping to design workflows and test automated document production solutions • Communicating and coordinating document template changes with Legal and Tax teams prior to any upcoming transactions and maintain subsequent updates to document library • Organizing and maintaining the electronic filing system for executed legal documents ensuring PSG records are complete, accurate and up to date. • Preparing and reconciling the unit and share balances on a quarterly basis to ensure compliance with BCG articles and BCG governance and voting procedures • Creating and maintaining annual share ledger for BCG equity entities • Developing procedures as well as building digital knowledge to create and implement digital solutions that improve operational processes and controls YOU'RE GOOD AT You are detail-oriented, rigorous about accuracy and take a critical eye toward the quality and consistency of MDP communications and deliverables. You are organized, appreciate the importance of strong policies and procedures to maintain trust in the process and have sound judgment in navigating exceptions. You develop collaborative working relationships with those you interact with and ask questions to clarify your understanding. You seek to provide a high level of professional customer service and have excellent communication skills. Your curiosity leads you to exploring options and solving problems with automation and digital solutions. Growing an understanding of the operation and function of the equity and lifecycle process to navigate and suggest efficiencies is critical for success in the role. Critical thinking skills are key to navigate the most efficient ways to organize a process and collect data required to complete various responsibilities. Growth in the role will be measured by the synergies developed in performing the various processes and improvements you help to implement, including finding new or better ways to use existing tools. You bring a positive attitude, look forward to learning from your peers and building relationships with others. You adapt to feedback and look to make improvements and add value for your customers. YOU BRING (EXPERIENCE & QUALIFICATIONS) • Bachelor's Degree in Business or related field • 2-4+ years of experience in a related field, such as financial operations or paralegal experience, preferably with a global company • Strong problem-solving and analytical skills • Excellent organizational, communication and interpersonal skills; able to communicate confidently and professionally with senior management, particularly those in Finance • Have a passion to innovate and create impactful communications that are both informative and visually appealing • Skilled in MS office applications - Outlook, Word, Excel, PowerPoint • Experience with digital tools such as Alteryx and Tableau preferred • Familiarity with Trello, Slack, SalesForce, Adobe Sign, PegaSystems (or other workflow management tools) is a plus • Flexible and adaptable to rapidly changing priorities and ability to stay focused • High level of confidentiality and discretion in handling of personal data • Proactive self-starter with critical thinking skills and creativity to solve problems • Ability to work independently on multiple, simultaneous assignments with minimal supervision YOU'LL WORK WITH PSG is the function responsible for the leadership and operation of all aspects of evaluation, compensation, equity and HR for our MDP cohort. The PSG team is within the Global Services function. Global Services (GS) consists of a varied range of functions providing corporate support of BCG's business and strategic priorities for example, Finance, Legal, HR, Marketing, IT, Risk, PSG and more. This diverse team of experts, operators and specialists represent all levels from MDP to entry level staff, operating across the globe in multiple countries. The role will be part of the PSG Equity/Operations team and will work closely with the PSG Comp team and other sub-functions within PSG. ADDITIONAL INFORMATION Effective November 1, 2021, all new US hires must be fully vaccinated* or subject to a religious or medical exemption. *two weeks after receiving the final dose of a WHO-approved COVID19 vaccine Requirements: Boston Consulting Group
Overview: NRP Investments, LLC, founded in 1994, is a full-service developer, general contractor, and property manager of multifamily, senior, and student housing throughout the United States. From start to finish, every development NRP Group works on is carefully contemplated and executed to maximize investment return cost efficiency, productivity and satisfaction. NRP Investments, LLC is recognized as a three-time recipient of the National Association of Builders Multifamily Development Firm of the Year and has been consistently ranked one of the Top 25 Developers by Multifamily Executive. Currently, NRP Investments, LLC has assets and operations in Ohio, Texas, North Carolina, Virginia, Florida, Michigan, Indiana, Pennsylvania, Maryland, New Jersey, New York, and Massachusetts. Visit for more information. The NRP Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Responsibilities: NRP INVESTMENTS, LLC, is currently seeking a Leasing Specialist - LIHTC at our Dallas community, Sterlingshire. POSITION SUMMARY Under the direction of the Community Manager, the Leasing Specialist is responsible for maximizing occupancy by generating qualified traffic, networking within the local community, scheduling appointments, securing rentals, promoting resident retention, and providing or coordinating exceptional customer service. Essential Functions Statement(s): Sales/Marketing Conduct all leasing activities at the property, responding to telephone inquiries, providing tours of apartments and amenities, following up with prospects, and coordinating all move-ins Perform telephone market surveys and physical shops of competitors Recommend strategies and programs for on-site marketing activity Develop and monitor merchant/neighborhood referral programs for move-in packets, newsletters, and resident retention Initiate sales outreach plans including but not limited to new development, community management, internal and external communication, and support Recommend programs and strategies to increase qualified traffic and closing ratios Maintain passing e-shop, phone shop, and physical shop scores Maintain closing ratios in line with NRP policies and procedures Maintain a working knowledge of the LIHTC program and be able to help ensure file compliance Administrative Adhere to all NRP prospect and resident follow up procedures including, but not limited to, sales, service, request and random follow up Inspect apartments with the new residents at move in and complete all the necessary paperwork Support