Meet Life Sciences Jobs in Usa
14,974 positions found — Page 15
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 DescriptionThe 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 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 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.
- 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
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.
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.
Position: Spanish Life & Health Insurance Rep
Duration: 8 Months Contract + High Potential to Extend
Location: 100 W. Trade St, Charlotte, NC 28202
Job Description:
Role Summary:
No guaranteed hours - this position is on an as-needed basis.
This position requires driving responsibilities.
Candidates must have their own form of reliable transportation.
- The role of the Benefit Educator is essential to our business's success.
- As the representative of ******, your primary responsibility is to conduct exceptional Open enrollment and customer events that set ****** apart from our competitors.
- In this customer-facing position, you will educate customers about ****** products, services, and programs through various methods, including formal presentations, benefit fairs, and health fairs.
- Your goal is to create a highly satisfying and positive customer experience, demonstrating knowledge, competence, and professionalism.
- This is an “as‑needed,” variable‑hour role; hours are not guaranteed and will fluctuate based on event demand (including occasional last-minute requests).
Key Responsibilities:
- Lead and deliver virtual, onsite, or prerecorded presentations in group settings as assigned to existing and prospective ***** customers
- Represent **** at customer events, ensuring a professional and positive image while effectively communicating ***** products, programs, and solutions
- Maintain current knowledge in all ****** products, programs, solutions, and initiatives
- Follow established guidelines and procedures of customer events as assigned
- Refer customer service inquiries, administrative functions, implementation, billing questions, and other customer, client, and producer matters to appropriate internal partners
- Coordinate, track, and update event meetings, including attendance, and top insights via data entry system ( ) by assigned deadlines
Qualifications:
- High School Diploma or GED required.
- Current and an active Health & Life License
- Bilingual capabilities required
- Must be available during peak season (August-December)
- Have experience explaining and presenting employer-sponsored benefits and health insurance
- Excellent communication and presentation skills
- Proficiency in Microsoft Programs (PowerPoint, Word), CRM system ( ), and virtual learning platforms (WebEx, MS Teams, & Allego)
- Ability to travel to local/remote trainings/meetings as assigned- 75-100%
- This role must be located within the assigned territory/market to be able to drive or fly to client locations, local offices in and outside of the regional territory
- Ability to utilize and maintain a personal, company approved device (smartphone, tablet, etc. with a compatible operating system), keep required software and system access up to date and adapt to evolving technology tools and systems.
We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take.
We're proud of our more than 75-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do: We are looking for a dynamic leader for our new Interactions Team.
You will coach staff, oversee communication quality, assist in managing centralized inbox workflows, partner with internal teams regarding questions and escalations, track Service Level Agreement (SLA) timing and Quality Assurance (QA), and drive continuous improvement.
As the Life Operations Supervisor, you will represent Farm Bureau in a positive manner to our agents and client/members, while encouraging your team to do the same.
What It Takes to Join Our Team: College Degree or equivalent plus 3 years relevant experience required.
Two to three years of supervisory experience preferred.
Strong communications skills Workflow management experience with proven success with continuous improvement and/or Lean Six Sigma projects.
Analytical, problem solving, and organizational skills are required in addition to the ability to learn company products, processes and systems.
Ability to plan, direct and control business activities to meet established objectives.
ACS designations preferred.
Life and/or annuity experience preferred What We Offer You: When you're on our team, you get more than a great paycheck.
You'll also have career development and educational opportunities.
We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options.
We also offer paid time off, including holidays and volunteer time.
Our teams focus on building relationships through engagement and fun! Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement.
Farm Bureau....where the grass really IS greener! If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today! Work Authorization/Sponsorship Applicants must be currently authorized to work in the United States on a full-time basis.
We cannot sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we cannot sponsor OPT status.
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.