Motive Workforce Solutions Jobs in Usa

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

• Monitors legislative initiatives that may impact economy, society, and personal financial situation.

• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

• products and services.

• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

• Serves as a resource to less experienced team members on escalated issues of a routine nature.

• Guides and influences less experienced team members.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)

• An 8 hour shift will fall within these hours

• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED

• Required maintenance of Life/Health license

• Required annual completion of AHIP and Broker/Carrier appointments when applicable.

• 2 years of financial industry and/or life sales experience

• Experience delivering frequent written and oral communication

• Experience acquiring and applying new concepts and information

• Experience processing and analyzing information

• Experience fulfilling requests and meeting deadlines

• Experience resolving conflict and negotiating

• Experience multi-tasking in an operating systems environment

• Experience participating in or leading teams

• Successful completion of a job-related assessment may be required

What sets you apart:

• 4+ years experience working in Sales with life insurance

• 1+ years experience working in a call center environment

• CLU® - Chartered Life Underwriter or comparable designation

• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

• Monitors legislative initiatives that may impact economy, society, and personal financial situation.

• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

• products and services.

• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

• Serves as a resource to less experienced team members on escalated issues of a routine nature.

• Guides and influences less experienced team members.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)

• An 8 hour shift will fall within these hours

• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED

• Required maintenance of Life/Health license

• Required annual completion of AHIP and Broker/Carrier appointments when applicable.

• 2 years of financial industry and/or life sales experience

• Experience delivering frequent written and oral communication

• Experience acquiring and applying new concepts and information

• Experience processing and analyzing information

• Experience fulfilling requests and meeting deadlines

• Experience resolving conflict and negotiating

• Experience multi-tasking in an operating systems environment

• Experience participating in or leading teams

• Successful completion of a job-related assessment may be required

What sets you apart:

• 4+ years experience working in Sales with life insurance

• 1+ years experience working in a call center environment

• CLU® - Chartered Life Underwriter or comparable designation

• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antoniocampus. Relocation assistance is NOT available for this position.

What you'll do:

• Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.

• Contributes to the achievement of Life Co member, product, and financial goals through team’s performance.  Effectively coaches employees on sales processes and opportunities to improve overall sales results.

• Proactively identifies opportunities to improve operational effectiveness in Life,  Health, or Retirement Income, resulting in reducing manual processes and expenses.  Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.

• Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.

• Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.

• May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.

• Responsible for the resolution of complex operations issues and/or  member escalations.

• Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.

• Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans.  Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.

• Responsible for efficient call center operating model that adheres to employee and member experience KPIs.

• Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor’s degree)

• 6 years of experience in financial services operations to include process improvement.

• 2 years of direct team lead, supervisory, or management experience required.

• Experience implementing and managing business process improvements.

• Extensive sales experience in the Health, Life, or Retirement industry.

• Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.

• Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).

• Ability to complete AHIP (America’s Health Insurance Plans) and Strategic Partner carrier certifications.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• Current Life and Health license

• 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries.

• 1 or more years of working experience with Life, Health, or retirement income products

• Experience working/managing in a call center environment.

• Chartered Life Underwriter (CLU) or related industry designation

Compensation range: The salary range for this position is: $85,040 - $153,080

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. 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

USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antoniocampus. Relocation assistance is NOT available for this position.

What you'll do:

• Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.

• Contributes to the achievement of Life Co member, product, and financial goals through team’s performance.  Effectively coaches employees on sales processes and opportunities to improve overall sales results.

• Proactively identifies opportunities to improve operational effectiveness in Life,  Health, or Retirement Income, resulting in reducing manual processes and expenses.  Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.

• Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.

• Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.

• May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.

• Responsible for the resolution of complex operations issues and/or  member escalations.

• Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.

• Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans.  Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.

• Responsible for efficient call center operating model that adheres to employee and member experience KPIs.

• Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor’s degree)

• 6 years of experience in financial services operations to include process improvement.

• 2 years of direct team lead, supervisory, or management experience required.

• Experience implementing and managing business process improvements.

• Extensive sales experience in the Health, Life, or Retirement industry.

• Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.

• Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).

• Ability to complete AHIP (America’s Health Insurance Plans) and Strategic Partner carrier certifications.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• Current Life and Health license

• 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries.

• 1 or more years of working experience with Life, Health, or retirement income products

• Experience working/managing in a call center environment.

• Chartered Life Underwriter (CLU) or related industry designation

Compensation range: The salary range for this position is: $85,040 - $153,080

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. 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

USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antoniocampus. Relocation assistance is NOT available for this position.

What you'll do:

• Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.

• Contributes to the achievement of Life Co member, product, and financial goals through team’s performance.  Effectively coaches employees on sales processes and opportunities to improve overall sales results.

• Proactively identifies opportunities to improve operational effectiveness in Life,  Health, or Retirement Income, resulting in reducing manual processes and expenses.  Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.

• Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.

• Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.

• May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.

• Responsible for the resolution of complex operations issues and/or  member escalations.

• Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.

• Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans.  Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.

• Responsible for efficient call center operating model that adheres to employee and member experience KPIs.

• Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor’s degree)

• 6 years of experience in financial services operations to include process improvement.

• 2 years of direct team lead, supervisory, or management experience required.

• Experience implementing and managing business process improvements.

• Extensive sales experience in the Health, Life, or Retirement industry.

• Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.

• Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).

• Ability to complete AHIP (America’s Health Insurance Plans) and Strategic Partner carrier certifications.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• Current Life and Health license

• 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries.

• 1 or more years of working experience with Life, Health, or retirement income products

• Experience working/managing in a call center environment.