Community Assistant with tracking renewals, lease expirations, and notices to vacate Collect and accurately process and report receipt of application fees, security deposits, rents and other fees Accurately process and report receipt of application fees, security deposits, rents and other fees Keep files, desk, and leasing area organized Comply with all Fair Housing regulations, Tax Compliance regulations, and other laws as they relate to property specific guidelines and occupancy standards Inspect market ready units and models each morning, ensure models/mini-models are stacked with refreshments, lights on and show ready May occasionally be required to assist at other properties Run errands to support the property as necessary Customer Service Assist in planning of resident functions Walk the property for curb appeal and overall property appearance Assist with the monitoring and directing of service operations to ensure service requests are completed within 24 hours and curb appeal standard are met Provide excellent customer service and display courteous and professional attitude toward all customers Maintain availability for resident functions, community affiliated events and weekends Perform other duties as required Qualifications: SKILLS & ABILITIES Education: High school diploma or equivalent, college preferred, Tax Credit Specialist (TCS) accreditation preferred Experience: 1-year customer service or sales experience (or relevant education) Technical Skills: Strong computer skills and proficiency in Microsoft Office, Yardi Experience preferred Other Requirements: Valid Driver's License and reliable transportation
09/24/2021
Full time
Overview: NRP Investments, LLC, founded in 1994, is a full-service developer, general contractor, and property manager of multifamily, senior, and student housing throughout the United States. From start to finish, every development NRP Group works on is carefully contemplated and executed to maximize investment return cost efficiency, productivity and satisfaction. NRP Investments, LLC is recognized as a three-time recipient of the National Association of Builders Multifamily Development Firm of the Year and has been consistently ranked one of the Top 25 Developers by Multifamily Executive. Currently, NRP Investments, LLC has assets and operations in Ohio, Texas, North Carolina, Virginia, Florida, Michigan, Indiana, Pennsylvania, Maryland, New Jersey, New York, and Massachusetts. Visit for more information. The NRP Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Responsibilities: NRP INVESTMENTS, LLC, is currently seeking a Leasing Specialist - LIHTC at our Dallas community, Sterlingshire. POSITION SUMMARY Under the direction of the Community Manager, the Leasing Specialist is responsible for maximizing occupancy by generating qualified traffic, networking within the local community, scheduling appointments, securing rentals, promoting resident retention, and providing or coordinating exceptional customer service. Essential Functions Statement(s): Sales/Marketing Conduct all leasing activities at the property, responding to telephone inquiries, providing tours of apartments and amenities, following up with prospects, and coordinating all move-ins Perform telephone market surveys and physical shops of competitors Recommend strategies and programs for on-site marketing activity Develop and monitor merchant/neighborhood referral programs for move-in packets, newsletters, and resident retention Initiate sales outreach plans including but not limited to new development, community management, internal and external communication, and support Recommend programs and strategies to increase qualified traffic and closing ratios Maintain passing e-shop, phone shop, and physical shop scores Maintain closing ratios in line with NRP policies and procedures Maintain a working knowledge of the LIHTC program and be able to help ensure file compliance Administrative Adhere to all NRP prospect and resident follow up procedures including, but not limited to, sales, service, request and random follow up Inspect apartments with the new residents at move in and complete all the necessary paperwork Support Community Assistant with tracking renewals, lease expirations, and notices to vacate Collect and accurately process and report receipt of application fees, security deposits, rents and other fees Accurately process and report receipt of application fees, security deposits, rents and other fees Keep files, desk, and leasing area organized Comply with all Fair Housing regulations, Tax Compliance regulations, and other laws as they relate to property specific guidelines and occupancy standards Inspect market ready units and models each morning, ensure models/mini-models are stacked with refreshments, lights on and show ready May occasionally be required to assist at other properties Run errands to support the property as necessary Customer Service Assist in planning of resident functions Walk the property for curb appeal and overall property appearance Assist with the monitoring and directing of service operations to ensure service requests are completed within 24 hours and curb appeal standard are met Provide excellent customer service and display courteous and professional attitude toward all customers Maintain availability for resident functions, community affiliated events and weekends Perform other duties as required Qualifications: SKILLS & ABILITIES Education: High school diploma or equivalent, college preferred, Tax Credit Specialist (TCS) accreditation preferred Experience: 1-year customer service or sales experience (or relevant education) Technical Skills: Strong computer skills and proficiency in Microsoft Office, Yardi Experience preferred Other Requirements: Valid Driver's License and reliable transportation
