Engineering Journal Impact Factor Jobs in Murphy, TX

226 positions found — Page 3

Chief Operating Officer
Salary not disclosed
Richardson, TX 2 days ago
Chief Operating Officer (COO) – Sara’s Mediterranean Market & BMF Baking Co.


Location: Dallas–Fort Worth, TX

Type: Full-Time Executive

Industry: Specialty Retail • Grocery • CPG • Food Manufacturing

Reports to: CEO


About Us

Sara’s Mediterranean Market is one of the fastest-growing specialty food companies in Texas, known for our award-winning bakery, curated grocery experience, and high-volume fresh food departments. With over 30 years of history and a major expansion underway—including a new 35,000 sq ft flagship in Frisco and rapidly growing manufacturing capabilities through BMF Baking Co.—we are building a world-class, multi-unit, multi-channel enterprise.


We are now seeking a transformational Chief Operating Officer (COO) to help us scale from a founder-led organization to a sophisticated, operationally excellent, financially disciplined company capable of doubling and tripling in value over the next 3–5 years.


The Role

The COO will be the operational engine of the company—responsible for building systems, people, financial discipline, and scalable infrastructure across all locations. This executive will oversee day-to-day operations, drive the P&L, and partner directly with the CEO to execute our long-term vision.

This role is perfect for a leader who has grown high-volume grocery, specialty retail, or food manufacturing operations and knows how to take a family-owned business into its next era of disciplined, sustainable growth.


What You Will Lead

Operational Excellence

  • Own all store operations across departments: grocery, produce, bakery, grill, and butcher shop
  • Standardize SOPs and operational systems across locations
  • Build a high-performance culture with clear expectations, KPIs, and accountability
  • Improve efficiency, reduce shrink, and elevate customer experience

Financial Discipline & P&L Management

  • Lead weekly/monthly P&L reviews with department heads
  • Build budgeting, forecasting, and labor models
  • Create inventory, waste, and cost-control systems
  • Partner with CFO on financial strategy, reporting, and capital planning

Expansion & New Store Development

  • Lead the execution of our new Frisco flagship (35,000 sq ft, 2026 opening)
  • Build repeatable store-opening playbooks for future growth
  • Manage vendor relationships, construction timelines, and critical-path decisions

Leadership & Organizational Development

  • Coach and develop department leaders and GMs
  • Create scalable reporting structures and performance dashboards
  • Strengthen communication and alignment across the company


Who You Are
  • A proven operational leader with 10+ years in grocery, specialty retail, or food manufacturing
  • Experienced running $50M–$200M+ P&Ls
  • Strong in financial management, decision-making, and execution
  • Obsessed with systems, discipline, efficiency, and accountability
  • Comfortable building an organization that can scale from 2 stores → 5 → 10
  • A strategic partner who ensures the CEO can focus on vision, partnerships, and growth
  • A builder who thrives in a fast-paced, entrepreneurial environment


Preferred Backgrounds
  • Whole Foods Market
  • H-E-B
  • Wegmans
  • Sprouts
  • Fresh Market
  • High-growth CPG or food manufacturing
  • Multi-unit grocery/retail operators


Why Join Us
  • Rare opportunity to transform a 30-year family brand into a category-defining regional chain
  • Direct impact on doubling or tripling enterprise value
  • A leadership team deeply committed to growth, quality, and guest hospitality
  • Competitive executive compensation package
  • Ability to build the systems, culture, and structure that will shape the company for the next decade


Ready to Build the Future With Us?

If you are a builder, a disciplined operator, and a leader who can turn vision into execution, we’d love to meet you.


Apply directly via LinkedIn or email your resume to:

Not Specified
Chief Financial Officer (Education)
✦ New
Salary not disclosed
Richardson, TX 1 day ago

Primary Purpose: The Chief Financial Officer will provide leadership for all budgets and financial decisions for the charter. Develop and execute strategic plans and charter-wide policies and programs related to financial activities. Direct and lead all departments relating to finance including accounting, accounts payable/receivable, tax and finance, budget/financial planning, procurement, debt services, compliance, auditing, and federal grants. Projects and reports financial health to the CEO and Board members.


