Jobs in The Colony, TX
773 positions found — Page 40
Business Litigation & Transaction Lawyer - $155,000 + bonuses, described below - Plano, TX 75074
Hours Expectations: Our attorneys bill 6 hours per day because we believe in Work-Life Balance. This is 1380 hour a year versus many firms with 1800 or 2000 expectations.
Job Description: Our attorneys:
Represent small businesses in three roughly equal ways:
- Transactions: Entity formations, contracts, agreements and licensing. For example, Secretary of State filings, Drafting LLC docs, Drafting Customer or Employee Contracts, Reviewing Vendor Contracts and Business Sale Agreements.
- Conflict Driven Cases: Handle conflicts between parties. We do a lot of business “divorces”, breach of contract matters and a bit of commercial collections. For example, demand and cease & desist letters. These are not yet in litigation but might be headed there.
- Litigation: These are the above that will be or are filed at the courthouse. The attorney needs to be able to take a matter from Petition/Answer through the closure which might include appearances at various court proceedings or final hearing, collections or negotiations.
We do not do real estate, estate planning or securities. Over time our relationships with clients often develop into more of an outside general counsel role.
Answer prospective client calls and confidently provide information and plan to turn into a client.
Produce quality and thoughtful communications, legal documents and pleadings.
Through commitment and discipline actively work matters and prospective clients to reach expectations, including adding time daily and moving matters toward completion
Salary and Bonuses: Experienced attorneys can start as high as $155,000 with bonuses. Our salaries per hour worked are very competitive with national firms. Less experienced attorneys will naturally demand a lower starting salary, but we increase on six month step up based on performance.
We have bonuses for:
- New Client – This monthly bonus is based on a percent of new initial retainers brought in by the attorney.
- Client Retention - This monthly bonus rewards our attorneys for repeat business based on a percent of repeat initial retainers brought in.
- Hours Billed Over 6 Per Day - For hours billed and collected in excess of 6 per day, we pay $150.
- Meeting 1380 Hours - This annual bonus is 2.5% of base salary.
Culture: Our Core Values are:
- Believe and Protect Their Dreams: This applies first and foremost to helping our team members achieve their dreams. If we take care of our team they will take care of our clients!
- Create Solutions: We are not problem bringers. We are here to help our team and clients fix issues and grow.
- Constant Communication: Clients hate getting the Mushroom Treatment, which is getting fed BS and being kept in the dark. We do not do that nor do we deliver surprise invoices. We respect their pocketbooks and interests with built in communication routines.
- Teamwork = Dreamwork: We play team ball and work together in our non-hierarchical culture that fosters collaboration withing the attorney teams and with the staff.
Career Advancement and Additional Benefits: We recognize and reward our attorneys with the following distinctions:
- Partner: After five years with the firm attorneys become non-equity partners.
- Senior Counsel: Less than five years with the firm but attorney has over ten years of experience.
- Senior Lawyer: Less than five years with the firm but attorney has over five years of experience.
- Business Lawyer: All others.
**PLEASE APPLY TO BE CONSIDERED**
Opensity Solutions is seeking an experienced Litigation Legal Assistant to support one of our premier legal clients in a remote capacity. This role provides comprehensive administrative and litigation support to attorneys throughout the full lifecycle of a case, from initiation through trial preparation and post-trial activities.
Responsibilities include conducting legal research, preparing court documents, managing case files, scheduling meetings, compiling discovery materials, handling client communications, and ensuring compliance with court procedures. This role is critical to the smooth operation and progression of litigation matters.
The position requires 5 to 10 years of litigation experience, with specific expertise supporting California courts. Candidates must demonstrate exceptional attention to detail, strong organizational skills, and the ability to manage sensitive and confidential legal information with professionalism and discretion.
