Optimas Solutions Locations Jobs in Usa

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Candidates should be comfortable using tools such as:

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

This role is offered as a 1099 Independent Contractor position.

Compensation structure will be discussed during the interview process.

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

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

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

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

Why USAA?

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

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

The Opportunity

The 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 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 Plano, TX 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: $66,340 - $111,940

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 Plano, TX 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: $66,340 - $111,940

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.