Sales Jobs in Murphy Texas

124 positions found

Customer Service Representative
✦ New
Salary not disclosed
Plano, TX 8 hours ago
Job Summary

The major objective for this position is to provide essential elements of support for the Inside Sales Staff and Branch Management Team, while learning the key areas of our business in hopes of positioning yourself for future growth within the organization. This is the first step to an amazing career in sales with our organization. The Customer Service position is responsible for order entry and maintenance, reporting, backlog review, spreadsheet administration, and providing overall support of important branch administrative needs. The position also provides back up support for the sales team on customer needs and helps to grow sales with certain accounts.

A strong predictor of success for a Customer Service Rep is the ability to manage multiple daily tactical priorities at a quick pace. You are a focal point for great customer service for our branches as you collaborate with the inside team to build solid relationships with our people, customers, and suppliers. Your ability to fully engage with the entire branch team and deliver a high level of service to both internal and external customers will ensure the branch's customers are continually delighted with the Heilind experience.

Essential Duties and Responsibilities: Other duties as assigned.

  1. Before you start the journey, it's important that you have the roadmap. Within the first 30 days, take the initiative to meet with your Branch Management team to understand the Company vision and key Company objectives for the branch. Collaborate & document the role you will play in the success toward meeting or exceeding these objectives.
  2. Within the first 30 days, you will need to demonstrate your ability to prepare and maintain various spreadsheets needed within the branch, providing evidence of a good working knowledge of MS Excel.
  3. Within the first 90 days, you will need to learn the Heilind CRM system and resources -- working knowledge of order entry and workflows and utilizing the resources available to manage the business and issues that arise. All assigned system training modules should be complete at this time.
  4. Within the first 90 days, you will need to decipher our customers' backlog in conjunction with applicable product availability, communicating with both Sales and Customers to ensure 95%+ on time delivery for the branch.
  5. Within the first 6 months, you will need to provide one process improvement idea related to your position.
  6. Develop solid working relationships with all internal key support personnel. Maintain top levels of professionalism and diplomacy when dealing with our internal support teams.
permanent
Solutions Architect
✦ New
Salary not disclosed
Plano, TX 8 hours ago

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at Description:

Job Description

Utilizes comprehensive solutions architectural expertise to support software implementation projects. Supports overall project planning by providing functional strategic guidance.

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Essential Functions:

  • Provides functional strategic guidance for project planning, system landscape, data migration, testing, deployment, integration and overall solution architecture.
  • Advises Project Leads and Project Managers to implement best practice decisions that successfully impact the overall platform.
  • Provides guidance in the definition of solution design practices and standards that link back to SAP best practices.
  • Designs and supports proof of concepts to demonstrate proposed technical solutions.
  • Designs, develops and supports business requirements by leveraging SAP solutions.
  • Provides support for pre-sales initiatives that include developing and reviewing roadmaps, estimates, and responses to RFP/RFQ’s.
  • Completes assigned deliverables:
  • Owns the as-is and to-be system landscape diagrams in conjunction with the Technical Lead.
  • Owns the Solution Architecture document - ensures inputs are received from Technical and Functional Leads.
  • Responsible for supporting functional and technical leads in workshops.

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Required Qualifications:

  • Bachelor’s degree in Information Systems, Business, or other related field.
  • Certification in at least one SAP HCM or SuccessFactors module.
  • Minimum of 5 years with system implementations, solutions architecture, or similar role.

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Knowledge, Skills, and Abilities (KSAs):

  • Expert in implementation of SuccessFactors modules.
  • Expert with SAP Integration.
  • Demonstrates expertise in Human Resources industry best practices.
  • Excellent written and oral communication skills; ability to express ideas and information in a clear and concise manner and tailor message to fit the interests and needs of the audience.
  • Attention to detail and quality with the ability to rapidly learn and apply new business concepts, models, and techniques.
  • Ability to work remotely with minimal supervision.

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Mandatory Skills: SAP SF Solution Architecture .

Experience: >10 YEARS .

The expected compensation for this role ranges from $100,000 to $185,000 .

Not Specified
Supply Chain Specialist
✦ New
🏢 NPIC
Salary not disclosed
Plano, TX 8 hours ago

JOB DESCRIPTION


Summary/Objective: Managing inventory through receiving, production process; Improving on time in full delivery; optimizing carrier performance; supporting other supply chain functions (procurement, production planning, etc.) when necessary.

