Master Builders Solutions Jobs in Usa
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Role: EPM Cloud Solution Architect
Location: Remote
Job Description:
We are looking for an experienced Oracle EPM Cloud Solution Architect with strong techno-functional expertise to lead end-to-end EPM implementations. The candidate should have hands-on experience with EPBCS, PCMCS, FCCS, and ARCCS and be capable of designing scalable solutions based on business requirements.
Responsibilities:
- Design and implement Oracle EPM Cloud solutions across modules such as EPBCS, PCMCS, FCCS, and ARCCS.
- Lead requirement gathering and solution workshops with business stakeholders.
- Provide techno-functional guidance throughout the project lifecycle.
- Translate business needs into technical EPM solutions.
- Lead the end-to-end solution architecture and delivery of EPM projects.
Required Skills:
- Strong experience with Oracle EPM Cloud modules (EPBCS, PCMCS, FCCS, ARCCS).
- Experience working as a Solution Architect in EPM implementations.
- Good understanding of financial planning, consolidation, and reconciliation processes.
- Ability to lead workshops and collaborate with business and technical teams.
Overview
We are looking for a technically strong, business-minded developer to design, build, and maintain internal applications and automations that improve how our team’s work. This role supports business processes, data, and technology and plays a key role in modernizing workflows across the organization. This role is suited for a strong mid-level to senior developer who can work independently while collaborating closely with team members and stakeholders.
While Microsoft Power Apps and Power Automate are core tools today, this role goes beyond low-code development. The ideal candidate brings strong fundamentals in application design, data flow, and user experience, with the ability to build scalable, secure, and well-documented solutions that can grow with business.
Key Responsibilities
- Design, build, and maintain end-to-end internal business applications using Microsoft Power Apps and related technologies.
- Develop business logic and workflow automation using Power Automate, integrating with internal and external data sources including Dataverse, SharePoint, SQL databases, and third-party APIs.
- Partner with stakeholders and leadership across multiple departments to understand business processes, gather requirements, and translate needs into practical, scalable technical solutions.
- Design secure, role-based solutions with appropriate permissions, governance controls, and environmental strategies following Power Platform ALM best practices.
- Ensure applications are well-structured with clean data flow, clear separation of logic, and thoughtful handling of edge cases and exceptions.
- Monitor, enhance, and support existing applications and automations to improve reliability, performance, and user adoption over time.
- Produce clear and thorough documentation covering business requirements, technical design, data structures, workflows, and known constraints.
- Contribute to and follow established development standards, templates, and best practices to ensure solutions are consistent, maintainable, and easy for other developers to support or extend.
- Provide technical guidance and information sharing with the team and collaborate on problem-solving with less-experienced developers.
Technical Requirements (Must Have)
- Hands-on experience building and maintaining custom, end-to-end applications using Power Apps.
- Strong experience developing business logic and workflows using Power Automate.
- Experience integrating multiple data sources, including Dataverse, SharePoint, SQL databases, and external APIs.
- Ability to design secure, role-based solutions with an understanding of Power Platform governance, environments, and ALM practices.
- Strong understanding of user-centered design principles and how they influence application structure, usability, and adoption.
- Proven ability to design solutions with well-organized data flow and clear movement of information between systems.
- Strong written communication skills, with the ability to create detailed technical and functional documentation.
Preferred Skills
- Power BI development experience using existing datasets and data models.
- Strong working knowledge of DAX and Power Query (M language).
- Experience building reports or dashboards that support operational or financial decision-making.
Experience Requirements
- Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related technical field
- 3-5 years of experience designing and delivering business applications or workflow automation solutions.
- Demonstrated experience delivering end-to-end solutions.
- Experience partnering directly with business stakeholders to translate operational needs into scalable technical solutions.
UI & Front-End Development Foundations
Even when working within low-code platforms, developers in this role are expected to understand core UI and front-end concepts, including:
- HTML, CSS, and JavaScript fundamentals
- Component-based design and reusable UI patterns
- Responsive design principles
- Basic state management concepts
- Accessibility and usability best practices
Our recruiting process is centralized and is handled by our HR Department. If we are sent unsolicited resumes from recruiters, we will not pay any recruiting fees. Unsolicited resumes are any resumes sent to us by a recruiter who has not been pre-approved by HR, has not signed our contract, and has not been requested by our HR Department to search for a specific position.
The Sr. IT Solutions Engineer helps design innovative solutions to support business and IT process improvements.
This position requires at least one functional ERP and technology competency with the ability to support
solution definition and design. The ability to design solutions at a technical configuration level and document
functional specifications is essential. This is primarily a delivery position for a specific functional area.
