Keysource Acquisition Jobs in Usa

Our client is one of the largest fully integrated providers of cutting-edge, turnkey clean-energy solutions in the U.S.

As the business continues to expand its platform, they are seeking a Senior Counsel to support complex project acquisitions, divestitures, and commercial agreements across the portfolio. This role reports to the VP, Legal and offers the opportunity to work at the center of the company’s transaction activity, partnering closely with development, finance, and leadership teams to help advance projects from origination through financing and closing.

For attorneys who enjoy the commercial side of the renewable energy industry, this is an opportunity to work on real transactions in-house, shaping deals that directly impact the growth of the platform.

Key Responsibilities

The Senior Counsel will provide legal leadership across a wide range of transactional matters related to renewable energy project development and acquisitions.

Responsibilities include:

• Advising the M&A and development teams on the structuring and execution of renewable energy acquisitions and dispositions.
• Drafting, negotiating, and managing transaction documentation including membership interest purchase agreements (MIPAs), asset purchase agreements (APAs), and related transaction agreements.
• Identifying and mitigating legal risks associated with project acquisitions, sales, and development activities.
• Partnering with cross-functional teams across development, real estate, finance, interconnection, and policy to support project transactions and financing structures.
• Negotiating additional commercial agreements related to renewable energy development, including power purchase agreements (PPAs), joint ventures, interconnection agreements, subscriber agreements, and operations contracts.
• Supporting project financing activities including coordination with lenders, investors, and internal finance teams.
• Developing and improving internal processes, templates, and tools that streamline diligence, negotiation, and closing of transactions.
• Managing external counsel and ensuring effective collaboration between internal and outside legal teams.
• Providing legal support across the lifecycle of renewable energy assets, from origination through financing, ownership, and operations.

Candidate Profile

The successful candidate will be a commercially minded attorney with strong transactional experience and a demonstrated interest in the renewable energy sector.

Preferred qualifications include:

• Juris Doctor (JD) from an accredited law school with a strong academic record.
• Approximately 6–8+ years of relevant legal experience, ideally combining top-tier law firm training with in-house or transactional exposure.
• Deep familiarity with M&A transactions in the energy or infrastructure sector, particularly involving project acquisitions or asset sales.
• Significant experience drafting and negotiating MIPAs, APAs, and related purchase and sale agreements.
• Experience supporting renewable energy development or infrastructure transactions is strongly preferred.
• Familiarity with project finance, tax equity, or construction financing structures is beneficial.
• Ability to translate complex legal considerations into practical guidance for business teams.
• Strong judgment, commercial awareness, and problem-solving skills.
• Ability to manage multiple transactions simultaneously in a fast-paced environment.
• Excellent communication, organization, and project management abilities.
• Admission to practice law in the relevant state or eligibility to register as in-house counsel.

Performance Home Medical, established in 1995, is dedicated to enhancing lives through trusted respiratory and sleep therapy solutions. Our concierge-level care ensures every patient receives the support needed to breathe and sleep with comfort and confidence.

Performance Home Medical operates 24 branches across Washington, Oregon, Idaho, and Texas. As we continue to grow nationwide, we are excited to announce an opportunity for a Regional Manager to join our team. This role requires on-site presence and offers a dynamic, collaborative work environment within De Novo and acquisition markets.

POSITION SUMMARY:

The Regional Manager for Respiratory Service Operations is responsible for leading, scaling, and optimizing respiratory services across assigned markets. This role plays a pivotal part in launching De Novo operations, establishing new markets, and integrating acquired partners into a standardized shared‑services operating model. The Regional Manager ensures operational consistency, clinical quality, regulatory compliance, and strong financial performance while fostering a culture of service excellence.

KEY RESPONSIBILITIES:

De Novo Market Development

• Lead operational launch and ramp‑up of respiratory service sites in new markets.
• Conduct market assessments, resource planning, and staffing strategies to support sustainable service expansion.
• Develop and implement operational workflows aligned with the organization’s shared‑services model.
• Establish local relationships with referral sources, clinical partners, and community stakeholders.

