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Sr. Manager Data Governance
Salary not disclosed
Richardson, TX 3 days ago

Title:Sr. Manager Data Governance

Location: Richardson, TX Hybrid

Duration: 6 months possibility of FTE conversion yes

JOB SUMMARY



This position incubates and establishes a leading-edge global Data Governance function to support business segments, corporate functions and the Digital & Technology stakeholders. The responsibility includes




  • Liaise directly with clients and account teams to provide strategic direction on implementation of data governance programs, best practices, adoption of standards, mast data management, and data quality improvement while leveraging leading-edge data governance tools and technology.
  • Collaborate with and manage highly performing data governance and data management professionals that support occupier clients and account teams.
  • Provide support on data strategy execution in the adoption of data products including enterprise data platform that provides game-changing analytics in the CRE industry.
  • Serve as the data governance champion of strategic data products and supporting metadata and reference data.
  • Implement and support data ownership and stewardship programs for stakeholders across the business to ensure that account teams adopt improved data governance and management practices.


ESSENTIAL DUTIES AND RESPONSIBILITIES




  • Participate in the strategy, planning, and execution for Enterprise Data Governance at, focusing on Building Operations & Experience (BOE) business segment. Ensure the company has urgency, sensitivity and thought leadership for competitive capabilities around data.
  • Demonstrated leadership experience in a large, complex, global organization, including the ability to effectively work and communicate across organizational lines. Ensure business stakeholder understanding, alignment and commitment to the objectives of the data governance and management program(s). Be the champion and evangelist for data, the business value, and the potential innovations. Be the trusted advisor to senior leadership and peers.
  • Demonstrated experience in building relationships and leading high-performing teams with top talents around the world. Build a high performance environment and execute a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vision/ values/ business strategy and managing succession and development planning for the team.
  • Collaborate with partners across business segments/ business lines, regions and accounts to develop consistent data governance capabilities at all levels, influencing decisions relating to policy, practices, supporting technology, and talent development.
  • Establish leading data management practices and shared services relating to data quality, data provisioning, metadata, lineage, reference data, issue management and change management.
  • Implement data governance as commodity services that could be leveraged by various clients in different industries. Understand clients' appetite and risk culture in day-to-day support activities and decision-making.
  • Establish account team data governance programs. Define data domains and implement business oversight via essential data governance organizations and RACI (i.e. central data governance function, Data Ownership and Stewardship Program, etc.). Establish data standards, policies and controls. Design and implement the framework, including associated processes, necessary to sustain a data control environment. Monitoring compliance with data policies and standards
  • Establish account team and cross-account data quality framework necessary to enable data quality reporting, issue identification, remediation and tracking, ultimately ensuring trust and confidence in data across domains.
  • Guide the client accounts to adopt the strategic data products including existing account migrations and new account transitions. Manage data to support and its clients' business intelligence and scale appropriately with business growth.
  • Experience in leading and driving leading-edge data innovation initiatives including big data, cloud computing, IoT, data virtualization and federation, etc., is a plus.
  • Create and implement strategic approaches, plans, timelines, preparation of business cases to ensure expedited handling of client data protection, and other data compliance and security requirements.
  • Develop and implement metrics needed to monitor/ report on data governance and data management progress
  • Develop communication approaches and change management strategies; determines presentation focus and emphasis and prepares board-level presentations.
  • Performs other duties as assigned.


SUPERVISORY RESPONSIBILITIES



Manages the planning, organization, and controls for a major functional area or department. Position will be responsible for managing direct reports across the Americas region and working with peers across all regions, requiring flexibility in schedule. May also be responsible for matrix reports. This position requires subordinates' recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Monitors appropriate staffing levels and reports on utilization and deployment of human resources. Leads and supports staff in areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention. Leads by example and models behaviors that are consistent with the company's values.



QUALIFICATIONS



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.



EDUCATION and EXPERIENCE



Bachelor's degree (BA/BS) from four-year college or university and a minimum of eight years of related experience and/or training, including five years of experience at the management level.




