Jobs in Frisco

550 positions found — Page 9

Customer Success Leader- West Region (AZ, CA, CO, ID, MT, NV, NM, OR, UT, WA,WY)
Salary not disclosed
Plano, TX 2 days ago


About the Role



Impact you will make



The Regional Customer Success Leader plays a pivotal role in driving FinThrive's mission to transform healthcare revenue management through technology and partnership. This leader ensures that our customers realize measurable financial and operational outcomes while maintaining strong executive relationships across their portfolio. By coaching and empowering a high-performing team of Customer Success Directors, this role directly influences revenue retention, client growth, and customer satisfaction. Acting as a strategic connector between our clients and internal teams, the Regional Leader helps shape FinThrive's reputation as a trusted partner and accelerates our success in an evolving healthcare landscape.



Regional Customer Success Leader



What You Will Do





  • Report to the SVP, Growth and lead a regional team of Customer Success Directors

  • Coach, mentor, and develop Customer Success Directors to build a high-performance culture focused on proactive client engagement, strategic account planning, and measurable outcomes.

  • Ensure execution of account strategies that drive revenue retention, client growth, NPS improvement, and achievement of customer success KPIs.

  • Use data-driven insights to identify at-risk accounts, develop intervention plans, and align customer outcomes with FinThrive's strategic objectives.

  • Partner cross-functionally with Sales, Product, Marketing, Implementation, Customer Support, IT, and Finance to ensure seamless customer experience and alignment on account strategy.

  • Lead regular Executive Business Reviews (EBRs) and support escalation management to ensure client satisfaction and value realization.

  • Drive adoption of FinThrive's full suite of revenue cycle technology solutions across your customer portfolio.

  • Represent the voice of the customer internally and influence product roadmaps through structured feedback loops.

  • Collaborate with leadership on forecasting, renewal planning, and upsell strategies to meet financial targets.

  • Travel up to 50% to meet with customers, attend industry events, and strengthen executive relationships.



What You Will Bring





  • 10+ years of experience in healthcare technology, revenue cycle management, or SaaS-based customer success.

  • 5+ years of leadership experience managing and developing regional or national customer success teams.

  • Proven success in revenue retention, growth, and client satisfaction within complex healthcare organizations.

  • Strong executive presence and communication skills, with the ability to influence at all levels of the client organization.

  • Experience in account strategy, KPI management, and operational execution.

  • Demonstrated ability to collaborate across functions and drive cross-departmental alignment.

  • Excellent analytical, problem-solving, and organizational skills with a data-first mindset.

  • Proficiency with Salesforce, Gainsight, Gong and other CRM or customer success tools.

  • Bachelor's degree required; MBA or advanced degree preferred.

  • Travel required: up to 50%.



What We Would Like to See





  • Prior experience with revenue cycle SAAS technology and service solutions

  • Strong understanding of healthcare reimbursement, payer-provider workflows, and regulatory requirements.

  • Demonstrated success driving NPS participation, EBR cadence, and customer engagement metrics.

  • Commitment to FinThrive's core values - Customer Centric, Agile, Reliable, Engaged (CARE).



About FinThrive



FinThrive is advancing the healthcare economy.
For the most recent information on FinThrive's vision for healthcare revenue management visit /why-finthrive.




Award-winning Culture of Customer-centricity and Reliability



At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.




Our Perks and Benefits



FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit /careers-benefits.




FinThrive's Core Values and Expectations





  • Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities

  • Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations



Physical Demands

The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Statement of EEO
FinThrive values diversity and belonging and is proud to be an Equal Employment 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 protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.

FinThrive Privacy Notice for California Resident Job Candidates

Know Your Rights
Pay Transparency Notice




FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.
2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO

| FinThrive Careers | FinThrive Benefits & Perks | Physical Demands



Not Specified
Phlebotomist II
Salary not disclosed
Plano, TX 2 days ago
Title: Phlebotomy - Phlebotomist II

location: Plano TX 75093

duration: 7 months


Shift/Time Zone:
M-F 8am-5pm

The Patient Services Representative II (PSR II) represents the face of our company to patients who come in, both as part of their health routine or for insights into life-defining health decisions. The PSR II draws quality blood samples from patients and prepares those specimens for lab testing while following established practices and procedures. The PSR II has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner. The PSR II will demonstrate Leadership Behaviors while focusing on process excellence skills and sensitivity to confidentiality and accuracy to patient information. Successful applicants may be assigned to a doctor's office, a patient service center or as business needs dictate.

Under the direction of the area supervisor, perform daily activities accurately and on time.

Maintain a safe and professional environment.

Performs with confidence, both the forensic and clinical specimen collection and processing duties following established practices and procedures.

Perform verification of patient demographic info / initials including patient signature post-venipuncture to verify tubes were labeled in their presence and that the name on the label is correct.

Maintains required records and documentation.

Demonstrates organizational commitment and promotes a positive image to patients, clients, employees and the public in general.

