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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.
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.
Impact you will make
We are seeking an experienced Product Manager to lead the vision, strategy, and execution of our Patient Experience and Denials Prevention analytics products focused on healthcare revenue workflows in healthcare. This role provides both strategic and people leadership, overseeing a team of Product Owners while working cross-functionally to ensure our solutions deliver measurable value to healthcare providers.
The Product Manager will collaborate closely with the Sr. Director of Product Management and fellow Product Managers to define portfolio strategy and drive cross-product alignment. This role is responsible for turning market needs and business goals into actionable roadmaps, partnering across the organization to deliver high-impact analytics products that support operational efficiency and financial performance in the revenue cycle.
Responsibilities:
- Lead the product direction for a defined domain, including shaping the roadmap, aligning with business objectives, and ensuring successful delivery
- Manage and mentor a team of Product Owners, supporting their development and ensuring clear priorities and execution
- Collaborate with other Product Managers and the Sr. Director of Product Management to develop and maintain an integrated product portfolio strategy
- Translate customer and market needs into business cases, value propositions, and prioritization frameworks
- Guide cross-functional teams through the product lifecycle, from ideation to delivery and adoption
- Ensure strong coordination with Engineering, UX, Data Science, Marketing, and Customer Success teams
- Monitor product performance through defined KPIs and partner on go-to-market and enablement activities
- Maintain subject matter expertise in revenue management and revenue recovery workflows
Qualifications:
- 5+ years of experience in product management or related roles, with 2+ years of team leadership preferred
- Proven ability to manage and mentor Product Owners or similar roles
- Strong collaboration and communication skills, with experience leading through influence across departments
- Deep understanding of the healthcare revenue cycle, particularly revenue recovery processes
- Experience with analytics, SaaS, or data-driven solutions in a regulated or healthcare setting
- Strategic thinker with strong execution skills and attention to measurable outcomes
What we would like to see
- Experience with process diagrams and flowcharts (MS Visio, Draw IO, etc.)
- Experience in a customer-facing role
- SQL and database knowledge a plus
About FinThrive
FinThrive is advancing the healthcare economy.
For the most recent information on FinThrive's vision for healthcare revenue management visit /why-finthrive.
Award-winning Culture of Customer-centricity and Reliability
At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.
Our Perks and Benefits
FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit /careers-benefits.
FinThrive's Core Values and Expectations
- Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
- Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
Physical Demands
The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Statement of EEO
FinThrive values diversity and belonging and is proud to be an Equal Employment 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 protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.
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Know Your Rights
Pay Transparency Notice
FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.
2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO
| FinThrive Careers | FinThrive Benefits & Perks | Physical Demands
Job Summary:
At Tokio Marine Highland (TMH) we are strengthening our enterprise delivery capability to support sustainable growth, sharper strategic alignment and disciplined execution. As the business scales in complexity and ambition, we are embedding a clear governance framework, robust investment prioritization and consistent oversight to ensure initiatives deliver measurable business value.
The VP, Enterprise Change reports to the COO and leads the BAU change function. It is accountable for ensuring that strategic initiatives are prioritized, governed and executed in line with enterprise objectives. The role plays a critical part in embedding a transparent, repeatable delivery model that enhances executive visibility, improves decision quality and drives outcomes at pace and scale.
Key Responsibilities:
Enterprise Change & Portfolio Leadership
- Partner with Executive Leadership to define and advance the multi-year change agenda, translating strategic priorities into sequenced roadmaps, investment plans, and disciplined portfolio execution aligned to business and financial objectives.
- Lead the enterprise change portfolio, establishing clear prioritization, governance, capacity planning, and performance transparency to ensure initiatives are properly sequenced, resourced, and delivered at a sustainable pace.
- Advise the Executive Leadership Team on investment trade-offs, risks, dependencies, and benefit realization, ensuring strong PMO standards, financial controls, and outcome accountability.
Organizational Change & Value Realization
- Define and embed a consistent change management methodology, leading communications, stakeholder engagement, readiness, and sustained adoption across the enterprise.
- Establish outcome-based KPIs and value tracking to ensure initiatives deliver measurable commercial impact, operational efficiency, and strategic advantage, with clear business ownership of benefits.
Team Leadership & Capability Building
- Build and lead a high-performing Change team, strengthening enterprise delivery capability, maturity, and a culture of accountability, transparency, and execution excellence.
Experience and Skills Required:
- 12–15+ years leading large-scale change initiatives.