Essential Functions

·        Coordinate process from PO receiving throughout shipping, including PO entering, delivery planning, communication with production, maintenance, warehouse & sanitation team, arrange carriers, etc.; Ensure all POs delivered at right time with right quantity.

·        Ensures timely communication is provided to customers, carriers and sales on status of delivery arrangement; conduct carrier management on cost and service.  

·        Improve Inventory management. Oversee warehouse and production activities.

·        Coordinating with purchasing for production supply and low-inventory level alarm for sanitation items.

·        Effectively negotiates and/or implements initiatives that reduce Company costs and/or prevents annual cost increases.

·        Monitors complex operations, identifies potential programs, and is proactive in resolution. 

·        Provides more complex daily, weekly, and monthly reporting requirements for performance, compliance, and invoicing; develops and analyses information when required.

·        Performs a variety of calculations, analyses and audits of financial and operational results; typically involves complex professional related supply chain principles.  

·        Utilizing an advanced knowledge of the processes, cost pressure points, and supply evaluates supplier competence relative to others in the industry.

·        Responsible for interaction and problem resolution with suppliers such as resolving invoicing discrepancies, negotiating price, quality, and delivery, obtaining quotes, and expediting delayed shipments.

·        Incoming orders check for description, receiving qty, shipment delivery date etc.

·        Follow and assist production team using materials in FIFO.

·        Responsible for materials used in production and warehouses have safe inventory level.

·        Analyze inventory discrepancy and continuously adjust action plans to ensure inventory accuracy in system.

·        Coordinate the communication between the suppliers and freight forwarder.

·        Responsible for providing purchasing data for accounting and other departments when it is necessary.

·        Coordinating with accounting for monthly monitoring credit card expense.

 

Competency

·        Must have excellent communication skills (oral and written).

·        Must have effective negotiation skills to influence decisions that impact Company bottom-line.

·        Must have the ability to effectively interface with internal and external contacts and can monitor delicate situations tactfully.

·        Must have the ability to understand business needs and strategically plan the most cost-effective solution to goals and objectives, while balancing the needs of the independent sales force.

·        Must have effective decision-making skills since decisions impact the financial, employee, or public relations posture of the organization.

·        Must have effective organizational, project management, and time management skills to work effectively with internal and external contacts.

·        Must be knowledgeable about the laws and regulations associated with each region and aware of the cultural differences between the US and the region. Must have the ability to work with multiple cultures, to interface effectively with subsidiaries.

·        Must have excellent computer skills (ERP experience preferred)


Required Education and Experience

Job requires a bachelor’s degree or equivalent in Supply Chain Management or closely related fields, plus 1 year of progressively responsible experience in purchasing as well as exposure to related areas. CPSM certification is preferred. Food manufacturing experience preferred but not mandatory.

 

Supervisory Responsibility

This position has no supervisory responsibilities.


Work Environment

While performing the duties of this job, the employee is frequently exposed to food scents, and some food allergens. Typical office environment and hours are usual for this position.


Physical Demands

There are no unusual physical demands for this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

 

Position Type/Expected Hours of Work

Typical office hours are usual for this position.


Travel

Limited to less than 10%

 

Additional Eligibility Qualifications

None


Work Authorization/Security Clearance 

Must be authorized to work in the US. 

Not Specified
Customer Service/ Sales Order Administration Supervisor
✦ New
Salary not disclosed
Richardson, TX 2 hours ago

Wireless CCTV, LLC (“WCCTV”) located in Richardson, Texas, is a subsidiary of Wireless CCTV Ltd originally established and located in the UK. WCCTV is the market leader for rapid deployment, mobile surveillance systems specifically designed to deliver video securely and efficiently via 4G LTE networks. ( ).


The Company prides itself on developing innovative, customer-focused products and providing world-class customer support services. The Company's range of video surveillance solutions includes:


  • Rapid deployment pole cameras
  • Mobile surveillance trailers
  • Time lapse video services


The Company is looking for an experienced Customer Service / Sales Order Administration Supervisor who is looking for a challenging and diverse role in a small but fast-growing business environment. You will enjoy a “hands on” role focused on providing best in class customer service by building strong customer relationships while maximizing the value of WCCTV’s products and services.


