Novatech Solutions Ltd Jobs in Usa

Role: EPM Cloud Solution Architect

Location: Remote

Job Description:

We are looking for an experienced Oracle EPM Cloud Solution Architect with strong techno-functional expertise to lead end-to-end EPM implementations. The candidate should have hands-on experience with EPBCS, PCMCS, FCCS, and ARCCS and be capable of designing scalable solutions based on business requirements.

Responsibilities:

• Design and implement Oracle EPM Cloud solutions across modules such as EPBCS, PCMCS, FCCS, and ARCCS.
• Lead requirement gathering and solution workshops with business stakeholders.
• Provide techno-functional guidance throughout the project lifecycle.
• Translate business needs into technical EPM solutions.
• Lead the end-to-end solution architecture and delivery of EPM projects.

Required Skills:

• Strong experience with Oracle EPM Cloud modules (EPBCS, PCMCS, FCCS, ARCCS).
• Experience working as a Solution Architect in EPM implementations.
• Good understanding of financial planning, consolidation, and reconciliation processes.
• Ability to lead workshops and collaborate with business and technical teams.

Overview

We are looking for a technically strong, business-minded developer to design, build, and maintain internal applications and automations that improve how our team’s work. This role supports business processes, data, and technology and plays a key role in modernizing workflows across the organization. This role is suited for a strong mid-level to senior developer who can work independently while collaborating closely with team members and stakeholders.

While Microsoft Power Apps and Power Automate are core tools today, this role goes beyond low-code development. The ideal candidate brings strong fundamentals in application design, data flow, and user experience, with the ability to build scalable, secure, and well-documented solutions that can grow with business.

Key Responsibilities

• Design, build, and maintain end-to-end internal business applications using Microsoft Power Apps and related technologies.
• Develop business logic and workflow automation using Power Automate, integrating with internal and external data sources including Dataverse, SharePoint, SQL databases, and third-party APIs.
• Partner with stakeholders and leadership across multiple departments to understand business processes, gather requirements, and translate needs into practical, scalable technical solutions.
• Design secure, role-based solutions with appropriate permissions, governance controls, and environmental strategies following Power Platform ALM best practices.
• Ensure applications are well-structured with clean data flow, clear separation of logic, and thoughtful handling of edge cases and exceptions.
• Monitor, enhance, and support existing applications and automations to improve reliability, performance, and user adoption over time.
• Produce clear and thorough documentation covering business requirements, technical design, data structures, workflows, and known constraints.
• Contribute to and follow established development standards, templates, and best practices to ensure solutions are consistent, maintainable, and easy for other developers to support or extend.
• Provide technical guidance and information sharing with the team and collaborate on problem-solving with less-experienced developers.

Technical Requirements (Must Have)

• Hands-on experience building and maintaining custom, end-to-end applications using Power Apps.
• Strong experience developing business logic and workflows using Power Automate.
• Experience integrating multiple data sources, including Dataverse, SharePoint, SQL databases, and external APIs.
• Ability to design secure, role-based solutions with an understanding of Power Platform governance, environments, and ALM practices.
• Strong understanding of user-centered design principles and how they influence application structure, usability, and adoption.
• Proven ability to design solutions with well-organized data flow and clear movement of information between systems.
• Strong written communication skills, with the ability to create detailed technical and functional documentation.

Preferred Skills

• Power BI development experience using existing datasets and data models.
• Strong working knowledge of DAX and Power Query (M language).
• Experience building reports or dashboards that support operational or financial decision-making.

Experience Requirements

• Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related technical field
• 3-5 years of experience designing and delivering business applications or workflow automation solutions.
• Demonstrated experience delivering end-to-end solutions.
• Experience partnering directly with business stakeholders to translate operational needs into scalable technical solutions.

UI & Front-End Development Foundations

Even when working within low-code platforms, developers in this role are expected to understand core UI and front-end concepts, including:

• HTML, CSS, and JavaScript fundamentals
• Component-based design and reusable UI patterns
• Responsive design principles
• Basic state management concepts
• Accessibility and usability best practices

Our recruiting process is centralized and is handled by our HR Department. If we are sent unsolicited resumes from recruiters, we will not pay any recruiting fees. Unsolicited resumes are any resumes sent to us by a recruiter who has not been pre-approved by HR, has not signed our contract, and has not been requested by our HR Department to search for a specific position.