  • 5 or more years of progressively responsible management positions in complex organizations required. Demonstrated success with high visibility projects, leaders in technology use and development, change management, budget and business case development and staff development.
  • 5 or more years of related experience in related industry; commercial real estate management preferred.
  • 7 or more years of data management related experience such as data analysis, data governance, enterprise information management, data modeling, and data quality management. analytics experience desired, i.e., data visualization, data analytics, data mining, business intelligence, etc.
  • Candidates must have experience working in large organizations with geographically dispersed teams and complex technical environments.
  • Experience in dealing with internal and external customers, service providers and vendors. Must be able to manage competing priorities. Needs to be resilient; resolving conflicts quickly to achieve desired business results.




  • Bachelor's degree in business administration, Information Management, MIS, Business Intelligence and Data Science, Library Science, Computer Science or related fields; advanced degree preferred.


CERTIFICATES and/or LICENSES



None



COMMUNICATION SKILLS




  • Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
  • Ability to establish and maintain a high level of customer trust and confidence in the overall information and analytics space
  • Excellent oral, written, and presentation communication skills. Strong negotiation and group facilitation skills; ability to move a process forward, while meeting the needs of a variety of clients.
  • Excellent collaboration, influence and leadership skills. Ability to work with various levels of peers including analysts, developers and executives regarding complex business and data related issues.
  • Relationship management skills that include excellent listening and consultative capability, the ability to influence and negotiate with business and technology partners to drive change, and the ability to take a broad perspective and make key connections


FINANCIAL KNOWLEDGE




  • Requires basic knowledge of financial terms and principles.
  • Participates in complex financial/business analysis and report reviews prepared peers or leaders.
  • Manages to and oversees department budget.


REASONING ABILITY




  • Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.

    • Understanding of global organizational design and the ability to shape and drive large-scale, cross-functional programs around people, technology, processes, and tools.
    • Demonstrated ability to balance long-term strategy with quick wins.
    • Demonstrated ability for strategic influencing and education of cross-functional stakeholders about the strategic importance and value of data governance
    • Excellent managerial skills; collaborative, imaginative, resourceful, reliable, technically savvy.
    • Superior analytical and creative problem-solving skills. Demonstrated successes in data analysis, drawing conclusions and improvement. Apply listening and consultative skills to understand business needs; be able to interpret requirements, identify impacts and analyze problems to determine impacts to business processes across the organization.
    • Ability to work well under deadlines, ability to work in a multi-tasking production environment to make good judgments about competing priorities.
    • Ability to tell a story to explain or sell a concept.




OTHER SKILLS and/or ABILITIES




  • Utilizes an entrepreneurial approach and develops innovative solutions.
  • Ability to write business cases, process maps, presentation materials and articles using distinctive style.
  • Ability to make effective and persuasive presentations on complex topics across various levels of leadership
  • Expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment.
  • Ability to use strong conceptual and analytical skills to generate insights and recommendations.
  • Demonstrated information management and quantitative skills, including working knowledge of IT infrastructure, various technologies/ platforms, and aligned vendor solutions with enterprise strategic priorities.
  • Experience managing small to mid-size teams and delivering results.
  • Thorough knowledge of cutting-edge data management tools, industry advances, etc.
  • Superior project management/ consulting and leadership skills. Demonstrated ability to facilitate complex, mission critical projects and to develop, participate in and guide multi-disciplinary work teams. Manage task timelines and deliverable schedules and share concerns about deliverables, timelines, and issues with Data Governance services or deliverables.
  • Superior ability to manage, manipulate and analyze raw data, draw conclusions, and develop actionable recommendations using technology. Articulate the issues and resolutions via business-friendly communications. Serve as primary day-to-day contact for regional data management issues.
  • Advanced understanding of data quality management. Knowledge of data governance and how it impacts business processes.
  • Knowledge of master data management in a global environment, including data lifecycle and maintenance processes.
  • Skills in MS Visio, Word and PowerPoint is a plus.
  • Experience with reference data management tools at including Collibra, MS Excel, SQL query, etc., is a plus.
  • Software development lifecycle knowledge, with background in agile philosophies and
Not Specified
Registered Nurse (RN) - Director Hospice
✦ New
🏢 Gentiva
Salary not disclosed
Huntsville, AL 17 hours ago
Job Description

Gentiva is seeking a Registered Nurse (RN) Director Hospice for a nursing job in Huntsville, Alabama.

