Plano Tx, HQ Jobs in Usa

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Locum Certified Registered Nurse Anesthetist (CRNA) - Anesthesiology - General/Other in Plano, TX
✦ New
Salary not disclosed
Plano, TX 15 hours ago


Certified Registered Nurse Anesthetist | Anesthesiology - General/Other

Location: Plano, TX

Employer: Wellhart, LLC

Pay: Competitive weekly pay (inquire for details)

Shift Information: Days - 3 days x 12 hours

Contract Duration: 72 Days

Start Date: ASAP


About the Position

LocumJobsOnline is working with Wellhart, LLC to find a qualified Anesthesiology CRNA in Plano, Texas, 75075!

We are seeking a skilled CRNA for a 72-day locum tenens assignment in Texas. This opportunity starts on Jan 5, 2026, and offers full-time coverage with 12-hour day or evening shifts, as well as options for 16- or 24-hour shifts. Call responsibilities include one call shift per week and 1–2 weekend shifts per month, with post-call time off. New graduates are welcome to apply.


Job Details

  • Location: Texas
  • Start Date: Jan 5, 2026
  • LOA: 72 days
  • Provider Type Needed: CRNA
  • Schedule: Full-time coverage; 12-hour day shifts or evenings (1:00–20:00). Options for 16s and 24s available. One call shift per week (back up or in-house), 1–2 weekend shifts per month, post-call off.


Responsibilities and Duties

  • Deliver anesthesia care under a medical direction model
  • Provide anesthetic services for various cases as assigned
  • Participate in call coverage as scheduled, including occasional weekends
  • Ensure patient safety and high-quality care throughout all phases of anesthesia
  • Collaborate with physicians and other clinical staff for optimal outcomes
  • Maintain accurate and timely documentation


Additional Information

  • Texas CRNA license required
  • Advanced Cardiac Life Support (ACLS), Basic Life Support (BLS), and Pediatric Advanced Life Support (PALS) certifications required
  • New graduates encouraged to apply


Benefits

  • Strong compensation
  • Travel-related expenses covered
  • A-rated medical malpractice insurance provided
  • Dedicated recruiter for future travel opportunities


What are Locum Tenens Jobs?

Locum tenens jobs, sometimes referred to as travel assignments, are contract positions that help meet patient care needs at various healthcare facilities and hospitals for a defined period. These roles can vary in length from a single week to over a year, often with options for extension. Medical professionals who undertake locum or travel work possess the same qualifications as permanent staff and frequently opt for these roles due to benefits such as competitive remuneration and greater scheduling flexibility.


About Wellhart, LLC

Wellhart was founded in 2018 with a mission to tackle the urgent healthcare staffing problem at commercial medical facilities and local, state, and federal government agencies. We're continuously adding new and highly-skilled MDs, CRNAs, nurse practitioners (NPs), and physician assistants (PAs) who work as anesthesiology professionals, hospitalists, emergency medicine professionals, and radiologists to our database. 


Our mission is to consistently provide the most elevated level of quality staffing and to offer exceptional client/provider solutions. Wellhart’s ongoing goal is to establish positive, lasting partnerships between our skilled team of motivated professional recruiters, our invaluable providers, and our respected clients. 


Whether you’re a new graduate just getting started, or a retiree looking to make some extra money, locum tenens provides benefits that appeal to skilled medical professionals of all ages and situations. Becoming a locum tenens provider allows you to:


*Travel the United States and see new places.
*Keep your skills sharp, while learning new ones along the way.
*Set your own schedule.
*Earn more money than permanent providers.
*Experience new practice settings.
*Make a difference in areas that are struggling with healthcare worker shortages.


Join the Wellhart team! 


1675703EXPPLAT

permanent
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Sr. Underwriting Assistant - Hybrid - Plano, TX - Plano, TX
✦ New
Salary not disclosed
Plano, TX, Hybrid 1 day ago
Back Sr. Underwriting Assistant - Hybrid - Plano, TX #4711 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:

As a member of our underwriting support team, you will provide high level support to the underwriting function. In this role, you will assist in the preparation of new business quotes and policy issues, as well as rating both new business and renewal applications, while maintaining accuracy and targeted due dates.