We are seeking a driven and technically minded Sales Representative - Packaging Solutions to lead the growth of our premium power rental refurbishment packages, custom-engineered solutions, and controls upgrades. Supporting the Caterpillar Dealer Power Rental network nationwide, this role is responsible for developing trusted relationships and delivering value-added solutions that enhance performance, extend equipment life, and meet evolving customer needs. You'll collaborate with engineering, operations, and product support teams to position our packaged offerings as the go-to choice for rental fleet optimization across the U.S. If you excel at consultative selling and have a passion for power systems, this is a unique opportunity to make a nationwide impact.

• Develop and grow sales of power rental refurbishment packages, custom generator solutions, and controls upgrade offerings across the Caterpillar Power Rental network nationwide.
• Serve as the primary point of contact for rental dealers, collaborating closely to understand needs, propose solutions, and close sales.
• Conduct site visits, fleet evaluations, and technical discovery to identify opportunities for equipment upgrades, repackaging, or performance enhancements.
• Work cross-functionally with engineering, operations, and product support teams to scope projects, develop proposals, and ensure accurate execution of customer requirements.
• Prepare and present technical sales proposals, pricing, and project timelines tailored to customer objectives.
• Track and manage the full sales cycle, from lead generation through post-sale support and follow-up.
• Maintain up-to-date knowledge of packaging standards, emissions regulations, control technologies, and Caterpillar product developments.
• Represent the company at industry events, customer meetings, and internal business reviews to promote packaging capabilities and strengthen customer relationships.
• Provide input on market trends, customer feedback, and competitive positioning to help guide product development and strategic direction.

• 3+ years of experience in technical sales, preferably in power generation, rental equipment, or industrial solutions.
• Knowledge of generator sets, control systems, and power packaging is strongly preferred.
• Familiarity with Caterpillar power products and the power rental industry is a plus.
• Proven ability to build relationships and close consultative sales in a fast-paced, mission-critical environment.
• Strong communication, presentation, and negotiation skills.
• Self-motivated and goal-oriented, with the ability to manage a wide geographic territory and travel as needed.
• Experience working with cross-functional teams including engineering, operations, and service support.
• Proficient in Microsoft Office; CRM experience is a plus.
• Bachelor's degree in business, engineering, or related field preferred; equivalent experience considered.
• Must possess a valid driver's license with clean driving record. This includes no more than 2 minor violations within the past 3 years and no major violations within the past 5 years (Motor Vehicle Report will be performed on final candidate).
• Some out of state travel will be required.

Altorfer Inc. offers an industry leading compensation and benefit package:

• Health, Dental, Vision, Disability, and Life Insurance
• 401(k)
• Paid Holidays
• Paid Parental Leave and Funeral Leave
• Paid Time Off: Prorated 80 hours of PTO + 1 Floating Holiday
• Education Assistance
• Personal Tool Insurance, and Safety Equipment Reimbursement
• Voluntary Benefits: Supplemental Insurance, Accident, Critical and Hospital Indemnity Insurance, Legal Assistance and Identity & Fraud Protection

Payrate: $75,000 - $100,000 annually including the commission

Primarily works in an office environment with moderate noise levels. Physical requirements may include speaking, listening, writing, typing, sitting for extended periods t a desk or in a vehicle driving. Occasionally required to walk or stand for short durations. May need to move throughout the facility for meetings, supply inventory checks, or other office-related tasks. Occasionally required to stand, walk, reach, or lift light objects (up to 20-25 lbs). Must be flexible to work varying schedules and hours as needed. Travel is required. The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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 Work for Altorfer?