Overview: NRP Investments, LLC, founded in 1994, is a full-service developer, general contractor, and property manager of multifamily, senior, and student housing throughout the United States. From start to finish, every development NRP Group works on is carefully contemplated and executed to maximize investment return cost efficiency, productivity and satisfaction. NRP Investments, LLC is recognized as a three-time recipient of the National Association of Builders Multifamily Development Firm of the Year and has been consistently ranked one of the Top 25 Developers by Multifamily Executive. Currently, NRP Investments, LLC has assets and operations in Ohio, Texas, North Carolina, Virginia, Florida, Michigan, Indiana, Pennsylvania, Maryland, New Jersey, New York, and Massachusetts. Visit for more information. The NRP Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Responsibilities: NRP INVESTMENTS, LLC, is currently seeking a Leasing Agent at our Fort Worth LIHTC community, Woodmont. POSITION SUMMARY Under the direction of the Community Manager, the Leasing Specialist is responsible for maximizing occupancy by generating qualified traffic, networking within the local community, scheduling appointments, securing rentals, promoting resident retention, and providing or coordinating exceptional customer service. Essential Functions Statement(s): Sales/Marketing Conduct all leasing activities at the property, responding to telephone inquiries, providing tours of apartments and amenities, following up with prospects, and coordinating all move-ins Perform telephone market surveys and physical shops of competitors Recommend strategies and programs for on-site marketing activity Develop and monitor merchant/neighborhood referral programs for move-in packets, newsletters, and resident retention Initiate sales outreach plans including but not limited to new development, community management, internal and external communication, and support Recommend programs and strategies to increase qualified traffic and closing ratios Maintain passing e-shop, phone shop, and physical shop scores Maintain closing ratios in line with NRP policies and procedures Maintain a working knowledge of the LIHTC program and be able to help ensure file compliance Administrative Adhere to all NRP prospect and resident follow up procedures including, but not limited to, sales, service, request and random follow up Inspect apartments with the new residents at move in and complete all the necessary paperwork Support Community Assistant with tracking renewals, lease expirations, and notices to vacate Collect and accurately process and report receipt of application fees, security deposits, rents and other fees Accurately process and report receipt of application fees, security deposits, rents and other fees Keep files, desk, and leasing area organized Comply with all Fair Housing regulations, Tax Compliance regulations, and other laws as they relate to property specific guidelines and occupancy standards Inspect market ready units and models each morning, ensure models/mini-models are stacked with refreshments, lights on and show ready May occasionally be required to assist at other properties Run errands to support the property as necessary Customer Service Assist in planning of resident functions Walk the property for curb appeal and overall property appearance Assist with the monitoring and directing of service operations to ensure service requests are completed within 24 hours and curb appeal standard are met Provide excellent customer service and display courteous and professional attitude toward all customers Maintain availability for resident functions, community affiliated events and weekends Perform other duties as required Qualifications: SKILLS & ABILITIES Education: High school diploma or equivalent, college preferred, Tax Credit Specialist (TCS) accreditation preferred Experience: 1-year customer service or sales experience (or relevant education) Technical Skills: Strong computer skills and proficiency in Microsoft Office, Yardi Experience preferred Other Requirements: Valid Driver's License and reliable transportation
09/23/2021
Full time
Overview: NRP Investments, LLC, founded in 1994, is a full-service developer, general contractor, and property manager of multifamily, senior, and student housing throughout the United States. From start to finish, every development NRP Group works on is carefully contemplated and executed to maximize investment return cost efficiency, productivity and satisfaction. NRP Investments, LLC is recognized as a three-time recipient of the National Association of Builders Multifamily Development Firm of the Year and has been consistently ranked one of the Top 25 Developers by Multifamily Executive. Currently, NRP Investments, LLC has assets and operations in Ohio, Texas, North Carolina, Virginia, Florida, Michigan, Indiana, Pennsylvania, Maryland, New Jersey, New York, and Massachusetts. Visit for more information. The NRP Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Responsibilities: NRP INVESTMENTS, LLC, is currently seeking a Leasing Agent at our Fort Worth LIHTC community, Woodmont. POSITION SUMMARY Under the direction of the Community Manager, the Leasing Specialist is responsible for maximizing occupancy by generating qualified traffic, networking within the local community, scheduling appointments, securing rentals, promoting resident retention, and providing or coordinating exceptional customer service. Essential Functions Statement(s): Sales/Marketing Conduct all leasing activities at the property, responding to telephone inquiries, providing tours of apartments and amenities, following up with prospects, and coordinating all move-ins Perform telephone market surveys and physical shops of competitors Recommend strategies and programs for on-site marketing activity Develop and monitor merchant/neighborhood referral programs for move-in packets, newsletters, and resident retention Initiate sales outreach plans including but not limited to new development, community management, internal and external communication, and support Recommend programs and strategies to increase qualified traffic and closing ratios Maintain passing e-shop, phone shop, and physical shop scores Maintain closing ratios in line with NRP policies and procedures Maintain a working knowledge of the LIHTC program and be able to help ensure file compliance Administrative Adhere to all NRP prospect and resident follow up procedures including, but not limited to, sales, service, request and random follow up Inspect apartments with the new residents at move in and complete all the necessary paperwork Support Community Assistant with tracking renewals, lease expirations, and notices to vacate Collect and accurately process and report receipt of application fees, security deposits, rents and other fees Accurately process and report receipt of application fees, security deposits, rents and other fees Keep files, desk, and leasing area organized Comply with all Fair Housing regulations, Tax Compliance regulations, and other laws as they relate to property specific guidelines and occupancy standards Inspect market ready units and models each morning, ensure models/mini-models are stacked with refreshments, lights on and show ready May occasionally be required to assist at other properties Run errands to support the property as necessary Customer Service Assist in planning of resident functions Walk the property for curb appeal and overall property appearance Assist with the monitoring and directing of service operations to ensure service requests are completed within 24 hours and curb appeal standard are met Provide excellent customer service and display courteous and professional attitude toward all customers Maintain availability for resident functions, community affiliated events and weekends Perform other duties as required Qualifications: SKILLS & ABILITIES Education: High school diploma or equivalent, college preferred, Tax Credit Specialist (TCS) accreditation preferred Experience: 1-year customer service or sales experience (or relevant education) Technical Skills: Strong computer skills and proficiency in Microsoft Office, Yardi Experience preferred Other Requirements: Valid Driver's License and reliable transportation
