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Sr. Manager Data Governance

Salary not disclosed

Richardson, TX 3 days ago

Title:Sr. Manager Data Governance

Location: Richardson, TX Hybrid

Duration: 6 months possibility of FTE conversion yes

JOB SUMMARY

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

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

SUPERVISORY RESPONSIBILITIES

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

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

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

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

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

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

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

FINANCIAL KNOWLEDGE

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

REASONING ABILITY

Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
- Understanding of global organizational design and the ability to shape and drive large-scale, cross-functional programs around people, technology, processes, and tools.
- Demonstrated ability to balance long-term strategy with quick wins.
- Demonstrated ability for strategic influencing and education of cross-functional stakeholders about the strategic importance and value of data governance
- Excellent managerial skills; collaborative, imaginative, resourceful, reliable, technically savvy.
- Superior analytical and creative problem-solving skills. Demonstrated successes in data analysis, drawing conclusions and improvement. Apply listening and consultative skills to understand business needs; be able to interpret requirements, identify impacts and analyze problems to determine impacts to business processes across the organization.
- Ability to work well under deadlines, ability to work in a multi-tasking production environment to make good judgments about competing priorities.
- Ability to tell a story to explain or sell a concept.

OTHER SKILLS and/or ABILITIES

Utilizes an entrepreneurial approach and develops innovative solutions.
Ability to write business cases, process maps, presentation materials and articles using distinctive style.
Ability to make effective and persuasive presentations on complex topics across various levels of leadership
Expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment.
Ability to use strong conceptual and analytical skills to generate insights and recommendations.
Demonstrated information management and quantitative skills, including working knowledge of IT infrastructure, various technologies/ platforms, and aligned vendor solutions with enterprise strategic priorities.
Experience managing small to mid-size teams and delivering results.
Thorough knowledge of cutting-edge data management tools, industry advances, etc.
Superior project management/ consulting and leadership skills. Demonstrated ability to facilitate complex, mission critical projects and to develop, participate in and guide multi-disciplinary work teams. Manage task timelines and deliverable schedules and share concerns about deliverables, timelines, and issues with Data Governance services or deliverables.
Superior ability to manage, manipulate and analyze raw data, draw conclusions, and develop actionable recommendations using technology. Articulate the issues and resolutions via business-friendly communications. Serve as primary day-to-day contact for regional data management issues.
Advanced understanding of data quality management. Knowledge of data governance and how it impacts business processes.
Knowledge of master data management in a global environment, including data lifecycle and maintenance processes.
Skills in MS Visio, Word and PowerPoint is a plus.
Experience with reference data management tools at including Collibra, MS Excel, SQL query, etc., is a plus.
Software development lifecycle knowledge, with background in agile philosophies and

Not Specified

C

School Nurse → 26/27 SY

✦ New

🏢 ChanceLight Behavioral Health, Therapy, & Education

$70,000 to $80,000 per year

Plano, TX 1 day ago

Starting Salary: $70,000 - $80,000 /year based on experience

Environment: Special Education Program, Middle/High School

Availability: 2 School Year

ChanceLight Behavioral Health, Therapy, & Education, a rapidly growing organization with a social mission to offer hope, is seeking a School Nurse to join our award-winning Special Education team for the 2026-2027 School Year and perform meaningful work in a culture that welcomes innovation, encourages creative expression, and offers limitless potential for personal and professional satisfaction!

If you're passionate about promoting student health and wellness, thrive in a dynamic educational environment, and take pride in building trusting relationships with students, families, and staff — We Should Talk!

As a School Nurse, you'll leverage your nursing expertise to support students' academic, social, behavioral, and emotional success. Collaborating closely with families, educators, administrators, and community health professionals, you'll help create safe, nurturing, and healthy learning environments that bridge home, school, and community relationships.

