Optimas Solutions Address Jobs in Usa

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Senior Director, Strategy- Compliance Solutions
✦ New
Salary not disclosed
San dimas, CA 1 day ago
Senior Director Of Strategy For Compliance Solutions

ADP is hiring a Senior Director of Strategy for Compliance Solutions. This position is part of the Corporate Strategy team that supports ADP's Compliance Solutions business. Compliance Solutions provides a suite of payroll and tax compliance offerings, along with payments and money movement services. These businesses are major growth areas for ADP, focused on creating and delivering innovative software, services, and payments solutions for ADP clients.

The successful candidate will partner closely with ADP executives to create and continually improve our overall Compliance Solutions strategy. This person will lead the development of new strategic initiatives focusing on both growth opportunities and operational enhancements for the business. They will also work closely with ADP executives on the ongoing execution of strategic initiatives. The role reports to the DVP of Strategy and Business Development for Compliance Solutions and is based in San Dimas, CA.

Responsibilities:
  • Serve as a trusted advisor to senior business unit leaders and work collaboratively with their teams to identify, define, and plan critical strategic initiatives
  • Identify, develop and drive long-term strategies based on fact-based analyses, focusing both on growth opportunities and operational initiatives for the Compliance Solutions portfolio
  • Conduct in-depth market assessments to identify opportunities and risks.
  • Partner with business units and functions (e.g., Sales, Implementation, Service, etc.) to develop business strategies for expansion into new products and services
  • Lead and drive strategy projects and initiatives
  • Perform other related duties as assigned (e.g., financial analyses, presentations, operational assessments etc.)
Qualifications Required:
  • Bachelor's degree (MBA preferred)
  • 7+ years' experience (3+ years post-MBA) in a strategy consulting firm (e.g. BCG, McKinsey, Bain, PWC, Deloitte) or an internal Corporate Strategy role within a F500 company, having achieved at least a team manager level.
  • Experience developing and evaluating strategies: identifying and framing issues, developing hypotheses, conducting market research and analyses to test key hypotheses, developing execution plans
  • Known as a strong problem solver and strong presentation skills, including ability to distill complex information into key actionable insights
  • Strong analytical skills (financial modeling, basic statistics, regression analyses, etc.)
  • Exceptional oral and written communication skills
  • Highly collaborative, with ability to influence and lead cross-functional teams
  • Ability to influence senior leader stakeholders and lead cross-functional teams
  • A person who thinks and acts at an executive level
  • Ability to travel between 20-30% depending on specific projects
Preference Will Be Given To Candidates Who Have The Following:
  • MBA and/or other advanced degree (e.g., PhD, MD, JD)
  • Consulting firm experience (either pre- or post- MBA)
  • Experience with enterprise software, business services, and/or financial services industries
Not Specified
Oracle EPM Cloud Architect/ EPM Cloud Solution Architect
Salary not disclosed
Atlanta, GA 2 days ago

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.
Not Specified
Senior IT Solutions Engineer
Salary not disclosed
Rochester, NY 2 days ago

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
Not Specified
Account Executive (B2B SaaS, AI Solutions | Hybrid Atlanta / Remote US)
✦ New
Salary not disclosed

We’re hiring a B2B SaaS Account Executive to drive growth for our AI-powered solutions used by growing and enterprise businesses.


As an Account Executive at Commercient, you’ll own the full sales cycle for our AI automation and chatbot solutions, from prospecting and demos to closing complex B2B SaaS deals. You’ll work directly with customers to understand real business problems and translate cutting-edge AI—LLMs, intelligent automation, and ERP–CRM integrations—into practical, high-impact outcomes. This is a SaaS sales role for someone excited to sell sophisticated AI technology, engage senior stakeholders, and help shape the next generation of AI-driven sales motions.


At Commercient, you’ll own the full sales cycle, working directly with decision-makers to understand business challenges and position high-impact solutions that combine ERP, CRM, and AI capabilities.