Job Description & Requirements

- Specialty: Hospice
- Discipline: RN
- Duration: Ongoing
- Employment Type: Staff

/nOverview:/n

Lead with Compassion. Serve with Purpose.

We have an exciting and rewarding opportunity for a RN Hospice Administrator to join our leadership team. This role is ideal for a licensed Registered Nurse (RN) with strong leadership experience in hospice care, home health, or clinical operations management.

If you’re a natural leader who is passionate about patient-centered care, team development, and clinical excellence, we invite you to bring your talent to a place where you can truly make a difference.

The Administrator RN II provides strategic leadership and operational oversight for assigned Hospice location with a mid-size census. This role will oversee and lead the day-to-day operations, including managing and directing interdisciplinary teams, ensuring the delivery of high-quality and patient-centered care, fostering a culture of compassion, respect and integrity to meet business and organizational goals, regulatory standards, and community needs. Responsibilities include leadership and development, financial performance, community outreach, human resources, office operations and communication and relationship building with the Governing Body, referral partners, the community. In this role, the Administrator ensures assigned Hospice location delivers outstanding service, while upholding the company’s mission, vision and values.

/n/nEssential Functions:/n

- Provides leadership for a mid-sized hospice program, accountable for clinical quality, operational performance, and balanced, sustainable census growth.

- Demonstrates a commitment to excellence through focusing on quality care and/or service.

- Incorporates continuous quality improvement principles in day-to-day activities.

- Promotes and monitors compliance with requirements and standards established by accrediting or licensing agencies, regulatory agencies and state or federal law relevant to areas of responsibility.

- Uses statistical and qualitative information to manage quality.

- Requires employees to exhibit technical knowledge and effective skill education related to their job.

- Ensures policies and procedures are followed.

- Accepts responsibility for remaining current in the latest trends, developments and technologies relative to area of work by: Actively pursuing self-development, attending in-services, and circulating relevant information to appropriate employees.

- Develops, recommends and implements policies and procedures, in collaboration with the Governing Body, that guide and support the provision of services.

- Manages Human Resources effectively.

- Shows consistency between words and actions.
- Promotes positive communications and keeps employees informed of changes by ensuring meetings with appropriate staff are conducted and documented. Is available to employees when issues arise.
- Promotes/provides for core orientation plus location and job specific orientation, in service training and continuing education for employees, volunteers and contract personnel.
- Conducts educational programs for outside agencies as deemed necessary.
- Recommends a sufficient number of qualified and competent persons to provide services.
- Responsible for the selection, supervision, and evaluation of interdisciplinary team members.
- Collaborates with the Governing Body, Corporate leadership and employees to establish goals and standards for performance; reviews and monitors progress regularly and redirects efforts where goals are not being met.
- Determines qualifications and competence of employees.
- Completes all performance evaluations prior to due date.
- Takes appropriate and timely action in disciplinary situations; documents actions taken in accordance with policy.
- Makes appropriate assignments among employees in accordance with their personal abilities and limitations; ensures fair and consistent workload distribution.

- Manages Office Operations effectively.