Pulse Biosciences (Nasdaq: PLSE) is a bio-electric medicine company committed to health innovation that has the potential to improve and extend the lives of patients. The CellFX® System will be the first commercial product to harness the distinctive advantages of our proprietary Nano-Pulse Stimulation™ (NPS™) technology. The unique cell-specific effects of the NPS mechanism of action have the potential to significantly benefit patients across multiple medical applications, including dermatology, our first planned commercial application. We exist to make a positive difference in the lives of patients, physicians, healthcare providers, shareholders and our Pulse Biosciences team members. We take pride in hiring the best and brightest minds to our world-class company. Individuals who are creative, forward-thinking, and who approach challenges with an innovative attitude will excel in our culture. Position Summary: The Paralegal/Equity Administrator will partner with cross functional teams to address new matters, as we grow. This is a unique opportunity for someone who is excited about building foundational processes that will impact the long-term goals of the Company. S/he will manage the Company's day-to-day equity plan administration including maintaining stock plan documentation, processing stock option grants, maintaining the equity database, and acting as the point of contact for vendors, internal teams, and employees. Essential Duties and Responsibilities: Maintain and update legal templates, policies, and process documents. Function as a program manager to track progress of multiple projects, working with teams to communicate deadlines, unblock issues, and liaise with outside counsel, as necessary. Effectively collaborate with cross-functional teams (Sales, Engineering, Finance, HR, etc.) and other legal colleagues to solve problems, build partnerships, accomplish critical business objectives. Manage the day-to-day administration of Pulse Bio's global equity incentive program on a third-party equity administration platform. Ensure all equity plan transactions (including, but not limited to, stock option grants, exercises, vesting schedule changes and terminations) are processed correctly and in a timely manner. Facilitate Pulse Bio's equity education initiatives, including preparing company-wide newsletters, answering FAQs from employees and other stakeholders, and presenting to new hires on the mechanics of the Company's equity incentive plans. Prepare periodic reports reflecting the current status of the equity incentive plans and coordinate with the Finance team on quarterly and yearly audits relating to equity compensation. Perform some legal research and analyze relevant statutes, decisions, codes, etc. Assist with the contracts process including maintaining the Company's contracts system. Assist with contract negotiation (NDAs, MTAs, etc.). Assist attorneys with transaction closings and maintenance of corporate records. Provide administrative support for in-house attorneys (filing, calendaring, etc.), as needed. Represent the Legal Department internally to clients, across all levels of management. Assist with the production and dissemination of materials for board and shareholder meetings, as needed. Coordinate approvals, signatures, notarization, and legalization of documents. Generate recurring reports (monthly, quarterly, annually) and respond on a timely basis to ad hoc data requests from Legal, Human Resources, external audit, internal SOX, SEC and accounting team. Interact with transfer agent for share delivery and as necessary to maintain updated reporting, ensure timely settlement of trades, and assist in execution of trading instructions and other transfer agent activities. Set up new local tax jurisdictions for new hires. May perform other duties as assigned. Education and Experience: BA / BS degree or equivalent practical experience 3 - 6 years of experience working as a paralegal, program manager, equity administrator, or legal assistant in a large law firm or in-house, with experience in a highly regulated industry or with international companies a plus. Certified Equity Professional (CEP) or working to obtain comparable certification a strong plus. Experience implementing stock administration software (Shareworks, Equity Edge, Certent, Carta, E*Trade, etc.). Experience working with different types of Equity Plans (ISO, NSO, RSU, ESPP, etc.), and experience with an insider trading program. Familiarity with records retention policies and document management systems like Agiloft. Some exposure to compliance programs in a medical device, pharmaceutical or biotech organization a plus. Skills, Abilities, and Other Requirements: Proficient knowledge and skill in Microsoft Office Suite applications. Understanding of corporate formalities and related state-level reporting. Understanding of legal language and principles, research methods, contracts, and other related matters. Notary license a plus. Resourceful and open to diverse points of view. Self-driven, enthusiastic and able to thrive in a dynamic environment. Excellent interpersonal, time management, and customer service skills with a proven ability to operate comfortably and meet tight deadlines in a fast-paced environment. Able to maintain confidentiality, and to exercise discretion and good judgment. Positive, kind, and excited by a challenge. Detail-oriented person with strong analytical, critical thinking and problem-solving skills, including the ability to identify, resolve or escalate issues and potential liabilities in a timely manner. Passionate about solving complex problems and building scalable processes. Able to successfully balance the need to complete assigned tasks while limiting risk to the Company with the goal of supporting the creativity, enthusiasm and pace of internal business units at a growing medical device company. Tactful, principled and a great communicator, both orally and in writing, for example someone who can both actively listen and communicate legal issues and solutions clearly, concisely and appropriately (e.g., diplomatically) at different levels of the organization. Curious minded, for example, someone who is often seeking out new knowledge and specialist skills outside his/her/their own area of expertise. Proactive, efficient, data and results-driven. Ability to lift 15-20 pounds. Our corporate headquarters is located in Hayward, California. To learn more about us, visit our website at . At Pulse Biosciences, we are committed to providing a respectful work environment to our diverse workforce. We provide equal employment opportunities (EEO) to all persons regardless of race, age, color, gender, sexual orientation, national origin, physical or mental disability, religion, or any other characteristic protected by federal, state or local law. We will make reasonable accommodations for qualified individuals with disabilities. LOCAL CANDIDATES ONLY Principals only; unsolicited candidate submissions from recruiters or third-party agencies will be considered free referrals.