Position Details
• Full-time position, with possible overtime during busy periods
• Remote Schedule: Friday – Monday | 7:00 AM – 7:00 PM PT | 10-hour shifts per day
• Pay Rate: $34.00 – $38.00 per hour, depending on region
• Candidates must be located in the United States but cannot reside in California, Alaska, or Nevada
Key Responsibilities
Document & Case Management
• Organize and maintain case files (electronic and physical) using NetDocuments or other document management systems
• Index, redact, and prepare documents, pleadings, and exhibits for court under the direct supervision of the managing attorney
Legal Research & Court Records Management
• Conduct legal research using databases such as LexisNexis and Westlaw to support litigation strategy
• Retrieve case information from California court websites, federal and state dockets, and PACER
• Monitor court records and dockets to track case progress and filing deadlines
Drafting & Filing Court Documents
• Prepare legal documents including motions, discovery requests, subpoenas, pleadings, and correspondence under attorney supervision
• File documents in state and federal courts, including California courts, using electronic and physical filing methods
• Ensure compliance with local, state, and federal court rules and deadlines
Client & Attorney Support
• Respond to client inquiries, provide case updates, and coordinate scheduling of meetings
• Coordinate with opposing counsel, court clerks, and third-party vendors
• Provide administrative and litigation support to attorneys to ensure seamless case progression
Discovery Process & Trial Preparation
• Assist in gathering, reviewing, and organizing discovery materials including requests for production, interrogatories, and depositions
• Manage document production and maintain privilege logs
• Prepare trial notebooks, witness lists, and courtroom exhibits
• Coordinate trial logistics and ensure all required materials are prepared
Calendar & Docket Management
• Maintain litigation calendars, track deadlines, and schedule hearings, depositions, and attorney meetings
• Send reminders and provide case status updates to attorneys
Billing, Data Entry & Administrative Support
• Track time entries and expenses for billing purposes
• Assist with invoice preparation and data entry using Chrome River, Intapp (Time Tracking Software), and other billing platforms
• Support administrative tasks related to case management, document retrieval, and compliance tracking
Skills and Qualifications
Required
• Experience: 5 to 10 years working in litigation or as a legal assistant
• Legal Knowledge: Strong understanding of civil litigation procedures, legal terminology, and California court rules
• Court Filing Experience: Familiarity with state and federal court filing procedures, including California electronic filing systems
• Technical Skills: Proficiency with Microsoft Office Suite, NetDocuments, LexisNexis, Westlaw, PACER, and state court websites
• Billing & Data Entry: Experience using Chrome River (invoicing), Intapp (time tracking), and PACER (court records access)
• Communication: Excellent written and verbal communication skills
• Attention to Detail: High accuracy in document preparation, data entry, and file organization
• Confidentiality & Professionalism: Ability to handle sensitive legal information with discretion
Preferred
• Paralegal certification or equivalent legal training
• Experience with e-discovery tools and litigation database management
• Knowledge of litigation in areas such as labor & employment, commercial litigation, or intellectual property
Remote working/work at home options are available for this role.
Legal Counsel
Delta Electronics Americas Fremont, CA, United States (On-site)
Legal Counsel
Company and BG Description: Founded in 1971, Delta Group is the global leader in power and thermal management solutions. Our mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow," focuses our role in addressing key environmental issues such as global climate change. With our concern for the environment, we continue to develop innovative energy efficient products and solutions. We realize the more energy efficient Delta’s Electronics becomes, the greater our impact on reducing global warming. Delta Electronics (Americas) is the US subsidiary of Delta Group.
Position Purpose
To support legal functions of Delta in the Americas region.
Core Competencies/Strengths
- Deep background in drafting, reviewing and negotiating commercial terms of supplier and customer agreements, including but not limited to global master purchase agreement, distribution and sales representative agreements, terms and conditions, stocking and warehousing agreements, as well as service and development agreements on both the domestic and international level.
- Demonstrated mastery of substantive U.S. legal concepts pertaining to commercial contracts and business development, including sophisticated understanding and drafting skills around warranties, remedies, indemnities, limitations of liability, product liability, intellectual property rights, etc.
- Functional knowledge of various legal forms relevant to the in-house context, such as leases, consulting and other independent contractor agreements, employee handbooks, privacy policies, demand letters, settlements and releases, etc.
- Functional knowledge of corporate compliance, including HR laws and regulations, corporate governance and entity management, etc.
- Interest in broad product lines in emerging technologies, power electronics, and/or other subjects relevant to Delta’s product portfolio.
- Strong legal research and writing skills.
- Excellent interpersonal and communication skills (written and verbal).
- Ability to provide clear and concise business-oriented legal advice.
- Must provide timely status updates to your manager and the product team leaders you would support.
- A strong desire to solve problems, with a balanced focus on both legal and business concerns.
- Enthusiasm for positive and respectful relationships, both internally and externally.
- Capacity to work independently, as well as part of a team.
Additional Expertise
- energy and utility industry experience is a plus.
- Bilingual English-Mandarin ( Preferred)
Required Qualifications
- JD Degree from an accredited U.S. law school.
- Membership in good standing with at least one State Bar.