- Directs the multiple teams of the assigned location, if applicable.
- Plans and organizes tasks and resources to achieve strategic goals and objectives.
- Consistently demonstrates the ability to recognize, establish and deal with priorities.
- Measures progress toward set goals; takes corrective action on projects, as appropriate.
- Considers the impact of department/location/provider decisions on the overall functioning of the company and its hospice affiliates.
- Reviews and analyzes facts of a situation when developing a plan of action; considers all relevant information to make the most informed decision possible.
- Achieves predetermined objectives and goals.
- Participates in selecting outside sources for needed services.
- Ensures contract management is maintained for services from outside vendors/providers.
- Assesses and improves branch/department performance as well as individual team's performance.
- Ensures documentation of services is accurate and timely.
- Monitors and supervises quality of patients' care of assigned location(s).
- Processes emergency calls and requests for assistance.
- Assists with problem solving for patients in all settings.
- Prepares, monitors, and reviews monthly bills, supply costs, expense requests, mileage reimbursement, payroll and other expenses.
- Makes recommendations for service area regarding market opportunities for new programs or service.
- Ensures accuracy of marketing materials, public information materials and activities.
- Provides a safe environment for patients, visitors, customers and employees.
- Investigates and completes detailed reports of any incidents/accidents, grievances, complaints, medication errors and other problems within the time frames established by policy, and implements corrective and/or preventive action immediately.
- Works with physicians, patients, families, staff and others regarding problems, needs and concerns.
- Responsible for supervision and evaluation of family satisfaction surveys.
- Incorporates safety topics into staff meetings.
- Regularly reviews safety policies and procedures (to include the Emergency Preparedness Plan); ensures that all employees are oriented to and understand their role in safety policies and procedures.

- Manages Financial Resources prudently and effectively.

- Completes financial reviews on recommended schedule.
- Budget worksheets are completed and submitted by scheduled deadlines.
- Annual expenditures are within annual budget except where variances are volume driven and have been approved.
- Resource needs are anticipated and budgets are planned to meet those needs within known parameters.
- Budget variances are justified on a regularly scheduled basis.
- Continually seeks ways to reduce costs without affecting quality.
- Controls use of overtime and temporary personnel except when justified by increased volume or decreased staffing levels.
- Recommends space and other resources for needed services.
- May be asked to perform routine visits to patient homes or institutional setting and/or participate in on-call schedule.

/n/nAbout You:/n

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.

- Education:

- Registered Nurse with minimum of Associate’s Degree in Nursing required

- Bachelor’s degree in nursing (BSN) from an accredited school of nursing preferred.

- Experience:

- Three to five years’ healthcare sales/ management experience preferred.

- Minimum one year management/supervisory experience required.

- Two or more years’ experience in hospice/home care required

- Meets all state-specific requirements for the Administrator role.

- Three years’ experience in direct patient care in a clinical setting preferred.

- Strong understanding of hospice regulations, compliance, and Medicare conditions of participation

- Proven ability to manage teams, budgets, and interdisciplinary operations.

- Exceptional communication, organizational, and leadership skills

- Commitment to high-quality, compassionate care for patients and families.

- Licenses, Certifications and/or Registration:

- Current license to practice nursing in the state of requested employment, if applicable

- CPR Certification

- Current automobile insurance and valid driver’s license

/n/nWe Offer:/n

Benefits for All Associates (Full-Time, Part-Time & Per Diem):

- Competitive Pay
- 401(k) with Company Match
- Career Advancement Opportunities
- National & Local Recognition Programs
- Teammate Assistance Fund

Additional Full-Time Benefits:

- Medical, Dental, Vision Insurance
- Mileage Reimbursement or Fleet Vehicle Program
- Generous Paid Time Off + 7 Paid Holidays
- Wellness Programs (Telemedicine, Diabetes Management, Joint & Spine Concierge Care)
- Education Support & Tuition Assistance (ASN to BSN, BSN to MSN)
- Free Continuing Education Units (CEUs)
- Company-paid Life & Long-Term Disability Insurance
- Voluntary Benefits (Pet, Critical Illness, Accident, LTC)

Apply Now:

If you’re an experienced healthcare leader looking for your next challenge, we want to hear from you. Join a team that values compassion, leadership, and meaningful work—when life matters most.