09/14/2021
Full time
Pulse Biosciences (Nasdaq: PLSE) is a bio-electric medicine company committed to health innovation that has the potential to improve and extend the lives of patients. The CellFX® System will be the first commercial product to harness the distinctive advantages of our proprietary Nano-Pulse Stimulation™ (NPS™) technology. The unique cell-specific effects of the NPS mechanism of action have the potential to significantly benefit patients across multiple medical applications, including dermatology, our first planned commercial application. We exist to make a positive difference in the lives of patients, physicians, healthcare providers, shareholders and our Pulse Biosciences team members. We take pride in hiring the best and brightest minds to our world-class company. Individuals who are creative, forward-thinking, and who approach challenges with an innovative attitude will excel in our culture. Position Summary: The Paralegal/Equity Administrator will partner with cross functional teams to address new matters, as we grow. This is a unique opportunity for someone who is excited about building foundational processes that will impact the long-term goals of the Company. S/he will manage the Company's day-to-day equity plan administration including maintaining stock plan documentation, processing stock option grants, maintaining the equity database, and acting as the point of contact for vendors, internal teams, and employees. Essential Duties and Responsibilities: Maintain and update legal templates, policies, and process documents. Function as a program manager to track progress of multiple projects, working with teams to communicate deadlines, unblock issues, and liaise with outside counsel, as necessary. Effectively collaborate with cross-functional teams (Sales, Engineering, Finance, HR, etc.) and other legal colleagues to solve problems, build partnerships, accomplish critical business objectives. Manage the day-to-day administration of Pulse Bio's global equity incentive program on a third-party equity administration platform. Ensure all equity plan transactions (including, but not limited to, stock option grants, exercises, vesting schedule changes and terminations) are processed correctly and in a timely manner. Facilitate Pulse Bio's equity education initiatives, including preparing company-wide newsletters, answering FAQs from employees and other stakeholders, and presenting to new hires on the mechanics of the Company's equity incentive plans. Prepare periodic reports reflecting the current status of the equity incentive plans and coordinate with the Finance team on quarterly and yearly audits relating to equity compensation. Perform some legal research and analyze relevant statutes, decisions, codes, etc. Assist with the contracts process including maintaining the Company's contracts system. Assist with contract negotiation (NDAs, MTAs, etc.). Assist attorneys with transaction closings and maintenance of corporate records. Provide administrative support for in-house attorneys (filing, calendaring, etc.), as needed. Represent the Legal Department internally to clients, across all levels of management. Assist with the production and dissemination of materials for board and shareholder meetings, as needed. Coordinate approvals, signatures, notarization, and legalization of documents. Generate recurring reports (monthly, quarterly, annually) and respond on a timely basis to ad hoc data requests from Legal, Human Resources, external audit, internal SOX, SEC and accounting team. Interact with transfer agent for share delivery and as necessary to maintain updated reporting, ensure timely settlement of trades, and assist in execution of trading instructions and other transfer agent activities. Set up new local tax jurisdictions for new hires. May perform other duties as assigned. Education and Experience: BA / BS degree or equivalent practical experience 3 - 6 years of experience working as a paralegal, program manager, equity administrator, or legal assistant in a large law firm or in-house, with experience in a highly regulated industry or with international companies a plus. Certified Equity Professional (CEP) or working to obtain comparable certification a strong plus. Experience implementing stock administration software (Shareworks, Equity Edge, Certent, Carta, E*Trade, etc.). Experience working with different types of Equity Plans (ISO, NSO, RSU, ESPP, etc.), and experience with an insider trading program. Familiarity with records retention policies and document management systems like Agiloft. Some exposure to compliance programs in a medical device, pharmaceutical or biotech organization a plus. Skills, Abilities, and Other Requirements: Proficient knowledge and skill in Microsoft Office Suite applications. Understanding of corporate formalities and related state-level reporting. Understanding of legal language and principles, research methods, contracts, and other related matters. Notary license a plus. Resourceful and open to diverse points of view. Self-driven, enthusiastic and able to thrive in a dynamic environment. Excellent interpersonal, time management, and customer service skills with a proven ability to operate comfortably and meet tight deadlines in a fast-paced environment. Able to maintain confidentiality, and to exercise discretion and good judgment. Positive, kind, and excited by a challenge. Detail-oriented person with strong analytical, critical thinking and problem-solving skills, including the ability to identify, resolve or escalate issues and potential liabilities in a timely manner. Passionate about solving complex problems and building scalable processes. Able to successfully balance the need to complete assigned tasks while limiting risk to the Company with the goal of supporting the creativity, enthusiasm and pace of internal business units at a