- Experience in the insurance industry
- Proven experience building or leading a change function.
- Demonstrated success delivering complex, cross-functional programs from strategy through implementation.
- Executive presence with strong influencing skills at C-suite level.
- Willingness to travel occasionally as needed
Core Competencies
- Strategic Portfolio & Value Delivery: Translate strategy into executable roadmaps; lead enterprise portfolio management, financial oversight, benefits realization, and risk governance.
- Organizational Change Leadership: Drive enterprise change, stakeholder engagement, and sustained adoption through clear executive communication and influence.
- Enterprise Stakeholder Influence: Build alignment across senior leaders through strong judgment, credibility, and organizational awareness.
- Executive Decision-Making: Demonstrate clarity, discernment, and sound escalation judgment in complex, high-impact environments.
- Composed Leadership: Lead with executive presence, emotional intelligence, and resilience under pressure.
Preferred Qualifications
- Demonstrated digital and process transformation capabilities
Required Education:
- Bachelor’s or Master’s degree in Business Administration, Organizational Psychology, Human Resources Management, or a related field.
Preferred Certifications
- PROSCI (Change Management)
- PMP (Project Management Professional)
- SAFe (Lean Portfolio Management)
Additional Job Details:
This hybrid position will be based in Chicago, IL, or Frisco, TX with 2-3 days in office each week.
The pay range for this role is $155,800 - $202,600. This range reflects a good faith estimate of pay at the time of posting. Actual compensation will be determined based on factors such as experience, skills, knowledge, education, and internal pay equity.
About Tokio Marine Highland
Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it’s all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service.
Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd’s of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif.
If you’re looking to advance your career, TMH is the perfect professional home. At TMH, you’ll have a chance to innovate with the world’s leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You’ll also make long-lasting professional connections through sharing different perspectives, and you’ll be inspired by the best.
Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH’s success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH’s policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation would cause an undue hardship. To make an accommodation request, please contact
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
This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.
Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.
What you'll do:
Independently applies actuarial methodologies to complete structured projects (e.g.)
Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).
Identifies and improves existing processes utilizing actuarial, mathematical, or statistical techniques.
Proactively resolves technical issues and identifies appropriate issues for escalation.
Assists others with troubleshooting issues.
Creates instructions and training materials for actuarial tools and processes.
Mentors new team members.
Apply business acumen to provide actionable insights that help solve business problems.
Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
Ensure 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 actuarial/business/analyticalexperience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
2 years of actuarial or analytical business experience.
3 Casualty Actuarial Society (CAS) exams.
Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.
What sets you apart:
Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).
Demonstrated experience with basic actuarial pricing methodologies.
Demonstrated experience aggregating and analyzing data to solve problems.
Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
P&C Personal Lines pricing experience.
Familiarity and experience with industry pricing software such as Earnix.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $77,120 - $138,810.
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.
PDN-a14fadad-6f1f-4e94-8d94-d6158dd4ddbaIf you want to help clients with their Insurance needs and have a desire for personal growth and development, READ ON! SERIOUS INQUIRIES ONLY.
THIS IS A HIGH-COMPENSATION, 100% COMMISSION POSITION No cold calling or door-to-door sales! You will reach people who have requested our services via our cutting-edge leads program.
We are all facing unprecedented times and situations.
What are people looking for more now than ever? Safety, Security, Stability? This is what we give to our clients every day and why we have seen a surge in demand in recent weeks.
Our first core value is "Relationships matter, people come first" and that is why we are finding new ways to serve our clients and future clients during these times.
It is also why we may need you.
Are you looking for the ability to work from home? If so, we would love to talk to you about our open positions that are available nationwide! Our goal is to protect families no matter what and we have thousands that reach out to us every week.
As we see an increased demand from the public to receive new policies and increase existing, we have switched our sales online via webinars and over the phone.
We offer extensive training for telesales and selling via webinar along with continued support from a mentor team.
If you are currently looking for more or extra income and a way to work from home, apply now! Are you ready to see the rewards from your hard work? Are you ready to earn the work-life balance you are looking for by helping others achieve the same goal? If so, this position may be for you! The Montgomery Agency has created a business model and support system that will allow you to achieve the financial success and purpose that you deserve.
Earn a six-figure income as a field agent, or choose to develop an agency of your own where the sky truly is the limit – it’s up to you and we’ll help you every step of the way.
We are seeking self-motivated individuals to join us to continue the phenomenal growth we have had! There has never been a greater opportunity in this industry in the past 20 years.