/n/nLegalese:/n

- This is a safety-sensitive position
- Employee must meet minimum requirements to be eligible for benefits
- Where applicable, employee must meet state specific requirements
- We are proud to be an EEO employer
- We maintain a drug-free workplace

/n/nLocation:/nGentiva Hospice/n/nOur Company:/n

At Gentiva, it is our privilege to offer compassionate care in the comfort of wherever our patients call home. We are a national leader in hospice care, palliative care, home health care, and advanced illness management, with nearly 600 locations and thousands of dedicated clinicians across 38 states.

Our place is by the side of those who need us – from helping people recover from illness, injury, or surgery in the comfort of their homes to guiding patients and their families through the physical, emotional, and spiritual effects of a serious illness or terminal diagnosis.

Our nationwide reach is powered by a family of trusted brands that include:

- Hospice care: Gentiva Hospice, Emerald Coast Hospice Care, Heartland Hospice, Hospice Plus, New Century Hospice, Regency SouthernCare, SouthernCare Hospice Services, SouthernCare New Beacon
- Palliative care: Empatia Palliative Care, Emerald Coast Palliative Care
- Home health care: Heartland Home Health
- Advanced illness management: Illumia Health

With corporate headquarters in Atlanta, Georgia, and providers delivering care across the U.S., we are proud to offer rewarding careers in a collaborative environment where inspiring achievements are recognized – and kindness is celebrated.

Gentiva Job ID #2 Posted job title: RN Director of Nursing Hospice II

About Gentiva

Gentiva is a family of industry-leading hospice, palliative, and home health providers that are passionate about caring for others. With more than 550 locations and thousands of compassionate clinicians across 38 states, our place is by the side of those who need us – from helping people recover from illness, injury, or surgery in the comfort of their homes to guiding patients and their families through the physical, emotional, and spiritual effects of a serious illness or terminal diagnosis. Gentiva’s corporate headquarters is in Atlanta, Georgia, with providers delivering care across the U.S.

Benefits

- Continuing Education
- Medical benefits
- 401k retirement plan
- Vision benefits
- Discount program
- Pet insurance
- Holiday Pay
- Wellness and fitness programs
- Mileage reimbursement
- Dental benefits
- Employee assistance programs
- Life insurance
Not Specified
E-Commerce Merchandiser
Salary not disclosed
Alhambra, CA 2 days ago

Job Description

Ecommerce Merchandising and Operations Manager


JOB SUMMARY

The Ecommerce Merchandising Manager will be responsible for the daily management of the Trina Turk website. This position acts as a process owner and collaborates with cross-functional areas to troubleshoot and implement processes to ensure the website operates efficiently.


The eCommerce Merchandising Manager is responsible for creating a consumer-first experience to drive sales and engagement. They will build a compelling catalog of product and devise effective selling strategies, manage the consumer journey and shopping experience, and execute product launches and promotions. This role is responsible for reporting on product performance and reviewing historical sales data to make informed product recommendations and increase sales. They will ensure the best user experience and comprehensive merchandising strategy, recommending real-time actions.


This role will serve as the liaison between Marketing, Development, Planning, Buying, Operations, Customer Service, Licensing, and external vendors to maintain the functionality of the websites.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Ensure that new features and functionality are fully tested before going live on websites
  • Execute e-commerce projects, including timelines, deliverables, cross-functional partnerships, and communication
  • Website sales/promotions: tagging, setting up, and making discounts live
  • Oversee daily management from product content set-up, promotions, pricing, troubleshooting of product fulfillment, and system integration
  • Collaborate with developers to implement new features in Shopify
  • Troubleshoot all issues with Developer, Customer Service, Ops, and Shopify support
  • Identify and implement Shopify apps to support overall e-commerce initiatives
  • Review challenges and devise solutions to support e-commerce, user experience, information technology, marketing, and customer service
  • Manage our connection with third-party fulfillment partners to our eCommerce platform to ensure accurate inventory synchronization and seamless order processing
  • Ensure products are set up accurately with all details and necessary information
  • Review online product pages constantly and implement improvements that will increase consumer spending
  • Build and recommend merchandising strategies based on data and analytics
  • Review and update product recommendations
  • Monitor customer reviews and flag concerns with the appropriate departments
  • Perform bi-weekly checks of online product to ensure the best brand experience for the end consumer
  • Evaluate site experience across desktop and mobile, and recommend upgrades to further improve customer experience
  • Manage Ecom samples for website photoshoots
  • Update promotional calendar and product ETAs