Job Requirements:


  • Ability to provide quality, error free work in a fast-paced environment.
  • Ability to work independently with minimal on-site supervision.
  • Excellent phlebotomy skills to include pediatric and geriatric.
  • Flexible and available based on staffing needs, which includes weekends, holidays, on-call and overtime.
  • Committed to all Policies & Procedures including Company dress code, Employee Health & Safety, and Everyday Excellence Guiding Principles.
  • Must be able to make decisions based on established procedures and exercise good judgment.
  • Must have reliable transportation, valid driver license, and clean driving record, if applicable.
  • Travel and flexible hours required to work multiple locations and required to cover at Patient Service Center/In-Office Phlebotomy locations with minimal notice.
  • Capable of handling multiple priorities in a high-volume setting.
  • Must demonstrate Superior Customer Focus; ability to communicate openly and transparently with peers, supervisors and patients; ability to accelerate and embrace change; and knowledge of our business.


Training locations may vary based on trainer availability.

Required Education:

High school diploma or equivalent REQUIRED.

Medical training: medical assistant or paramedic training preferred.

Phlebotomy certification preferred. Required in California, Nevada, and Washington.

Work Experience:

1-3 years phlebotomy experience required, inclusive of pediatric, geriatric and capillary collections.

2 years in a Patient Service Center environment preferred.

Customer service in a retail or service environment highly preferred.

Keyboard/data entry experience.
Not Specified
Prior Authorization and FHIR Integration Specialist
🏢 FinThrive
Salary not disclosed
Plano, TX 2 days ago


About the Role



What you will do





  • Own the process for building payer relationships, identifying payer requirements for connection, translating requirements into user stories for the development team, coordinating implementation and testing, and ensuring the payer connection is successful in production.

  • Fill the role of subject matter expert in relation to prior authorizations and notice of admission both in terms of payer requirements and overall business requirements to successfully manage prior authorizations between providers and payers.

  • Identify and document the correct method of submission and status for prior authorizations to payers based on the payer requirement for specific service or CPT code including EDI 278 215/217, UMO payer portal, or Fax.

  • Document payer portal prior authorization workflows for robotic process automation and work with the RPA development team to build and test new payer portal prior auth automations.

  • Define and monitor key metrics for prior authorization connectivity, including transaction turnaround time, error rates, and customer satisfaction

  • Maintain up-to-date knowledge of regulatory requirements impacting prior authorization processes and ensure compliance in all payer connections

  • Become an expert in the upcoming Da Vinci FHIR prior authorization standards and work with development and business teams to ensure successful transition to FHIR

  • Work with payers and providers to establish FHIR connections for Prior Auth

  • Collaborate with the development team and clearinghouse team to establish EDI connections to payers

  • Collaborate closely with development, QA, UX, and other cross-functional teams to ensure deliverables meet customer and business expectations.

  • Engage directly with customers and internal stakeholders to elicit and understand business needs, pain points, and desired outcomes.

  • Triage errors and issues that arise and work and collaborate with other teams to resolve as needed to resolve the issues.

  • Prioritize the payer connection backlog based on business value, customer impact, and development capacity, ensuring alignment with strategic goals.

  • Apply critical thinking to streamline processes and work towards continual improvement and efficiency

  • Maintain and prioritize the user story backlog and work with development and stakeholder teams to refine user stories to meet the Definition of Ready for development

  • Work with the scrum team to ensure all tasks are completed and the committed objectives are achieved



What you will bring





  • Subject matter expert knowledge of healthcare prior authorizations and notice of admission processes on the provider, payer, and UMO sides.

  • 2+ years of experience working with prior authorization submissions and status to payers and UMOs

  • Knowledge of Da Vinci FHIR and ability to become a Da Vinci FHIR subject matter expert

  • Strong skills in creating detailed requirements, user stories, and acceptance criteria.

  • Strong analytical and critical thinking skills to solve complex business problems.

  • Provide guidance and direction to the technology teams during the development cycle and participate in all scrum ceremonies. Be available and ready to make quick, well-informed team-level decisions on behalf of stakeholders and the business

  • Ability to train others and share knowledge across teams

  • Excellent written and verbal communication skills, excellent inter-personal skills with the ability to bridge business and technical environments, and ability to build professional relationships

  • Ability to quickly learn complex systems and understand product architecture and development frameworks.



What we would like to see





  • Bachelor's degree in a related field

  • Experience working directly with healthcare providers, payers, or RCM vendors.

  • Experience in Agile Scrum and SAFe development methodologies

  • Healthcare revenue cycle management knowledge specifically related to prior authorizations

  • Knowledge of healthcare EDI transactions including 278 215/216/217, 837, 835, 276/277, 270/271, and 275 EDI transactions



About FinThrive



FinThrive is advancing the healthcare economy.
For the most recent information on FinThrive's vision for healthcare revenue management visit /why-finthrive.




Award-winning Culture of Customer-centricity and Reliability



At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.




Our Perks and Benefits



FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit /careers-benefits.




FinThrive's Core Values and Expectations





  • Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities

  • Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations



Physical Demands

The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Statement of EEO
FinThrive values diversity and belonging and is proud to be an Equal Employment 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 protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.