Full-time position with work hours of Monday through Friday, 8:00 am to 5:00 pm and located onsite at our U.S. headquarters in Richardson, TX.


Customer Onboarding / Sales Order Administration


  • Supervise Customer Success Representatives responsible for the onboarding and ongoing support of all new and existing customers.
  • Serves as the primary point of coordination between customers and internal teams to ensure a smooth, efficient onboarding experience. Ensure orders are reviewed, validated, and processed within defined SLA timeframes while maintaining a high level of accuracy and consistency.
  • Ensure internal staff are clearly communicating to customers the onboarding process, timelines, and next steps after placing an order ensuring that they have access to all required systems, documentation, and support resources.
  • Coordinate closely with Service, Production, and Operations to confirm site details, order requirements, deployment readiness, and scheduling.
  • Ensure staff members communicate order updates and/or changes to both internal teams and customers in a clear and timely manner.
  • Ensure customers are followed up the next day following installation.
  • Ensure accurate records, reporting, and visibility into onboarding status, account activity, and SLA performance within the ticketing system.
  • Identify and resolve onboarding issues that could impact deployment timelines or customer satisfaction and serve as point of escalation as required.
  • Monitor customer feedback and onboarding metrics, using data to continuously improve the onboarding experience.
  • Support continuous improvement of onboarding processes, workflows, and documentation to improve efficiency and client experience.
  • Implement and refine customer success tools and technologies to enhance efficiency and effectiveness.


Ongoing Customer Support


  • Ensure that internal staff respond to all incoming calls and emails from customers and timely assistance is provided on their WCCTV surveillance equipment.
  • Monitor ticket queue ensuring internal staff are initiating action on all tickets, monitor closure and ensures compliance for ticket resolution and response times meet established SLAs.
  • Evaluate common areas/topics where customer questions arise and identify additional support and/or refresher training as needed.
  • Analyze customer inquiry data to identify trends and insights, driving improvements in customer support processes and strategies.
  • Delivers customer feedback as a voice of the customer to internal teams identifying customer needs, ideas & challenges. Advocates for customer needs internally, influencing product development and service offerings.


Supervisory Responsibilities:


  • Effectively train, manage, and develop staff ensuring successful delivery of the customer success function, including agreed KPI’s.
  • Responsible for the hiring, discipline and training of assigned staff in conjunction with Department Manager.
  • Review time off requests and ensure adequate staff levels are in place at all times.
  • Monitors staff performance ensuring all customer service level agreements (SLAs) are met or exceeded.
  • Establish KPIs for staff, evaluate performance against KPIs and job responsibilities and conduct quarterly performance reviews. Takes remedial action as required if an individual’s performance does not meet the required standards.
  • Conducts regular team meetings and 1-2-1s with direct report lines.
  • Identify & implement improvements within the team to ensure efficiencies within all processes.


Education and Experience Requirements:


  • High school degree or equivalent required; Associate degree in Business, Management or related discipline preferred.
  • Minimum of four to six years of customer call center or customer facing help desk experience supporting technology related products required. Previous customer onboarding experience preferred.
  • Two to three years of previous supervisory experience within a help desk, call center or related operation required.
  • Previous experience working cross-functionally with Sales, Operations, Production advocating for customers.
  • Proven track record of successfully developing and executing customer success strategies.
  • A passion for helping customers succeed and a commitment to delivering exceptional service.
  • Strong leadership and supervisory skills, with experience leading high-performing teams.
  • Effective computer skills to include Microsoft Office, service ticketing systems, knowledge base, ERP and related computer software required. Experience with Zoho preferred.
  • Experience developing, tracking and evaluating customer success performance metrics.
  • Ability to multi-task, demonstrate initiative and focus on delivering high quality results leading to improved customer satisfaction.
  • Strong problem-solving skills, analytical, and a proactive approach to addressing customer needs.
  • Strong time management, organization and problem-solving skills required. Ability to work under pressure and with shifting priorities is a must.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with employees, customers, and internal teams.


Compensation and Benefits:


  • Competitive salary range of $60,000 to $63,000 per year depending upon experience.
  • 10 days paid vacation (increases with length of service) + seven (7) paid Company holidays.
  • Company provided medical, dental, vision, FSA and life/AD&D insurance plans.
  • 401k Plan with Company match of up to 4% and immediate vesting.


