Pinnacle Technology Solutions Jobs in Usa

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 a Solution Manager for Referrals and Community Care, you will play a pivotal role in supporting solution teams by overseeing administrative functions, tracking progress, and ensuring seamless logistical and programmatic operations. Your responsibilities will include facilitating collaboration among various internal and external stakeholders, including governance bodies, process engineering teams, the EHR vendor (Oracle Cerner), and other key program entities. You will be instrumental in supporting informaticists with strategic planning, documentation, and administrative tasks, as well as assisting solution experts and advisors in translating functional requirements and managing ticketing activities. Additionally, you will coordinate and monitor vendor activities to maintain scope and schedule alignment, facilitate design reviews, and provide recommendations for optimizing solutions.

In this role, you will also support functional testing teams with their initiatives, coordinate interface change requests with technical teams, and engage in enterprise-to-site deployment activities. Your involvement will extend to supporting the Lessons Learned process, collaborating with all functional and clinical leadership pillars, and working closely with training and change management teams. Exposure to tools and processes such as Cerner Millennium, project tracking systems, and clinical workflow analysis will be highly beneficial. Experience managing complex projects, working with diverse stakeholder groups, and navigating large-scale enterprise environments will help you excel in this position, as will a strong understanding of healthcare operations and electronic health record systems.

Benefits

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

Qualifications

• 5-8 years of experience providing administrative, logistical, and programmatic support to solution teams.
• Experience facilitating collaboration between multiple stakeholder groups, such as client governance bodies, process reengineering teams, system vendors, and local site teams.
• Demonstrated ability to support informaticists with strategic planning, administrative support, and documentation.
• Experience supporting solution experts and solution advisors in translating functional requirements.
• Ability to collaborate on ticket management activities.
• Experience supporting user acceptance testing and functional testing activities.
• Proven skills in coordinating and monitoring vendor activities to support scope and schedule management.
• Ability to facilitate design reviews and provide guidance and recommendations for solution optimization.
• Experience supporting enterprise rollout initiatives and continuous improvement processes (Lessons Learned).
• Ability to coordinate with cross-functional leadership, training, change management, and technical interface teams on change requests.
• Direct experience with Electronic Health Record (EHR) systems.
• Demonstrated experience in project coordination/management, including tracking deliverables, managing schedules, and facilitating meetings.
• Experience in clinical workflow analysis and translating clinical or functional requirements for IT systems.
• Experience working with diverse stakeholder groups, including technical teams, clinical staff, program leadership, and external vendors.
• Prior experience working within a large, complex public sector or enterprise environment.

Education:

Bachelor’s Degree

Preferred Qualifications

• Experience with Cerner Millennium, specifically Referrals and Community Care.
• Knowledge of healthcare operations such as scheduling, pharmacy, lab, and clinical documentation.
• Familiarity with public sector or large enterprise processes, terminology, and culture.
• Experience supporting enterprise rollout initiatives and continuous improvement processes.
• Experience coordinating with training, change management, and interface teams.

$117,000 - $127,000 a year

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.

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 a Solution Manager for Registration, you will play a pivotal role in supporting solution teams by overseeing administrative functions, tracking progress, and ensuring seamless logistical and programmatic operations. Your responsibilities will include facilitating collaboration among various internal and external stakeholders, including governance bodies, process engineering teams, the EHR vendor (Oracle Cerner), and other key program entities. You will be instrumental in supporting informaticists with strategic planning, documentation, and administrative tasks, as well as assisting solution experts and advisors in translating functional requirements and managing ticketing activities. Additionally, you will coordinate and monitor vendor activities to maintain scope and schedule alignment, facilitate design reviews, and provide recommendations for optimizing solutions.

In this role, you will also support functional testing teams with their initiatives, coordinate interface change requests with technical teams, and engage in enterprise-to-site deployment activities. Your involvement will extend to supporting the Lessons Learned process, collaborating with all functional and clinical leadership pillars, and working closely with training and change management teams. Exposure to tools and processes such as Cerner Millennium, project tracking systems, and clinical workflow analysis will be highly beneficial. Experience managing complex projects, working with diverse stakeholder groups, and navigating large-scale enterprise environments will help you excel in this position, as will a strong understanding of healthcare operations and electronic health record systems.

Here is what you need:

Bonus if you have:

Benefits

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

Qualifications

5-8 years of experience providing administrative, logistical, and programmatic support to solution teams.

Experience facilitating collaboration between multiple stakeholder groups, such as client governance bodies, process reengineering teams, system vendors, and local site teams.

Demonstrated ability to support informaticists with strategic planning, administrative support, and documentation.

Experience supporting solution experts and solution advisors in translating functional requirements.

Ability to collaborate on ticket management activities.

Experience supporting user acceptance testing and functional testing activities.

Proven skills in coordinating and monitoring vendor activities to support scope and schedule management.

Ability to facilitate design reviews and provide guidance and recommendations for solution optimization.

Experience supporting enterprise rollout initiatives and continuous improvement processes (Lessons Learned).

Ability to coordinate with cross-functional leadership, training, change management, and technical interface teams on change requests.

Direct experience with Electronic Health Record (EHR) systems.

Demonstrated experience in project coordination/management, including tracking deliverables, managing schedules, and facilitating meetings.

Experience in clinical workflow analysis and translating clinical or functional requirements for IT systems.

Experience working with diverse stakeholder groups, including technical teams, clinical staff, program leadership, and external vendors.

Prior experience working within a large, complex public sector or enterprise environment.

Education:

Bachelor’s Degree

Preferred Qualifications

Experience with Cerner Millennium, especially Registration.

Knowledge of healthcare operations such as scheduling, pharmacy, lab, and clinical documentation.