We partner with the leading insurance carriers to offer our clients, Mortgage Protection, Life Insurance, Final Expense, DEBT FREE LIFE PROGRAM, Retirement Protection, Advanced Markets, Children’s Policies, Long Term Care coverage and many other avenues to secure their financial legacy.
If you would like to have a conversation with our team and be a part of the growth we are having, apply now and let us know what makes you one of the best! Requirements: · Self-Motivated and know what you are worth · Licensed or willing to get licensed once testing centers reopen · Coachable, Teachable, and Hungry to Learn · A person of integrity that has a heart for people The Pay: Agents that have followed our proven system have earned up to $100k in their first year We have agents now averaging 4-5 sales per week using our webinar-based model! No agent’s success, earnings, or production results should be viewed as typical, average, or expected.
Not all agents achieve the same or similar results, and no particular results are guaranteed.
Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
About The Montgomery Agency: Meet with your potential clients using webinars and the telephone! We will train! We are affiliated with the fastest growing insurance marketing organization in the country.
As a company, we reward people who add value to themselves, our clients, and the overall organization.
The more value you add, the more you will be compensated, both financially and in your lifestyle.
We believe that the future of any company depends on its people.
Therefore, we’ve structured our corporate philosophy around personal growth for all.
About The Montgomery Agency: The Montgomery Agency was established with the goal of helping to bring balance to the professional and personal lives of independent insurance agents and agency builders across the country.
By focusing on a more balanced distribution of commissions, We are truly committed to sharing the wealth of opportunity with you, all while delivering high levels of service and training to our sales force.
Combining our direct mail lead program with business values of trust, reliability and integrity, The Montgomery Agency is committed to ensuring your personal goals and objectives can be successfully defined and subsequently achieved over the short, medium and long term.
We have access to the freshest and hottest leads in the nation.
But make no mistake, we are in the business of selling Insurance, NOT SELLING LEADS! This means that our agents pay exactly what the leads cost us to produce, or less.
If you are looking for the ability to make a great living while helping people, this could be the opportunity for you.
Why Work Here? The Montgomery Agency Offers: True Agency Ownership in as Little as 11 Months!! The Best Carriers Amazing Company Culture Work From Home In House lead system (NO Prospecting!) Full or Part Time No experience necessary! Comprehensive training and mentoring program Flexible schedule.
Work for yourself not by yourself.
Incentive and Bonus programs About The Montgomery Agency: OUR CORE VALUES Relationships matter, people come first Relentless pursuit of personal growth Open, honest, and productive communication We do the right thing even when no one is looking We work as a true team and strive to be a positive influence We act like owners because we own it Being of service and doing good in the world We have fun and we get stuff done We are looking for a highly motivated, goal oriented and ambitious salesperson.
Our main goal is to help families protect their homes in the event of tragedy.
Our company promotes a work/life balance and gives the right person the tools to achieve this.
If you are a team player and a leader with sales experience, we want to talk to you.
We ask that you watch our company overview videos provided in the link below.
After watching the company overview you can schedule a phone interview directly through the link below.
Our company offers:
- 100% Commission-based income with bonuses
- -Complimentary life insurance for new agents -Multiple incentives including trips, monthly bonus, etc..
-Continuing education in sales, products and self-development Each week our company mails thousands of letters to people who have refinanced or purchased a home in your area.
Our letter states that the client is eligible for Mortgage Protection that will pay off the mortgage in the event of the death or provide money to the client if they become disabled or sick.
Also, if the client outlives certain plans, they will get back all of the premiums from day one! These plans are protecting families and creating a savings account for the future! There is no cold calling with our system.
All the leads that you will have are from people who are expecting your phone call to hear what their options are.
Simply put, we need a Field Underwriter who will contact the leads and place these families in a policy that best suits their situation and budget.
Part-time positions are also available.
We are also looking for a select few to lead teams and mentor new agents as they come in.
Please inquire about this during the phone interview.
Remote working/work at home options are available for this role.
At Securian Financial the internal title for this position is Product Sr Analyst or Product Consultant. The title and salary will be determined based on experience and applied skills.
Position Overview
The Risk, Compliance and Law Technology Product Consultant is responsible for driving product direction, defining requirements, and delivering measurable value for products supporting the Risk, Compliance, and Law (RiCoLaw) domain. This role aligns business objectives, customer needs, regulatory requirements, and enterprise risk priorities to deliver reliable, user-friendly, and sustainable technology solutions.