WCCTV is committed to the success of its employees and demonstrates this through our development of people. The successful candidate can expect to receive comprehensive training, coaching and support as well as opportunities for advancement.


WCCTV is an Equal Opportunity Employer.

Not Specified
Sales Full-Time
✦ New
Salary not disclosed
Garland, TX 8 hours ago
Responsive Recruiter

We're all about tanning and wellness; are you?

Immediate positions available - apply now!

Starting pay $11 plus commission!

Responsibilities
  • Use your influencer skills daily face to face
  • Maintain a clean, organized salon
  • Daily Paperwork
  • Other duties as assigned
Qualifications
  • Must be at least 18 years of age
  • Must be able to stand, bend, walk for long periods of time
  • Must be able to lift 25 pounds without assistance
  • Reliable transportation
  • Flexible availability including nights and weekends
  • High school diploma, or equivalent

Palm Beach Tan is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law.

permanent
Fitness Sales Associate
✦ New
🏢 BODY20
Salary not disclosed
Allen, TX 8 hours ago
Body20 Sales Associate

As a Body20 Sales Associate, you will be part of a dynamic team that positively affects the lives of studio members and staff on a daily basis! You will be an integral part of the success of a fast-paced fitness studio by providing best-in-class customer experiences while building relationships with Body20 members and the community.

Benefits/Perks:

  • We provide substantial paid training, certifications and support to ensure your success
  • Compensation includes base pay, commission and performance bonuses
  • Free Studio Membership
  • Product discounts
  • Flexible schedule that works around educational or personal goals
  • Fitness casual dress-code
  • Passionate, collaborative work environment
  • Opportunity for promotion to management position

Responsibilities:

  • Participate in community events to promote the Body20 brand
  • Build community business relationships and partnership
  • Working as a team player to help grow the member base of the studio through sales, onboarding new members and superior customer service to keep long-term members.

Requirements:

  • Excellent verbal and written communication skills
  • Enthusiastic, energetic, personable, and friendly
  • Passion for health and wellness
  • Willing and able to work some nights, and occasional weekends and holiday
  • High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Computer Skills:
  • Ability to take 1-2 Body20 sessions per week to effectively describe the workout to prospective clients.
  • Strong follow-up and organizational skills

About Us:

Body20 is a one-of-a-kind, technology-assisted training program that helps people maximize their body's natural fitness capacity and muscle activation. By combining personalized one-on-one training with body gear that sends electrical impulses into the deep tissue of your body's muscles the way your brain does Body20 helps everybody safely maximize performance. Our Sales Associates are vital to bring this technology to our community!

We are:

  • all about providing fun and rewarding experiences for our team members
  • expanding our brand rapidly in our community, as well as throughout the country and in the world
  • looking for successful and motivated people who want to build a career that offers tangible growth opportunity

Who Are We?

Most people know you only use 10% of your brain. But most don't realize you only use 30% of your body. Body20 is here to change that. By combining personalized one-on-one training with body gear that sends electrical impulses into the deep tissue of your body's muscles the way your brain does Body20 helps every body workout to 100%. Our code At Body20, we live what we believe. That you shouldn't have to choose between fitness and family time. That fitness should never compete with career. That getting in shape shouldn't hurt. That everybody should get the most out of life, and every body is entitled to feel great. We believe in fitness equality. If you are: a passionate, positive and detail oriented person that can talk to anyone someone who enjoys teamwork and wants to be a part of a world class fitness company someone who would go all in on an 80's themed workout and might just drop and do a burpee for fun Then you're probably the right person for us! Because we are: all about fun, exciting and rewarding experiences for our team members expanding rapidly around the country looking for successful and motivated people who want to improve themselves and their career

Not Specified
Store Management - Firewheel Town Center, Garland, TX
✦ New
Salary not disclosed
Garland, TX 8 hours ago
Assistant Store Manager And Supervisor

At JD Finish Line, we're not just selling products; we're creating experiences. Our retail stores are a vibrant reflection of our brand's passion for innovation and customer service. We're on the lookout for dynamic managers to lead our team and drive excellence in every customer interaction.