Qualifications: Education/Certification: Bachelor’s Degree in Business Administration, Finance, or Economics Master’s Degree Preferred Certified Public Accountant Certification Preferred Special


Knowledge/Skills: Comprehensive understanding of how to develop financial models for sustainability and efficiency to utilize all available resources including grants management for cash flow cycling. Capable of leading a team of finance professionals, proficient in management accounting software, payroll systems, and procurement systems from selection to alignment and implementation.


Extreme flexibility, with a strong work ethic and an entrepreneurial spirit to accommodate the high level of responsibility and multiple priorities.


Ability to work effectively in a fluid environment and with a wide range of constituents, including board members, financial institutions, Texas Education Administration, school personnel, and vendors to establish a culture of support, compliance, accountability, and performance.


Experience: Five years of significant work experience with organizations as a CFO or Director of Finance with non-profit or education organizations strongly preferred


Major Responsibilities and Duties:


Leadership Roles: Strategic oversight for multiple departments and/or a major division or for the entire district. Provides strategic direction and develops long-range plans which impact multiple departments or divisions. Using in-depth knowledge of multiple disciplines identifies and evaluates high-impact issues and provides strategy and direction to a major functional area or multiple departments. Establishes programs and policies, and ensures integration of operational objectives across multiple, major departments, program areas, and possibly charter wide.


Work Complexity/Independent Judgement: Work is highly complex and broad in scope covering several departments/divisions across ILTexas. Policy, procedures, and precedent are created and approved by this position. Supervision received typically consists of providing periodic coaching, advice, and feedback.


Budget Authority: Approves Budgets Problem Solving: Greater latitude and discretion is warranted in making decisions, which affect major areas of ILTexas and possibly the organization's public image. The job is constantly expected to apply creative solutions to complex problems and develop new ideas and concepts. Reviews and approves decisions and/or recommendations that may have a significant impact on the entire organization.


Impact of Decisions: Decisions have a major impact to multiple departments and impact the general direction of ILTexas. Errors may cause continuous adverse influence on the future operations and growth of the organization, in matters involving important customer commitments, organizational liability, and other matters which may appreciably affect future costs.


Communication/Interactions: Oversee and direct - serves as one of the organization's senior-level spokespersons in area of expertise, defines and champions change initiatives, organizational strategies, services, policies, and practices. Interactions are typical with Top Management, the Board, and community and business leaders.


Customer Relationships: Anticipates customer needs and identifies and champions opportunities for the development and implementation of new services and methods to meet or exceed customer needs. Establishes customer service standards and feedback mechanisms across departments.


Financial Planning and Projections: Leads ILTexas’s financial planning and multi-year forecasting to ensure long-term fiscal sustainability. Responsibilities include developing the annual budget, maintaining rolling projections aligned to enrollment, Foundation School Program (FSP) revenues, federal funding, staffing models, capital plans, and debt service, and conducting scenario-based analyses to inform executive and Board decision-making. The CFO proactively identifies financial risks and opportunities, ensuring alignment between strategic priorities and available resources while maintaining full regulatory compliance.


Additional Duties: Any and all other duties assigned by immediate supervisor. Supervisory Duties: Supervise, evaluate, and recommend the hiring and firing of Finance department employees.


Mental Demands/Physical Demands/Environmental Factors:


Tools/Equipment Used: Standard office equipment including personal computer and peripherals


Posture: Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting


Motion: Repetitive hand motions including frequent keyboarding and use of mouse; occasional reaching


Lifting: Occasional light lifting and carrying (less than 15 pounds)


Environment: May work prolonged or irregular hours; frequent districtwide travel; occasional statewide travel and out-of-state travel


Mental Demands: Work with frequent interruptions, maintain emotional control under stress

Not Specified
Solutions Architect
✦ New
Salary not disclosed
Plano, TX 9 hours ago

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at Description:

Job Description

Utilizes comprehensive solutions architectural expertise to support software implementation projects. Supports overall project planning by providing functional strategic guidance.

͏

Essential Functions:

  • Provides functional strategic guidance for project planning, system landscape, data migration, testing, deployment, integration and overall solution architecture.
  • Advises Project Leads and Project Managers to implement best practice decisions that successfully impact the overall platform.
  • Provides guidance in the definition of solution design practices and standards that link back to SAP best practices.
  • Designs and supports proof of concepts to demonstrate proposed technical solutions.
  • Designs, develops and supports business requirements by leveraging SAP solutions.
  • Provides support for pre-sales initiatives that include developing and reviewing roadmaps, estimates, and responses to RFP/RFQ’s.
  • Completes assigned deliverables:
  • Owns the as-is and to-be system landscape diagrams in conjunction with the Technical Lead.
  • Owns the Solution Architecture document - ensures inputs are received from Technical and Functional Leads.
  • Responsible for supporting functional and technical leads in workshops.