- Minimum 5-7 years of relevant U.S. legal in-house and/or law firm experience.
Eichelbaum Wardell Hansen Powell & Muñoz’s Plano office is seeking a skilled Litigation Attorney to join our growing team.
Qualifications
- Juris Doctor (JD) from an accredited law school.
- Active license to practice law in the State of Texas (in good standing).
- 2+ years of litigation experience; includes trial and trial‑prep experience.
- Insurance defense litigation is a plus.
- Strong written and verbal communication skills.
- Excellent analytical abilities and practical problem‑solving skills.
- Ability to work independently while contributing to a collaborative team environment.
Why Join Us
- Supportive and collaborative workplace culture.
- Opportunities for advancement and professional growth.
- Base compensation paired with a well-designed bonus structure provides excellent earning potential.
- Rich benefits package and 401 (k), including licenses, memberships, and technology.
- Be part of a unified, mission‑focused practice serving public schools and local government with purpose and pride.
*Direct applicants only—no third‑party submissions.
**To be considered for this position, applicants must include the following:
- A cover letter that includes a paragraph explaining your interest in the position and in our firm.
- A minimum of three (3) professional references.
- A recent sample of your litigation writing that reflects your current work product.
We look forward to learning more about your experience and the strengths you can contribute to our firm!
ERISA Recovery are experts in collecting complex and aged claims through the Federal ERISA appeals process. We are a fast-growing organization located in Plano, TX. If you would like to join a friendly, passionate team with limitless potential, we’d love to meet you. This extraordinary opportunity to advance your career and make a difference is now.
We are searching for an on-site Legal ERISA Hospital Claims Analyst – someone who works well in a fast-paced setting. In this position, you’ll provide support in analyzing comprehensive claims and identifying key metrics. You will be a subject matter expert in legal claims. You must be able to work both independently and as part of a team. Key attributes for the ideal candidate include working with intensity, focus, and being detail oriented.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Paid lunches
- Bonus
Essential responsibilities and duties
- Conducts legal research and investigation of claims
- Drafting legal documents
- Keeping track of changes in legal framework and providing timely updates on these changes
- Utilizes ERISA law enforcement
- Utilizes knowledge of health care standards appropriate to specific claim
- Ability to understand and apply medical reimbursement policies, procedures, and standards
- Ensures eligibility for claims is reasonable and correct by analyzing claims and providing supporting documentation
- Utilize a variety of EHR systems
- Thrives in a fast-paced environment
- Collaborates effectively with other team members
- Ability to adapt to changing needs
- Consistently applies knowledge relevant to claims
- Work intensely at a fast-paced rate
- Ability to communicate effectively with third party administrators
- Determine the status of medical claims through research
- Meet the standards of the department and quality standards
- Strong organizational skills
Desired skills and Qualifications
- Bachelor’s degree
- 3+ years working in the legal field
- 2+ years working with healthcare insurance claims (preferred)
- Strong Communication skills
- Working knowledge utilizing Microsoft software (Word, Excel, Outlook)
- Ability to work in a fast-paced environment
ERISA Recovery is an Equal Opportunity Employer
At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive compensation, and flexible scheduling will help you thrive in your career. When you join our team as a Dental Office Manager, you will have the opportunity to give back to communities and positively affect patients’ lives.
Salary: $55000 - $60000 / year + monthly and quarterly incentive earnings **
At Aspen Dental, we put You First. We offer:
- A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match*
- Career development and growth opportunities to support you at every stage of your career
- A fun and supportive culture that encourages collaboration and innovation
- Free Continuing Education (CE) through TAG U
How You’ll Make a Difference:
As a Dental Office Manager, you will lead the office in all office operations in support of the doctors to help create lasting impressions and build trust and loyalty with patients. When you join an Aspen Dental practice, you’ll participate in an extensive, ten-week training program to gain business and leadership knowledge designed to help you succeed and grow within our organization.
- Provide superior patient service with compassion and care in accordance with patient needs, company policies and procedures, government regulations, and dental board standards
- Hire, develop, manage and retain the office staff
- Consult with patients on treatment options provided by clinical team, verifying insurance payment and collection ensuring high quality of care
- Review monthly business results, manage profit and loss, align sales plan to support business goals and create strategies to increase profitability
- Prepare and lead daily huddles with team to level set expectations to optimize patient experience and business performance
- Additional tasks as required
Preferred Qualifications
- Minimum of one year of managing a team of direct reports
- High school diploma or equivalent; college degree is preferred
- A people centric leader who motivates and inspires others
- Strong communication and interpersonal skills, with the ability to build rapport with patients of all ages and backgrounds
- Demonstrate analytical thinking; place a premium on leveraging data
Aspen Dental-branded practices are independently owned and operated by licensed dentists. The practices receive non-clinical business support services from Aspen Dental Management, Inc., a dental support organization.