FinThrive Privacy Notice for California Resident Job Candidates

Know Your Rights
Pay Transparency Notice




FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.
2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO

| FinThrive Careers | FinThrive Benefits & Perks | Physical Demands



Not Specified
Manufacturing Quality Engineer (ISO9001)
Salary not disclosed
Plano, TX 2 days ago

Who We Are:

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow,” Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide.


Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies, and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones Sustainability™ Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.


What you would be doing:

Ensures manufacturing and assembly processes/procedures utilized by Contract Manufacturers meet product quality and reliability requirements.

Tracks ongoing quality and yield performance to drive improvement activities.

Evaluates new product designs for manufacturability.

Assists Contract Manufacturers with problem identification, root cause analysis, and corrective action identification, verification, and implementation.

Implements quality plans for rapidly transitioning products into manufacture.

Determines acceptability of product from subcontractors and internal operations.

Supports quality system development and implementation to applicable codes and standards such as ISO9001, etc.

Performs, documents and track results of internal audits.

Generates, evaluates and tracks corrective action requests.

Inspects and evaluates material and product quality according to internal process and procedures.

Assists in training of company personnel.

Interfaces with customers for quality activities

.



What we require (Skills and Background):

  • Bachelor’s degree in engineering, Electronics or related discipline or equivalent desired
  • Four to six years of previous quality assurance experience in the electronics or power industry required.
  • Previous experience working with an ISO-9001 quality assurance program required
  • Automotive background experience (IATF 16949 Automotive Quality Management System in particular) to support EV business.
  • Core Quality and Engineering Tools (QMS, PPAP, APQP, FMEA, SPC, MSA, QCP, PMP)
  • Quality metrics and driving metrics improvement (Yield, Cpk, GR&R, Scrap, MRB, DPPM
  • Knowledge of statistical techniques and demonstrated ability to review and approve test plans, qualification reports, drawings, documents
  • Quality Control Analysis; conducting tests and inspections of products, services, or processes to evaluate quality or performance.
  • Monitoring/ Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Demonstrated advance proficiency with computer software to include MS Office (Word and Excel) and e-mail

Desired Skills:

Auditor or Lead Auditor Certification or Certified Quality Engineer is preferred.

ISO14001:2015 Environmental Management Systems, ISO 45001 Health, and Safety Management is a plus.

Delta SQMS (Smart Quality Management System) experience

Smart IQC

MES (Manufacturing Execution System)





What you will experience at Delta:

You will be joining one of the world’s leaders in technology as they grow their presences in North America. This role offers a competitive salary package, comprehensive benefits, and the opportunity to work with a dynamic team in a fast-paced and innovative environment. If you are a self-starter with a passion for technology and a commitment to customer satisfaction, this is the job for you.

Not Specified
Production Line Supervisor - Bilingual Spanish
🏢 Delta Electronics Americas
Salary not disclosed
Plano, TX 2 days ago

Who We Are:

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow,” Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide.


Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies, and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones Sustainability™ Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.


What you would be doing:

Responsible for safely Assemble quality products through the efficient use of manpower, materials, and equipment. The Production Assembly Line Supervisor, directs the activities to Production Assembly departments, promotes safe work practices, maintains production schedules and record keeping, and ensures quality standards are met. This position plans work, makes assignments, assists in the hiring process, trains new employees, and administers company policies consistently. Communicates well with Eng. Planning

  • Production Schedule and work order:
  • Close work order within 4hrs after return FG to Stock.
  • Manufacturing experience, Power Electronics, (UPS, Switchboards, Panel Boards, Power Distribution Units)
  • Accurately complete production reports; complete details of run time report.
  • Communicate any material shortages
  • Responsible of achieving the daily production requirements
  • Assessing project and resource requirements.
  • Train new employees utilizing the OI.
  • Achieve monthly productivity KPI.
  • Read, Review, Plan and organize production schedules. To meet OTD.


  • 5S and Safety: Promote safety in the workplace on a daily basis; lead and direct Safety Program on a team as defined
  • Lead safety discussions, training with employees, audit associate safety practices during walk around.
  • Maintain Delta’s competence plan
  • Ensure that all necessary PPE is being follow.
  • Report all safety issues to manager.
  • Maintain housekeeping standards 5S by inspecting each line, update line charts with data & comments.
  • Perform periodic check-ins after Initial training.
  • Teach employees to run 5S audits. And Follow Delta’s 5S Score Card.


  • Training and Coach: Provide on-the-job training for associates in all areas of their job duties.
  • Set Goals for employees & Make employees accountable.
  • Share and review company mission and goals.
  • Work on getting regular feedback from your team.


  • WIP & Material Management: Maintain Scrap report
  • Manage and report material with over usage/ over issue.
  • Responsible for area inventory control for the area.
  • Assess staffing levels, adhere to budgeted headcount numbers for work needs, and work with Production Manager and HR to fill.


  • Work Quality: Follow SOP.
  • Ready to work before and after shift starts.
  • Manage team meetings, and attend additional management team meetings as necessary.
  • Lead by example following the 3 basics rules, Safety, Quality and productivity.
  • Comply with and consistently administer company policies.
  • Accurate Safety, Production, Scrap, Quality an HR recordkeeping.