͏

Required Qualifications:

  • Bachelor’s degree in Information Systems, Business, or other related field.
  • Certification in at least one SAP HCM or SuccessFactors module.
  • Minimum of 5 years with system implementations, solutions architecture, or similar role.

͏

Knowledge, Skills, and Abilities (KSAs):

  • Expert in implementation of SuccessFactors modules.
  • Expert with SAP Integration.
  • Demonstrates expertise in Human Resources industry best practices.
  • Excellent written and oral communication skills; ability to express ideas and information in a clear and concise manner and tailor message to fit the interests and needs of the audience.
  • Attention to detail and quality with the ability to rapidly learn and apply new business concepts, models, and techniques.
  • Ability to work remotely with minimal supervision.

͏

Mandatory Skills: SAP SF Solution Architecture .

Experience: >10 YEARS .

The expected compensation for this role ranges from $100,000 to $185,000 .

Not Specified
Accounting Manager/Consultant
✦ New
🏢 Toyota
Salary not disclosed
Plano, TX 1 day ago
Accounting Manager/Consultant

Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for talented team members who want to Dream. Do. Grow. with us.

An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance brand for Toyota and Lexus in North America. While TFS is a separate business entity, it is an essential part of this world-changing company- delivering on Toyota's vision to move people beyond what's possible. At TFS, you will help create best-in-class customer experience in an innovative, collaborative environment.

To save time applying, Toyota does not offer sponsorship of job applicants for employment-based visas or any other work authorization for this position at this time.

The Toyota Motor Credit Corp. (TMCC) Accounting Department is looking for passionate and highly motivated Accounting Managers/Consultants.

The primary responsibility of this role is to ensure accurate and timely preparation and delivery of financial results in conformity with US GAAP and IFRS while supporting department and company-wide initiatives to develop our business and grow internal capabilities.

Toyota's TMCC Accounting Department has multiple Accounting Manager/Consultant positions open. As we progress through the interview process with highly qualified candidates, we will share specific available roles and help match candidate interests with the right opportunity. Open positions may span a range of departments, including Loan and Lease Accounting, Insurance Accounting, Treasury Accounting, Financial Reporting, or others.

Provide training, development, and support for direct reports and other team members through real-time feedback. Challenge the status quo by taking calculated risks and move the department forward. Build trusting working relationships with direct reports and peer groups. Influence peers and management to work towards departmental goals. Perform timely review of journal entries, account reconciliations, analytical procedures, and financial reporting deliverables. Responsible for the accuracy and oversight of monthly/quarterly and annual accounting and reporting processes (including SEC, parent company, management and regulatory reporting). Present financial results to Accounting leadership. Lead and support accounting projects. Ensure that the SOX control processes have been designed properly, documented and are being executed appropriately. Support quarterly reviews and audits performed by both external and internal auditors. Research and identify new/changes to accounting guidance, products, systems, and business processes. Implement needed adjustments to incorporate changes. Serve as the SME in technical accounting, business operations, and accounting systems for areas of responsibility. Continuously look for opportunities to strengthen and/ or streamline existing accounting policies, procedures and processes. Recommend process improvements as appropriate.

Bachelor's degree required 7+ years of relevant work experience (in similar field and/or industry) Successful leadership experience Advanced knowledge of Microsoft Excel and Word and demonstrated talent for using technical tools in account analyses and research Strong working knowledge of US GAAP Month End Close and/or Financial Reporting experience Strong analytical skills

CPA preferred Knowledge of IFRS Public accounting experience SAP and Hyperion knowledge Financial Services experience

During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include: A work environment built on teamwork, flexibility, and respect Professional growth and development programs to help advance your career, as well as tuition reimbursement Team Member Vehicle Purchase Discount Toyota Team Member Lease Vehicle Program (if applicable) Comprehensive health care and wellness plans for your entire family Toyota 401(k) Savings Plan featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute Paid holidays and paid time off Referral services related to prenatal services, adoption, childcare, schools and more Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA) Relocation assistance (if applicable)

Our success begins and ends with our people. We embrace all perspectives and value unique human experiences. Respect for all is our North Star. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members' efforts to dream, do and grow without questioning that they belong.

Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law.

Not Specified
Financial Security Advisor for Military Families (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 4 days ago

Why USAA?

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

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

The Opportunity

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.

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

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.

  • Documents relevant information as it relates to building a retirement income portfolio.

  • Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.

  • Develops and communicates appropriate retirement income strategies based on individual member needs.

  • Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.

  • Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).

  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.

  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.

  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

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

What you have:

  • High School Diploma or General Equivalency Diploma required.

  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.

  • Required maintenance of FINRA Series 7 license.

  • Required maintenance of FINRA Series 66 (or 63 and 65) license.

  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.

  • 4 years of financial industry and/or sales experience.

  • Experience delivering frequent written and oral communication.

  • Experience processing and analyzing information.

  • Experience fulfilling requests and meeting deadlines.

  • Experience resolving conflict and negotiating.

  • Experience multi-tasking in an operating systems environment.

  • Experience participating in or leading teams.

  • Successful completion of a job-related assessment may be required

What sets you apart:

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

  • 3+ years of direct Annuity Sales Experience

  • Experience working in an Inbound/Outbound Call Center

  • Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

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

 

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

 

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

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

 

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

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

 

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

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

Why USAA?

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

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

The Opportunity

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.

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

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.

  • Documents relevant information as it relates to building a retirement income portfolio.

  • Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.

  • Develops and communicates appropriate retirement income strategies based on individual member needs.

  • Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.

  • Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).

  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.

  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.

  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

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

What you have:

  • High School Diploma or General Equivalency Diploma required.

  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.

  • Required maintenance of FINRA Series 7 license.

  • Required maintenance of FINRA Series 66 (or 63 and 65) license.

  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.

  • 4 years of financial industry and/or sales experience.

  • Experience delivering frequent written and oral communication.

  • Experience processing and analyzing information.

  • Experience fulfilling requests and meeting deadlines.

  • Experience resolving conflict and negotiating.

  • Experience multi-tasking in an operating systems environment.

  • Experience participating in or leading teams.

  • Successful completion of a job-related assessment may be required

What sets you apart:

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

  • 3+ years of direct Annuity Sales Experience

  • Experience working in an Inbound/Outbound Call Center

  • Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

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

 

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

 

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

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

 

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

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

 

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


Remote working/work at home options are available for this role.
Not Specified
Senior Retirement Financial Consultant (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 days ago

Why USAA?

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

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

The Opportunity

Job Description

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: Plano, TX. Relocation assistance is not available for this position.

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

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income 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
Military Community Retirement Planner (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 days ago

Why USAA?

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

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

The Opportunity

Job Description

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: Plano, TX. Relocation assistance is not available for this position.

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

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income 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
Mid-Level Retirement Income Specialist (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 days ago

Why USAA?

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

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

The Opportunity

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.

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

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.

  • Documents relevant information as it relates to building a retirement income portfolio.

  • Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.

  • Develops and communicates appropriate retirement income strategies based on individual member needs.

  • Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.

  • Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).

  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.

  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.

  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

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

What you have:

  • High School Diploma or General Equivalency Diploma required.

  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.

  • Required maintenance of FINRA Series 7 license.

  • Required maintenance of FINRA Series 66 (or 63 and 65) license.

  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.

  • 4 years of financial industry and/or sales experience.

  • Experience delivering frequent written and oral communication.

  • Experience processing and analyzing information.

  • Experience fulfilling requests and meeting deadlines.

  • Experience resolving conflict and negotiating.

  • Experience multi-tasking in an operating systems environment.

  • Experience participating in or leading teams.

  • Successful completion of a job-related assessment may be required

What sets you apart:

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

  • 3+ years of direct Annuity Sales Experience

  • Experience working in an Inbound/Outbound Call Center

  • Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

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

 

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

 

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

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

 

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

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

 

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

Not Specified
Retirement Income Advisor (Sign-On Bonus) (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 days ago

Why USAA?

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

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

The Opportunity

Job Description

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: Plano, TX. Relocation assistance is not available for this position.

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

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income 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
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