Acquisition Integration & Partner Management

• Serve as the primary operations leader for integrating newly acquired respiratory service partners.
• Conduct operational due‑diligence assessments, identifying gaps, risks, and integration needs.
• Create onboarding and transition plans to align acquired entities with corporate policies, compliance standards, and technology platforms.
• Partner with finance, HR, IT, and clinical operations to drive seamless integration and experience for providers, staff, and patients.
• Build and maintain strong relationships with partner leadership teams throughout the integration process.

Operational Leadership

• Oversee daily operations across the region, ensuring quality of care, patient satisfaction, workforce effectiveness, and regulatory adherence.
• Monitor KPIs and operational performance metrics (productivity, timeliness, quality, utilization, compliance, etc.).
• Implement continuous improvement practices to enhance efficiency, service delivery, and cost management.
• Manage regional budgets, forecasting, and resource allocation.
• Ensure compliance with all state and federal respiratory therapy regulations, documentation requirements, and accreditation standards.

Team Leadership & Development

• Recruit, develop, and lead high-performing regional teams—including respiratory therapists, operations staff, and market supervisors.
• Coach local leaders on operational discipline, performance management, and patient‑centric service delivery.
• Promote a culture of accountability, collaboration, and clinical quality.

Cross‑Functional Collaboration

• Work closely with Shared Services (RCM, Customer Service, Supply Chain, Clinical Operations, HR, etc.) to support consistent operational execution.
• Partner with business development teams to evaluate new acquisition or market opportunities.
• Collaborate with compliance and quality teams to maintain safe, compliant operations.

Qualifications

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills:

• Bachelor’s degree in Healthcare Administration, Business, Respiratory Therapy, or related field (or equivalent experience).
• 5+ years of operations leadership experience in respiratory services, home medical equipment (HME), DME/RT, post‑acute care, or related healthcare environment.
• Experience with Brightree and Nikko cloud‑based software platform for HME/DME
• Branch, Multi‑site or regional operations management experience.
• Demonstrated experience leading market launches, business expansion, and pre and post-acquisition integration.
• Strong understanding of respiratory therapy modalities, regulatory requirements, and clinical operations.
• Proven ability to lead and develop teams across dispersed geographies.
• Strong analytical, financial, and operational problem‑solving skills.
• Excellent communication, relationship‑building, and change‑management capabilities.

Preferred Skills:

• Significant experience managing RT operations.
• Experience integrating acquired sites into centralized/shared‑services models.
• Prior experience with technology implementations, EMR/operational systems transitions, or workflow redesign.

Competencies

• Strategic thinking and operational execution
• Relationship and partner management
• Change leadership and integration planning
• Data‑driven decision making
• Financial acumen
• Talent development
• Patient‑centered mindset

Working Conditions

• Regional travel up to 50–70%, depending on market size and integration activity.
• Hybrid and on‑site presence required in De Novo and acquisition markets.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Terra, the award winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. When planning a new development, Terra takes a dynamic role with the city and neighborhood to activate its potential as a community, maximizing the way in which people are able to live and work; creating new and innovative ways for the urban & suburban landscape to evolve. The firm has cultivated a portfolio of more than five million square feet of residential and commercial real estate valued in excess of $8 billion and is active across all major real estate asset classes, including multifamily apartments, luxury condominium and single-family residences, retail and office space, hotels, and industrial properties. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today.

We are looking for a Senior Analyst to join the team!

General Responsibilities

Financial Oversight & Investment Management

• Serve as the financial lead throughout the development process of projects, focusing on investment and capital markets
• Assist in negotiating key financial agreements, including purchase and sale agreements, development agreements, operating agreements, and loan documents

Due Diligence & Site Acquisition

• Assist in the due diligence process for site acquisitions, including assessing financial feasibility, site conditions, and regulatory requirements
• Support the financing process for site acquisitions, ensuring thorough analysis and risk management

Underwriting & Financial Modeling

• Underwrite new and existing projects, ensuring financial models are maintained, updated, and aligned with investment strategies
• Provide support in building financial projections and models to support acquisitions, financing, and development decisions