  • Process & Continuous Improvement: Identify limiting factors of production and make recommendations for continual improvement.
  • Maintain department procedure and work instructions and work with PE to update as necessary
  • Maintain compliance with QMS system; QA Scrap & First Piece Approvals
  • Schedule regular communication meetings to promote team building and improvement
  • Ensure that the EMS conforms to ISO14001: 2015
  • Ensure processes are delivering intended outcomes
  • Report to Top Management on the performance of the EMS; on opportunities for improvement; on change requirements; on innovations
  • Ensure the integrity of the EMS is maintained





What we require (Skills and Background):

  • Bachelor’s Degree or equivalent (preferred) in electrical
  • 5+ years of supervisory experience in high-Volume production and/or industrial industry.
  • Strong organizational, Leadership & administrative Skills.
  • Knowledge and understanding of fabrication, mechanical, electrical, and electronic principals,
  • Must understand specific OSHA and EPA standards as they relate to the plant environment.
  • Ability to interpret an extensive variety of technical instructions.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Computer literate – (MS Office) (ERP Systems – SAP)


What you will experience at Delta:

You will be joining one of the world’s leaders in technology as they grow their presences in North America. This role offers a competitive salary package, comprehensive benefits, and the opportunity to work with a dynamic team in a fast-paced and innovative environment. If you are a self-starter with a passion for technology and a commitment to customer satisfaction, this is the job for you.

Not Specified
Front Desk Staff
Salary not disclosed
Plano, TX 2 days ago

Front Desk Coordinator / Patient Services Representative


Job Summary

The Front Desk Coordinator serves as the first point of contact for patients, visitors, and staff within the department. This role is responsible for delivering a welcoming, professional experience while supporting administrative, scheduling, and patient registration functions to ensure efficient departmental operations.

Key Responsibilities

  • Greet and assist patients, visitors, and staff in a courteous and professional manner
  • Check patients in/out and verify demographic and insurance information
  • Schedule, confirm, and adjust appointments as needed
  • Answer and direct incoming phone calls
  • Maintain accurate patient records within the electronic medical record (EMR) system
  • Collect required documentation and obtain necessary forms/signatures
  • Handle general administrative tasks (filing, scanning, data entry)
  • Coordinate communication between patients and clinical staff
  • Ensure patient privacy and confidentiality at all times
  • Provide exceptional customer service while managing multiple priorities

Requirements

  • High school diploma or equivalent
  • Prior customer service or administrative experience
  • Strong communication and interpersonal skills
  • Basic computer proficiency
  • Ability to maintain professionalism in a fast-paced environment
  • Strong attention to detail and organizational skills
Not Specified
Data Entry Specialist
🏢 Swoon
Salary not disclosed
Frisco, TX 2 days ago

Data Entry Clerk

$21/hr

Onsite


***US CITIZENSHIP OR GREEN CARD REQUIRED***


A leading telecommunications company's Legal and Emergency Response team is seeking a detail-oriented and professional Contract Legal Data Entry Specialist to join their Case Management group. In this vital role, you'll be responsible for processing and routing legal demands served upon the company for historical customer information. You will analyze and accurately categorize legal documents such as court orders, search warrants, and subpoenas to ensure they are handled properly. This position requires a high level of confidentiality and a strong commitment to accuracy.


Key Responsibilities


  • Analyze and process legal documents, including subpoenas, court orders, search warrants, and preservation letters.
  • Accurately name and code documents for proper routing to the appropriate internal teams, including Case Management, Real Time Operations (RTO), and the Emergency Response Center (ERC).
  • Maintain a high level of confidentiality with sensitive information as defined by a company-specific National Security Agreement (NSA).
  • Demonstrate a mature and professional demeanor when handling potentially graphic content.
  • Assist with other data entry and administrative duties as assigned.


Qualifications


  • Proven ability to type a minimum of 45 words per minute and 5,000 keystrokes per hour.
  • High level of computer literacy, including proficiency with 10-key data entry.
  • Excellent communication skills and a strong professional attitude.
  • Detail-oriented, goal-driven, and a quick learner.
  • Ability to work with minimal supervision.
  • Experience or formal training in reading legal demands is preferred but not required. We provide comprehensive on-the-job training.


Work Environment & Details

  • This is a contract position.
  • Training will be conducted strictly in-office.
  • After successful completion of training and consistent demonstration of meeting performance and quality standards, you may have the opportunity to work from home up to two days per week.
Not Specified
Yard Support
Salary not disclosed
McKinney, TX 2 days ago

Doka is one of the world’s leading companies for developing, manufacturing and distributing formwork solutions for use in all fields of the construction sector. The Doka Group is a company of the Umdasch Group and employs more than 8,500 people in over 70 countries.

We Make It Work

Job Description

As a member of our Yard Team, you will play a crucial role in maintaining the organization and cleanliness of our yard, supporting various aspects of material production, and ensuring a safe working environment. The ideal candidate should be detail-oriented, and capable of handling various tasks related to yard operations. This role will be based in our Far South branch located in Pompano Beach, FL and will report into our local Yard Manager.