Stabilization support is expected with the ability to document and transfer knowledge as required.
This is position which requires a high degree of technical knowledge. Effective communication and
prioritization skills are required.
This is an onsite role in Rochester, New York.
Responsibilities:
- Participate in high performance teams which deliver (design, configure, develop, test, train,
- document, implement and stabilize) technical and business process solutions
- Work directly with stakeholders to analyze current business process requirements,
- understand gaps, and create functional specifications for improvements
- Provide stabilization and escalation support, performing knowledge transfer as required
- Mentor, manage and coach IT professionals to create productive, high-performance teams
- Ensure ongoing, auditable compliance with legal and regulatory requirements
Preferred Knowledge:
- Application and business process design
- Third-party API integration
- SAP ERP experience: SAP PP/MM/QM
- Ability to lead the design, configuration and optimization of technical solutions including SAP PP/QM modules to support manufacturing solutions
- ABAP debugging and technical troubleshooting
- IT technology and data management
- Application development
Required Education:
- Bachelor's degree required
The ideal candidate will have extensive experience in ERP/CRM systems and a strong understanding of industry-standard architecture models.
Responsibilities: Lead technical development and documentation of architecture strategies and standards.
Design, analyze, document, and develop technical architecture for enterprise-level applications and systems.
Implement solution architecture by building components and custom designs.
Identify, analyze, recommend, and implement improvements in system architectures.
Conduct technical feasibility and impact analysis for software architecture or solution selection.
Lead design reviews and participate in new technology adoption in ERP/CRM.
Ensure proposed solutions offer a winning value proposition during deal pursuits.
Supervise software architects in developing system recommendation documents.
Provide guidance on process and technology improvements to achieve agility and quick results.
Requirements: Experience in leading large projects and developing architecture strategies.
Strong knowledge of ERP/CRM systems and cloud-based infrastructures.
Ability to perform technical feasibility and impact analysis.
Proficiency in integrating ERP/CRM with external systems using APIs.
Experience working in Agile methodology.
Required Skills: Proactively identifying solutions for technical issues.
Ability to estimate project effort based on requirements.
Interface with other teams and designers effectively.
Strong problem-solving skills and ability to work under pressure.
Excellent communication and presentation skills.
Preferred Skills: Familiarity with new features of ERP/CRM ecosystems.
Focus on performance improvement and security aspects of applications.
Knowledge of HTML/HTML5, CSS, XML, AJAX, and web services.
Experience with Google APIs and JavaScript frameworks.
- Master's Level Location: Reading, PA 19601 CHOR YFS is looking for a Master’s Level Clinician to provide quality therapeutic services to assigned clients and/or families at our program in Reading, PA.
This is a collaborative and trauma-informed work environment: The administrative staff, residential personnel, clinicians and medical personnel all meet and communicate regularly about each and every client's treatment plan so we may provide the most comprehensive and informed treatment possible for our clients.
Join our team and enjoy benefits that enhance and support your career: Free clinical supervision provided by Licensed Clinical Social Worker (LCSW) Qualified employer for the federal Public Service Loan Forgiveness (PSLF) program! Clinician
- Master's Level Responsibilities: Conducts in-person assessments, provides individual therapy, family therapy, group therapy, and offers essential behavioral management services.
Utilizes theoretical knowledge to develop treatment plans and implement interventions in real-time with clients.
Understands crisis situations and triggers.
Assists in managing challenging behaviors and de-escalating conflicts.
Maintains accurate and up-to-date written and electronic health records (EHR) in accordance with program policies and professional standards of care.
Acts as the liaison between the program and family/community agencies including individuals such as Parents/Caregivers, Case Managers, County Social Workers, Teachers/Education Providers, and Probation Officers.
The Clinician shall work with the family or care providers in the implementation of treatment plans and will maintain contacts with all important individuals in the client's life.
Serves as a client advocate.
Promotes a culture of compassion.
Maintains clients’ rights and confidentiality.
Participates in interdisciplinary treatment planning.
Demonstrates Professionalism.
(Commitment to: Social Learning, Social Responsibility, Non-Violence, Growth and Change) Supports and adheres to agency’s mission, goals, and objectives.
Clinician
- Master's Level Minimum Requirements: Master's degree from an accredited university in a clinical health discipline required.
Two (2) years verified experience in the mental health field.
(Preferred) At least three (3) written references that demonstrate past educational and/or employment experience.
Must be at least 21 years of age.
Valid PA driver’s license All applicants must undergo pre-employment drug screening, which includes testing for marijuana, as well as background checks (including FBI, State and ChildLine clearances).