Familiarity with public sector or large enterprise processes, terminology, and culture.

Experience supporting enterprise rollout initiatives and continuous improvement processes.

Experience coordinating with training, change management, and interface teams.

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.

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.

About Convene Inc.

Convene, Inc. is a Tampa based, award-winning technology services organization with offices and resources throughout the US, Mexico, and India. We have successful, referenceable customers, competitive benefits, and high-growth opportunities.

The Role

This is not a demo-only role.

You'll sit at the intersection of sales, delivery, and strategy—owning how Salesforce solutions are shaped, positioned, and scoped during the sales cycle.

You'll partner closely with sales and delivery teams to lead discovery, design solutions, and build trust with clients—ensuring we win work that we can deliver successfully.

What You'll Do

• Lead discovery sessions to understand client needs, challenges, and goals
• Design scalable Salesforce solutions across Sales, Service, and/or Experience Cloud
• Translate business requirements into clear solution approaches and architectures
• Support deal strategy, scoping, and solution positioning alongside sales
• Deliver tailored demos, workshops, and solution walkthroughs
• Ensure alignment between presales commitments and delivery capabilities
• Contribute to reusable assets, playbooks, and solution frameworks

What We're Looking For

• 5+ years of Salesforce experience in consulting, solutioning, or presales
• Strong knowledge of Salesforce platform capabilities and architecture
• Experience designing end-to-end solutions (not just features)
• Ability to lead discovery and communicate effectively with both business and technical stakeholders
• Strong storytelling and presentation skills
• Experience working in a Salesforce partner or consulting environment
• Salesforce certifications (Admin, Platform App Builder, Sales/Service Cloud Consultant, etc.)
• Multi-cloud implementation experience
• Familiarity with integrations and enterprise architecture
• Experience working with nearshore or distributed delivery teams

Why Convene

• High-impact role shaping a growing Salesforce practice
• Direct collaboration with leadership—no siloed presales structure
• Focus on quality deals and real outcomes, not volume selling
• Flexible, fast-moving environment with room to build and influence

What Success Looks Like

• Clear, realistic scopes aligned with delivery
• Increased client trust early in the sales cycle
• Scalable, repeatable solution patterns
• Proposal win rate
• Salesforce consulting revenue growth
• Client confidence in pre-sales phase
• Contribution to pipeline expansion

Technology Account Executive

New Business | Hunter Role

Location: Buford, GA

Compensation: Base salary $60,000–$70,000 with OTE $120,000–$140,000+

About SureLock Technology

SureLock Technology is a fast-growing IT solutions provider and a three-time Inc. 5000 honoree, recognized as one of the fastest-growing private companies in America. Ranked #112 in 2022 and #86 in 2023, SureLock continues strong momentum into 2024. Fewer than 20 percent of companies achieve this distinction three years in a row.

We deliver advanced IT solutions across education, government, and commercial markets, with a focus on network infrastructure, data center modernization, and cybersecurity.

Our mission is simple: solve complex technology problems while delivering the best customer experience in the industry. Our core values, proactive ingenuity, positive team harmony, relentless commitment, and trusted reliability, guide how we serve customers and support our team.

About the Role

This is not a Farmer role.

The Technology Account Executive is a new-business, hunter-focused position responsible for prospecting, opening doors, and winning new customer relationships. This role is ideal for someone who wants to build something of their own, a book of business created through effort, consistency, and curiosity.

While relationships you bring in will be nurtured long-term, the primary focus is new logo acquisition. You will own your pipeline end-to-end, from first outreach through close, working closely with engineering and services teams to deliver thoughtful, high-impact solutions.

This is a long-term career opportunity for someone who understands that sustainable success in sales is built over time.

Key Responsibilities

• New Business Development (Primary Focus): Proactively prospect, network, and hunt for net-new accounts within assigned markets and verticals. Create opportunities through outbound activity, referrals, and strategic outreach.
• Pipeline Ownership: Build, manage, and grow a healthy sales pipeline. Maintain accurate forecasting and pipeline hygiene.
• Consultative Selling: Engage prospects using a discovery-first approach to understand business challenges. Learn SureLock’s solutions and guide customers toward outcomes that solve real problems.
• Customer Experience Leadership: Own the customer journey from first conversation through close. Ensure a professional, transparent, and trust-based experience throughout the sales process.
• Internal Collaboration: Partner with engineering, services, and leadership to design strong solutions and execute effectively. Coordinate internal resources to support successful deal outcomes.
• Relationship Building: Develop long-term customer relationships with accounts you bring into SureLock. Create repeatable value and future growth opportunities.

What We’re Looking For

• Experience: Bachelor’s degree or equivalent professional experience. Technology sales experience is a plus but not required. Compensation will align with experience.
• Hunter Mentality: Comfortable creating opportunities and opening doors through proactive effort. Motivated by building something from scratch rather than inheriting accounts.
• Growth Mindset: Curious, coachable, and committed to continuous improvement. Willing to learn both sales skills and technical fundamentals.
• Discipline and Work Ethic: Consistent, daily effort toward pipeline creation and follow-through. Strong personal accountability for results.
• Career Focused: Looking to build a long-term sales career, not just take a job.

Why Join SureLock Technology?

• Build your own book of business and be rewarded for the value you create
• Work alongside experienced technical and leadership teams invested in your success
• Access real training, real support, and real opportunity
• Join a company focused on relationships, accountability, and long-term growth

Join US

At SureLock Technology, we’re not hiring order-takers, we’re building sales professionals who want ownership, growth, and upside.

If you’re driven to hunt, eager to learn, and motivated to build something meaningful over time, we’d love to talk. Let’s build your future, together.

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 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.

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.