growing medical device company. Tactful, principled and a great communicator, both orally and in writing, for example someone who can both actively listen and communicate legal issues and solutions clearly, concisely and appropriately (e.g., diplomatically) at different levels of the organization. Curious minded, for example, someone who is often seeking out new knowledge and specialist skills outside his/her/their own area of expertise. Proactive, efficient, data and results-driven. Ability to lift 15-20 pounds. Our corporate headquarters is located in Hayward, California. To learn more about us, visit our website at . At Pulse Biosciences, we are committed to providing a respectful work environment to our diverse workforce. We provide equal employment opportunities (EEO) to all persons regardless of race, age, color, gender, sexual orientation, national origin, physical or mental disability, religion, or any other characteristic protected by federal, state or local law. We will make reasonable accommodations for qualified individuals with disabilities. LOCAL CANDIDATES ONLY Principals only; unsolicited candidate submissions from recruiters or third-party agencies will be considered free referrals.
POSITION OVERVIEW Tax Customer Service Representative II (Experienced) Looking to work for a fast growing company? Start your career here at MCI. If you are a highly motivated individual and posess excellent communication skills, we need your help answering tax related questions and offering advice. You will by provide expert guidance, explain tax and technical terms, and answer tax-related questions. Our industry leading training programs will give you the tools you need to succeed and grow as a tax professional. Schedules vary by site and project however we can usually find something that works for everyone. This is an experienced-level position with competitive compensation. Three years of experience in call center, customer service, technical support, or sales is required. Accounting or tax knowledge is a plus. -------------- POSITION RESPONSIBILITIES Essential Duties Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answers using everyday language Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries Document client interactions CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? It's about building relationships and turning the knowledge you gain in training into customer wins. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Tax Preparer credentials. Must possess or be able to obtain any related State licenses, certificates, permits or bonds Must possess active PTIN (Preparer Tax Identification Number) Recent experience preparing federal and state individual 1040 tax returns for clients/customers Proficient with technology; solid knowledge of computer operations and software Must have (or be willing to obtain) a dedicated hardwired internet connection Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring Excellent verbal and written communication skills Ability to work in a fast-paced environment with minimal supervision Critical thinking, problem solving, research skills and determination Preferred Audit experience a plus (IRS and state tax authorities) Bachelor's Degree Bilingual (English/Spanish) communication skills (written & spoken) a plus Work at home experience State or Federal work experience CONDITIONS OF EMPLOYMENT Must be authorized to work in their country of residence (The United States or Canada) Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TV's, trips, tickets, and even cars. Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Work-at-Home Opportunities Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests SCHEDULE REQUIREMENTS NEED A SCHEDULE THAT WORKS WITH YOUR LIFE? We can offer a wide range of scheduling options for qualified candidates. There are multiple shifts and weekly work variations available to our team members. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options that are available at your location. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization . ABOUT THE APPLICATION PROCESS ... REGARDING COVID-19 As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. Most local positions offer work-at-home after training on-site; however, there are specific programs that are on-site only due to security requirements. REGARDING MASKS To help protect our candidates and employees, we are REQUESTING that all on-site candidates wear a mask to interviews and training. In locations where state or local government has mandated the use of masks, we will abide by the mandate, and REQUIRE masks be worn when on-location. For more information on MCI's response to COVID-19 please visit . PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACOMODATION Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources . DIVERSITY AND EQUALITY At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, one where employees are treated with dignity and respect. All employees share in the responsibility for fulfilling MCI's commitment to a diverse and equal opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits , social and recreational programs, and discipline . In addition, it is the policy of MCI to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works. ABOUT MCI (PARENT COMPANY) In 2019 Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times respectively. MCI is headquartered in Iowa City, IA, and has nine customer contact management centers, IT services, and business process outsourcing service delivery facilities in Iowa, Georgia, Florida, Massachusetts, New Hampshire, Nova Scotia, and South Dakota. Driving modernization through digitalization, MCI ensures clients do more for less..... click apply for full job details
01/30/2021
Full time