Excellent Perks and Benefits for Full-Time Employees: Medical, Dental, and Vision benefits 401k, Life & Disability Insurance Generous Paid Time Off (PTO) Paid Training & Career Advancement A Great Team Environment Competitive Wages Wellness Program & more Join Our Team—We’re Better Together! For more than 140 years, The Children’s Home of Reading has been a pillar of hope, transforming the lives of at-risk children and families.
What began as a heartfelt effort by compassionate citizens to shelter just six children has grown into a vital lifeline—now, as CHOR Youth and Family Services, reaching over 4,000 children, adults, and families through more than 35 specialized residential, educational, and community-based programs last year alone.
We realized by aligning with the legacy agencies of Community Prevention Partnership, Edison Court, Safeguards and PA Forensics as CHOR YFS, we believe that real change happens when we work together.
We’re Better Together, and that’s why we’re looking for compassionate, dedicated, driven and responsible individuals to join our team.
Here, you won’t just work—you’ll mentor, guide, and uplift those who need it most.
You’ll take on meaningful responsibilities while growing both personally and professionally.
We support our team through comprehensive training and a collaborative environment where every contribution matters, and for our full-time employees we have a great benefits package.
Whether you’re just starting your career or looking for a place to make a real impact, CHOR YFS provides the support, resources, and mission-driven work that turns passion into purpose.
Be a part of something bigger.
Join CHOR YFS today—because we’re truly better together.
About Company: Apis Services, Inc.
(a wholly owned subsidiary of Inperium, Inc.) provides a progressive platform for delivering Shared Services to Inperium and its Constellation of affiliate companies.
Allowing these entities to advance their mission and vision.
By exploring geographical program expansion and focusing on quality outcome measures to create cost savings that result in reinvestment into the organizations stakeholders through capacity creation and employee compensation betterment.
Apis Services, Inc.
and affiliate’s provide equal employment opportunities for all employees and applicants for employment in compliance with all federal and all applicable state and local laws and regulations, including nondiscrimination in hiring and employment.
All employment decisions are made without regard to race, color, religion, gender, national origin, ancestry, age, sexual orientation, gender identity and expression, disability, genetic information, marital status, pregnancy/childbirth, veteran status or any other basis protected by law.
This policy of non-discrimination and equal employment opportunities extends to every phase and aspect of hiring and employment.
Are you looking to be part of a major digital transformation that will redefine how essential services are delivered across North America? This organisation, known for providing critical, high‐impact services that communities depend on, is embarking on a full-scale Microsoft Dynamics 365 Business Central transformation, and they are looking for a Business Central Technical Consultant to join the journey.
This is a rare opportunity to step into a highly visible, technically challenging role where your expertise will directly influence modernisation, efficiency, and operational excellence across the entire business.
As a D365 Business Central Technical Consultant, you will play a key role in designing, developing, and implementing end‐to‐end Business Central solutions. You'll work directly with internal stakeholders, functional teams, and senior leadership to build scalable, high‐performing systems that support critical operations across the organisation. This role is ideal for someone who thrives in transformation environments, enjoys problem‐solving, and wants to build solutions that make a meaningful difference on a large scale.
What You'll Be Doing
- Designing and implementing technical solutions within D365 Business Central (BC)
- Developing and enhancing Business Central functionality using AL
- Building and maintaining integrations with third‐party and internal systems
- Supporting customisations, extensions, and performance improvements
- Troubleshooting system issues and proposing well‐architected solutions
- Participating in cross‐departmental meetings with senior leaders
- Owning deployment pipelines and ensuring smooth releases through all environments
- Acting as a technical SME for BC‐related issues across the organisation
What You Bring
- 5+ years of professional experience with Dynamics NAV / Business Central
- Strong development experience with AL language
- Hands-on experience with ERP implementations and complex integrations
- Solid understanding of data migration, security, and performance optimisation
- Familiarity with Power Platform, Azure Logic Apps, APIs, and Dataverse
- Strong communication and documentation skills
- Experience working with Azure DevOps or similar lifecycle tools
Compensation
- $160,000+ (based on experience)
- Full-time role with hybrid flexibility.
- Must be based in Houston, TX.
Why Join?
- Be part of a major Business Central transformation from the ground up
- Build solutions for an organisation whose services are essential to millions
- Work in a modern, collaborative technology environment
- Influence enterprise-wide systems for years to come
- Step into a role with high visibility, impact, and long-term growth
If you're passionate about Business Central, enjoy architecting smart technical solutions, and want to help shape a transformative ERP journey with real-world impact, we'd love to speak with you.
