Sales Jobs in Rowlett, TX
56 positions found
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #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
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 at the Plano, TX Campus . 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, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
- Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
- Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
- products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Serves as a resource to less experienced team members on escalated issues of a routine nature.
- Guides and influences less experienced team members.
Work Hours:
- Monday – Friday / 7:30am – 7:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 2 years of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in or leading teams
- Successful completion of a job-related assessment may be required
What sets you apart:
- 4+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $66,340 - $111,940
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 #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
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 at the Plano, TX Campus . 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, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
- Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
- Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
- products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Serves as a resource to less experienced team members on escalated issues of a routine nature.
- Guides and influences less experienced team members.
Work Hours:
- Monday – Friday / 7:30am – 7:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 2 years of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in or leading teams
- Successful completion of a job-related assessment may be required
What sets you apart:
- 4+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $66,340 - $111,940
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 #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
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 on the Plano, TX Campus . 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, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
Work Hours:
- Monday – Friday / 7:30am – 7:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- 2+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $51,340 - $86,630.
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 #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.
Remote working/work at home options are available for this role.
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
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 on the Plano, TX Campus . 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, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
Work Hours:
- Monday – Friday / 7:30am – 7:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- 2+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $51,340 - $86,630.
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 #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.
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.
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
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: 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 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 #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
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 will be based at the Plano, TX Campus . 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, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
- Monday – Friday / 7:30am – 8:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license and/or acquisition within 90 days
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- Up to 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- Active Group 1 Life and Health license
- 1+ yrs experience working in Sales with life insurance or financial services products
- 1+ yrs experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
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.
Remote working/work at home options are available for this role.
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
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 will be based at the Plano, TX Campus . 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, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
- Monday – Friday / 7:30am – 8:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license and/or acquisition within 90 days
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- Up to 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- Active Group 1 Life and Health license
- 1+ yrs experience working in Sales with life insurance or financial services products
- 1+ yrs experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
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 #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
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 will be based at the Plano, TX Campus . 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, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
- Monday – Friday / 7:30am – 8:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license and/or acquisition within 90 days
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- Up to 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- Active Group 1 Life and Health license
- 1+ yrs experience working in Sales with life insurance or financial services products
- 1+ yrs experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
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.
Position Purpose:
Whitmore Manufacturing, an CSW Industrials affiliated business, is a global provider of innovative products and services that increase the reliability, performance, and lifespan of industrial assets. We manufacture high performance lubricants, friction modifiers, application equipment, lubrication management systems, desiccant breathers and cleaners designed to meet the specific needs of each industry and application. Industrial customers worldwide rely on Whitmore to deliver the performance engineered solutions industry counts on even in the most adverse conditions and demanding environments.
Job Responsibilities:
- Supervise and lead a team of production workers, providing guidance, training, and support as needed.
- Assign daily work orders to the Small-Fill team to ensure efficient production flow.
- Coordinate closely with the Shuttle Tank crew to ensure production schedules align with required ship dates.
- Foster a positive work environment that encourages teamwork, collaboration, and a commitment to excellence.
- Enforce and uphold quality control standards to ensure that products meet or exceed customer expectations.
- Implement and monitor quality assurance processes, addressing any deviations promptly.
- Ensure a safe working environment by enforcing safety policies and procedures.
- Conduct regular safety meetings, inspections, and audits to identify and address potential hazards.
- Track key performance indicators (KPIs) to assess the efficiency and effectiveness of production processes.
- Implement corrective actions to address deviations from performance targets.
- Communicate effectively with other departments, such as logistics, planning, maintenance, and quality control, to ensure a smooth production flow.
- Identify training needs within the production team and coordinate training sessions to enhance skills and knowledge.
- Foster a culture of continuous learning and improvement.
- Collaborates with Supply Chain and Sales to align production targets with customer requirements. Ensures the timely fulfillment of production schedules.
- Oversee individual performance and provide constructive feedback.
- Other duties as assigned by your supervisor.
Requirements:
- Bachelor's degree in a related field (or equivalent work experience).
- Proven experience in a production supervisory role, preferably in manufacturing.
- Strong leadership and interpersonal skills.
- Knowledge of production processes, quality standards, and safety protocols.
- Excellent problem-solving and decision-making abilities.
- Familiarity with manufacturing software and systems.
- Ability to work in a fast-paced and dynamic environment.
- Demonstrates strong follow-through skills to efficiently conclude leads and action items.
- Upholds high ethical standards and excels in holding individuals accountable.
We recognize the importance of meaningful compensation and benefits in helping our employees care for themselves and their families. Whitmore provides competitive compensation packages and a range of benefits that contribute to the overall well-being of our team members.
Benefits:
- Competitive salary package including annual bonus
- Medical, Dental, Vision insurance
- Disability insurance
- Life insurance
- Flexible Spending Account & Health Savings Account
- Paid time off (PTO)
- Maternity & Paternity leave
- Employee Assistance Program
- Tuition reimbursement
- 401(k) $1-$1 match, up to 6% - vest immediately
- 401(k) additional profit sharing – up to 3%
- Employee Stock Ownership Plan (ESOP)
- UKG Wallet, choose when and how to get paid.