Market Research & Analysis

• Lead the market research component for each project, focusing on specific asset classes to ensure that investment decisions are informed by accurate market data
• Analyze industry trends, competitive landscape, and potential risks to support strategic decision-making

Financial Reporting & Business Plans

• Maintain financial reporting for each project, including managing capital calls, preparing monthly financial reports, and supporting the development of business plans
• Ensure reports are accurate, up-to-date, and aligned with company objectives

Investment Presentation & Communication

• Draft and present investment memos for new and existing projects to the Executive Team, ensuring clear and concise presentation of financial data, project timelines, and risk assessments
• Collaborate with senior leadership to provide insights and recommendations for potential investments

Cross-Department Collaboration & Onboarding

• Manage interdepartmental onboarding and ensure effective collaboration across teams, including accounting, legal, development, and construction
• Facilitate communication between departments to streamline processes and ensure smooth project execution

Cash Management & Yardi Integration

• Work with accounting on cash management for the project, including tracking deposits, outflows, and milestones
• Support the integration of financial data into Yardi, ensuring accurate and timely reporting

Legal & Contract Support

• Collaborate with the legal team on various contracts and administrative matters, including organizational documents, development agreements, fee agreements, and branding/management contracts
• Ensure that legal documentation aligns with financial objectives and investment strategies

Development & Construction Collaboration

• Work closely with the development and construction teams to process and review construction budgets, ensuring that financials align with project timelines and budgets

Additional Responsibilities

• Take on additional responsibilities as needed to support the growth and success of the acquisition and development process

Qualifications

• Bachelor’s degree in Economics, Finance, or Real Estate (Master’s degree preferred)
• 4–6 years of experience in financial analysis and financial modeling, with the ability to build and interpret complex investment models
• Development or real estate private equity experience required, with an understanding of real estate contracts and financial structures
• Strong market research and analytical skills, including the ability to evaluate market trends, competitive dynamics, and risk factors
• Experience supporting project-level financial reporting, capital calls, and cash flow management
• Advanced proficiency in Microsoft Excel

As a team member at Terra, you’ll enjoy:

• Career advancement and bonus opportunities
• Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account)
• Employer-paid life and disability insurance
• Employer matching 401k
• Employee team building events
• Paid Time Off and paid Holidays

OREI is seeking an Associate to support the sourcing, underwriting, capitalization, and execution of multifamily development projects.

OREI is a growing real estate development platform focused on multifamily investments. As a lean and entrepreneurial team, professionals are involved across multiple aspects of the investment and development process. This role will work closely with senior leadership and gain exposure to the full lifecycle of a project—from opportunity evaluation and financial analysis through development execution and stabilization.

This position is ideal for a candidate who is analytically strong but also interested in gaining hands-on experience across acquisitions, development, and project execution.

Core Responsibilities

Investment Analysis & Opportunity Evaluation

· Assist in underwriting multifamily development opportunities and maintaining project financial models

· Evaluate project feasibility including development costs, operating assumptions, and projected returns

· Conduct market research including comparable properties, supply pipeline, and demand trends

Capitalization & Transaction Support

· Support the capitalization of development projects, including coordination with lenders and equity partners

· Prepare financial models, investment summaries, and presentation materials used in discussions with lenders and investors

· Assist with acquisition and financing processes from initial evaluation through closing

Acquisitions & Due Diligence

· Support evaluation of new development opportunities including site analysis, zoning review, and preliminary feasibility assessments

· Coordinate diligence activities with consultants including legal, environmental, engineering, survey, and planning teams

· Participate in the acquisition process from initial evaluation through closing

Development & Project Execution

· Support development activities during pre-development, entitlement, and construction phases

· Assist in reviewing development budgets, schedules, and consultant reports

· Coordinate with architects, engineers, contractors, and other project stakeholders as needed

Asset Monitoring

· Assist with tracking project performance during construction and lease-up

· Support internal reporting and analysis of operating performance relative to underwriting