Location: Atlanta (Hybrid)/US (remote)


What You’ll Do

As our Sales Representative, you’ll be on the front lines driving our growth:

  • Prospect, pitch, and close deals for our AI technology solution such as our chatbot
  • Build and nurture strong client relationships with Salesforce, HubSpot, Zoho, etc.
  • Represent Commercient at meetings, demos, and events across the US
  • Gather insights from the market to help shape our product and sales strategy
  • Hit and exceed sales targets while growing your career in a fast-moving company
  • Travel to several conferences per year in the US


Who You Are

  • Sales hunter with a passion for building relationships and closing deals
  • Energetic, ambitious, and motivated by results
  • AI enthusiast who likes to learn about AI and stays current with the trends
  • Comfortable meeting clients and thriving in a dynamic, less-structured environment
  • Bachelor’s degree or equivalent experience in Sales, Business Development, or related fields (optional if you have killer sales results!)
  • 3-7 years of experience in SaaS or AI solution sales (ERP, CRM, or automation experience strongly preferred)
  • Familiarity with Salesforce, HubSpot, or ERP ecosystems
  • Understanding of AI chatbots, RAG systems, or natural language interfaces (bonus if you can explain GPT, embeddings, or vector databases in plain English)
  • Consultative, high-EQ selling style with technical curiosity
  • Comfortable engaging at C-level and VP-level
  • Self-starter with strong pipeline discipline and storytelling ability
  • Excited about shaping a next-generation AI sales motion
  • Experience with any Chatbot or LLM tech stack: Google Gemini, Google AI Studio, Open AI, Liveperson, Drift chat, Microsoft Copilot, Agents, Agentforce, HubSpot AI, Support desk or Helpdesk AI assistants, Slack AI assistants, etc.
  • Comfortable working independently in a remote team environment
  • Applicants must have near-native English proficiency. A short written and verbal English evaluation will be part of the selection process.


Not for you if: you dislike rejection or ambitious goals.


Why Join Us?

  • Be a key player in our expansion — your impact is direct and visible
  • Work closely with founders and an international team
  • Learn and grow in a tech-driven, fast-moving environment
  • We have an engaging, collaborative culture focused on succeeding together


Compensation & Perks

  • Competitive base starting at $55k (based on experience) + commission — uncapped, performance-driven commissions per annual On Target Earnings (OTE)
  • Our compensation plan creates a space for you to be in control of what you make. The base is a great start, but uncapped commission is accessible your entire career with us (your base and commission will increase as you grow with the company).
  • Comprehensive Benefits Package
  • 401k program with generous company match
  • PTO
  • Hybrid role based in Atlanta, GA with fully remote option for US-based candidates


About Commercient

Commercient helps growing companies streamline Sales, Marketing, and Customer Service by seamlessly connecting ERP and CRM systems through our AI-driven integration platform. Over 50,000 users rely on Commercient SYNC daily to automate key business processes—sales, billing, invoicing, and payments—across top CRMs like Salesforce, HubSpot, and Microsoft Dynamics. We’re an innovative, global SaaS company with 20+ years of experience and customers in 1,000+ organizations worldwide.


Why Work With Us

  • Work remotely with a diverse, supportive, and fun global team
  • Be part of an innovative company that embraces cutting-edge technology
  • Enjoy learning and development opportunities to grow your career
  • Flexible work-life balance and an environment where ideas thrive


Ready to join an innovative team building the world’s leading ERP–CRM integration platform? Apply today and grow your career with Commercient.


Remote working/work at home options are available for this role.
Not Specified
Account Executive – Apprenticeship Solutions
✦ New
Salary not disclosed
San Diego, CA 1 day ago
Company Overview

TAB Consultancy Services LLC is a workforce development and technology training organization focused on preparing individuals for high-demand careers in IT, Cybersecurity, Cloud Computing, Networking, and AI-enabled technologies.


Our programs combine industry-recognized certifications, hands-on training, and structured apprenticeship pathways designed to connect trained candidates with real employment opportunities.

TAB partners with employers, workforce development organizations, and community partners to help businesses build sustainable talent pipelines while helping individuals launch careers in technology.