Whitmore is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, gender identity or expression, familial status, family responsibilities, matriculation, political affiliation, genetic information, veteran status, disability, source of income, status as a victim of an intra-family offense, and place of residence or business.
Through Whitmore Cares, our community engagement initiative, we encourage and provide opportunities for our employees to contribute to the community and make a positive impact on the lives of others. We believe in the power of giving back and actively supporting initiatives that enhance the well-being of the communities in which we live and work.
Job Description
Objectives of this role
The Ready Mix Sales Representative is responsible for driving sales growth, cultivating long-term customer relationships, and delivering exceptional service to contractors, developers, and other construction industry clients in the North Texas market. This role requires in-depth product knowledge, a strong understanding of the local construction landscape, and the ability to identify and close new business opportunities while supporting existing accounts.
Key Responsibilities:
Sales & Business Development
· Identify, qualify, and secure new business opportunities within assigned territory.
· Develop and execute territory sales plans to achieve or exceed monthly and annual sales targets.
· Conduct regular site visits to build relationships, assess client needs, and ensure product satisfaction.
· Stay informed about upcoming city-approved projects, infrastructure work, and building permits that may require ready-mix concrete.
· Leverage word-of-mouth and satisfied customer referrals to generate new leads.
· Promote company products and services to general contractors, subcontractors, and developers.
· Prepare and present competitive quotes, proposals, and bids in a timely manner.
Customer Relationship Management
· Maintain consistent communication with existing customers to ensure satisfaction, address issues, and identify growth opportunities.
· Serve as a trusted advisor by providing product recommendations, troubleshooting challenges, and offering value-added solutions.
· Attend initial deliveries to ensure quality, answer questions, and demonstrate commitment to the customer's success.
· Collaborate with dispatch, operations, and quality control to ensure on-time delivery and quality standards are met.
· Act quickly to resolve product or delivery concerns, maintaining trust and loyalty.
· Identify opportunities within existing accounts to increase volume, product usage, and service offerings.
· Address price, quality, and scheduling concerns with professionalism and solutions-based communication.
Market & Industry Knowledge
· Monitor market trends, competitor activities, and construction project pipelines in North Texas.
· Maintain up-to-date knowledge of ready-mix concrete specifications, mixes, and local regulations.
· Represent the company at industry events, trade shows, and networking functions.
Qualifications:
Education & Experience
· High school diploma or equivalent required; bachelor's degree in business, construction management, or related field preferred.
· Minimum 3 years of sales experience in the construction materials industry; ready-mix concrete experience strongly preferred.
· Proven track record of meeting or exceeding sales targets.
Skills & Competencies
· Strong networking and relationship-building skills.
· Proficient in prospecting, closing, and negotiation.
· Comfortable using social media, bidding portals, and CRM tools.
· Excellent communication and problem-solving abilities.
· Organized, self-motivated, and goal driven.
· Proficiency in Microsoft Office Suite; CRM software experience preferred.
Other Requirements
· Must possess a valid Texas driver's license with a clean driving record.
· Willingness to travel daily within assigned territory.
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Performance Metrics:
· Monthly/annual sales volume (cubic yards sold).
· New account acquisition rate.
· First pour follow-up completion rate.
· Quote-to-close conversion rate.
· Customer retention and satisfaction scores.
· On-time and complete follow-up on quotes and opportunities.
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Work Environment:
This position involves frequent travel to construction sites, customer offices, and company facilities. Work may be performed outdoors in varied weather conditions, with occasional exposure to construction hazards.
Job Description
ScaleHouse Talent is the specialized recruiting engine behind the fastest-growing home remodeling companies in America. We don't just fill seats; we align high-performers with organizations that offer the best leads, the best products, and the highest commissions in the industry.
We are currently seeking a Heavy-Hitter Outside Sales Representative for our premier partner in the DFW market. This company is a Texas-based powerhouse, recognized as a Top Place to Work and a leader in high-end bathroom, kitchen, and window transformations. They have the infrastructure of a national giant but the heart of a local legend.
What's In It For You?
* Uncapped Commissions: Realistic six-figure earning potential. Average performers earn $120k-$160k; our top producers are clearing $200k+
* High-Intent Leads: You will be provided with 8-10 pre-set, qualified appointments per week generated by massive national and regional partnerships.
* The "You Sell It, We Install It" Model: Backed by W2 installers and a dedicated production team. You focus on the contract; they focus on the craftsmanship.
* Full Benefits: Comprehensive medical, dental, and vision packages.
* Elite Training: Two weeks of comprehensive training with world-class field support.
What You'll Do
* In-Home Consultations: Meet with homeowners in the DFW area to design and sell premium remodeling solutions.
* Consultative Excellence: Conduct 90 minute presentations, building rapport and educating homeowners on value over price.
