20 jobs found

Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Karen D. Wood & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking a Paralegal to join the San Diego, California Claim Litigation office. While every day can provide different experiences and opportunities, a Paralegal supports attorneys with drafting, serving, and responding to discovery, as well as trial preparation. The office allows for collaborative environments with experienced peer mentors. There are no billable hours in this opportunity. This role provides diversity of work and the opportunity for career development. This role will interact with clients, experts, and witnesses throughout the litigation process. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Hours for the position are Monday-Friday 8:00 AM - 4:30 PM or 8:30 AM - 5:00 PM. LOCATION: 3131 Camino del Rio North, San Diego, CA The team is comprised of multiple roles and levels including Legal Administrative Support, Legal Secretary, and Paralegal. Paralegal responsibilities include, but are not limited to: Assist attorneys in discovery and pre-trial matters under attorney supervision Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision Prepare cases for court appearances, depositions, and trial including contacting experts and clients Involvement with medical record collection, medical record and billing summaries, and medical chronologies Draft motions and pleadings Qualifications Please only apply for this position if you meet the minimum requirements. Previous experience required 2 + years of recent civil litigation experience, preferably insurance defense or personal injury Prior paralegal experience, litigation Background in drafting discovery responses, trial preparation, and drafting motions/pleadings Familiarity with California court rules and procedures Experience reviewing medical records and preparing medical chronologies Key skills required Strong organizational skills, ability to work independently, prioritize workload, multi-task in a fast-paced environment, and communicate effectively Strong written communication skills, attention to detail Technology/software experience required Strong software/technical skills Experience using Evermap and/or Adobe Bookmarking Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licensing and certifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree Candidates must meet the California Business & Professions Code 6450 for paralegals requirements Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. For Los Angeles candidates: Pursuant to the Los Angeles Fair Chance Initiative for Hiring, we will consider for employment qualified applicants with criminal histories. For San Francisco candidates: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. # Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $59,291.38 - $90,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category:Legal,

Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World's Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. Karen D. Wood & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking a Paralegal to join the San Diego, California Claim Litigation office. While every day can provide different experiences and opportunities, a Paralegal supports attorneys with drafting, serving, and responding to discovery, as well as trial preparation. The office allows for collaborative environments with experienced peer mentors. There are no billable hours in this opportunity. This role provides diversity of work and the opportunity for career development. This role will interact with clients, experts, and witnesses throughout the litigation process. The position is classified as a hybrid role, meaning that the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. Hours for the position are Monday-Friday 8:00 AM - 4:30 PM or 8:30 AM - 5:00 PM. LOCATION: 3131 Camino del Rio North, San Diego, CA The team is comprised of multiple roles and levels including Legal Administrative Support, Legal Secretary, and Paralegal. Paralegal responsibilities include, but are not limited to: Assist attorneys in discovery and pre-trial matters under attorney supervision Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision Prepare cases for court appearances, depositions, and trial including contacting experts and clients Involvement with medical record collection, medical record and billing summaries, and medical chronologies Draft motions and pleadings Qualifications Please only apply for this position if you meet the minimum requirements. Previous experience required 2 + years of recent civil litigation experience, preferably insurance defense or personal injury Prior paralegal experience, litigation Background in drafting discovery responses, trial preparation, and drafting motions/pleadings Familiarity with California court rules and procedures Experience reviewing medical records and preparing medical chronologies Key skills required Strong organizational skills, ability to work independently, prioritize workload, multi-task in a fast-paced environment, and communicate effectively Strong written communication skills, attention to detail Technology/software experience required Strong software/technical skills Experience using Evermap and/or Adobe Bookmarking Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licensing and certifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree Candidates must meet the California Business & Professions Code 6450 for paralegals requirements Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities. For Los Angeles candidates: Pursuant to the Los Angeles Fair Chance Initiative for Hiring, we will consider for employment qualified applicants with criminal histories. For San Francisco candidates: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. # Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $59,291.38 - $90,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PM22 PandoLogic. Category:Legal,

Description: Golden Reserve is looking for an experienced financial retirement planner for our locations in our Pittsburgh region (Canonsburg, Green Tree). We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows ( ), Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $150,000 , increasing to $ 175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $175,000 , increasing to $ 200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: Conversion : we deliver the leads - we expect you to win and convert them into clients Service : provide excellent customer service to your existing clients Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials . Click to see our Radio, TV & YouTube shows ( ) and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor ( ). You can also learn more at . Requirements: Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Compensation details: 00 Yearly Salary PId429919a738f-7989