EDUCATION AND/OR EXPERIENCE

  • 5-7 years of experience in digital marketing and merchandising
  • Solid understanding of digital channels, trends, and user behaviors
  • Working knowledge of promotion and marketing strategies
  • Strong team player with the ability to build and maintain good rapport with both internal and external customers
  • Exceptional organizational and communication skills with demonstrated ability to prioritize workload and manage multiple projects
  • Experience with Shopify and POS systems
  • Deep understanding of ERP and inventory management systems
  • Knowledge of Excel, Microsoft Office, Slack, and Trello
Not Specified
Retirement Income Advisor (Sign-On Bonus) (TAMPA)
🏢 Usaa
Salary not disclosed
Tampa Oaks, Florida 2 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 an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Tampa, FL. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.
  • Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
  • Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.
  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
  • Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).
  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.
  • May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or General Equivalency Diploma required.
  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
  • Required maintenance of FINRA Series 7 license.
  • Required maintenance of FINRA Series 66 (or 63 and 65) license.
  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
  • 1 year of financial industry and/or sales experience.
  • Experience delivering frequent written and oral communication.
  • Experience processing and analyzing information.
  • Experience fulfilling requests and meeting deadlines.
  • Experience resolving conflict and negotiating.
  • Experience multi-tasking in an operating systems environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years of direct Annuity Sales Experience
  • Experience Working in an Inbound/Outbound Call Center
  • Retirement Income Certified Professional Designation (RICP)
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $63,590.00 - $114,450.00.

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.

Not Specified
Retirement Income Advisor (Sign-On Bonus) (PHOENIX)
🏢 Usaa
Salary not disclosed
Phoenix, Arizona 2 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 an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.
  • Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
  • Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.
  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
  • Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).
  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.
  • May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or General Equivalency Diploma required.
  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
  • Required maintenance of FINRA Series 7 license.
  • Required maintenance of FINRA Series 66 (or 63 and 65) license.
  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
  • 1 year of financial industry and/or sales experience.
  • Experience delivering frequent written and oral communication.
  • Experience processing and analyzing information.
  • Experience fulfilling requests and meeting deadlines.
  • Experience resolving conflict and negotiating.
  • Experience multi-tasking in an operating systems environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years of direct Annuity Sales Experience
  • Experience Working in an Inbound/Outbound Call Center
  • Retirement Income Certified Professional Designation (RICP)
  • US military experience through military service or a military spouse/domestic partner

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

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

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

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

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

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

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

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

Not Specified
Experienced Retirement Income Advisor (Sign-On Bonus) (TAMPA)
🏢 Usaa
Salary not disclosed
Tampa Oaks, Florida 2 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: Tampa, FL. 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: $69,920.00 - $125,850.00.

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.

Not Specified
Experienced Retirement Income Advisor (Sign-On Bonus) (PHOENIX)
🏢 Usaa
Salary not disclosed
Phoenix, Arizona 2 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: Phoenix, AZ. 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.

Not Specified
Associate Director Project Controls Manager - Life Sciences & Manufacturing
✦ New
Salary not disclosed
Portland, OR 17 hours ago
Associate Director Project Controls Manager - Life Sciences & Manufacturing

Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people's lives. Working in partnership makes it possible to deliver the world's most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world's largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world.

Turner & Townsend are seeking an experienced Associate Director - Project Controls Manager to join our team. The ideal candidate has a proven track record of successful client delivery and managing project control teams. This individual will lead project controls services for major client accounts and will help with wider business initiatives as needed.