We’re hiring a B2B SaaS Account Executive to drive growth for our AI-powered solutions used by growing and enterprise businesses.
As an Account Executive at Commercient, you’ll own the full sales cycle for our AI automation and chatbot solutions, from prospecting and demos to closing complex B2B SaaS deals. You’ll work directly with customers to understand real business problems and translate cutting-edge AI—LLMs, intelligent automation, and ERP–CRM integrations—into practical, high-impact outcomes. This is a SaaS sales role for someone excited to sell sophisticated AI technology, engage senior stakeholders, and help shape the next generation of AI-driven sales motions.
At Commercient, you’ll own the full sales cycle, working directly with decision-makers to understand business challenges and position high-impact solutions that combine ERP, CRM, and AI capabilities.
Location: Atlanta (Hybrid)/US (remote)
What You’ll Do
As our Sales Representative, you’ll be on the front lines driving our growth:
- Prospect, pitch, and close deals for our AI technology solution such as our chatbot
- Build and nurture strong client relationships with Salesforce, HubSpot, Zoho, etc.
- Represent Commercient at meetings, demos, and events across the US
- Gather insights from the market to help shape our product and sales strategy
- Hit and exceed sales targets while growing your career in a fast-moving company
- Travel to several conferences per year in the US
Who You Are
- Sales hunter with a passion for building relationships and closing deals
- Energetic, ambitious, and motivated by results
- AI enthusiast who likes to learn about AI and stays current with the trends
- Comfortable meeting clients and thriving in a dynamic, less-structured environment
- Bachelor’s degree or equivalent experience in Sales, Business Development, or related fields (optional if you have killer sales results!)
- 3-7 years of experience in SaaS or AI solution sales (ERP, CRM, or automation experience strongly preferred)
- Familiarity with Salesforce, HubSpot, or ERP ecosystems
- Understanding of AI chatbots, RAG systems, or natural language interfaces (bonus if you can explain GPT, embeddings, or vector databases in plain English)
- Consultative, high-EQ selling style with technical curiosity
- Comfortable engaging at C-level and VP-level
- Self-starter with strong pipeline discipline and storytelling ability
- Excited about shaping a next-generation AI sales motion
- Experience with any Chatbot or LLM tech stack: Google Gemini, Google AI Studio, Open AI, Liveperson, Drift chat, Microsoft Copilot, Agents, Agentforce, HubSpot AI, Support desk or Helpdesk AI assistants, Slack AI assistants, etc.
- Comfortable working independently in a remote team environment
- Applicants must have near-native English proficiency. A short written and verbal English evaluation will be part of the selection process.
Not for you if: you dislike rejection or ambitious goals.
Why Join Us?
- Be a key player in our expansion — your impact is direct and visible
- Work closely with founders and an international team
- Learn and grow in a tech-driven, fast-moving environment
- We have an engaging, collaborative culture focused on succeeding together
Compensation & Perks
- Competitive base starting at $55k (based on experience) + commission — uncapped, performance-driven commissions per annual On Target Earnings (OTE)
- Our compensation plan creates a space for you to be in control of what you make. The base is a great start, but uncapped commission is accessible your entire career with us (your base and commission will increase as you grow with the company).
- Comprehensive Benefits Package
- 401k program with generous company match
- PTO
- Hybrid role based in Atlanta, GA with fully remote option for US-based candidates
About Commercient
Commercient helps growing companies streamline Sales, Marketing, and Customer Service by seamlessly connecting ERP and CRM systems through our AI-driven integration platform. Over 50,000 users rely on Commercient SYNC daily to automate key business processes—sales, billing, invoicing, and payments—across top CRMs like Salesforce, HubSpot, and Microsoft Dynamics. We’re an innovative, global SaaS company with 20+ years of experience and customers in 1,000+ organizations worldwide.
Why Work With Us
- Work remotely with a diverse, supportive, and fun global team
- Be part of an innovative company that embraces cutting-edge technology
- Enjoy learning and development opportunities to grow your career
- Flexible work-life balance and an environment where ideas thrive
Ready to join an innovative team building the world’s leading ERP–CRM integration platform? Apply today and grow your career with Commercient.
Remote working/work at home options are available for this role.
TAB Consultancy Services LLC is a workforce development and technology training organization focused on preparing individuals for high-demand careers in IT, Cybersecurity, Cloud Computing, Networking, and AI-enabled technologies.
Our programs combine industry-recognized certifications, hands-on training, and structured apprenticeship pathways designed to connect trained candidates with real employment opportunities.