At Altorfer, our iron is just the beginning. Our people make our company successful, and we would not be who we are without them. As a third generation, family-owned company created in 1957, we bring our values into how we do business. Everyone from technicians, sales representatives, administrative professionals, or somewhere in between is part of the "A-Team" and is critical to our success. Here at Altorfer, we have over 35 locations and 1300 employees with long tenure for you to learn from. We have a collaborative, family valued culture, with a great reputation in the industry. A company that offers competitive pay, excellent benefits, and a remarkable team of people to work with.

Role - Sr Servicenow Solution Architect

Location—Chicago, IL - Hybrid 6 days in a month

Contract Role

Only W2 profiles

Job Description

POSITION SUMMARY:

The Senior Solution Architect – ServiceNow is a senior-level technology leader responsible for setting the strategic vision and architectural direction for the ServiceNow platform across the organization. This individual will define how to best leverage ServiceNow to deliver business value, improve operational efficiency, and reduce total cost of ownership (TCO).

The ideal candidate is a highly skilled technical expert and visionary who can translate complex business requirements into scalable, secure, and sustainable platform solutions. They will drive platform governance, integration strategies, and architecture standards while collaborating with cross-functional teams and other enterprise architects to ensure a cohesive, connected IT ecosystem.

CORE JOB RESPONSIBILITIES:

• Define and lead the ServiceNow platform vision and strategy to align with enterprise goals and evolving business needs.
• Architect end-to-end ServiceNow solutions across modules (e.g., ITSM, ITOM, HRSD, CSM, SecOps, App Engine) ensuring scalability, maintainability, and integration with broader enterprise systems.
• Act as a trusted advisor and subject matter expert on ServiceNow capabilities, platform governance, and architectural best practices.
• Establish and enforce platform standards, guardrails, and frameworks to ensure consistent, secure, and high-quality implementations.
• Collaborate closely with business and IT stakeholders to gather requirements, assess current state, and design target state solutions.
• Drive platform maturity and innovation by identifying new modules, capabilities, and enhancements aligned with business priorities.
• Lead the evaluation, design, and implementation of new ServiceNow features, upgrades, and integrations.
• Ensure that data models, workflows, and user experiences are consistent, reusable, and optimized.
• Provide technical oversight to development teams and support project delivery across multiple ServiceNow workstreams.
• Partner with other Solution Architects to ensure the ServiceNow platform integrates effectively within the broader enterprise architecture.
• Define and evolve methodologies, processes, and tooling for platform design, delivery, and governance.
• Monitor technology trends, platform roadmaps, and emerging practices to recommend innovative uses of ServiceNow to the business.

REQUIREMENTS FOR CONSIDERATION

• Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related field. Advanced degree or certifications preferred.
• 7+ years of experience in IT architecture, design, and development roles.
• 5+ years of experience architecting and delivering solutions on the ServiceNow platform.
• Deep expertise in multiple ServiceNow modules (e.g., ITSM, ITOM, HRSD, CSM, App Engine).
• Proven experience designing scalable, secure, and maintainable platform architectures.
• Demonstrated success in leading platform strategy, governance, and roadmapping efforts.
• Knowledge of integration patterns and experience with REST, SOAP, MID Servers, and other integration methods.
• Experience working in agile and DevOps environments.
• Excellent communication, presentation, and stakeholder engagement skills.
• Strong leadership and influencing capabilities, with the ability to drive alignment across diverse teams and levels.
• ServiceNow Certified System Administrator (CSA) and Certified Implementation Specialist (CIS) certifications strongly preferred.

Experience in large-scale enterprise environments; retail or multi-business unit experience is a plus.

Thanks,

Rahul Gupta

Direct : (732) 743-7543

SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.

At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.

As the Senior Solution Advisor for Perioperative Services, you will be a critical subject matter expert and trusted advisor, bridging the gap between the client’s surgical and anesthesia departments and the capabilities of the Oracle Health (Cerner) Millennium EHR. You will guide stakeholders through complex workflow transformations, driving the successful design and adoption of the SurgiNet and Anesthesia Management solutions. Your primary objective is to ensure these solutions improve patient safety, optimize resource utilization (ORs, staff, equipment), and ensure accurate charge capture in the highly complex perioperative environment.