Responsibilities:

  • Responsible for establishing and executing the high-level strategic direction of project controls including cost management, risk management, and schedule management.
  • Responsible for the project budget approval process.
  • Leads risk workshops with the project team to identify risks, establish likelihood/severity, mitigation actions and Owners.
  • Take the lead for project controls deliverables that require cross-functional input.
  • Motivate the team by providing clear direction and goals.
  • Assist with weekly team meetings to discuss progress on initiatives and to drive performance.
  • Lead the development and production of regular reporting.
  • Prepares documentation for project gateway and approval processes.
  • Develop overall guidelines for project level chartering and partnering.
  • Review the Project Master Schedule for sequencing, interface milestones, and critical path elements (developed by others).
  • Develop and recommend the project budget, cash flow and financial plan.
  • Oversee and lead the risk management process for the project.
  • Develop the work plan that forms the Project Execution Plan (PEP) for the project.
  • Review, critique and submit for approval the Project implementation plans as developed by the project supporting PMCM teams.
  • Manage Project Estimating and life cycle (total cost of ownership) asset costing, including contingency methodology and estimate evolution through the project lifecycle.
  • Develop and submit for approval change management and impact mitigation strategies throughout the life of the project. This includes, but is not limited to scope, cost, schedule control, and cost reduction initiatives.
  • Develop the set of controls to assure team performance against the Project baseline metrics.
  • Develop protocols and guidelines for Diversity Compliance, Monitoring, and Reporting.
  • Establish the metrics and basis for progress reporting against the Project, Projects, and Contracts. Reporting shall include Performance Measurement, Forecasting, Trending, Issues, Actions, Progress, and Overall Status.
  • Develop project guidelines and protocols for cost reduction initiatives. Review project level cost reduction recommendations.
  • Review project level diversity recommendations.
  • Review construction progress and approve recovery plans.
  • Review the claims resolutions recommendations.
  • Collaborate with appropriate internal and external stakeholders to achieve consent.
  • Establishes ongoing risk process and coordinates regular Monte Carlo analyses.
  • Project intake: Consider expansion of deliverables to ensure more robust business cases/estimates/schedules are developed.
  • Consider the development of an end-to-end process that captures the project controls information from intake through to closeout. Including incorporating a feedback loop for intake/cost/scheduling closeout information.
  • Consider the integration of intake/cost/scheduling reporting to provide a holistic approach to project controls.
  • Leads the Project Controls Team and ensures deliverables with quality control and assurance.
  • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.

Business line requirements:

  • 10+ years' experience
  • Experience with lean methodologies and have worked in the biotech or related life science industry is a plus

Qualifications:

  • Bachelor's degree in construction management, cost management, quantity surveying, engineering or field related to construction.
  • Graduate degree in quantity surveying, cost management, construction management, or engineering is preferred.
  • 10+ years of relevant project controls experience.
  • 2+ years managing high performing project control teams in a consulting environment.
  • Knowledge of multiple contract delivery methods and the merits of each.
  • Displays track record of proven success with schedules, cost control, estimating and risk management.
  • Proven and demonstrated experience in implementing and managing a project controls system, including financial and scheduling controls, for a major capital project.
  • Experience in establishing and monitoring project baselines and performance metrics.
  • Proficiency in project management software (e.g., Primavera P6, Microsoft Project) and advanced knowledge of Microsoft Excel for data analysis and reporting.
  • Exceptional analytical and problem-solving skills, with the ability to interpret complex project data and provide meaningful insights and recommendations.
  • Knowledge of regulatory requirements, industry standards, and compliance frameworks relevant to the project domain.
  • Demonstrates leadership skills and the ability to influence and motivate project teams towards achieving project control objectives.
  • Demonstrates excellent presentation, verbal, written, organizational and communication skills
Not Specified
Experienced Retirement Income Advisor (Sign-On Bonus)
🏢 Usaa
Salary not disclosed
Tampa Oaks, Florida 2 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: Tampa, FL. 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: $69,920.00 - $125,850.00.

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.

Not Specified
Military Community Financial Consultant (TAMPA)
✦ New
🏢 Usaa
Salary not disclosed
Tampa Oaks, Florida 1 day 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: Tampa, FL. 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: $69,920.00 - $125,850.00.

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.

Not Specified
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