Clientele Life App Jobs in Usa
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We’ll train you in valuable skills, such as marketing, business development, recruiting and customer relationship management, and provide you with the tools you need to further your career.
What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses – motivated people who can answer yes to one of the following questions: Do you have sales or managerial experience in another industry? Have you previously run your own business? Do you have an MBA or other advanced degree? In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, build client relationship, and meeting specific requirements
* before transitioning into a management role.
You’ll then undergo a six-month intensive training program designed to prime you for success as a manager.
You will use that experience to understand how to coach others to success.
What we offer Your First Year You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life.
We will provide you with award-winning training, access to digital tools and a comprehensive product suite.
Training and Resources You will gain an appreciation of the rich training we provide our financial professionals to help you understand the strength & value of New York Life firsthand.
Beyond this training and support, New York Life will equip you with the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Product Solutions You will learn about our robust products and services that can help clients and their families achieve their financial goals.
Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency.
You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a Registered Representative before you can offer investment products.
* Specific production and licensing requirements must be met before transitioning to field management.
Please ask your New York Life recruiter for details.
Your Transition to a Field Manager Role After meeting specific requirements for the first 12 months as a financial professional
*, you’ll be equipped and empowered with a specialized six-month Associate Partner training program.
We’ll help you to lead and build your team of financial professionals.
Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.
How we will compensate you New York Life will value and reward your hard work and success.
You’ll have significant income potential, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals.
The average income among our 586 recruiters in 2021 was $270,890.1 Additional benefits include medical, dental, vision, a 401(k) and pension.
About New York Life New York Life is a Fortune 100 company with a long history of doing good.
We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.
As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors.
We are focused on long-term success for our clients.
To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
The Membership Concierge III at Life Time Work delivers the highest quality customer service to all members and guests. In this role, you will actively promote Life Time Work to prospective members, assist with the buying experience and directly contribute to the achievement of Life Time Work acquisition and retention goals. This position serves as a leader on the Concierge Team, sharing expertise and modeling behaviors which drive a culture of service. This team member executes and attends events in Life Time Work, with the intention of building community connection and promoting healthy way of life programming. This team member is responsible for day-to-day operations of the space, including member onboarding, service desk management, limited technology support and supplies management.
Job Duties/Responsibilities
- Builds and develops relationships with new and existing members by providing premiere customer service and showing care for all members, team members and space presentation
- Serves members at member service desks, setting an energetic, helpful and friendly tone
- Performs daily walkthroughs to ensure that all areas are \"like new\", clean and organized
- Hosts member events on a regular basis focused on living a healthy way of life in work, and to cultivate community and connection between members
- Demonstrates personal sales success by achieving and exceeding daily, weekly, and monthly acquisition and retention goals through persistent and enthusiastic outreach
- Tracks business financials for the Life Time Work location including P&L
- Facilitates cross-training with Club Member Concierge team.
- Builds awareness and support for retention through effective communication and reporting of all social and business activities
- Collects and responds to feedback and concerns gathered from team members and members
- Delivers new member onboarding
Position Requirements
- High School Diploma or GED
- 3 to 5 years of sales and customer service experience
- Demonstrated proficiency with Microsoft Office Suite
- Excellent communication, and time management skills
Preferred Requirements
- Experience with Microsoft Dynamics CRM
Life Time is a place for everyone. As an organization, we are committed to an inclusive, diverse and equitable workplace that respects and celebrates the unique contributions of each individual while ensuring we remain an equal opportunity employer that recruits, hires, trains and promotes based on merit and qualifications.
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 OpportunityThe Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals.
May provide support to Health Solutions acquisition and retention based on member demand.We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months.
This position will be based at the Phoenix, AZ Campus .
Relocation assistance is not available for this position.What you'll do:Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony.
Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.Asks questions to discover key information, including life events, and to understand member needs.
Documents relevant information.
Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.Assesses member financial situation and goals.
Life Regulatory will refer members to Life Sales representative for advice and recommendations.Develops and communicates appropriate life insurance strategies based on individual member needs.
Provides basic protection advice and strategies.