Serving as an agile champion, this role focuses on solving business and customer problems through thoughtful product strategy, backlog prioritization, and data-driven decision making. The Analyst partners closely with stakeholders to define outcomes, identify key performance indicators, and ensure delivery of solutions that support risk-informed decisions and enterprise governance objectives.
This role also serves as a workstream lead across RiCoLaw programming and support systems, contributing to medium to large initiatives and portfolio efforts. By leveraging domain expertise and strong stakeholder engagement, the Analyst helps protect employees, customers, and enterprise value..
Responsibilities include but are not limited to:
Maintenance and System Support (60%):
Serve as a subject matter expert for Integrated Risk Management tooling, collaborating with cross-functional teams to ensure effective system configuration, alignment with the Common Risk Framework and business strategy, and data quality. This will include development and administration activities within tools.
Take a consultative approach to create requirements documents for system builds or changes, empowering teams to develop solutions and internal documentation with guidance and knowledge transfer.
Act as a liaison between vendors and internal customers to identify requirements and implement necessary system changes.
Oversee releases by reviewing new features, facilitating testing, and developing documentation and communication materials for large implementations.
Ensure system security through role creation, security groups, and compliance with legal requirements and internal standards.
Ensure quality, managing ET Standards quality assurance activities, test case creation and documentation.
Manage team SLA adherence to ET department standards.
Develop and maintain technical documentation and training materials of system processes
System Enhancements and Optimization (40%):
Provide leadership and subject matter expertise to a diverse set of stakeholders from the business, portfolio management, governance teams (Enterprise Architecture, ECS, etc.), and technical areas to articulate the business need and ensure technical solutions meet business objectives and goals. (Business case development and value optimization)
Collaborate with Module Leads and Business Owners, leadership, and the RiCoLaw/Corporate Services Technology team to understand end-user needs, evaluate processes, and identify automation opportunities across functional areas.
Act as a change agent for systems in our portfolio, enhancing capabilities to drive adoption, improve efficiency, and enhance user experience.
Provide assessment and impact analysis of feature releases and lead optimization projects to maximize system potential for business users.
Assist the Product Owner in developing the product roadmap, aligning capabilities with business objectives, and recommending improvements to streamline processes and enhance the end-user experience.
Serve as a technology lead to ensure the success, adoption and innovation of current and future technology solutions
Other duties:
Perform project management activities as needed to drive technology solutions that meet business outcomes. Manage small to medium sized projects. Drive decisions related to project planning, execution and closure. Assist with the research, selection, implementation and management and roll out of new technology solutions. Continually assesses business needs and implements solutions that will ensure customer expectations are met or exceeded by enhancing system capability and performance. Contribute to the ongoing change review process and advises on priority, impact, and cost of new change requests. Serves as system administrator for required platforms and ensures our systems are ran safely and securely. Enforce ET operating principles into business strategies
Manage the requirements effort on small, less complex assignments. Utilize knowledge and experience from requirements reviews and testing activities to produce requirements used as a guideline for application development and test planning. Apply the appropriate requirements techniques, tools and templates based on the Solution Delivery Approach (e.g., traditional or Agile), project complexity and size.
Develop and communicate the requirements plan.
Identify resources for elicitation, capture the business need, document elicitation results and confirm expressed stakeholder requirements and concerns.
Produce quality requirements which meet the business needs, objectives and acceptance criteria to be used for design, development, testing and user acceptance.
Manage the requirements approval, baseline, solution validation and change management activities.
Finalize and archive all requirements related documentation.
Responsible for providing leadership to all project stakeholders to coordinate decisions related to planning, development, design, testing and implementation of business solutions. This requires extensive knowledge of multiple division products and plans, proprietary business processes and systems, business workflow, vendor systems, contractual, client and\or regulatory requirements.
Qualifications
Bachelor's Degree or an equivalent combination of education and directly related work experience required.
In-depth understanding of Governance, Risk, and Compliance (GRC) or Integrated Risk Management (IRM) domains and work experience.
Experience in system life-cycle phases, requirements elicitation, analysis, design (which includes Securian Governance processes), quality assurance testing, implementation, deployment, and system upgrades.
Ability to effectively present technical and functional information in a manner that is understandable to all levels of the organization.
Project management experience with demonstrated ability to multi-task and prioritize.
Advanced analytical skills including excellent problem-solving skills with an understanding of core Integrated Risk Management business practices
Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.
#LI-hybrid **This position will be in a hybrid working arrangement.**
The estimated base pay range for this job is:
$89,000.00 - $164,300.00Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).