Responsibilities:

  • Material Handling: Assist in the loading and unloading of materials and equipment components using forklifts and other equipment.
  • Yard Maintenance: Keep the yard area clean, organized, and free of debris. Perform routine maintenance tasks to ensure a safe and efficient working environment.
  • Inventory Management: Monitor and manage inventory levels of raw materials and finished products. Report any discrepancies or shortages.
  • Assist in Production: Support production activities by transporting materials, tools, and equipment as needed. Collaborate with other team members to meet production goals.
  • Equipment Operation: Operate machinery, such as forklifts and skid steers, in a safe and responsible manner. Conduct routine checks on equipment to ensure proper functioning.
  • Adhere to Safety Protocols: Follow safety guidelines and protocols to prevent accidents and ensure a secure working environment. Report any safety concerns promptly.
  • Collaboration: Work closely with other team members, including welders and fabricators, to facilitate seamless workflow and meet project deadlines.
  • General Labor: Perform general labor tasks as assigned, including but not limited to cleaning, sweeping, and assisting in the setup of work areas.

Qualifications

Qualifications:

  • Previous experience in a similar role, preferably in a manufacturing or construction environment.
  • Ability to operate forklifts and other yard equipment safely.
  • Physical fitness and stamina to handle manual labor tasks in an outdoor environment.
  • Basic understanding of inventory management principles.
  • Strong attention to detail and commitment to maintaining a clean and organized workspace.
  • Effective communication skills and the ability to work collaboratively within a team.
  • Knowledge of safety protocols and a commitment to maintaining a safe work environment.

Additional Information

Doka offers terrific career opportunities, competitive compensation, comprehensive benefits including medical, dental, vision, Flexible Spending Account, company paid life insurance, supplemental voluntary term life insurance, 401k retirement plan (Roth and Non-Roth), short-term disability, AFLAC policies, paid time off (sick/personal, vacation, floating holiday and company paid holidays) and an exciting opportunity to join as a member of Doka's team.

If working with some of the most impressive construction projects in the US and joining an industry leader excites you, please submit your resume by clicking below. Visit us on-line at for additional information on Doka USA, Ltd.

Doka USA, Ltd. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are interested and have a strong competitive drive, positive attitude, a desire to learn and grow from your experiences, then this is your opportunity to make an immediate difference.

Please submit your resume and apply now.

External candidates must be authorized to work for any employer in the USA.

Not Specified
Tech Support Contractor
Salary not disclosed
Plano, TX 2 days ago

Job Summary

Provides support to end users on a variety of issues. Identifies, researches, and resolves technical problems, billing inquiries, submits return merchandise authorizations, and promotes aftermarket sales. Answers telephone calls, and responds to emails, right faxes and voicemails within prescribed service levels. Documents, tracks, and provides accurate and timely follow through to customer inquiries. Relies on experience and judgment to plan and accomplish goals.


Essential Duties and Responsibilities:

  • Takes ownership of incoming calls from the end user community and provides one call resolution for ASSA ABLOY product lines.
  • Properly enters customer information, documents and verifies customer orders, billing and shipping addresses for invoicing and tracking purposes.
  • Responsible for follow-up on all issues, maintains quality assurance of tickets, monitors order status and backlogs for delayed orders.
  • Performs front line troubleshooting of proprietary software for product lines and tests product hardware and software applications to resolve technical inquiries.
  • Assigns tickets to the proper 2nd and 3rd level support teams, sales and field technicians.
  • Escalates calls to appropriate departments and senior management as needed.
  • Provides input on processes and assists with the development of standard operating procedures to gain efficiencies.
  • Promotes Aftermarket Sales to contribute to revenue expectations of department and company.
  • Assumes and performs other duties and responsibilities not specifically outlined herein.
  • Projects a favourable image of ASSA ABLOY Hospitality, Inc. when interfacing with the outside community.
  • Rotation of on-call phone and pager for products lines after hours and weekends.


Skill Requirements and Performance Criteria:

  • Excellent phone and interpersonal skills with customers, peers and management
  • Must be detail oriented, possess the ability to multitask, be able to organize and prioritize tasks and follow through on commitments.
  • Technical aptitude to troubleshoot and analyze hardware and software issues.
  • Adaptable to change


Education and/or Work Experience Requirements:

  • 2 to 3 years customer service experience or Technical Support experience in a fast paced environments.
  • 1 to 2 years Desktop Support or Networking knowledge is preferred.
  • High School graduate/GED with some desktop and/or technical interface experience.
  • Associate Degree in electronics, preferred or equivalent work experience.
  • Some college level course work up to a 4 year degree is desired.
  • Industry certification preferred.


Software and Technical Skills:

  • Experience with MS Office - Suite, Windows Vista, Window 2003 Server and Windows XP.
  • Network knowledge, preferred.
  • Knowledge of Navision is a strong plus or familiarity with other ERP systems.


Physical Requirements:

  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
  • Must be able to talk, listen and speak clearly on telephone.