To excel in this senior position, you must have a strong background in perioperative informatics, OR nursing/technology, or clinical applications consulting. You will lead the design of the entire surgical journey, from case scheduling to PACU, and be the go-to expert for the intricate processes of preference card management and supply/implant documentation. You will also oversee the integration of the Anesthesia Information Management System (AIMS) with physiological monitors and anesthesia machines. Your role will involve close collaboration with key stakeholders—including surgeons, anesthesiologists, OR nurses, schedulers, sterile processing directors, and supply chain leaders—to ensure the perioperative suite is safe, efficient, and financially sound.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life Insurance
• 401(k) Retirement Plan with matching
• Paid Time Off
• Paid Federal Holidays

Key Responsibilities:

Client & Stakeholder Engagement:

Serve as the primary consultant for perioperative leadership on all aspects of the Oracle Health SurgiNet and Anesthesia solutions.

Provide expert support and knowledge transfer on perioperative best practices, including governance for preference cards, block scheduling, and charge capture.

Work directly with client counterparts to facilitate design workshops, review deliverables, and drive consensus on perioperative workflow and build changes.

Solution Design & Workflow Analysis:

Lead the analysis and design of the end-to-end perioperative workflow, including case scheduling, pre-admission testing (PAT), intraoperative nursing and anesthesia documentation, and PACU.

Oversee the design and maintenance strategy for foundational elements like surgical preference cards, resource scheduling (rooms/equipment), and integration with supply chain/inventory management.

Define requirements for the Anesthesia Information Management System (AIMS), including its integration with bedside monitors via CareAware for real-time data flow.

Implementation & Solution Management:

Act as a lead or driver for testing events, including developing and documenting scripts in an Application Lifecycle Management (ALM) tool to validate complex surgical and anesthesia workflows.

Provide expert support for cutover planning, go-live execution, and post-go-live sustainment, including ticket management for perioperative issues.

Assist in the review of training manuals and job aids to ensure they accurately reflect the configured workflows and system design.

Required Qualifications:

Experience: A minimum of 5-7 years of combined experience in perioperative informatics, surgical services leadership, or as an OR nurse/technologist with significant "super user" or implementation experience.

Oracle Health/Cerner Expertise: Direct, hands-on experience with the Oracle Health (Cerner) Millennium platform. Specific expertise in SurgiNet, Anesthesia Management, Preference Card Management, and CareAware is required.

Domain Expertise: Demonstrated expertise in perioperative workflows, sterile processing, preference card management, surgical billing/charging, and resource management.

Communication: Excellent verbal and written communication skills, with the ability to effectively engage with both technical teams and senior clinical/surgical leadership.

Education: Bachelor’s degree in a related field. A clinical background and license (e.g., RN, CST) is strongly preferred.

SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.

We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Sr. IT Solutions Engineer helps design innovative solutions to support business and IT process improvements.

This position requires at least one functional ERP and technology competency with the ability to support

solution definition and design. The ability to design solutions at a technical configuration level and document

functional specifications is essential. This is primarily a delivery position for a specific functional area.

Stabilization support is expected with the ability to document and transfer knowledge as required.

This is position which requires a high degree of technical knowledge. Effective communication and

prioritization skills are required.

This is an onsite role in Rochester, New York.

Responsibilities:

• Participate in high performance teams which deliver (design, configure, develop, test, train,
• document, implement and stabilize) technical and business process solutions
• Work directly with stakeholders to analyze current business process requirements,
• understand gaps, and create functional specifications for improvements
• Provide stabilization and escalation support, performing knowledge transfer as required
• Mentor, manage and coach IT professionals to create productive, high-performance teams
• Ensure ongoing, auditable compliance with legal and regulatory requirements

Preferred Knowledge:

• Application and business process design
• Third-party API integration
• SAP ERP experience: SAP PP/MM/QM
• Ability to lead the design, configuration and optimization of technical solutions including SAP PP/QM modules to support manufacturing solutions
• ABAP debugging and technical troubleshooting
• IT technology and data management
• Application development

Required Education:

• Bachelor's degree required

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 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 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.