Responsibilities:





  • Complete portfolio process (RPA) prior to renewal date

  • Complete pre-underwriting process of renewals by Underwriter due date and new business submissions

  • Coordinate the pre-underwriting process which includes, but is not limited to:

  • Review of application

  • Request for add'l info from agent or PMA staff

  • Classification of exposures

  • Ordering RMA, D&B, MVR's and synopsis

  • Completion of loss trend and development

  • Analysis of large claims and loss trends

  • Review of prior audits

  • Complete new business, renewal and financial notification forms.

  • Attend and fully participate in all Team and Underwriting Meetings

  • Meet with assigned underwriter weekly to discuss and prioritize work processes and tasks

  • Process work in a timely and accurate manner

  • Rate and issue WC new business and renewal policies. Provide instruction to the Rating Center for completion of PAL lines new business and renewal policies.

  • Issue WC and Auto state filings as required.

  • Review correspondence including: Mid-term endorsement requests, Cancellation requests, WC Bureau letters. Respond to inquiries within UA authority.

  • Maintain Corporate Underwriting Image Standards.

  • Contact producers and insureds to obtain information and expedite service.

  • Visits Agents with an Underwriter for the purpose of establishing contact and acquainting them with work routines.

  • May assume a major role in training new hires, special projects, and learning & presenting new material to other Underwriting Assistants.

  • Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.



#LI-Hybrid

Requirements:


  • High School diploma or equivalent.

  • 3 years commercial underwriting assistant experience working with small and mid-sized accounts.

  • Experience working with internal/external clients

  • Ability to maintain professional, proficient working relationships

  • Strong team skills.



#LI-Hybrid


Remote working/work at home options are available for this role.
Not Specified
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AR Recovery/Healthcare Denials Specialist (On-site Plano, TX)
✦ New
Salary not disclosed
Plano, TX 15 hours ago


About the Role



Impact you will make



Are you an expert in healthcare insurance reimbursement? Do you thrive on solving complex insurance denials and underpayments? Join our team and play a vital role in ensuring hospitals receive the reimbursements they deserve.



We're looking for an experienced Healthcare Denials Specialist to analyze and resolve payer denials and underpayments. You'll be part of a dynamic team using cutting-edge ARO software to streamline medical claims and collections. As a Denials Specialist II, you will also have the opportunity to mentor junior representatives.



What you will do





  • Investigate and resolve insurance denials and underpayments

  • Call healthcare insurance companies, affiliates, and providers to resolve underpayment or denial issues

  • Analyze contracts, billing, and collections to ensure accurate reimbursement

  • Work closely with leadership and team members to identify denial trends and process improvements

  • Create appeals, patient correspondences, and payer communication to support claim resolutions

  • Maintain HIPAA compliance and accurately document all work performed



What you will bring





  • 3+ years of proven success with healthcare insurance billing, follow-up, reimbursement and collections in a hospital or BPO vendor environment

  • Deep knowledge of payer rules, including how to interpret denial reasons and submit appeals

  • Experience with healthcare billing/EHR systems (EPIC, Paragon, Zirmed, or similar)

  • Strong understanding of medical terminology including claim types (UB-04), CPT, ICD, DRG codes, and EOB/RA

  • Ability to identify and resolve complex denials and underpayment issues

  • Excellent communication skills both written and verbal

  • Strong problem-solving and analytical skills to assess insurance payment discrepancies

  • Proficiency in Microsoft Excel and Word

  • This role requires on-site work at FinThrive's Plano, TX office



What we would like to see





  • Medicaid, Medicare, and Commercial billing experience

  • Associate or Bachelor's degree



Why Join Us?





  • Work with an innovative team using advanced ARO technology to improve medical billing efficiency

  • Career growth opportunities in healthcare finance and revenue cycle management

  • Competitive salary, benefits, and a supportive team culture

  • Apply now to make a real impact with FinThrive!



About FinThrive



FinThrive is advancing the healthcare economy.
For the most recent information on FinThrive's vision for healthcare revenue management visit /why-finthrive.




Award-winning Culture of Customer-centricity and Reliability



At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.




Our Perks and Benefits



FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit /careers-benefits.




FinThrive's Core Values and Expectations





  • Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities

  • Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations



Physical Demands

The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Statement of EEO
FinThrive values diversity and belonging and is proud to be an Equal Employment 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 protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.

