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Insurance Coverage + Defense Associate | National Insurance Firm | Hybrid Downtown Chicago |Up to $220k | Great Benefits + Profit Sharing
Highlights
- Established national insurance platform that has represented the insurance industry for almost a decade, known for business-minded counseling and efficient, aggressive litigation.
- True national footprint with offices across multiple major markets (including Chicago, NY/NJ, CA, TX, FL, CT, IN, WI), plus international capabilities via an affiliated network.
- Growth + longevity: long-standing firm with continued expansion and clear advancement runway (partner consideration typically after ~6 years in practice—details discussed in process).
- One of the strongest benefits packages in the market (medical/vision + 401k + profit sharing).
The Role
- You’ll join a busy insurance coverage + litigation practice, working a blended caseload
- 3rd-party coverage work (coverage analysis, policy interpretation, writing/filing)
- Insurance defense litigation (targeting 50%+ litigation overall)
- Strong emphasis on writing (motions/briefing) and practical litigation ownership
- Training available (good opportunity for someone who wants to deepen coverage expertise and broaden litigation)
Also of interest
- Junior partner profiles without a portable book (they’re open-minded)
Compensation & Benefits
- Salary: flexible/DOE (firm is open-minded across a broad range depending on fit and experience)
- Billables: ~1,980 annually
- Bonus: annual discretionary bonus (committee reviews performance/hours) + regular raises
- Benefits: strong healthcare package (medical/vision), 401(k) + profit sharing
Location / Schedule
- Downtown Chicago (new office recently)
- Hybrid: typically 2–3 days in office (can be flexible depending on workflow)
What they’re looking for
- Must-haves
- 3–5 years in insurance coverage (3rd-party) with a mix of coverage + defense exposure
- Comfortable in litigation (ideally 50%+)
- Illinois Bar (or eligible/able to waive in quickly)
- Personable, long-term mindset (they value fit and retention)
Why this role stands out
If you want coverage + litigation (not just opinion writing), strong benefits, and a stable, nationally recognized insurance firm with a long track record and growth, this is a strong platform.
Next Steps
If this sounds like your ideal next move please book in some time below for us to speak: OR Email your resume to:
Remote working/work at home options are available for this role.
Location: California, New York, New Jersey, or Florida (Remote Flexible) - Active law license in good standing in any U.S. jurisdiction (preference for CA, NY, NJ, or FL)
Compensation: Highly competitive salary above industry standard (commensurate with experience), plus bonus
Billing / Hours: 1900
About The Opportunity
Our client, a nationally recognized Am Law 100 firm, is actively seeking accomplished Lateral Partners to join its growing team. The firm offers a rare combination of entrepreneurial flexibility, national resources, and an established platform designed to help partners expand their practices with long-term stability and support.
This opportunity is ideal for seasoned attorneys with a portable book of business of at least $750K, who value autonomy, collaboration, and a modern infrastructure that supports client service across all 50 states. The firm’s client-first model allows partners to focus on practice growth while leveraging top-tier technology, marketing, and administrative resources.
Key Practice Areas
While the firm welcomes experienced partners across a range of disciplines, there is particular interest in candidates with employment law experience, including:
- Employment and Labor Counseling
- Wage and Hour Class and PAGA Actions
- Complex Litigation and Class Actions
- Professional Liability Defense
- Commercial, Construction, Environmental, and Insurance Litigation
- Product Liability, Toxic Tort, and Appellate Matters
- Business Transactions and Corporate Counseling
- National Reach, Local Strength: One of the largest and most respected full-service law firms in the U.S., with offices in every major market.
- Flexibility and Freedom: Remote work and hybrid arrangements are fully supported, allowing partners to maintain and grow their practices from any location.
- Exceptional Retention: Industry-leading lateral partner retention rates demonstrate the firm’s commitment to long-term career investment and cultural alignment.
- Comprehensive Support: Partners benefit from a deep bench of professional staff and resources, including dedicated marketing, IT, and business development teams.
- Active law license in good standing in any U.S. jurisdiction (preference for CA, NY, NJ, or FL).
- Proven history of client development and a portable book of at least $750,000.
- Strong reputation in one or more of the firm’s core practice areas, with a preference for employment law experience.
- Collaborative mindset and interest in cross-selling within a national, multi-disciplinary platform.
- Desire for an environment that values autonomy, innovation, and integrity.
- Qualified candidates will first meet with the firm’s Chief Talent Officer as a first-round interview. Following this initial conversation, select candidates will complete a short questionnaire to validate their book of business and discuss integration strategy.
- Interested partners are encouraged to contact Incendia Partners in confidence. Please include your practice area focus, current hourly rates, and portable book size when reaching out via email or phone. All inquiries are handled discreetly.
Remote working/work at home options are available for this role.
OVERVIEW: Our client, a US Fortune 1,000 company and a major process services provider to Government Health and Human services agencies in the US, seeks an accomplished “Bilingual Customer Service Rep (Local-REMOTE)”
Position: Bilingual Customer Service Rep (Local-REMOTE)
Location: Rancho Cordova, CA (Full address: 3130 Kilgore Road, Rancho Cordova, CA 95670)
Duration: 3-4 months+ Contract with high possibility of extension!!!
Pay rate: $20.25/hr on W2
Note:
- Initial Training will be ONSITE, after training, the candidate is allowed to work remotely.