We are the ASSA ABLOY Group

Our people have made us the global leader in access solutions. In return, we open doors for them wherever they go. With nearly 61,000 colleagues in more than 70 different countries, we help billions of people experience a more open world. Our innovations make all sorts of spaces – physical and virtual – safer, more secure, and easier to access.


As an employer, we value results – not titles, or backgrounds. We empower our people to build their career around their aspirations and our ambitions – supporting them with regular feedback, training, and development opportunities. Our colleagues think broadly about where they can make the most impact, and we encourage them to grow their role locally, regionally, or even internationally.


As we welcome new people on board, it’s important to us to have diverse, inclusive teams, and we value different perspectives and experiences.

Not Specified
Full time - Nights Registered Respiratory Therapist
Salary not disclosed
Plano, TX 3 days ago

Hours of Work :

7p-7a

Days Of Week :

24/7

Work Shift :

12X3 Night (United States of America)

Job Description :

Methodist Richardson Medical Center is seeking a full time Night Registered Respiratory Therapist to join its TEAM. This position will be located in the Bush / Renner Campus.

Your Job:
The Registered Respiratory Therapist (RRT) is responsible for a variety of therapeutic and diagnostic procedures including ABG, PFT’s, and various forms of ventilator support, oxygen and aerosol therapy, bronchial hygiene therapy and airway maintenance.  You will be expected to be proficient with the respiratory assessment and respiratory treatment of both adults and neonates. These procedures are performed under the indirect supervision of the department’s medical director, according to departmental policies and procedures.  The RRT must demonstrate the knowledge, skills, understanding and ability to care for patients of all age groups; and be sensitive to the diverse and unique needs of patients based on age, sex, race and culture.

Your Job Requirements:

• Graduate of an accredited Respiratory Care Program
• Current Basic Life Support certification required
• Current Advanced Cardio Life Support certification required
• NRP, Pediatric Advanced Life Support — must obtain within 1 year of hire
• Currently licensed in good standing as a Respiratory Care Practitioner by Texas Medical Board
• Registered by the National Board for Respiratory Care
• New Graduates are welcome to apply!

Your Job Responsibilities:

• Performs respiratory therapeutics to include oxygen administration and weaning, aerosol and humidity therapy, IPPB, Incentive Spirometry, airway maintenance, bronchial hygiene, chest physiotherapy, CPR and mechanical ventilation.   
• Performs and reports prescribed cardiopulmonary diagnostic procedures to include arterial blood gas analysis, pulse oximetry, pulmonary function studies, and electrocardiograms.
• Prepares a treatment evaluation to include a bedside respiratory physical assessment, patient interview and a review of patient’s medical record.
• Perform appropriate actions using critical thinking skills.
• Must be able to interpret the CXR, ABG, and PFT’s when reviewing patient data.
• Assembles, checks, operates and troubleshoots all cardiopulmonary equipment such as artificial airways, ventilators, oxygen analyzers, oxygen delivery devices and blood gas analyzers.
• Participates in tasks related to infection control, safety and quality assurance.
• Performs required cleaning and maintenance of all cardiopulmonary equipment and work areas.
• Utilizes appropriate customer scripting as evidenced by observation and improved patient satisfaction.
• Perform other job duties as required

Methodist Richardson Medical Center is a 443-bed, full-service, acute care hospital that serves Richardson, Garland, Plano, and surrounding areas in Dallas and Collin counties. We are a Certified Comprehensive Stroke Center as well as the nation’s first hospital to receive The Joint Commission’s Gold Seal of Approval® for Pancreatic/Hepatic/Biliary Cancer Certification. We also provide services at Methodist Richardson Medical Center – Campus for Continuing Care, which include a behavioral health and addiction recovery unit, inpatient rehabilitation, long-term acute care, and more. We strive to have a diverse workforce that reflects the communities we serve and welcomes the skills and talents of all groups. Our reputation as an award-winning employer shows in the distinctions we’ve earned:
  • Magnet®-designated hospital
  • 150 Top Places to Work in Healthcare by Becker’s Hospital Review, 2023
  • Top 10 Military Friendly® Employer, Gold Designation, 2023
  • Top 10 Military Spouse Friendly® Employer, 2023
  • Level III Neonatal Intensive Care Unit
  • Level III Trauma Center
permanent
Travel ICU RN (Plano)
Salary not disclosed
Plano, Texas 3 days ago
Travel ICU RN

Company: Fusion Medical Staffing

Location: Facility in Plano, Texas

Job Details

Fusion Medical Staffing is seeking a ICU RN for a 13-week travel assignment in Plano, Texas. As a member of our team, you'll have the opportunity to make a positive impact on the lives of patients while enjoying competitive pay, comprehensive benefits, and the support of a dedicated clinical team.