As we continue expanding our apprenticeship programs and employer partnerships, we are seeking a results-driven Account Executive – Apprenticeship Solutions to help grow our employer network and generate new hiring opportunities.


Work Environment

This is a hybrid role based in San Diego, California.

The position allows for a combination of remote work and in-person meetings, and will require occasional local travel for:


  • Employer meetings
  • Networking events
  • Chamber of Commerce events
  • Workforce development events
  • Industry conferences


This is a 1099 independent contractor position designed for a self-motivated, entrepreneurial sales professional who can independently manage a full sales pipeline from lead generation through deal closure.


Why This Role Matters

Many organizations struggle to find qualified entry-level technology talent.

TAB helps employers solve this challenge through structured apprenticeship programs that provide access to trained candidates in areas such as:

  • Cybersecurity
  • Cloud Computing
  • Network Engineering
  • IT Support
  • AI & Automation

As an Account Executive – Apprenticeship Solutions, you will play a critical role in helping employers build future-ready teams while helping individuals launch careers in technology.

This role is ideal for a high-performing sales professional who enjoys building relationships, developing new business opportunities, and driving measurable results.


Your Mission

You will own the employer acquisition pipeline from start to finish, including:

  • Lead generation
  • Employer outreach
  • Relationship building
  • Proposal development
  • Closing employer partnerships

You will act as the primary driver of new employer partnerships for TAB’s apprenticeship programs.


Key Responsibilities


Prospecting & Lead Generation
  • Identify and engage small and mid-sized businesses, government contractors, and enterprise employers
  • Generate employer leads through outreach, networking, and referrals
  • Conduct outreach via LinkedIn, email campaigns, phone calls, and networking events
  • Stay informed on local hiring trends and workforce needs


Employer Outreach & Relationship Building
  • Schedule and lead discovery meetings with employers
  • Present TAB’s apprenticeship hiring model and talent solutions
  • Build relationships with HR leaders, hiring managers, and IT leaders
  • Attend industry and workforce development events to build employer connections


Opportunity Management & Closing
  • Develop customized talent solutions based on employer hiring needs
  • Guide employers through the apprenticeship partnership process
  • Maintain consistent follow-up to move opportunities through the pipeline
  • Collaborate with internal teams to ensure smooth onboarding after employer agreement


Pipeline & Sales Management
  • Own and manage the employer sales pipeline from initial contact to signed partnership
  • Track outreach activity, meetings, and pipeline progress
  • Maintain CRM records and report performance metrics
  • Forecast pipeline activity and employer partnerships


Strategic Partnerships
  • Build relationships with workforce organizations, chambers of commerce, and industry groups
  • Participate in workforce development initiatives and employer engagement events
  • Identify opportunities for employer partnerships and long-term collaboration


Key Performance Metrics (KPIs)

Performance in this role will be measured based on monthly targets such as:

  • 200 employer leads generated
  • 40 employer meetings scheduled
  • 10 new employer partners onboarded
  • 10–20 candidate placements

Additional expectations include maintaining consistent outreach and pipeline activity to support these targets.


Reporting Structure

This role reports directly to the Director of Operations and works closely with internal teams including:

  • Training & Instruction
  • Candidate Success
  • Workforce Partnerships
  • Operations


About You

You are a self-motivated, results-driven sales professional who thrives in an independent environment.

You are comfortable owning a full sales cycle and managing a high-volume pipeline of employer opportunities.

You enjoy building relationships and creating solutions that help employers solve real workforce challenges.