Life Regulatory will refer members to Life Sales representative for advice and recommendations.Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Life Regulatory will refer members to Life Sales representative for advice and recommendations.Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills.
Implements recommendation(s).Monitors legislative initiatives that may impact economy, society, and personal financial situation.Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.Work Hours:Monday – Friday / 7:30am – 8:00pm (Central)An 8 hour shift will fall within these hoursThis role is required to be in office, with potential hybrid opportunity after 6 months.What you have:High School diploma or GEDRequired maintenance of Life/Health license and/or acquisition within 90 daysRequired annual completion of AHIP and Broker/Carrier appointments when applicable.Up to 1 year of financial industry and/or life sales experienceExperience delivering frequent written and oral communicationExperience acquiring and applying new concepts and informationExperience processing and analyzing informationExperience fulfilling requests and meeting deadlinesExperience resolving conflict and negotiatingExperience multi-tasking in an operating systems environmentExperience participating in a team environmentSuccessful completion of a job-related assessment may be requiredWhat sets you apart:Active Group 1 Life and Health license1+ yrs experience working in Sales with life insurance or financial services products1+ yrs experience working in a call center environment CLU® - Chartered Life Underwriter or comparable designationUS military experience through military service or a military spouse/domestic partnerCompensation range: The salary range for this position is: $45,470
- $76,730.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 USAAjobs.comApplications 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.
Facilitates child life advocacy through collaboration with other health care providers.
Serves as a leader in the department.
Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
Assesses the patients and families to include development, family stressors, impact of procedures, diagnosis, and health care; identifies complex needs for child life intervention Observes and interprets the child/family's response to health care and illness Implements planned and purposeful play activities /interventions which are supportive of the child's needs during the health care visit Assesses and facilitates, through informal interaction and/or formal structured support groups or classes, topics such as stress & coping, adapting to illness & the health care experience, family dynamics, and other parenting-related topics Documents observations of patient and family and patient response to interventions Plans for, orders, and collects needed materials and equipment to support the therapeutic and educational activities within budgeted guidelines and in consultation with the Manager Maintains an accurate account of patient contacts and other related productivity information Serves as a resource to patients, families, and other healthcare team members regarding services available through child life and the community Evaluates Child Life Programming in collaboration with the Manager Supervises and guides interns, volunteers, and students in their Child Life learning experiences to include lectures, patient assignments, performance evaluation, and references, with direction from the Manager Job Requirements: Education/Skills Bachelor's degree in Child Life or a related field is required.
Master's degree in a related field is preferred Under the supervision of a Certified Child Life Specialist, must have completed a 600-hour child life internship.
Bilingual – English/Spanish is preferred.
Experience Minimum of 2 years paid experience as a Certified Child Life Specialist.
Licenses, Registrations, or Certifications Must maintain Child Life Certification.
BLS certification is preferred.
BLS certification is required within 90 days of hire.
Work Schedule: Varies Work Type: Full Time
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 Phoenix, AZ 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 / 6:30am – 6:00pm (MST)
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: $62,470.00 - $105,420.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Job Description
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 will be based on the Phoenix, AZ. 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 / 6:30am – 6:00pm (MST)
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 or leading teams
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: $48,340.00 - $81,580.00.
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.
The Senior Life Skills Coach | Life Skills Worker III position plays a crucial role in implementing clinical activities, which support the daily clinical schedule.
In addition, the Senior Life Skills Coach | Life Skills Worker III assist in case management, monitors various systems in the treatment unit, supervises clients, monitors and addresses client behavior, and documents services in clinical files.
Pay: $20.81 / hour Job-type: Full-Time Shift: Varies Senior Life Skills Coach Essential Functions: Interacts meaningfully with clients.
Observes client behavior and intervenes appropriately.
Provides effective people security (headcounts, room checks, client movement, etc.) Processes intakes and screen clients.
Implements daily activity schedule
- structures and coordinates client activities (i.e.
family night, recreation, etc.) Facilitates and documents various psychoeducational groups/meetings (i.e.
theme groups, D&A education seminars, process and procedure meetings, etc.) Facilitates the decision-making process.