Position Title(s): Assistant Store Manager and Supervisor

Job Summary: As a member of Management, you will be the heartbeat of our store, responsible for managing daily operations, inspiring a high-performance team, and delivering exceptional customer experiences. You'll have the autonomy to shape the store's success and contribute to our company's growth.

Why Join Us?

  • Competitive Pay & Benefits: Enjoy a comprehensive compensation package including health benefits, retirement plans, and employee discounts.
  • Career Growth: We're committed to your professional development and offer opportunities for career advancement within our growing company.
  • Dynamic Environment: Be part of a vibrant team in a fast-paced and rewarding work environment.
  • DE&I Initiatives: Our commitment to Diversity & Inclusion is louder than words. We listen to the voices of our team members, which holds us accountable in creating an equitable and successful company. Together, we are stronger.

Key Responsibilities:

  • Leadership & Team Management: Recruit, train, and develop a motivated team. Foster a positive work environment, set clear goals, and provide ongoing feedback to ensure top performance.
  • Customer Experience: Create an exceptional shopping experience by addressing customer needs, resolving issues, and ensuring high standards of customer service.
  • Sales & Performance: Drive store sales and profitability through effective merchandise management, promotional strategies, and achieving sales targets.
  • Operational Excellence: Oversee daily operations including inventory management, visual merchandising, and store maintenance. Ensure compliance with company policies, procedures, and health & safety regulations.
  • Financial Management: Manage store budgets, control expenses, and analyze sales data to optimize performance and drive revenue growth.
  • Marketing & Community Engagement: Implement local marketing initiatives and build strong relationships with the community to enhance brand presence and attract new customers.
  • Innovation & Problem-Solving: Stay current with industry trends and competitor activities. Identify opportunities for improvement and implement innovative solutions to enhance store operations.
  • Additional duties and projects as required.

Qualifications:

  • Experience: Proven experience as a Retail Store Manager or similar role, with a track record of achieving sales targets and managing a team.
  • Leadership Skills: Strong leadership abilities with excellent communication, interpersonal, and organizational skills.
  • Customer-Centric: A passion for delivering outstanding customer service and creating memorable shopping experiences.
  • Analytical Skills: Ability to analyze sales data, manage budgets, and make data-driven decisions.
  • Flexibility: Willingness to work flexible hours, including weekends and holidays, as needed.
  • Tech-Savvy: Proficiency in retail management software and basic computer applications.

Minimum Requirements:

  • Assistant Store Manager:
    • Open availability, including availability during the hours necessary to open and close the store, which includes mornings, days, and nights.
    • Minimum standard work week of 5 days.
    • Average standard work week of 44 hours but increased during peak sales periods (e.g. Holiday, Back-to-School).
  • Supervisor:
    • Availability during the hours necessary to open and close the store, which includes mornings, days, and nights.
    • Requires a minimum of 5 days of availability.
    • Minimum standard of a 30 hour work week.
  • All Management:
    • Availability on weekends and holidays.
    • Punctuality and regular attendance consistent with the company's policies are required for the position.
    • Must have reliable transportation.
    • Must speak English clearly in order to converse with customers and effectively supervise staff.
    • Must be able to read and write English and perform business-related mathematics in order to carry out normal business and understand corporate sales reports.
    • May require the ability to move to different locations within the company's network based on operational needs and career growth.

Physical Demands:

  • Requires prolonged standing approximately five to 14 hours per day.
  • During peak sale periods (e.g. Holiday, Back-to-School), will work for long periods throughout a one to 12 hour day.
  • Requires stooping and kneeling to place merchandise on customer's feet as well as reaching and pulling to obtain or stock merchandise on storage racks.
  • May be required to climb ladder or ascend/descend stairs in order to stock and/or acquire merchandise for sale.
  • Required to lift items weighing 5-25 lbs regularly. In certain circumstances, weights may be higher.
  • Must have good vision, including color differentiation.
  • The work environment for this position is a moderately noisy retail setting.

Education:

  • High School Diploma or GED equivalent; 2+ years' experience in retail leadership strongly preferred; or equivalent combination of education and experience.

EEO Statement:

The Finish Line, Inc. is an Equal Employment Opportunity employer and is committed to complying with all federal, state, and local EEO laws. The Finish Line, Inc. prohibits discrimination against employees and applicants for employment based on race or color, religion or creed, national origin, alienage or citizenship status, marital status, sex, pregnancy status, age, military status, disability, or any other characteristic or class protected by law. The Finish Line, Inc. provides reasonable accommodations in accordance with applicable laws, including for disabilities, pregnancy, and religious practices.