What You Bring
  • Proven success in business development, sales, or employer partnerships
  • Experience managing a full sales pipeline from prospecting to closing
  • Strong ability to generate and convert employer leads
  • Excellent relationship-building and communication skills
  • Experience with B2B sales outreach and networking
  • Strong organizational skills and ability to manage multiple opportunities
  • Comfort working independently in a results-driven environment


Preferred Experience

Experience in one or more of the following areas is a plus:

  • Workforce development programs
  • Apprenticeship programs
  • Tech recruiting or staffing
  • EdTech, training, or talent development services
  • IT, cybersecurity, or technology workforce sectors


Tools & Platforms

Candidates should be comfortable using tools such as:

  • LinkedIn Sales Navigator
  • CRM platforms (HubSpot, GoHighLevel, Airtable, or similar)
  • Email outreach tools (Hunter, Apollo, or similar)
  • Zoom or webinar platforms
  • Google Workspace or similar productivity tools


Contract Type

This role is offered as a 1099 Independent Contractor position.

Compensation structure will be discussed during the interview process.


Join Our Team

If you are a driven sales professional who enjoys building partnerships and creating opportunities, we encourage you to apply and help us expand access to technology careers through apprenticeship pathways.


Equal Employment Opportunity (EEO)


TAB Consultancy Services LLC is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive environment and welcome applicants of all backgrounds.

All qualified applicants will receive consideration for opportunities without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability status, veteran status, or any other characteristic protected by applicable law.

We believe diversity strengthens our mission and our ability to serve employers and communities.

internship
Mid-Level Life Solutions Specialist - Tampa
🏢 Usaa
Salary not disclosed
Tampa, FL 4 days ago
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 OpportunityThe Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Tampa, FL. (Crosstown) Campus . Relocation assistance is not available for this position.What you'll do:

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

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

* High School diploma or GED
* Required maintenance of Life/Health license
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* 2 years of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in or leading teams
* Successful completion of a job-related assessment may be requiredWhat 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 partnerCompensation 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 USAAjobs.comApplications 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.
permanent
Mid-Level Life Solutions Specialist - Phoenix
🏢 Usaa
Salary not disclosed
Glendale, AZ 6 days ago

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.

permanent
Intermediate Life Solutions Specialist - Phoenix
🏢 Usaa
Salary not disclosed
PHOENIX, AZ 6 days ago

Why USAA?

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

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

The Opportunity

Job Description

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

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Phoenix, AZ. Campus . Relocation assistance is not available for this position.

What you'll do:

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

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

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

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

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

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

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

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

  • products and services.

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

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

  • Guides and influences less experienced team members.

Work Hours:

  • Monday – Friday / 6:30am – 6:00pm (MST)

  • An 8 hour shift will fall within these hours

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

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

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

  • 1 year of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

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

What sets you apart:

  • 2+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

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

Compensation range: The salary range for this position is: $48,340.00 - $81,580.00.

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

 

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

 

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

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

 

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

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

 

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

permanent
Salesforce Solution Architect (Remote)
Salary not disclosed
Atlanta, Remote 2 days ago
DivIHN (pronounced “divine”) is a CMMI ML3-certified Technology and Talent solutions firm.

Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.

Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.

Visit us at to learn more and view our open positions.

Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Lavanya at (224) 369-0873 Title: Salesforce Solution Architect (Remote) Duration: 6 Months Location: Remote Only W2 candidates are eligible for this position.

Third-party or C2C candidates will not be considered.

Job Description: We are looking for a Salesforce Architect with strong and deep experience in the Salesforce platform.

The ideal candidate should have hands-on expertise in designing and implementing Salesforce solutions and a strong technical background.

Key Requirements: Strong experience in Salesforce with deep platform knowledge.

Experience working with Sales Cloud, Service Cloud, B2B Commerce, and Experience Cloud.

A technical background is preferred (for example, someone who started as a Salesforce Developer and moved into an Architect role).

Exposure to AI capabilities within Salesforce is a plus, as the organization is currently in the early stages of AI adoption.

Salesforce certifications are helpful and considered an advantage.

Additional Information: This individual will work with three other solution architects and report to their Application Development Director About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.

The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.

DivIHN is an equal opportunity employer.

DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.

Service Cloud, Sales Cloud, salesforce developer
Remote working/work at home options are available for this role.
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Mid-Level Life Solutions Specialist - San Antonio/ Colorado Springs
Salary not disclosed
Colorado Springs 1 week ago
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.
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