‖ Responsibilities Include:

Ensuring the immediate health and safety of students and staff, promptly coordinating external medical care when necessary.
Maintaining well-stocked first aid supplies and equipment to respond efficiently to daily health needs.
Preparing and regularly updating disaster preparedness supplies, ensuring readiness to manage health crises or emergency situations effectively.
Administering appropriate minor treatments promptly, ensuring that medical assistance is accessible to students and staff as required.
Monitoring and recording student illnesses and injuries, accurately documenting frequency, origin, duration, and analyzing health trends.
Documenting all student medical interactions, including treatments, medications, and immunization records, in compliance with medical standards and confidentiality guidelines.
Assisting students requiring diapering or personal care, using appropriate sanitary measures and adhering strictly to safety guidelines.
Communicating with physicians, counselors, and families about students’ medication routines and observed behaviors to support informed healthcare decisions.
Reporting immediately to appropriate personnel any situations where the health, safety, or welfare of students is at risk.
Administering medications and medical care within the guidelines established by state licensure regulations and nursing practice standards.
Providing comprehensive in-service training and orientation to new hires, covering essential medical procedures and health-related protocols.
Participating proactively in meetings, professional development sessions, and training opportunities to remain updated on best practices and enhance professional competencies.
Building and maintaining positive, collaborative relationships with local healthcare providers, agencies, and community partners.
Performing additional responsibilities and tasks as assigned, contributing to the overall health, wellness, and success of the school community.

‖ Qualifications Required:

Associates degree or higher in nursing or a closely related field of study.
Bachelor's degree or higher in nursing or a closely related field of study preferred.
Licensed currently or in the process of obtaining a licensed practical nurse (LPN) credential.
Licensed currently or in the process of obtaining a registered nurse (RN) credential preferred.
Prior experience working in a school and/or education program setting preferred.
Ability to obtain and maintain certification in company approved crisis management training and intervention techniques.
Highly skilled in working with children with learning disabilities, emotional behavioral disorders, autism spectrum disorders and/or other related disabilities.
Proficient in defining problems, collecting data, establishing facts, drawing valid conclusions, and writing detailed reports.
Advanced oral and written communication, organization, conflict resolution, multitasking, problem solving, and decision-making ability.
Ability to effectively present information and respond to questions from groups of staff members, students, parents, and the public.
Well-versed in the use of relevant technology including experience with computers, Microsoft Office Suite, database entry and basic office equipment.

ChanceLight Behavioral Health, Therapy, & Education is the nation’s leading provider of alternative and special education programs for children and young adults. For more than 50 years, and in partnership with over 235 school districts nationwide, we have helped change the direction of more than 240,000 student lives!

Learn more about our history, our mission and the program services we provide by visiting the link below:

ChanceLight we believe in providing more than just a job, as a member of our team you'll receive the opportunity to make meaningful impacts, the support needed to achieve success, and all the tools essential to reaching your personal & professional fulfillment! Your path to a truly rewarding career starts here – where growth, empowerment, and collaboration define our culture; and every day is a Chance to transform lives through education!

‖ Perks and Benefits Include:
- Comprehensive Medical, Dental and Vision Plans
- FREE Telehealth and Virtual Counseling Sessions
- FREE Health Advocacy Services and 24/7 Nurse Line
- Company Paid Life & Disability Insurance
- Company Paid Employee Assistance Program
- Flexible Spending and Health Savings Accounts
- Personal Protection Insurance Plans
- Cigna Healthy Pregnancies, Healthy Babies Program
- Legal Services Insurance
- Pet Health Insurance
- Accrual-based Paid Time Off
- School Hours and Paid Holiday Schedule
- Extensive Personal and Life Event Paid Leave Policy
- 401k Retirement Saving Plan
- Perks at Work Employee Discount Program
- Opportunities for Growth & Development
- And So Much More!
If you're ready to start making lasting impacts on the lives of students and contribute to the creation of a brighter future — This Is Your Chance!

Join us and together, we can empower students to overcome challenges, build confidence and unlock their full potential!

Careers, With ChanceLight Work. With Purpose.