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

This position will require 3 days onsite at the downtown Milwaukee corporate office. What you will do: At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Career Distribution (CD) function, which is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves. This role resides in Field Shared Services as part of the Wealth Operations team. Wealth Ops provides investment operational support to advisors and Network Office teams to help them open and fund new investment accounts. The incumbent will play an important role delivering services for investment client on-boarding (ICOB) and experienced producer asset transfer, both of which are expanding and growing. This provides an exciting opportunity to be part of the development and evolution of the Wealth Ops service offerings! How you will do it: Create investment proposals, generate new account paperwork, enter transfer requests and ACH/cash management instructions with high degree of accuracy. Track status of accounts in investment systems and contact contra-firms for transfer status. Apply critical thinking and good judgment to resolve requests or issues related to account transfers; determine when to elevate those requiring more advanced knowledge. Lead weekly calls with advisors subscribed to the services to give status updates or background information on in process work as well as work through best practices with advisors so that they can fully leverage our services. Recommend and implement improvements to standard work and/or work processes. Mentor less experienced staff in technologies and standard work. Perform final quality checks for peers and more junior staff. Use basic investment knowledge to provide flexibility on standard work. With guidance, understand and apply special instructions that are outside of standards. Bring Your Best! What this role needs: Bachelor's degree in business, finance or related field. Minimum of three years of financial services experience with demonstrated knowledge and understanding of NM investment products, markets, technologies & services. At least 1 year of experience with investment operations activities such as new account opening or transfers. FINRA Series 7. Effective written and verbal communication skills with the ability to positively influence, work cooperatively, and negotiate with individuals in the department and the field to maintain maximum operational efficiency. Strong consultation, organizational and communication skills including ability to establish rapport. Strong analytical skills, problem solving, attention to detail and accuracy. Proven ability to make sound judgments and decisions when faced with ambiguous situations. Strong mentoring/coaching skills and the ability to lead development and training of junior team members. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $60,340.00 Pay Range - End: $112,060.00 Geographic Specific Pay Structure: Structure 110: $66,360.00 USD - $123,240.00 USD Structure 115: $69,370.00 USD - $128,830.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,

Starting hiring pay at: $ 17.00 As a Cook at Raising Cane's, you will set the pace of the Restaurant by ensuring all of the food we serve meets our high standards. Working in the Kitchen at Raising Cane's is a fun and fast paced environment. Crank up the music and have some fun while you are working hard to prepare the highest quality chicken finger meals for our customers to enjoy. Starting out in the back of the house at Raising Cane's can lead to many promotional opportunities for Cooks to grow their career by moving into advanced roles like Bird Specialist or Certified Trainer. We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat and fast-paced food service environment. We are hiring immediately for Cooks that can work all shifts: opening shifts, closing shifts and everything in between. Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Restaurant Cook on the team. We will make sure you are prepared to grow your Restaurant career with us. Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team Qualities of awesome Canes Restaurant Cook: Team player Excellent communicator Happy, Courteous and Enthusiastic Hard working and attentive Responsible and dependable Authentic and genuine Takes pride in doing a good job Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection OnePass Gym Membership Program 401(k) With Safe Harbor Employer Match (age 21 & older) Access to financial advisors for budget and retirement planning Crewmember Assistance Program Education assistance Pet Insurance Perks & Rewards for hourly Crew: Paid Time Off Closed for all major holidays Early closure for company events Casual Work Attire Flexible Scheduling Perkspot Employee Discount Program Must satisfy hours requirement per year Locations may vary ESSENTIAL FUNCTIONS OF THE POSITION : The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lift and carry, push or pull heavy objects up to 50 pounds Kneel, bend, twist or stoop Ascend or descend stairs Reach and grasp objects (including above head and below waistline) Excellent verbal and written communication Ability to show up to scheduled shifts on time Cleaning tables, floors and other areas of the Restaurant Taking orders from Customers and processing payments efficiently Follow proper safety procedures when handling and/or preparing food Ability to multitask ADDITIONAL REQUIREMENTS : Must be 16 years of age or older Provide all Customers with quick and friendly service Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service Work under pressure and at a fast pace Align with Raising Cane's culture by balancing Working Hard and Having Fun Take initiative Comply with Company policies Raising Cane's appreciates & values individuality. EOE

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) Compensation range: The salary range for this position is: $74,240.00 - $133,620.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry and/or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) Compensation range: The salary range for this position is: $69,920.00 - $125,850.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.