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Client Success Executive – Employee Benefits (Post-Sale)
Senior Individual Contributor | Field-Based / Remote | Northern New Jersey
Local client travel + NYC office access
The Opportunity
- True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
- This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
- Your responsibility begins once the client is live and continues through the life of the account.
- You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
- This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.
What You’ll Do
- Serve as the primary post-sale point of contact for assigned employer clients
- Partner closely with ADP HRBPs supporting clients at their locations
- Own the client relationship with a focus on:
- Retention and renewals
- Service quality and escalation management
- Proactive issue identification and resolution
- Manage benefit changes, ongoing service needs, and carrier coordination
- Identify and address at-risk accounts before issues escalate
- Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office
What We’re Looking For
- 5–10+ years of experience in employee benefits account management, client success, or post-sale service
- Strong, hands-on knowledge of group health insurance (small group experience preferred)
- Proven ability to own client relationships independently
- Comfortable in a field-based, client-facing role
- Experience working with PEO, HCM, or employer-facing environments is a plus
- Life & Health license (or ability to obtain within 90 days)
What This Role Is Not
- No prospecting
- No sales quotas
- No people management
This role is about judgment, accountability, and follow-through.
Why True Benefit & Amwins
- True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
- Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits
- Base salary: $135,000–$160,000
- Target 30% bonus
- Immediate, comprehensive benefits (no waiting periods)
- Generous and flexible PTO
- Long-term growth potential
If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
Monday – Friday / 7:30am – 8:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license and/or acquisition within 90 days
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
Up to 1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in a team environment
Successful completion of a job-related assessment may be required
What sets you apart:
Active Group 1 Life and Health license
1+ yrs experience working in Sales with life insurance or financial services products
1+ yrs experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $45,470.00 - $79,110.00.
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
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.
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.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.
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
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Phoenix, AZ. Campus . Relocation assistance is not available for this position.
What you'll do:
- Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
- Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
- Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
- products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Serves as a resource to less experienced team members on escalated issues of a routine nature.
- Guides and influences less experienced team members.
Work Hours:
- Monday – Friday / 6:30am – 6:00pm (MST)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in or leading teams
- Successful completion of a job-related assessment may be required
What sets you apart:
- 2+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $81,580.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Tampa, FL. (Crosstown) Campus . Relocation assistance is not available for this position.
What you'll do:
- Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
- Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
- Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
- products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Serves as a resource to less experienced team members on escalated issues of a routine nature.
- Guides and influences less experienced team members.
Work Hours:
- Monday – Friday / 7:30am – 7:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 2 years of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in or leading teams
- Successful completion of a job-related assessment may be required
What sets you apart:
- 4+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $105,420.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position.
What you'll do:
- Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
- Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
- Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
- Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
- products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
- Serves as a resource to less experienced team members on escalated issues of a routine nature.
- Guides and influences less experienced team members.
Work Hours:
- Monday – Friday / 6:30am – 6:00pm (MST)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 2 years of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in or leading teams
- Successful completion of a job-related assessment may be required
What sets you apart:
- 4+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- CLU - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $105,420.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Our Client, a Global Insurance Firm, is seeking a Senior Life Insurance Product Analyst in their New York, NY location.
Role Overview
Join a transformative Core Modernization initiative focused on upgrading a legacy policy administration platform that has supported insurance operations for nearly sixty years. This program is replacing legacy infrastructure with modern technology to improve product configuration, policy lifecycle accuracy, compliance alignment, and client and agent experience.
As a Senior Associate within Life Insurance Solutions, you will play a key role in supporting the configuration and validation of retail life insurance products within a new policy administration system. This position blends deep product expertise with technical Excel modeling and cross-functional collaboration to ensure accurate policy lifecycle outputs throughout system migration.
What You Will Do
Product Configuration & Scenario Testing
- Design and enhance Excel-based scenario testing tools to validate retail life insurance product behavior
- Model full policy lifecycle scenarios including premium collection, loans, beneficiary changes, claims, renewals, and tax impacts
- Compare outputs between legacy and modernized systems to ensure accuracy and compliance
Tool Development & Automation
- Build, test, and maintain reliable Excel modeling tools to support system migration
- Partner with Automation Development teams to integrate automated features into testing tools
- Monitor tool efficiency and continuously improve usability and performance
Documentation & Communication
- Clearly document assumptions, findings, and product behaviors
- Communicate updates and testing results effectively across SCRUM and cross-functional teams
- Provide detailed reporting to support product development and modernization objectives
Required Qualifications
- Extensive knowledge of Life Insurance products including Universal Life and Whole Life
- Strong understanding of product components, policy mechanics, and tax implications
- Working knowledge of IRC Sections 7702 and 7702A
- Advanced Excel skills including VLOOKUP and complex formulas
- Strong communication skills with the ability to explain technical findings clearly
Preferred Qualifications
- Experience with Excel VBA
- Exposure to Agile development environments
- Working knowledge of QA testing processes including test scenario design and validation techniques
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.