TAB partners with employers, workforce development organizations, and community partners to help businesses build sustainable talent pipelines while helping individuals launch careers in technology.
As we continue expanding our apprenticeship programs and employer partnerships, we are seeking a results-driven Account Executive – Apprenticeship Solutions to help grow our employer network and generate new hiring opportunities.
This is a hybrid role based in San Diego, California.
The position allows for a combination of remote work and in-person meetings, and will require occasional local travel for:
- Employer meetings
- Networking events
- Chamber of Commerce events
- Workforce development events
- Industry conferences
This is a 1099 independent contractor position designed for a self-motivated, entrepreneurial sales professional who can independently manage a full sales pipeline from lead generation through deal closure.
Many organizations struggle to find qualified entry-level technology talent.
TAB helps employers solve this challenge through structured apprenticeship programs that provide access to trained candidates in areas such as:
- Cybersecurity
- Cloud Computing
- Network Engineering
- IT Support
- AI & Automation
As an Account Executive – Apprenticeship Solutions, you will play a critical role in helping employers build future-ready teams while helping individuals launch careers in technology.
This role is ideal for a high-performing sales professional who enjoys building relationships, developing new business opportunities, and driving measurable results.
You will own the employer acquisition pipeline from start to finish, including:
- Lead generation
- Employer outreach
- Relationship building
- Proposal development
- Closing employer partnerships
You will act as the primary driver of new employer partnerships for TAB’s apprenticeship programs.
- Identify and engage small and mid-sized businesses, government contractors, and enterprise employers
- Generate employer leads through outreach, networking, and referrals
- Conduct outreach via LinkedIn, email campaigns, phone calls, and networking events
- Stay informed on local hiring trends and workforce needs
- Schedule and lead discovery meetings with employers
- Present TAB’s apprenticeship hiring model and talent solutions
- Build relationships with HR leaders, hiring managers, and IT leaders
- Attend industry and workforce development events to build employer connections
- Develop customized talent solutions based on employer hiring needs
- Guide employers through the apprenticeship partnership process
- Maintain consistent follow-up to move opportunities through the pipeline
- Collaborate with internal teams to ensure smooth onboarding after employer agreement
- Own and manage the employer sales pipeline from initial contact to signed partnership
- Track outreach activity, meetings, and pipeline progress
- Maintain CRM records and report performance metrics
- Forecast pipeline activity and employer partnerships
- Build relationships with workforce organizations, chambers of commerce, and industry groups
- Participate in workforce development initiatives and employer engagement events
- Identify opportunities for employer partnerships and long-term collaboration
Performance in this role will be measured based on monthly targets such as:
- 200 employer leads generated
- 40 employer meetings scheduled
- 10 new employer partners onboarded
- 10–20 candidate placements
Additional expectations include maintaining consistent outreach and pipeline activity to support these targets.
This role reports directly to the Director of Operations and works closely with internal teams including:
- Training & Instruction
- Candidate Success
- Workforce Partnerships
- Operations
You are a self-motivated, results-driven sales professional who thrives in an independent environment.
You are comfortable owning a full sales cycle and managing a high-volume pipeline of employer opportunities.
You enjoy building relationships and creating solutions that help employers solve real workforce challenges.
- Proven success in business development, sales, or employer partnerships
- Experience managing a full sales pipeline from prospecting to closing
- Strong ability to generate and convert employer leads
- Excellent relationship-building and communication skills
- Experience with B2B sales outreach and networking
- Strong organizational skills and ability to manage multiple opportunities
- Comfort working independently in a results-driven environment
Experience in one or more of the following areas is a plus:
- Workforce development programs
- Apprenticeship programs
- Tech recruiting or staffing
- EdTech, training, or talent development services
- IT, cybersecurity, or technology workforce sectors
Candidates should be comfortable using tools such as:
- LinkedIn Sales Navigator
- CRM platforms (HubSpot, GoHighLevel, Airtable, or similar)
- Email outreach tools (Hunter, Apollo, or similar)
- Zoom or webinar platforms
- Google Workspace or similar productivity tools
This role is offered as a 1099 Independent Contractor position.
Compensation structure will be discussed during the interview process.
If you are a driven sales professional who enjoys building partnerships and creating opportunities, we encourage you to apply and help us expand access to technology careers through apprenticeship pathways.
TAB Consultancy Services LLC is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive environment and welcome applicants of all backgrounds.
All qualified applicants will receive consideration for opportunities without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability status, veteran status, or any other characteristic protected by applicable law.
We believe diversity strengthens our mission and our ability to serve employers and communities.
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.
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.