* Master the Close: Confidently navigate objections and secure contracts during the initial visit.
* Professional Representation: Act as the face of a brand known for "People-First" values and exceptional community impact.
What You'll Need
* The "Closer Instinct": A proven track record in "one-call close" or high-ticket sales environments.
* Resilience: You thrive in a performance-based, commission-only structure where you are rewarded for your output.
* Flexibility: Mandatory one weekend day a week—when homeowners are actually home and ready to buy.
* Tech Literacy: Proficiency in using iPad-based design tools and CRM systems.
Who Is ScaleHouse Talent?
We are not a traditional "recruiting agency." We are growth partners for the elite. ScaleHouse exclusively represents brands that offer stability, premium compensation, and a winning culture. Our vetting process is rigorous because our clients only want the best. When you apply through ScaleHouse, you aren't just another resume in a pile—you are being positioned for a career-defining role with a market leader.
Job Description
We are dedicated to enhancing not only the lives of our valued clients but also the personal and professional growth of our people. We've grown 32% since last year, creating a need to expand our sales team into several key local markets, and we're on the lookout for an individual with a competitive background who is hungry for career advancement, performance-based compensation, and an environment surrounded by a team of like-minded and high-achieving peers.
This sales role requires a high level of autonomy and independence, but you will be trained and receive ongoing support and advanced training from a high-performing veteran sales team. The ideal person for this role is someone who is highly confident, is not afraid of the daily grind, can focus on their goals, and excels at working through adverse situations with determination and enthusiasm.
Position Description:
As an outside sales professional you will cover a dedicated assigned territory. After receiving comprehensive classroom and field training with one or more of our accomplished sales trainers, you will make sales calls to small- and medium-sized businesses across various industries in your territory. You will schedule and attend in-person meetings with business owners and key decision-makers, introducing them to industry-leading supplemental insurance solutions tailored to fit their employee's needs. You will often work with your clients' employees on an individual basis as well as conduct presentations for employee groups ranging from 5 to 100+.
Core Responsibilities:
* Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
* Respond to client inquiries via phone, email, or text as needed
* Schedule meetings with potential and existing clients to understand their insurance needs
* Attend scheduled calls and meetings with your sales manager and team
* Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients
* Build and nurture your own client portfolio
* Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself
* Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week
* Record daily work stats and sales activity updates at the end of each work day
The Ideal Candidate For This Role Possesses:
* Personality: You are outgoing and personable, you build trust easily with people, and you are someone who is invigorated and not intimidated by befriending strangers and conversing with new acquaintances.
* Confidence: Your confidence assures clients that their time spent with you is worthwhile and that the products you're offering add value. Addressing objections and pushback should come naturally.
* Coachable: You embrace feedback whether positive or critical and apply it where it's needed to improve your results. The ability to adapt and think outside the box is crucial for this role.
* Mental Toughness: You will face daily challenges in this sales role, so resilience is a required strength. You must be someone who is able to overcome adversity situations and not allow them derail your entire work day or week.
* Work Ethic: You expect personal and professional growth from yourself more than anyone else expects it of you. You don't quit until the goal is met or you have given your absolute best effort toward meeting it.
QUALIFICATIONS & DESIRED SOFT SKILLS:
* Strong interpersonal skills with the ability to build genuine connections quickly.
* A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles.
* Clearly-defined personal goals, a positive attitude, and optimistic outlook.
* Quick-thinking with exceptional situational awareness and critical thinking skills.
* Hunger for learning and growth, strong time management abilities, and the capability to work independently.
* Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers
ADDITIONAL QUALIFICATIONS:
* Pass a high-level pre-employment background check
* Active Drivers License and reliable transportation
* Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available)
* Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered)
COMPENSATION & BENEFITS:
* Comprehensive classroom and field training program
* Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions
* Health, dental and vision benefits offered after 60-days of employment
* Performance-based promotions
* Control of your schedule based on results achieved rather than time worked
* Continuing professional development classes, advanced sales trainings, and leadership development classes
* Culture of camaraderie, friendly competition, and success mindset
Apply now to be part of a team that embraces challenges and rewards effort!
ZR
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
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 will be based at the Plano, TX Campus . 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, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
- Monday – Friday / 7:30am – 8:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license and/or acquisition within 90 days
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- Up to 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- Active Group 1 Life and Health license
- 1+ yrs experience working in Sales with life insurance or financial services products
- 1+ yrs experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
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 #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.
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
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 on the Plano, TX Campus . 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, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
Work Hours:
- Monday – Friday / 7:30am – 7:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- 2+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $51,340 - $86,630.
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 #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
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
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 at the Plano, TX Campus . 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, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
- Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
- Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
- products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Serves as a resource to less experienced team members on escalated issues of a routine nature.
- Guides and influences less experienced team members.
Work Hours:
- Monday – Friday / 7:30am – 7:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 2 years of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in or leading teams
- Successful completion of a job-related assessment may be required
What sets you apart:
- 4+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $66,340 - $111,940
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 #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
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: 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 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.