Aids in mentoring/orientating the LSWII's.
Supervises self-administration of medication.
Ensures that the treatment unit has adequate supplies (i.e.
toilet paper, shampoo, cleaning supplies, etc.) Supports the Abraxas philosophy and missions and promotes the Seven Key Principles of Care.
Demonstrates appropriate use of Safe Crisis Management techniques and skills.
Minimum Qualifications: High School diploma or GED At least one year of experience working in a similar setting.
At least twenty-one (21) years of age.
Criminal clearances (Act 33 and 34, specific State and child clearances and FBI.
Non-communicable disease physical exam.
Valid driver's license from employee's state of residence.
Ability to work with computers and the necessary software typically used by the department.
Skills: The required skills for this position include strong communication and interpersonal abilities, which are essential for building rapport with clients and facilitating effective training sessions.
Organizational skills are crucial for managing multiple client plans and tracking progress over time.
Problem-solving skills are utilized daily to address challenges that clients may face and to adapt programs accordingly.
Preferred skills, such as experience with diverse populations, enhance the worker's ability to connect with clients from various backgrounds and tailor approaches to meet their specific needs.
Benefits & Perks: We provide a competitive and comprehensive benefits program that offers the protection, peace of mind and flexibility designed to support you – both at home and at work.
Free Meals Medical & Dental & Vision Insurance Flexible Spending Accounts Basic Life & Short-Term Disability Insurance 401(k) Life Assistance Program (LAP) Tuition Assistance Program Paid Time Off (PTO)
*Paid Holidays
*Paid Training Advancement Opportunities Who We Are: Abraxas Youth & Family Services is a national nonprofit human services provider dedicated to Building Better Futures for at-risk youth, adults, and families.
Our diversified array of services includes alternative education, outpatient counseling, in-home services, shelter, detention, residential treatment and re-entry/transition services.
Since 1973, Abraxas team members have positively impacted the lives of those we serve and the communities in which they live.
Why Should You Consider Abraxas? At Abraxas, we celebrate the richness of our diverse employees and the communities we serve.
We are actively committed to building a culture of awareness and belonging, as we strive to ensure we are a welcoming, inclusive, and culturally competent organization.
As we work to make a difference in people’s lives, we are dedicated to respect, equity, and the engagement of those we serve and our employees.
As a provider of trauma-informed care, we firmly believe in recovery and that our clients can lead fulfilling and meaningful lives, and we consider it an honor and a privilege to assist them in their journey.
Whether you’re looking to begin a rewarding career or you’re a seasoned professional wanting a new challenge, we have a place for you and opportunities for development at all levels.
At Abraxas, everything we do centers around people.
That is why we are committed to providing you with competitive pay and comprehensive benefit options that help make your life easier and healthier, with a focus on providing choice when it comes to physical, emotional and financial wellness.
Our benefit options meet you where you are in your life and set you up for success both in and outside of work.
If you want to have a positive impact in the lives of others, come join us! About Company: Apis Services, Inc.
(a wholly owned subsidiary of Inperium, Inc.) provides a progressive platform for delivering Shared Services to Inperium and its Constellation of affiliate companies.
Allowing these entities to advance their mission and vision.
By exploring geographical program expansion and focusing on quality outcome measures to create cost savings that result in reinvestment into the organizations, stakeholders through capacity creation and employee compensation betterment.
Inperium Inc., Apis Services, Inc.
and affiliates provide equal employment opportunities for all employees and applicants for employment in compliance with all federal and all applicable state and local laws and regulations, including nondiscrimination in hiring and employment.
All employment decisions are made without regard to race, color, religion, gender, national origin, ancestry, age, sexual orientation, gender identity and expression, disability, genetic information, marital status, pregnancy/childbirth, veteran status or any other basis protected by law.
This policy of non-discrimination and equal employment opportunities extends to every phase and aspect of hiring and employment.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position.
What you'll do:
* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required
What sets you apart:
* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $45,470 - $76,730.
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.
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 following locations: San Antonio, TX, Colorado Springs, CO 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: $62,470.00 - $108,680.00.
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.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required
What sets you apart:
* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