*May vary by independently owned and operated Aspen Dental locations.
**Limitations apply, please see recruiter for details
ADMI Corp., d/b/a TAG-The Aspen Group, its affiliates, related companies and independently owned supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
WELLTOWER – REIMAGINE REAL ESTATE WITH US
At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra: The only easy day was yesterday.
We’re looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.
SUMMARY
Budget Analyst is responsible for fund-level capital planning, funding execution, and financial analysis in support of portfolio performance and investment objectives. The role oversees the funding and approval of capital, redevelopment, and facility budgets; oversees purchase orders and budget revisions; and delivers financial modeling, reporting, and performance analysis to support capital allocation and value creation decisions. The analyst ensures compliance with established approval frameworks and financial controls while partnering with Capital and cross-functional teams to align project execution with fund return targets. This role requires strong judgment, analytical rigor, and the ability to manage complex, dynamic workflows. Reports to the Budget Manager, Capital Administration.
KEY RESPONSIBILITIES
- Participate in the annual fund budgeting and reforecasting processes at the direction of the Sr Director
- Aggregate and analyze project- and component-level cost data to support fund-level financial analysis and decision-making
- Work with Asset Management Team to analyze portfolio-level performance and partner with Capital teams to ensure projects align with fund financial objectives and return targets.
- Develop (at the direction of the Sr. Director and with Capital Solutions and Operations Finance) tracking tools and perform variance analysis to support performance / spend monitoring and strategic decision-making.
- At direction of Sr Director, assist in development of, and own recurring delivery of, monthly, quarterly, and annual fund-level financial dashboards and tracking tools.
- Apply a data-driven, value-oriented approach to portfolio management by evaluating revenue opportunities and supporting major capital investment decisions
- Prepare ad hoc financial analyses and reporting for senior management
Acquisition Diligence
- Oversight and Ownership of the Capital Diligence / Acquisition Tracker workspace in Smartsheet, including updating of deal timing, and cataloging of all associated attachments and supporting documentation.
- Track and document open deal issues and follow-up items to support timely resolution throughout the diligence process
- Facilitate cross-functional communication among internal stakeholders, operators, and vendors to ensure alignment during diligence
- Coordinate property site visits with Capital Diligence (CD) and IT (Investment Team) Deal team members
- Support the development and ongoing maintenance of 10-year capital plans for new acquisitions and existing fund assets
- Assist in developing and refining capital expenditure scopes and budgets in collaboration with Operators, Capital Projects, and Asset Management teams
- Collect, organize, and maintain property condition reports, compliance documentation, and capital expenditure materials within Smartsheet and SharePoint
- Prepare and deliver comprehensive post-closing handoff packages to Capital Projects and Asset Management teams
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
TRAVEL
Some out-of-area and overnight travel may be expected.
MINIMUM REQUIREMENTS
- Minimum of 2-3 years’ experience in financial analysis or business analytics, real estate industry required and experience in the multifamily sector is highly preferred.
- Bachelor's Degree: A bachelor's degree in finance, accounting, business administration, or a related field is typically required. Relevant certifications or advanced degrees may be considered as a plus.
- Ability to make decisions on minor issues in accordance with company policy.
- Strong analytical, time-management, attention to detail and accuracy, written and verbal communication skills.
- Experience in Real Estate Industry: A strong background in the real estate industry, particularly in capital projects management, or property management, is highly desirable. Experience within the healthcare or senior living sectors is advantageous.
- Ability to work strategically and with significant financial and project management discipline to ensure flawless execution.
- Demonstrated organizational skills and ability to manage multiple projects simultaneously.
- Computer literacy, knowledge of Outlook, MS Office, PowerPoint, Adobe.
Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.
Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
Multiple ways to earn: Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
Total flexibility: Dash when it works for you. Set your own hours and work as much—or as little—as you want.
Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
Instant cash flow: Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
Quick and easy start: Sign up in minutes and get on the road fast.**
Simple Process: Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
18+ years old*** (21+ to deliver alcohol)
Any car, scooter, or bicycle (in select cities)
Driver's license number
Social security number (only in the US)
Consistent access to a smartphone
How to Sign Up
Click “Sign UpApply Now” and complete the sign up process
Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Remote working/work at home options are available for this role.