• Chartered Life Underwriter (CLU) or related industry designation

Compensation range: The salary range for this position is: $85,040 - $153,080

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. 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

USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antoniocampus. Relocation assistance is NOT available for this position.

What you'll do:

• Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.

• Contributes to the achievement of Life Co member, product, and financial goals through team’s performance.  Effectively coaches employees on sales processes and opportunities to improve overall sales results.

• Proactively identifies opportunities to improve operational effectiveness in Life,  Health, or Retirement Income, resulting in reducing manual processes and expenses.  Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.

• Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.

• Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.

• May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.

• Responsible for the resolution of complex operations issues and/or  member escalations.

• Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.

• Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans.  Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.

• Responsible for efficient call center operating model that adheres to employee and member experience KPIs.

• Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor’s degree)

• 6 years of experience in financial services operations to include process improvement.

• 2 years of direct team lead, supervisory, or management experience required.

• Experience implementing and managing business process improvements.

• Extensive sales experience in the Health, Life, or Retirement industry.

• Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.

• Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).

• Ability to complete AHIP (America’s Health Insurance Plans) and Strategic Partner carrier certifications.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• Current Life and Health license

• 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries.

• 1 or more years of working experience with Life, Health, or retirement income products

• Experience working/managing in a call center environment.

• Chartered Life Underwriter (CLU) or related industry designation

Compensation range: The salary range for this position is: $85,040 - $153,080

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
• products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
• Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)
• An 8 hour shift will fall within these hours
• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• 1 year of financial industry and/or life sales experience
• Experience delivering frequent written and oral communication
• Experience acquiring and applying new concepts and information
• Experience processing and analyzing information
• Experience fulfilling requests and meeting deadlines
• Experience resolving conflict and negotiating
• Experience multi-tasking in an operating systems environment
• Experience participating in or leading teams
• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ years experience working in Sales with life insurance
• 1+ years experience working in a call center environment
• CLU - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
• products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
• Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)
• An 8 hour shift will fall within these hours
• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• 2 years of financial industry and/or life sales experience
• Experience delivering frequent written and oral communication
• Experience acquiring and applying new concepts and information
• Experience processing and analyzing information
• Experience fulfilling requests and meeting deadlines
• Experience resolving conflict and negotiating
• Experience multi-tasking in an operating systems environment
• Experience participating in or leading teams
• Successful completion of a job-related assessment may be required

What sets you apart:

• 4+ years experience working in Sales with life insurance
• 1+ years experience working in a call center environment
• CLU - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antoniocampus. Relocation assistance is NOT available for this position.

What you'll do:

• Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.

• Contributesto the achievement of Life Co member, product, and financial goals through team's performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results.

• Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.

• Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.

• Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.

• May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.

• Responsible for the resolution of complex operations issues and/or member escalations.

• Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.

• Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.

• Responsible for efficient call center operating model that adheres to employee and member experience KPIs.

• Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)

• 6 years of experience in financial services operations to include process improvement.

• 2 years of direct team lead, supervisory, or management experience required.

• Experience implementing and managing business process improvements.

• Extensive sales experience in the Health, Life, or Retirement industry.

• Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.

• Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).

• Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications.

What sets you apart:

• US military experience through military service or a military spouse/domestic partner

• Current Life and Health license

• 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries.

• 1 or more years of working experience with Life, Health, or retirement income products

• Experience working/managing in a call center environment.

• Chartered Life Underwriter (CLU) or related industry designation

Compensation range: The salary range for this position is: $85,040 - $153,080

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Remote / Field-Based | $80K Base + Commission | Car Allowance

Our team is partnering with a fast-growing automotive solutions company to hire a results-driven Account Executive supporting the West Coast market. This is an exciting opportunity to represent premium dealership products while building long-term relationships and driving territory expansion.

Why This Opportunity Stands Out

• Growth-focused organization with genuine career development pathways

• Direct exposure to senior leadership and strategic initiatives

• $80,000 base + monthly commission (OTE $90,000–$110,000+)

• Full benefits package

• Car allowance ($750/month)

• Remote, field-based role with strong territory upside

• Represent a premium suite of vehicle protection solutions trusted by leading dealerships

About the Opportunity

Our client is a respected partner to automotive dealerships and warranty administrators, delivering vehicle protection programs and sales solutions designed to drive revenue, retention, and customer satisfaction. Their product portfolio combines performance, protection, and customization, supported by training, marketing resources, and hands-on operational support.

This is an ideal role for a motivated sales professional who enjoys a mix of account management, dealership support, and new business development.

Day-to-Day Responsibilities

In this territory-based role, you will expand and maintain dealership relationships while driving new partnerships across your region.

Your week will typically include:

• Delivering dealership training on product knowledge, sales approach, and program best practices
• Supporting dealership operations and ensuring program success through ongoing service and communication
• Managing existing accounts and strengthening relationships with dealership leadership and staff
• Prospecting new dealership opportunities and actively closing business
• Preparing proposals and responding to partner inquiries
• Reviewing account performance data and collaborating with leadership on growth strategies
• Supporting product launches, marketing initiatives, and merchandising placement
• Reporting activity through CRM and participating in weekly strategy meetings

This role balances relationship management (approximately 50%) with new business development (approximately 50%).

What We’re Looking For

• Bachelor’s degree preferred
• 3+ years of territory sales, field sales, or account management experience
• Comfortable with travel, including daily driving and about one overnight per week
• Experience with cold outreach, prospecting, or hunter-style sales activity
• Strong communication, training, and relationship-building skills
• Self-driven professional who thrives in an autonomous, field-based role

Schedule & Location

• Remote / work from home

• Field travel throughout assigned West Coast territory

If you’re looking for a role where you can own a territory, work directly with leadership, and represent high-value automotive solutions, we’d love to connect.