To view our privacy statement click here
To view our legal statement click here
Remote working/work at home options are available for this role.
Digital Marketing Manager (Hybrid)
Chicago, IL (Hybrid)
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Digital Marketing Manager on our Education Center team. This is a hybrid position reporting into our Chicago, IL office, requiring 2 days a week in the office.
This position will develop, design, implement and optimize AMA Ed
Hub marketing plans and tactics to help achieve mission and business growth and
engagement objectives for AMA Ed Hub. Leverage analytics-driven insights to advance
plans in alignment with established business priorities and objectives. Increase
AMA Ed Hub personalization through segmentation, adherence to digital best
practices and utilization and optimization of email and platform automation. Collaborate
with cross-functional teams, including content, product, analytics and other
internal stakeholders, to develop personalized campaigns while enhancing campaign
performance, learners' engagement and audience growth.
RESPONSIBILITIES:
Manage and Implement Personalization Plans
- Develop and execute acquisition and retention marketing plans for AMA Ed Hub users, leveraging personalization as a key driver of increase audience relevance, conversion and retention.
- Develop data-driven audience segments to deliver personalized messaging across channels while building and maintaining automated nurture and retention flows to drive audience engagement.
- Work closely with analysts, editors, web developers, and others to ensure the accurate branding, editorial accuracy and technical integrity of all content in marketing efforts.
- Plan and manage the execution of personalized user journeys across website and email marketing channels through our Customer Data Platform and Customer Communications Management platform to achieve retention and engagement goals.
- Work with email team to plan and execute segmented email campaigns, drip and triggered ones, email testing plan to optimize results.
- Drive satisfaction and loyalty programs that turn one-time users into long-term advocates.
Design and Implement Digital Marketing Campaigns
- Build audience segments for targeted, personalized email campaigns and automated customer journeys.
- Integrate personalization tools and APIs (e.g., CDPs, CRM systems, or marketing automation platforms to deliver real-time experiences.
- Work with platform team to create scalable solutions to support the automation of personalization of user journeys across marketing channels
- Design and implement visually appealing, responsive, and user-friendly website interfaces using HTML, CSS, and JavaScript frameworks.
- Act as marketing liaison with selected internal and external education providers to ensure promotion of educational content to appropriate channels.
- Work with collaborators, vendors and subject matter experts to create high quality and impactful marketing assets to deploy across channels, including but not limited to online banner ads, ad hoc email, newsletters etc.
Analysis and Optimization
- Monitor and analyze performance using tools such as Google Analytics (GA), Google DataStudio, Tableau, identifying trends and actionable insights to improve campaign effectiveness.
- Use behavioral data, preferences, and triggers to create and optimize tailored customer experiences.
- Pull and synthesize data from multiple sources (including marketing automation platforms) to create comprehensive campaign performance reports for several stakeholders.
- Develop data-driven recommendations to optimize marketing channels (email, site, etc.) based on KPIs such as user engagement, conversions, CTR, and ROI.
- Conduct A/B testing and multivariate testing to identify and implement the most effective campaign components (e.g., messaging, creative, calls-to-action), and document results to inform future strategies.
Staff Management
- Lead, mentor, and provide management oversight for staff.
- Responsible for setting objectives, evaluating employee performance, and fostering a collaborative team environment.
- Responsible for developing staff knowledge and skills to support career development.
May include other responsibilities as assigned
REQUIREMENTS:
- Bachelor's Degree required; concentration in Marketing, Data Analysis, or other analytical related field preferred.
- 5+ years of experience with marketing automation platforms such as Marketo, Salesforce Marketing Cloud as well as ESP platforms, CMS and CRM systems are required.
- Demonstrated experience with HTML, CSS, and JavaScript required.
- Experience in people management preferred.
- Strong analytical skills and proficiency in analytics tools (e.g., Google Analytics, Adobe Analytics, Google Tag Manager, Tableau, Power BI).
- Strong technical and creative skills, especially with written communication.
- Exceptional attention to detail and possess the ability to manage multiple initiatives simultaneously to enable effective internal and external relationships.
- Ability to develop specific goals and plans to prioritize, organize, and accomplish work.
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams.
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
This role is an exempt position, and the salary range for this position is $85,680-$113,526. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
Apply NowShare Save JobRemote working/work at home options are available for this role.
Digital Analytics Manager (Hybrid)
Chicago, IL (Hybrid)
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Digital Analytics Manager on our Scientific Publication team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.