FinThrive Privacy Notice for California Resident Job Candidates

Know Your Rights
Pay Transparency Notice




FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.
2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO

| FinThrive Careers | FinThrive Benefits & Perks | Physical Demands



Not Specified
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Travel Nurse RN - Neonatal - $1,351 per week in Plano, TX
✦ New
Salary not disclosed
Plano, Texas 15 hours ago

Registered Nurse (RN) | Neonatal Location: Plano, TX Agency: Triage Staffing Pay: $1,351 per week Shift Information: Nights - 3 days x 12 hours Contract Duration: 13 Weeks Start Date: 4/20/2026

About the Position

TravelNurseSource is working with Triage Staffing to find a qualified Neonatal RN in Plano, Texas, 75023!
Travel Nursing: Nursery Plano
Location: Plano
Start Date: 4/20/2026
Shift Details: 12H Nights (7:00 PM-7:00 AM)
36 hours per week
Length: 13 WEEKS 13 weeks

Apply for specific facility details.Nursery RN

About Triage Staffing

At Triage, we prefer to be real. Real about expectations--both ours and yours. Real about how a decision you make today could affect your tomorrows. Real about how compensation actually works. Real about how great-– or grating--your next supervisor may be.
Being real allows everyone at Triage to be ready. Ready to serve you with real honesty. So if that gig near the ocean is really no day at the beach, or that third shift comes with a second-class rate, we tell you. So you can be ready, too.

  • One point of contact for both travelers and facilities (per division)
  • In-house compliance and accounting specialists
  • On-staff clinical liaisons
  • Mentoring program that is run and managed by actual clinicians – yeah, you read that right
  • And more (because of course there's more)

Are we the biggest? No. Are we the best? That's rather subjective, but we're trying to be. Will we work like hell to get you as close to your idea of heaven as possible? Yes. Yes, we will.

In 2021, Triage and TaleMed merged to become better together under the Triage name.

29524055EXPPLAT

Not Specified
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Executive Underwriter - Hybrid - Large Accounts - Plano, TX
🏢 PMA Companies
Salary not disclosed
Plano, TX, Hybrid 2 days ago
Back Executive Underwriter - Hybrid - Large Accounts #4581 Plano, Texas, United States Apply X Facebook LinkedIn Email Copy Job Description:

Underwrite new and renewal business which includes solicitation, selection, rejection, and pricing of complex risks. Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. Analyze quality and quantity of risks underwritten and prepare reports accordingly. Participate in the development of agency management strategy and contribute to the development and execution of agency plans. Develop client relationships and coordinates service team efforts. Provide technical guidance to coworkers. Through technical collaboration and guidance, work within established authority on assignments of increasing complexity.



Responsibilities:





  • Effectively identify, market and underwrite prospective accounts in targeted industries

  • Direct and monitor underwriting activities as required to produce positive profit and expense results within area of responsibility

  • Develop strong relationships with local Brokers/Agents and effectively articulate PMA's appetite. Solicit, review, and coordinate new business opportunities with agents and service team

  • Demonstrate high level of planning and organizational skills to effectively manage workload and outside activities

  • Exhibit high levels of teamwork, leadership, customer service, and persistence

  • Provide strong analytical ability, and sound judgment to make informed and accurate decisions

  • Show initiative to handle territorial assignments, developing individual plans for successfully meeting key goals

  • Consult with Risk Control and Claims Representatives to bring value-added service to customers

  • Develop business plan with each assigned agent for profitability of book, growth, and renewal strategies

  • Provide feedback to agents, producers, and internal management to focus on business plans and efficiencies.

  • Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.



Requirements:



  • Bachelors degree or equivalent experience required - CPCU preferred

  • Minimum 3-5 Years experience in Commercial Lines

  • Prior experience in or knowledge of Texas market and ability to travel within the Southwest market is strongly preferred

  • Strong technical skills in Workers Compensation, General Liability and Automobile

  • Property and Umbrella experience is a plus

  • Strong negotiation and presentation skills

  • Self-motivated individual with a proven track record of premium growth and profitability in handling a book of business

  • Superior marketing skills and familiarity working with agents and brokers of all types.



Remote working/work at home options are available for this role.
Not Specified
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Military Community Financial Consultant - Plano (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 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 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.