POSITION OVERVIEW Tax Customer Service Representative II (Experienced) Looking to work for a fast growing company? Start your career here at MCI. If you are a highly motivated individual and posess excellent communication skills, we need your help answering tax related questions and offering advice. You will by provide expert guidance, explain tax and technical terms, and answer tax-related questions. Our industry leading training programs will give you the tools you need to succeed and grow as a tax professional. Schedules vary by site and project however we can usually find something that works for everyone. This is an experienced-level position with competitive compensation. Three years of experience in call center, customer service, technical support, or sales is required. Accounting or tax knowledge is a plus. -------------- POSITION RESPONSIBILITIES Essential Duties Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answers using everyday language Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries Document client interactions CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? It's about building relationships and turning the knowledge you gain in training into customer wins. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Tax Preparer credentials. Must possess or be able to obtain any related State licenses, certificates, permits or bonds Must possess active PTIN (Preparer Tax Identification Number) Recent experience preparing federal and state individual 1040 tax returns for clients/customers Proficient with technology; solid knowledge of computer operations and software Must have (or be willing to obtain) a dedicated hardwired internet connection Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring Excellent verbal and written communication skills Ability to work in a fast-paced environment with minimal supervision Critical thinking, problem solving, research skills and determination Preferred Audit experience a plus (IRS and state tax authorities) Bachelor's Degree Bilingual (English/Spanish) communication skills (written & spoken) a plus Work at home experience State or Federal work experience CONDITIONS OF EMPLOYMENT Must be authorized to work in their country of residence (The United States or Canada) Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TV's, trips, tickets, and even cars. Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Work-at-Home Opportunities Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests SCHEDULE REQUIREMENTS NEED A SCHEDULE THAT WORKS WITH YOUR LIFE? We can offer a wide range of scheduling options for qualified candidates. There are multiple shifts and weekly work variations available to our team members. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options that are available at your location. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization . ABOUT THE APPLICATION PROCESS ... REGARDING COVID-19 As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. Most local positions offer work-at-home after training on-site; however, there are specific programs that are on-site only due to security requirements. REGARDING MASKS To help protect our candidates and employees, we are REQUESTING that all on-site candidates wear a mask to interviews and training. In locations where state or local government has mandated the use of masks, we will abide by the mandate, and REQUIRE masks be worn when on-location. For more information on MCI's response to COVID-19 please visit . PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACOMODATION Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources . DIVERSITY AND EQUALITY At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, one where employees are treated with dignity and respect. All employees share in the responsibility for fulfilling MCI's commitment to a diverse and equal opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits , social and recreational programs, and discipline . In addition, it is the policy of MCI to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works. ABOUT MCI (PARENT COMPANY) In 2019 Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times respectively. MCI is headquartered in Iowa City, IA, and has nine customer contact management centers, IT services, and business process outsourcing service delivery facilities in Iowa, Georgia, Florida, Massachusetts, New Hampshire, Nova Scotia, and South Dakota. Driving modernization through digitalization, MCI ensures clients do more for less..... click apply for full job details
POSITION OVERVIEW Tax Customer Service Representative II (Experienced) Looking to work for a fast growing company? Start your career here at MCI. If you are a highly motivated individual and posess excellent communication skills, we need your help answering tax related questions and offering advice. You will by provide expert guidance, explain tax and technical terms, and answer tax-related questions. Our industry leading training programs will give you the tools you need to succeed and grow as a tax professional. Schedules vary by site and project however we can usually find something that works for everyone. This is an experienced-level position with competitive compensation. Three years of experience in call center, customer service, technical support, or sales is required. Accounting or tax knowledge is a plus. -------------- POSITION RESPONSIBILITIES Essential Duties Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answers using everyday language Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries Document client interactions CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? It's about building relationships and turning the knowledge you gain in training into customer wins. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Tax Preparer credentials. Must possess or be able to obtain any related State licenses, certificates, permits or bonds Must possess active PTIN (Preparer Tax Identification Number) Recent experience preparing federal and state individual 1040 tax returns for clients/customers Proficient with technology; solid knowledge of computer operations and software Must have (or be willing to obtain) a dedicated hardwired internet connection Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring Excellent verbal and written communication skills Ability to work in a fast-paced environment with minimal supervision Critical thinking, problem solving, research skills and determination Preferred Audit experience a plus (IRS and state tax authorities) Bachelor's Degree Bilingual (English/Spanish) communication skills (written & spoken) a plus Work at home experience State or Federal work experience CONDITIONS OF EMPLOYMENT Must be authorized to work in their country of residence (The United States or Canada) Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TV's, trips, tickets, and even cars. Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Work-at-Home Opportunities Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests SCHEDULE REQUIREMENTS NEED A SCHEDULE THAT WORKS WITH YOUR LIFE? We can offer a wide range of scheduling options for qualified candidates. There are multiple shifts and weekly work variations available to our team members. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options that are available at your location. