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SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.
At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.
As the Senior Solution Advisor for Perioperative Services, you will be a critical subject matter expert and trusted advisor, bridging the gap between the client’s surgical and anesthesia departments and the capabilities of the Oracle Health (Cerner) Millennium EHR. You will guide stakeholders through complex workflow transformations, driving the successful design and adoption of the SurgiNet and Anesthesia Management solutions. Your primary objective is to ensure these solutions improve patient safety, optimize resource utilization (ORs, staff, equipment), and ensure accurate charge capture in the highly complex perioperative environment.
To excel in this senior position, you must have a strong background in perioperative informatics, OR nursing/technology, or clinical applications consulting. You will lead the design of the entire surgical journey, from case scheduling to PACU, and be the go-to expert for the intricate processes of preference card management and supply/implant documentation. You will also oversee the integration of the Anesthesia Information Management System (AIMS) with physiological monitors and anesthesia machines. Your role will involve close collaboration with key stakeholders—including surgeons, anesthesiologists, OR nurses, schedulers, sterile processing directors, and supply chain leaders—to ensure the perioperative suite is safe, efficient, and financially sound.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life Insurance
- 401(k) Retirement Plan with matching
- Paid Time Off
- Paid Federal Holidays
Key Responsibilities:
Client & Stakeholder Engagement:
Serve as the primary consultant for perioperative leadership on all aspects of the Oracle Health SurgiNet and Anesthesia solutions.
Provide expert support and knowledge transfer on perioperative best practices, including governance for preference cards, block scheduling, and charge capture.
Work directly with client counterparts to facilitate design workshops, review deliverables, and drive consensus on perioperative workflow and build changes.
Solution Design & Workflow Analysis:
Lead the analysis and design of the end-to-end perioperative workflow, including case scheduling, pre-admission testing (PAT), intraoperative nursing and anesthesia documentation, and PACU.
Oversee the design and maintenance strategy for foundational elements like surgical preference cards, resource scheduling (rooms/equipment), and integration with supply chain/inventory management.
Define requirements for the Anesthesia Information Management System (AIMS), including its integration with bedside monitors via CareAware for real-time data flow.
Implementation & Solution Management:
Act as a lead or driver for testing events, including developing and documenting scripts in an Application Lifecycle Management (ALM) tool to validate complex surgical and anesthesia workflows.
Provide expert support for cutover planning, go-live execution, and post-go-live sustainment, including ticket management for perioperative issues.
Assist in the review of training manuals and job aids to ensure they accurately reflect the configured workflows and system design.
Required Qualifications:
Experience: A minimum of 5-7 years of combined experience in perioperative informatics, surgical services leadership, or as an OR nurse/technologist with significant "super user" or implementation experience.
Oracle Health/Cerner Expertise: Direct, hands-on experience with the Oracle Health (Cerner) Millennium platform. Specific expertise in SurgiNet, Anesthesia Management, Preference Card Management, and CareAware is required.
Domain Expertise: Demonstrated expertise in perioperative workflows, sterile processing, preference card management, surgical billing/charging, and resource management.
Communication: Excellent verbal and written communication skills, with the ability to effectively engage with both technical teams and senior clinical/surgical leadership.
Education: Bachelor’s degree in a related field. A clinical background and license (e.g., RN, CST) is strongly preferred.
SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.
We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
ADP is hiring a Senior Director of Strategy for Compliance Solutions. This position is part of the Corporate Strategy team that supports ADP's Compliance Solutions business. Compliance Solutions provides a suite of payroll and tax compliance offerings, along with payments and money movement services. These businesses are major growth areas for ADP, focused on creating and delivering innovative software, services, and payments solutions for ADP clients.
The successful candidate will partner closely with ADP executives to create and continually improve our overall Compliance Solutions strategy. This person will lead the development of new strategic initiatives focusing on both growth opportunities and operational enhancements for the business. They will also work closely with ADP executives on the ongoing execution of strategic initiatives. The role reports to the DVP of Strategy and Business Development for Compliance Solutions and is based in San Dimas, CA.
Responsibilities:- Serve as a trusted advisor to senior business unit leaders and work collaboratively with their teams to identify, define, and plan critical strategic initiatives
- Identify, develop and drive long-term strategies based on fact-based analyses, focusing both on growth opportunities and operational initiatives for the Compliance Solutions portfolio
- Conduct in-depth market assessments to identify opportunities and risks.
- Partner with business units and functions (e.g., Sales, Implementation, Service, etc.) to develop business strategies for expansion into new products and services
- Lead and drive strategy projects and initiatives
- Perform other related duties as assigned (e.g., financial analyses, presentations, operational assessments etc.)