Want to start your journey with the Navy?
Apply Now
Officer None
What to Expect
Information Professional Officer
More Information
Responsibilities
Information Professional Officers (IPOs) oversee the seamless operation of the global Naval network environment. Their responsibilities include:
- Leading the Naval network warfare missions in developing tactics and procedures to realize tactical, strategic and business advantages afloat and ashore
- Driving interoperability with joint, allied and coalition partners
- Building professional excellence through education, training and certification and milestone qualifications
- Optimizing organizational effectiveness through cutting-edge technologies, knowledge management techniques and a culture of innovation
- Helping to develop and deploy information systems, command and control and space systems
- Serving as a key part of the Information Dominance Corps in its mission to gain a deep understanding of the inner workings of adversaries
- Overseeing the work of Information Systems Technicians - Enlisted Sailors (no degree required) who serve as specialists in information technology
Work Environment
Information Professionals serve in challenging roles of increasing scope and responsibility both afloat and ashore. This could include:
- Serving as part of Battle Group staffs on ships at sea
- Working in C4I/Space/Surveillance on shore tours
- Serving on major Navy and joint staffs
- Serving in command of key communication and surveillance facilities around the globe
Training & Advancement
Those pursuing an Information Professional Officer position are required to attend Officer Candidate School (OCS) in Newport, RI.
Upon completion, candidates typically attend a five-week IP Basic Course of instruction in Pensacola, FL, before or during their initial assignment. IPOs must complete specific qualifications as part of their training during Fleet tours and are expected to pursue advanced education opportunities.
Promotion opportunities are regularly available but competitive and based on performance.
Post-Service Opportunities
Specialized training received and work experience gained in the course of service can lead to valuable credentialing and occupational opportunities in related fields in the civilian sector.
Education Opportunities
Wherever you are in your professional career, the Navy can help ease your financial burdens and advance your career with generous financial assistance and continuing education programs. Beyond professional credentials and certifications, Information Professional Officers can advance their education by:
- Pursuing opportunities at institutions such as Naval Postgraduate School (NPS) or Navy War College (NWC)
- Completing Joint Professional Military Education (JPME) at one of the various service colleges
Postgraduate education is important to the success of the Information Professional. Most IPs will complete a master's degree in C4I, space, information systems, computer science or modeling and simulation.
There's also potential to pursue a graduate certificate, DoW certifications, federal executive fellowships and information assurance scholarships and internships.
Qualifications & Requirements
A degree from a four-year college or university is a minimum educational requirement to become a Commissioned Officer. Candidates seeking an Information Professional Officer position must have a bachelor's degree from a regionally accredited institution in a technical field, preferably in one of following fields: Information Systems, Electrical Engineering, Computer Engineering, Information Operations, Computer Science, Systems Engineering, General Engineering.
All candidates must also be: U.S. citizens, willing to serve worldwide, eligible for a Top Secret/Sensitive Compartmented Information (SCI) security clearance and qualified for sea duty.
General qualifications may vary depending upon whether you're currently serving, whether you've served before or whether you've never served before.
Part-Time Opportunities
There are part-time opportunities available as an Information Professional Officer.
Serving part-time as a Navy Reserve Sailor, your duties will be carried out during your scheduled drilling and training periods. During monthly drilling, Information Professional Officers in the Navy Reserve typically work at a location close to their homes.
For annual training, Information Professional Officers may serve anywhere in the world, whether on a ship at sea or at bases and installations on shore.
Take a moment to learn more about the general roles and responsibilities of Navy Reserve Sailors.
Most of what you do in the Navy Reserve is considered training. The basic Navy Reserve commitment involves training a minimum of one weekend a month (referred to as drilling) and two weeks a year (referred to as Annual Training) - or the equivalent of that.
Information Professional Officers in the Navy Reserve serve in an Officer role. Before receiving the ongoing professional training that comes with this job, initial training requirements must first be met.
For current or former Navy Officers (NAVET): Prior experience satisfies the initial leadership training requirement - so you will not need to go through Officer Training again.
Officers who previously held a commission in another United States Military Service, National Oceanic and Atmospheric Administration, Public Health Service, or United States Coast Guard are exempt from attending ODS or LDO/CWO Academy.
Compare Navy Careers
See how a career as an Information Professional Officer compares to other Navy jobs.
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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.