Required Qualifications:
  • One year of recent experience as an ICU RN
  • Valid RN license in compliance with state regulations
  • Current BLS (AHA/ARC) and ACLS (AHA/ARC) certifications
Preferred Qualifications:
  • Critical Care Registered Nurse (CCRN) certification
  • TNCC, NIHSS certification
  • Other certifications or licenses may be required for this position
Summary:

The ICU Registered Nurse is responsible for providing comprehensive, critical care to patients in the intensive care unit. This role encompasses assessing and monitoring critically ill patients, operating life-support equipment, administering advanced treatments, and collaborating with multidisciplinary healthcare teams. The position requires strong critical care skills, advanced clinical judgment, excellent communication, and a commitment to maintaining the highest standards of patient safety and professional ethics in high-acuity settings.

Essential Work Functions:
  • Assess and monitor critically ill patients, recognizing and responding to subtle changes in patient condition
  • Administer complex medications and treatments in accordance with approved critical care nursing techniques
  • Operate and manage advanced life support equipment
  • Ensure patient safety and comfort in high-acuity ICU environments, addressing physical and emotional needs
  • Record significant conditions, reactions, and interventions, notifying the appropriate provider of changes in patient status
  • Perform and interpret advanced hemodynamic monitoring, including arterial lines, central venous pressure, and pulmonary artery catheters
  • Accurately document all assessments, interventions, and patient responses in the medical record in a timely manner to ensure continuity of care and compliance with regulatory standards
  • Provide education to patients and families regarding the ICU environment, treatments, and recovery expectations
  • Communicate closely with interdisciplinary healthcare teams to optimize patient care
  • Maintain proficiency in critical care procedures and technologies through ongoing education and training
  • Adhere to strict infection control protocols to protect immunocompromised patients and reduce risks
  • Engage in quality improvement initiatives to enhance ICU patient outcomes and operational efficiency
  • Perform other duties as assigned within scope
  • Adhere to hospital safety protocols, infection control guidelines, and regulatory standards
Required Essential Skills:
  • Critical thinking, service excellence, and good interpersonal communication skills
  • The ability to read, write, and communicate in the English language
  • Ability to read/comprehend written instructions, follow verbal instructions, and proficiency in PC skills
  • Physical Abilities - Must be able to remain in a stationary position, move about, move equipment (50-100lbs), push, pull, and bend
  • Interpersonal Skills - Must be able to work effectively with a variety of personnel (professional and ancillary) to present a positive attitude and professionalism
  • Technical/Motor Skills - Must have the ability to grasp, perform fine manipulation, push/pull, and move about when assisting with procedures and/or using department equipment
  • Mental Requirements - Must be able to cope with frequent contact with the general public and customers while meeting deadlines under pressure. Must be able to work under close supervision occasionally, as well as working without assistance from other personnel. Must be able to contend with irregular activity schedules occasionally and continuous concentration to detail
  • Sensory - Must possess visual acuity and ability to effectively communicate
Benefits Include:
  • Highly competitive pay for travel professionals
  • Comprehensive medical, dental, and vision insurance with first day coverage
  • Paid Time Off (PTO) after 1560 hours
  • Life and Short-term disability offered
  • 401(k) matching
  • Aggressive Refer-a-friend Bonus Program
  • 24/7 recruiter support
  • Reimbursement for licensure and CEUs
Why Choose Fusion?

At Fusion Medical Staffing, our goal is to improve the lives of everyone we touch, and we're always looking for people like you to join our mission. Your passion for helping others deserves a partner just as committed to supporting you - that's why we offer day one insurance, $0 copay for mental health services, scholarships and awards, exclusive discounts, and more. From your personal recruiter to our clinical and traveler experience teams, we're here to guide and celebrate you along your journey. You take care of others; we take care of you.

Other Duties Disclaimer:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties may be assigned. This job description is not a comprehensive list of all activities, duties, or responsibilities that are required of the employee for this job and is subject to change at any time with or without notice.

Start your rewarding career as a Travel ICU RN with Fusion Medical Staffing and join our mission to improve lives. Apply now!

Fusion is an EOE/E-Verify Employer


permanent
Customer Service - Bank
Salary not disclosed
FRISCO, TX 3 days ago
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

 

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have

Required Qualifications

  • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
  • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
  • Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously.
  • Ability to work in the office up to 75% - 100% of the time, as required.

 

Preferred Qualifications

  • Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs.
  • Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals.
  • Ability to establish rapport with clients over the phone to create long term relationships with Schwab.
  • Desire to be part of a supportive and collaborative team.
  • High attention to detail to adhere to extensive bank policies, procedures, and guidelines.
  • Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning.

 

#campus


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
permanent
Revenue Growth Manager
Salary not disclosed
Frisco, Texas 3 days ago
Job Overview:

Strategic Promotional Planning Manager
(Revenue Growth Management)
As the Revenue Growth Manager you will directly support the National Retail Sales team. You will be responsible for partnering with Sales Leadership to develop the strategies and plans necessary to meet the organization's revenue growth deliverables for your area of responsibility. Your main focus will be working with the enterprise's data sources and trade solutions to harvest insight and influence the pricing and promotional actions needed to drive business results while adhering to the commercial strategy and acting coherently within the marketplace. This will require both exceptional analytical skills and strong collaboration with other functions including Sales and Finance.