Need accessibility assistance to apply? Applicants who require accessibility assistance to submit an employment application can either call Finish Line at (317) 613-6890 or email us at . A member of our Talent Acquisition team will respond as soon as reasonably possible.

Not Specified
Senior Customer Experience Professional
✦ New
🏢 Intuit
Salary not disclosed
Plano, TX 8 hours ago
Customer Success Manager

At Intuit, our Customer Success Managers (CSMs) are trusted advisors, dedicated to helping our mid-market customers achieve success with Intuit Enterprise Suite (IES). As a CSM, you will build lasting relationships with businesses, guiding them through onboarding, product adoption, and ongoing value realization. Your role is pivotal in driving customer retention, optimizing engagement, and identifying opportunities for expansion.

You will work closely with mid-market businesses that rely on IES for financial management, payroll, HR, marketing, and cash flow automation, ensuring they maximize the platforms potential. If you thrive in a fast-paced, customer-first environment, enjoy problem-solving, and are passionate about enabling business success, this is the role for you.

Responsibilities

  • Serve as a dedicated trusted advisor, ensuring customers fully leverage IES to meet their business needs.
  • Own the customer lifecycle, driving product adoption and customer satisfaction.
  • Conduct regular check-ins, business reviews, and proactive outreach to assess customer health and provide guidance.
  • Guide customers on high level IES features, best practices, and AI-powered insights to improve efficiency and growth.
  • Act as a customer advocate, anticipating challenges and coordinating with internal teams (Sales, Support, Product) to resolve issues efficiently.
  • Monitor key customer success metrics, such as health scores, usage trends, and retention indicators, to identify risk and expansion opportunities.
  • Proactive identification of additional Intuit product ecosystem solutions to bring value to customers needs, and collaboration with Account Managers to introduce relevant products and services.
  • Lead churn prevention strategies, ensuring customers see long-term value and remain engaged.
  • Provide consistent feedback to support teams, influencing enhancements that better serve mid-market businesses.

Qualifications

  • 3+ years of experience in Customer Success, Account Management, or B2B Client Engagement.
  • Experience working with mid-market customers, particularly in industries that require multi-entity financial management, inventory tracking, and AI-driven forecasting.
  • Proven track record of driving product adoption, improving retention, and delivering business value.
  • Strong problem-solving skills with the ability to proactively identify risks and implement solutions.
  • Excellent communication and relationship management skills, capable of guiding customers at all levels.
  • Experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
  • Ability to work cross-functionally with Sales, Support, and Product teams to drive seamless customer experiences.
  • Data-driven mindset with proficiency in customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.

Not Specified
ENTRY SALES TO MANAGEMENT (REMOTE)
✦ New
Salary not disclosed
Allen, TX, Remote 8 hours ago
Entry Sales To Management (Remote)

100% Remote. Incredible Growth Opportunities. World Class Mentors and Leadership Teams.

AO wants YOU to join the team. AO is looking for overachievers that pride themselves on developing incredible working and client relationships, have outstanding self determination and are looking to grow within their careers working full-time. With the role being commission based pay, YOU determine how much YOU are worth.

Company Incentives:

  • Incentive Trips with Top Leaders to destinations like Cabo, Tulum, Vegas, and Cancun
  • Incredible Prizes - Jeep Wranglers, Macbook Pros, and Airbnb Getaways
  • 100% Remote Work From Anywhere (no, really!) Weekly Training Calls

Preferred Qualifications:

  • Excellent communication skills, including active listening and problem-solving
  • Ability to learn, adapt, and adjust on the go
  • Works well with others and individually
  • Possesses a strong work ethic and drive to succeed

To be considered, please submit your contact information and an updated copy of your resume for review. *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing*


Remote working/work at home options are available for this role.
Not Specified
Medical Data Advisor
✦ New
🏢 Usaa
$67,520 - 121,530
Plano, TX 8 hours ago

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 #1 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

Job Description

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 the following location: Plano, TX. 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 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 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.

  • 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

Compensation range: The salary range for this position is: $67,520.00 - $121,530.00.

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.

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