Copyright © 2026 ChanceLight Behavioral Health, Therapy, & Education, a ChanceLight® company *Benefit plans and eligibility requirements may vary based on role and employment status.
EducationRequired
- Associates or better in Related Field of Study
Preferred
- Bachelors or better in Nursing or related field
Licenses & CertificationsRequired
- Nurse - LPN
- Crisis Prevention Inst
Preferred
- Nurse - RN
SkillsPreferred
- Behavioral Disorders
- Learning Disabilities
- Working With At-Risk Students
- Computer Skills
- Special Education
- Middle School Education
- High School Education
- Health and Nursing Svcs
- Quality Assurance & Compliance
- Record Keeping & Reporting
- Childcare
- Emergency Management
- Emotional Disturbance
- Autism
- Intellect Dis Mod to Sev
- Decision Making
- Attention to Detail
- Communication
- Interdepartmental Collaboration
- Interpersonal Skills
- Treatment Planning
BehaviorsPreferred
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Functional Expert: Considered a thought leader on a subject
MotivationsPreferred
- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

permanent

Mid-Level Life Solutions Specialist - Plano

🏢 Usaa

Salary not disclosed

Plano, TX 5 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

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.

permanent

C

Sales Support Specialist

✦ New

🏢 Cornerstone Staffing

Salary not disclosed

Allen 1 day ago

Ready to turn conversations into contracts? Join a fast-paced, high-performing sales team where your ability to connect, persuade, and close directly drives revenue and growth.

This onsite Inside Sales opportunity in Allen, TX offers steady leads, competitive pay, and the chance to make an immediate impact.

Job Title : Inside Sales Location: Allen, TX | Onsite COMPENSATION & SCHEDULE • $23.08/hr • Monday–Friday ROLE IMPACT Join a high-performing team where your ability to connect and close directly fuels company growth.

As an Inside Sales Representative / Lease Consultant, you’ll guide landlords through the lease agreement process—from initial outreach to finalized contracts.

You’ll manage a steady stream of qualified leads, applying strategic sales techniques to secure agreements that support business expansion and client satisfaction.

Your success will be measured by your results, visibility, and contribution to organizational revenue goals.

KEY RESPONSIBILITIES • Execute high-volume outbound calls and manage inbound inquiries from property owners • Establish trust and identify key decision-makers to advance leasing opportunities • Communicate lease terms with clarity, professionalism, and persuasive confidence • Prepare, review, and process all lease documentation accurately and efficiently • Maintain complete and up-to-date CRM records for every interaction and deal stage • Verify lease data through internal databases and public information sources MINIMUM QUALIFICATIONS • 1–2 years of outbound sales or commission-based sales experience • Exceptional verbal communication and consultative selling abilities • Strong organizational skills with the ability to manage multiple priorities • Working knowledge of Microsoft Excel and Word • High School Diploma or equivalent required CORE TOOLS & SYSTEMS • CRM systems (Salesforce or comparable platform) • Microsoft Excel and Word • VoIP-based communication systems • Internal sales and data management tools PREFERRED SKILLS • Prior success in a call center sales or high-volume phone sales environment • Demonstrated achievement of or surpassing sales goals • Experience in real estate, property management, or leasing sectors By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy at:

Not Specified

U

Life Actuary- Asset Liability Management Team

🏢 USAA Careers

Salary not disclosed

Plano, Texas 5 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
We are seeking a dedicated Life Actuary to join the Life Company's Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.

What you'll do:

* Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
* Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
* Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
* May make recommendations for model adjustments and improvements, when appropriate.
* Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
* Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
* Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
* Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
* Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
* Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
* Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
* Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
* 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:

* Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor's degree)

* Do you have one of the following:
* 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor's degree + 4 years of experience + FSA)
* OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor's Degree + 8 years of experience + ASA)
* OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
* OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

* Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

* Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:

* US military experience through military service or a military spouse/domestic partner
* FSA (Fellow of the Society of Actuaries) designation
* Experience using Moody's AXIS software
* 2 or more years of experience with asset liability management or cash flow testing
* Prior Actuarial experience with Life Insurance and Annuity Products
* Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.

permanent

Member Services Life Insurance Consultant (PLANO)

🏢 Usaa

Salary not disclosed

Plano, TX 5 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

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

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

What you'll do:

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

Monday – Friday / 7:30am – 8:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

High School diploma or GED
Required maintenance of Life/Health license and/or acquisition within 90 days
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
Up to 1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in a team environment
Successful completion of a job-related assessment may be required

What sets you apart:

Active Group 1 Life and Health license
1+ yrs experience working in Sales with life insurance or financial services products
1+ yrs experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

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

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

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

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

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

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

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

Not Specified

Military Community Financial Consultant - Plano (PLANO)

🏢 Usaa

Salary not disclosed

Plano, TX 5 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

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