What you will do:

Creation of the customer/channel topline plan for beverages and appliances
• Assists with the development of 52 week price/package/promotional plan to achieve revenue and volume goals
• Evaluation of customer specific sources of growth
In Year Topline Management & Execution
• Responsible for developing and evolving customer revenue forecast (volume, price, trade) and managing to approved budget
• Evaluation of Joint Business Plan (JBP) metrics with Customer (e.g. revenue, customer margin, share)
• Accountable for team performance management routines measuring topline Key Performance Indicators (KPIs) and performance vs plan drivers
Identify and leverage customer specific insights to deliver optimized trade promotions
• Evaluation of promotional effectiveness for customer activities (Return On Investment (ROI), Household (HH) penetration), Volume lift
• Provide a linkage from sales team to headquarter RGM team to ensure delivery of thought leadership & analytical acumen to account team

Total Rewards:
  • Salary Range: $ 97,000 - $135,000
  • Actual placement within the compensation range may vary depending on experience, skills, and other factors
  • Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement
  • Annual bonus based on performance and eligibility

Requirements:

What you must have:
• Bachelor's degree and 5 years of experience in analytics, finance, sales, marketing or related field
• Prefer experience in a "Fortune 500" company, or in the Consumer Packaged Goods, Beverage, Small Appliance or related industries
• Ability to work across multiple data sources to provide a holistic perspective
• Ability to think systemically & lead complex processes
• Self-motivated and detail oriented with the ability to perform well in a fast-paced and changing environment
• Ability to influence decision making across multiple levels and functions of an organization to drive results
• Advanced Proficiency in Microsoft applications (Excel & PowerPoint)
Company Overview:

Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!
Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?
We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.
Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.

A.I. Disclosure:
KDP uses artificial intelligence to assist with initial resume screening and candidate matching. This technology helps us efficiently identify candidates whose qualifications align with our open roles. If you prefer not to have your application processed using artificial intelligence, you may opt out by emailing your resume and qualifications directly to in lieu of clicking Apply. Please include the job title and location or Job ID # in the email subject line.

Not Specified
Actuarial Analyst II (Intermediate) - P&C Personal Lines
Salary not disclosed
PLANO, Texas 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

  • Independently applies actuarial methodologies to complete structured projects (e.g.)

  • Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).

  • Identifies and  improves existing processes utilizing actuarial, mathematical, or statistical techniques.

  • Proactively resolves technical issues and identifies appropriate issues for escalation.

  • Assists others with troubleshooting issues.

  • Creates instructions and training materials for actuarial tools and processes.

  • Mentors new team members.

  • Apply business acumen to provide actionable insights that help solve business problems.

  • Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • 2 years of actuarial or analytical business experience.

  • 3 Casualty Actuarial Society (CAS) exams.

  • Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.

  • Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

  • Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).

  • Demonstrated experience with basic actuarial pricing methodologies.

  • Demonstrated experience aggregating and analyzing data to solve problems.

  • Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

  • P&C Personal Lines pricing experience.

  • Familiarity and experience with industry pricing software such as Earnix.

  • US military experience through military service or a military spouse/domestic partner.

Compensation range: The salary range for this position is: $77,120 - $138,810.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

permanent
Intermediate Life Solutions Specialist - Plano
🏢 USAA Careers
Salary not disclosed
PLANO, Texas 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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.

permanent
Life Actuary– Asset Liability Management Team
🏢 USAA Careers
Salary not disclosed
PLANO, Texas 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

  • May make recommendations for model adjustments and improvements, when appropriate.

  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

  • 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:

  • Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

  •  Do you have one of the following:

  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

  • US military experience through military service or a military spouse/domestic partner

  • FSA (Fellow of the Society of Actuaries) designation

  • Experience using Moody’s AXIS software

  • 2 or more years of experience with asset liability management or cash flow testing

  • Prior Actuarial experience with Life Insurance and Annuity Products

  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

permanent
Actuarial Analyst – Financial Projections (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

  • May make recommendations for model adjustments and improvements, when appropriate.

  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

  • 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:

  • Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

  •  Do you have one of the following:

  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

  • US military experience through military service or a military spouse/domestic partner

  • FSA (Fellow of the Society of Actuaries) designation

  • Experience using Moody’s AXIS software

  • 2 or more years of experience with asset liability management or cash flow testing

  • Prior Actuarial experience with Life Insurance and Annuity Products

  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
Life Actuary– Asset Liability Management Team - Remote Work Flexibility (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Remote 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

  • May make recommendations for model adjustments and improvements, when appropriate.

  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

  • 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:

  • Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

  •  Do you have one of the following:

  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

  • US military experience through military service or a military spouse/domestic partner

  • FSA (Fellow of the Society of Actuaries) designation

  • Experience using Moody’s AXIS software

  • 2 or more years of experience with asset liability management or cash flow testing

  • Prior Actuarial experience with Life Insurance and Annuity Products

  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Remote working/work at home options are available for this role.
Not Specified
Mid-Level Life Solutions Specialist - Plano (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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.

Not Specified
Experienced Retirement Income Advisor (Sign-On Bonus) - Hybrid Work Opportunities After 6 Months (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Hybrid 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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.


Remote working/work at home options are available for this role.
Not Specified
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