This role applies digital analytics to JAMA Network's social
media and communications strategy, independently managing complex tasks and
workflows, and delivering insights that enhance engagement and visibility. This
role drives innovation by proposing and implementing new approaches, and by
researching and recommending emerging analytics tools that align with JAMA Network's business goals. The role is responsible for
delivering quantifiable impact, improving operational efficiency, and
continuously optimizing audience engagement.
RESPONSIBILITIES:
Digital Analytics & Engagement Innovation- Apply analytics and data intelligence approaches to identify predictive insights and trend forecasts that inform content planning, audience targeting, and continuous performance optimization.
- Propose and implement innovative methods, including AI tools, automation, and advanced dashboards, to enhance social media workflows, operational efficiency, and content lifecycle management.
- Document and maintain scalable workflows, automation protocols, and system integrations to support long-term growth.
- Research, evaluate, and recommend new platforms or tools to ensure JAMA and the JAMA Network remain at the forefront of data-driven communications.
- Translate analytics findings into actionable recommendations for posting cadence, platform usage, and engagement tactics.
- Partner with the digital analytics team to monitor, analyze, and report on social media and news media performance across all key platforms.
- Conduct competitive benchmarking and social listening to identify emerging opportunities and inform proactive content and global engagement strategies.
Content Creation & Execution
- Partner with the Manager in scheduling and distributing editorial content across JAMA Network's social media platforms, aligning with audience behavior and engagement trends.
- Design and produce compelling, high-quality social media content, ensuring consistency with brand identity and audience expectations.
- Continuously monitor emerging social media platforms, tools, and trends, both domestically and internationally, to proactively identify opportunities for innovation and audience expansion.
Media Relations & Communications Intelligence
- Collaborate with the communications team to amplify global earned media coverage of JAMA Network journals across digital platforms, including integration into content calendars.
- Monitor media coverage and sentiment using digital monitoring tools and compile regular reports to assess reach, tone, and impact.
- Track and analyze media engagement metrics to evaluate campaign effectiveness and inform future outreach efforts.
- Leverage intelligence insights to identify emerging trends and international developments that may influence public perception, media narratives, or communications planning.
REQUIREMENTS:
1. Bachelor's degree required.
2. 5+ years of experience in social media, marketing, or communications, with strong knowledge of platform best practices.
3. 3+ years of experience in applying data analytics to communication work, including working knowledge of SQL (relational databases, Pivot Tables), and experience with dashboard development (e.g., GA4, Looker Studio, Tableau).
4. 2+ years of hands-on experience with automation tools and workflows, with the ability to support implementation of AI-driven solutions.
5. Strong analytical and problem-solving skills, with the ability to manage complex tasks, prioritize effectively, and continuously optimize processes.
6. Proven ability to translate data into actionable recommendations for communication planning.
7. Excellent written and verbal communication, combined with strong teamwork skills, for effective cross-functional collaboration.
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
This role is an exempt position, and the salary range for this position is $85,680.00 - $113,526.00. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
Apply NowShare Save JobRemote working/work at home options are available for this role.
A respected employment defense law firm is seeking a talented Employment Defense Attorney to join its growing team. This is an excellent opportunity to work with a group of highly experienced attorneys who focus exclusively on representing employers in complex employment law matters.
The firm represents major national and regional employers in high-stakes employment litigation and counseling matters. Attorneys at the firm have backgrounds from top law schools and nationally recognized law firms, and the practice is known for its strong litigation results and strategic client advocacy.
This role offers the opportunity to work on sophisticated employment litigation matters while enjoying a collaborative environment and flexible work structure.
Responsibilities:
- Defend employers in employment-related litigation
- Handle cases involving discrimination, harassment, retaliation, wage & hour, and wrongful termination
- Manage single-plaintiff and complex employment litigation matters
- Conduct legal research, drafting, and motion practice
- Participate in depositions, hearings, mediations, and trial preparation
- Provide counseling to employers on compliance with state and federal employment laws
Qualifications:
- JD from an accredited law school
- Active California Bar license
- Experience in employment defense litigation preferred
Salary and Other Compensation:
The annual salary for this position is between $180,000 – $250,000. Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.
Benefits:
The Company offers the following benefits for this position, subject to applicable eligibility requirements:
- medical insurance
- dental insurance
- vision insurance
- 401(k) match + retirement plan
- 3 weeks PTO
- performance-based bonus
Remote working/work at home options are available for this role.