Qualifications

· Bachelor’s degree in Real Estate, Finance, Economics, Business, or a related field

· 3–5 years of experience in real estate development, acquisitions, investments, or a related analytical role

· Strong financial modeling and analytical skills with proficiency in Microsoft Excel

· Understanding of real estate development economics and capital structures, including familiarity with joint venture partnerships

· Ability to work in a fast-paced, entrepreneurial environment where team members take on a wide range of responsibilities

· Strong attention to detail and organizational skills

· Authorized to work in the United States

Compensation & Benefits

· Competitive base salary and performance bonus

· Healthcare, dental, and vision coverage

· Paid time off and national holidays

· Exposure to active real estate development projects

This job description is intended to provide a general overview of the position. It is not designed to be a comprehensive nor detailed description of all the responsibilities and accountability of the role. As an agile company, our positions can and do change based on the business need of the organization.

Multifamily Land Advisory Analyst

Institutional Multifamily | Investment Sales Advisory

Location: In Office – Atlanta, GA

3400 Peachtree Road NE

Suite 650

Atlanta, Georgia 30326

Company Overview

Land Advisors Organization is a nationwide team of respected, connected, and highly specialized land professionals providing advisory and brokerage services to clients seeking a data-driven roadmap for acquiring, selling, financing, or developing land and land-related assets.

Headquartered in Scottsdale, Arizona, with 32 offices across the country, Land Advisors combines local market expertise with national reach to deliver strategic insights and execution for institutional and private clients.

Position Overview

The Land Acquisition Analyst will focus exclusively on institutional multifamily land and investment land sales transactions. This role offers exposure to every stage of the transaction lifecycle — including market research, underwriting, financial modeling, offering memorandum preparation, and Broker Opinion of Value (BOV) deck creation.

This is a high-energy, team-oriented environment where Analysts work closely with Producers and clients to identify, evaluate, and position multifamily land opportunities. The ideal candidate is analytical, detail-oriented, and motivated to build a long-term career in institutional real estate brokerage and acquisitions.

Key Responsibilities

Transaction & Financial Analysis

• Perform complex financial modeling and underwriting for multifamily land and commercial real estate transactions
• Analyze market comparables, internal LAO data, and macroeconomic trends to support pricing and positioning strategies
• Prepare investment sales advisory packages, offering memoranda, BOV presentations, and executive summaries
• Assist in evaluating acquisition opportunities, budgets, assumptions, and risk factors

Research & Market Intelligence

• Conduct in-depth market research, demographic analysis, and economic trend evaluation
• Source and research land acquisition opportunities
• Utilize proprietary databases and third-party platforms to identify trends and actionable insights
• Review real estate documents (leases, loan documents, appraisals, surveys, etc.) to identify potential risks or issues
• Maintain a project pipeline of potential site opportunities across multiple markets/states

Business Development & Team Collaboration

• Support Producers in client pitches and meetings through data preparation and presentation materials
• Participate in weekly deal flow and strategy meetings
• Assist in building and maintaining industry relationships through events and trade organizations
• Contribute to expanding the multifamily land acquisition pipeline

Additional Duties

• Perform other responsibilities as assigned in support of office and transaction objectives

Qualifications

• Bachelor’s degree required (Real Estate, Finance, Business, Economics, or related field preferred)
• 2–4 years of real estate brokerage, investment sales, private equity, or commercial finance experience required
• Advanced financial modeling and analytical skills
• Strong understanding of multifamily fundamentals and commercial real estate underwriting
• Ability to synthesize macroeconomic data and local market research into actionable insights
• High attention to detail and strong organizational skills
• Excellent written and verbal communication skills
• Self-starter who thrives in a collaborative, high-performance environment

Compensation & Benefits

• Base salary range: $80,000 – $95,000, commensurate with experience
• Performance-based bonus tied to meaningful transaction contributions
• W-2 employee status
• Annual raise eligibility
• Health insurance and additional benefits
• Significant exposure to institutional-level transactions and career growth opportunities

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 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. 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 - $76,730.

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 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 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. 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 - $76,730.

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 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.