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization . ABOUT THE APPLICATION PROCESS ... REGARDING COVID-19 As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. Most local positions offer work-at-home after training on-site; however, there are specific programs that are on-site only due to security requirements. REGARDING MASKS To help protect our candidates and employees, we are REQUESTING that all on-site candidates wear a mask to interviews and training. In locations where state or local government has mandated the use of masks, we will abide by the mandate, and REQUIRE masks be worn when on-location. For more information on MCI's response to COVID-19 please visit . PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACOMODATION Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources . DIVERSITY AND EQUALITY At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, one where employees are treated with dignity and respect. All employees share in the responsibility for fulfilling MCI's commitment to a diverse and equal opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits , social and recreational programs, and discipline . In addition, it is the policy of MCI to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works. ABOUT MCI (PARENT COMPANY) In 2019 Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times respectively. MCI is headquartered in Iowa City, IA, and has nine customer contact management centers, IT services, and business process outsourcing service delivery facilities in Iowa, Georgia, Florida, Massachusetts, New Hampshire, Nova Scotia, and South Dakota. Driving modernization through digitalization, MCI ensures clients do more for less..... click apply for full job details
01/30/2021
Full time
POSITION OVERVIEW Tax Customer Service Representative II (Experienced) Looking to work for a fast growing company? Start your career here at MCI. If you are a highly motivated individual and posess excellent communication skills, we need your help answering tax related questions and offering advice. You will by provide expert guidance, explain tax and technical terms, and answer tax-related questions. Our industry leading training programs will give you the tools you need to succeed and grow as a tax professional. Schedules vary by site and project however we can usually find something that works for everyone. This is an experienced-level position with competitive compensation. Three years of experience in call center, customer service, technical support, or sales is required. Accounting or tax knowledge is a plus. -------------- POSITION RESPONSIBILITIES Essential Duties Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answers using everyday language Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries Document client interactions CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? It's about building relationships and turning the knowledge you gain in training into customer wins. We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated. Required Must be 18 years of age or older High school diploma or equivalent Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Tax Preparer credentials. Must possess or be able to obtain any related State licenses, certificates, permits or bonds Must possess active PTIN (Preparer Tax Identification Number) Recent experience preparing federal and state individual 1040 tax returns for clients/customers Proficient with technology; solid knowledge of computer operations and software Must have (or be willing to obtain) a dedicated hardwired internet connection Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring Excellent verbal and written communication skills Ability to work in a fast-paced environment with minimal supervision Critical thinking, problem solving, research skills and determination Preferred Audit experience a plus (IRS and state tax authorities) Bachelor's Degree Bilingual (English/Spanish) communication skills (written & spoken) a plus Work at home experience State or Federal work experience CONDITIONS OF EMPLOYMENT Must be authorized to work in their country of residence (The United States or Canada) Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results Must be willing to submit to drug screening. Job offers are contingent on drug screening results. COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy and include monetary incentive and prizes such as computers, tablets, phones, TV's, trips, tickets, and even cars. Benefits options and plans vary slightly by location. JUST A FEW OF THE BENEFITS Medical, Dental, and Vision Coverage Options Paid Time-Off Regular Raises Work-at-Home Opportunities Advancement Opportunity Fun, Engaging Work Environment Casual Dress Code Cash and Prize Contests SCHEDULE REQUIREMENTS NEED A SCHEDULE THAT WORKS WITH YOUR LIFE? We can offer a wide range of scheduling options for qualified candidates. There are multiple shifts and weekly work variations available to our team members. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options that are available at your location. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization . ABOUT THE APPLICATION PROCESS ... REGARDING COVID-19 As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site, travel policies limiting travel and mandatory quarantine, reporting and quarantine processes and policies for those exposed, and requesting masks to be worn when on-site employees are not at their workstation. Most local positions offer work-at-home after training on-site; however, there are specific programs that are on-site only due to security requirements. REGARDING MASKS To help protect our candidates and employees, we are REQUESTING that all on-site candidates wear a mask to interviews and training. In locations where state or local government has mandated the use of masks, we will abide by the mandate, and REQUIRE masks be worn when on-location. For more information on MCI's response to COVID-19 please visit . PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. REASONABLE ACOMODATION Consistent with the Americans with Disabilities Act (ADA) it is the policy of MCI and affiliates to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodation is needed, please contact Kate Murph, Vice President of Human Resources . DIVERSITY AND EQUALITY At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, one where employees are treated with dignity and respect. All employees share in the responsibility for fulfilling MCI's commitment to a diverse and equal opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits , social and recreational programs, and discipline . In addition, it is the policy of MCI to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works. ABOUT MCI (PARENT COMPANY) In 2019 Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times respectively. MCI is headquartered in Iowa City, IA, and has nine customer contact management centers, IT services, and business process outsourcing service delivery facilities in Iowa, Georgia, Florida, Massachusetts, New Hampshire, Nova Scotia, and South Dakota. Driving modernization through digitalization, MCI ensures clients do more for less..... click apply for full job details