- Bachelor's degree (MBA preferred)
- 7+ years' experience (3+ years post-MBA) in a strategy consulting firm (e.g. BCG, McKinsey, Bain, PWC, Deloitte) or an internal Corporate Strategy role within a F500 company, having achieved at least a team manager level.
- Experience developing and evaluating strategies: identifying and framing issues, developing hypotheses, conducting market research and analyses to test key hypotheses, developing execution plans
- Known as a strong problem solver and strong presentation skills, including ability to distill complex information into key actionable insights
- Strong analytical skills (financial modeling, basic statistics, regression analyses, etc.)
- Exceptional oral and written communication skills
- Highly collaborative, with ability to influence and lead cross-functional teams
- Ability to influence senior leader stakeholders and lead cross-functional teams
- A person who thinks and acts at an executive level
- Ability to travel between 20-30% depending on specific projects
- MBA and/or other advanced degree (e.g., PhD, MD, JD)
- Consulting firm experience (either pre- or post- MBA)
- Experience with enterprise software, business services, and/or financial services industries
Role: EPM Cloud Solution Architect
Location: Remote
Job Description:
We are looking for an experienced Oracle EPM Cloud Solution Architect with strong techno-functional expertise to lead end-to-end EPM implementations. The candidate should have hands-on experience with EPBCS, PCMCS, FCCS, and ARCCS and be capable of designing scalable solutions based on business requirements.
Responsibilities:
- Design and implement Oracle EPM Cloud solutions across modules such as EPBCS, PCMCS, FCCS, and ARCCS.
- Lead requirement gathering and solution workshops with business stakeholders.
- Provide techno-functional guidance throughout the project lifecycle.
- Translate business needs into technical EPM solutions.
- Lead the end-to-end solution architecture and delivery of EPM projects.
Required Skills:
- Strong experience with Oracle EPM Cloud modules (EPBCS, PCMCS, FCCS, ARCCS).
- Experience working as a Solution Architect in EPM implementations.
- Good understanding of financial planning, consolidation, and reconciliation processes.
- Ability to lead workshops and collaborate with business and technical teams.
The Sr. IT Solutions Engineer helps design innovative solutions to support business and IT process improvements.
This position requires at least one functional ERP and technology competency with the ability to support
solution definition and design. The ability to design solutions at a technical configuration level and document
functional specifications is essential. This is primarily a delivery position for a specific functional area.
Stabilization support is expected with the ability to document and transfer knowledge as required.
This is position which requires a high degree of technical knowledge. Effective communication and
prioritization skills are required.
This is an onsite role in Rochester, New York.
Responsibilities:
- Participate in high performance teams which deliver (design, configure, develop, test, train,
- document, implement and stabilize) technical and business process solutions
- Work directly with stakeholders to analyze current business process requirements,
- understand gaps, and create functional specifications for improvements
- Provide stabilization and escalation support, performing knowledge transfer as required
- Mentor, manage and coach IT professionals to create productive, high-performance teams
- Ensure ongoing, auditable compliance with legal and regulatory requirements
Preferred Knowledge:
- Application and business process design
- Third-party API integration
- SAP ERP experience: SAP PP/MM/QM
- Ability to lead the design, configuration and optimization of technical solutions including SAP PP/QM modules to support manufacturing solutions
- ABAP debugging and technical troubleshooting
- IT technology and data management
- Application development
Required Education:
- Bachelor's degree required
* 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 requiredWhat 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 partnerCompensation 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 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.
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 DescriptionThe 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.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Lavanya at (224) 369-0873 Title: Salesforce Solution Architect (Remote) Duration: 6 Months Location: Remote Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Job Description: We are looking for a Salesforce Architect with strong and deep experience in the Salesforce platform.
The ideal candidate should have hands-on expertise in designing and implementing Salesforce solutions and a strong technical background.
Key Requirements: Strong experience in Salesforce with deep platform knowledge.
Experience working with Sales Cloud, Service Cloud, B2B Commerce, and Experience Cloud.
A technical background is preferred (for example, someone who started as a Salesforce Developer and moved into an Architect role).
Exposure to AI capabilities within Salesforce is a plus, as the organization is currently in the early stages of AI adoption.
Salesforce certifications are helpful and considered an advantage.
Additional Information: This individual will work with three other solution architects and report to their Application Development Director About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
Service Cloud, Sales Cloud, salesforce developer
Remote working/work at home options are available for this role.
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 Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
* Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
* Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
* Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
* products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
* Serves as a resource to less experienced team members on escalated issues of a routine nature.
* Guides and influences less experienced team members.
Work Hours:
* Monday - Friday / 7:30am - 7:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
* High School diploma or GED
* Required maintenance of Life/Health license
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* 2 years of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in or leading teams
* Successful completion of a job-related assessment may be required
What sets you apart:
* 4+ years experience working in Sales with life insurance
* 1+ years experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $66,340 - $111,940
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