- Work from home will be allowed.
- Work schedule is 9-6pm PST.
- Bilingual fluency in English and one of these commonly spoken languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, and Armenian.
- Equipment will be provided by the client, however the candidate needs to have High speed wired internet connection to work REMOTELY.
JOB DESCRIPTION:
- One year of experience in the field or related area.
- High School diploma, GED, or equivalent certification.
- Computer literacy with the ability to quickly learn new software programs.
- Demonstrated ability to follow procedures and meet quality and production standards set for the position or equivalent.
- excellent organizational, interpersonal, written, and verbal communication skills; ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently; and computer literacy with the ability to quickly learn new software programs.
- Preferred qualifications include experience in a health or human services field dealing with the public in a call center environment.
JOB RESPONSIBILITIES:
- Responds to inbound 800-line calls and completes outbound support calls, provides responses to questions, and in specific instances, refers callers to the appropriate supervisor, county or state agency representatives for service and/or when problems or concerns occur.
- Assists beneficiaries by completing enrollment transaction request transactions, as applicable.
- Maintains updated knowledge of the Client program, including its policies and procedures as referenced in the employee manual and other policies adopted by corporate, the project and/or client and as referenced in desk procedures for the position.
- Maintains knowledge of contract compliance provisions of the project and meets those provisions that are applicable to this job position.
- Follows policies and procedures applicable to the position.
Recruiter Contact Info
Gurjant Singh
Phone: 925-297-5994
Email:
'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.
Company Overview:
Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with a service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients’ businesses forward.
Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Applicants with criminal histories are considered in a manner that is consistent with local, state and federal laws.
Remote working/work at home options are available for this role.
If 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.
If 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.
If 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.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.
For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
Documents relevant information as it relates to building a retirement income portfolio.
Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
Develops and communicates appropriate retirement income strategies based on individual member needs.
Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
Integrate risk management tools, products, and strategies to create an effective retirement income plan.
Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma required.
Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
Required maintenance of FINRA Series 7 license.
Required maintenance of FINRA Series 66 (or 63 and 65) license.
Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
4 years of financial industry and/or sales experience.
Experience delivering frequent written and oral communication.
Experience processing and analyzing information.
Experience fulfilling requests and meeting deadlines.
Experience resolving conflict and negotiating.
Experience multi-tasking in an operating systems environment.
Experience participating in or leading teams.
Successful completion of a job-related assessment may be required
What sets you apart:
US military experience through military service or a military spouse/domestic partner.
3+ years of direct Annuity Sales Experience
Experience working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
This role involves building client relationships, developing tailored solutions, and managing the full consultative selling process.
The ideal candidate must have over 10 years of experience in complex managed services sales and demonstrate strong leadership and strategic thinking skills.
The position offers flexibility to work from anywhere in the US.
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Remote working/work at home options are available for this role.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. As a dedicated Senior Property Adjuster, you will work within defined guidelines and framework, investigate, evaluate, negotiate and settle complex property insurance claims presented by or against our members. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. This hybrid role requires an individual to be in the office 3 days per week . Relocation assistance is not available for this position.
The Inside Senior Property Adjuster role is a telephone concentrated environment without physical inspection of loss. This is an hourly, non-exempt position with paid overtime available. Training will be approximately 12 weeks, Monday – Friday and hours may vary by location. Upon successful completion of training, employees will transition to an eight-hour work shift ranging between 8:00 am – 5:30 pm (local time) Monday to Friday with availability for occasional evenings and weekends based on business needs.
Proactively manages assigned claims caseload comprised of claims with moderate complexity damages that require commensurate knowledge and understanding of claims coverage.
Partners with vendors and internal business partners to facilitate moderate complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing investigation information involving moderate complexity policy terms and contingencies.
Determines and negotiates moderate complexity claims settlement. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes.
Maintains accurate, thorough, and current claim file documentation throughout the claims process.
Applies proficient knowledge of estimating technology platforms and virtual inspection tools; Utilizes platforms and tools to prepare claims estimates to manage moderate complexity property insurance claims.
Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
May be assigned CAT deployment travel with minimal notice during designated CATs.
Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma.
~2 years relevant property adjusting and/or claims adjusting experience handling moderately complex claims or construction related industry/insurance experience.
~ Working knowledge of estimating losses using Xactimate or similar tools and platforms.
~ Working knowledge of property claims contracts and interpretation of case law and state laws and regulations.
~ Proficient in prioritizing and multi-tasking, including navigating through multiple business applications.
~ May need to travel up to 50% of the year (local & non-local) and/or work catastrophe duty when needed.
~ Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
Experience handling water loss claims including water mitigation, water loss estimating and reconciliation
Experience desk adjusting property claims involving Dwelling, Other Structures, Loss of Use, and Contents using virtual technologies (Hosta, Hover, Xactimate, ClaimsX)
Experience handling large loss complex claims (i.e., water, vandalism, malicious mischief, foreclosures, earth movement, appraisal, collapse, etc.)
Experience with full file ownership handling claims from start to finish (FNOL, estimating, reviewing policy, making coverage decisions, settlement)
Insurance industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing)
Proficiency in Xactimate (Level 1 and/or Level 2 certification)
Experience in a call center environment
Currently hold an active Adjuster License
Bachelor’s degree
US military experience through military service or a military spouse/domestic partner
May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
If 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.