Not Specified
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Associate Life Solutions Specialist - Plano (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 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 Associate 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 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing 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.

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (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 and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 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 a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Active Group 1 Life and Health license
  • 1+ yrs experience working in Sales with life insurance or financial services products
  • 1+ yrs 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: $48,290 - $81,490.

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.

Not Specified
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Intermediate Life Solutions Specialist - Plano - Flexible Work Environment (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Flexible 3 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 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 can be based on 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

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

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

  • Educates membership on implications of economic, investment market and 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.

  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

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 a team environment

  • 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: $51,340 - $86,630.

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

 

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

 

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

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

 

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

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

 

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


Remote working/work at home options are available for this role.
Not Specified
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Mid-Level Life Solutions Specialist - Plano (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 2 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 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.

Not Specified
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Life Insurance Advisor - Plano (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 2 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 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.

Not Specified
View & Apply
Intermediate Life Solutions Specialist - Plano (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 2 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 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 can be based on 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

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

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

  • Educates membership on implications of economic, investment market and 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.

  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

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 a team environment

  • 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: $51,340 - $86,630.

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.

Not Specified
View & Apply
Mid-Level Life Solutions Specialist - Plano - Flexible Work Environment with Office Recognition (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Flexible 2 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 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.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
Associate Life Solutions Specialist - Plano - Flexible Work Environment (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Flexible 2 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 Associate 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 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing 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.

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (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 and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 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 a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Active Group 1 Life and Health license
  • 1+ yrs experience working in Sales with life insurance or financial services products
  • 1+ yrs 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: $48,290 - $81,490.

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

 

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

 

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

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

 

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

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

 

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


Remote working/work at home options are available for this role.
Not Specified
View & Apply
P&C Personal Lines Pricing Analyst (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 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

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

  • Independently applies actuarial methodologies to complete structured projects (e.g.)

  • Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).

  • Identifies and  improves existing processes utilizing actuarial, mathematical, or statistical techniques.

  • Proactively resolves technical issues and identifies appropriate issues for escalation.

  • Assists others with troubleshooting issues.

  • Creates instructions and training materials for actuarial tools and processes.

  • Mentors new team members.

  • Apply business acumen to provide actionable insights that help solve business problems.

  • Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

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

What you have:

  • Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • 2 years of actuarial or analytical business experience.

  • 3 Casualty Actuarial Society (CAS) exams.

  • Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.

  • Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

  • Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).

  • Demonstrated experience with basic actuarial pricing methodologies.

  • Demonstrated experience aggregating and analyzing data to solve problems.

  • Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

  • P&C Personal Lines pricing experience.

  • Familiarity and experience with industry pricing software such as Earnix.

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

Compensation range: The salary range for this position is: $77,120 - $138,810.

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

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

 

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

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

 

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

 

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

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

 

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

Not Specified
View & Apply
Risk Management Actuarial Analyst (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 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

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

  • Independently applies actuarial methodologies to complete structured projects (e.g.)

  • Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).

  • Identifies and  improves existing processes utilizing actuarial, mathematical, or statistical techniques.

  • Proactively resolves technical issues and identifies appropriate issues for escalation.

  • Assists others with troubleshooting issues.

  • Creates instructions and training materials for actuarial tools and processes.

  • Mentors new team members.

  • Apply business acumen to provide actionable insights that help solve business problems.

  • Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

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

What you have:

  • Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • 2 years of actuarial or analytical business experience.

  • 3 Casualty Actuarial Society (CAS) exams.

  • Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.

  • Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

  • Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).

  • Demonstrated experience with basic actuarial pricing methodologies.

  • Demonstrated experience aggregating and analyzing data to solve problems.

  • Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

  • P&C Personal Lines pricing experience.

  • Familiarity and experience with industry pricing software such as Earnix.

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

Compensation range: The salary range for this position is: $77,120 - $138,810.

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

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

 

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

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

 

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

 

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

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

 

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

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Actuarial Analyst II (Intermediate) - P&C Personal Lines - Flexible work environment with mentorship opportunities (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Flexible 3 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

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

  • Independently applies actuarial methodologies to complete structured projects (e.g.)

  • Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).

  • Identifies and  improves existing processes utilizing actuarial, mathematical, or statistical techniques.

  • Proactively resolves technical issues and identifies appropriate issues for escalation.

  • Assists others with troubleshooting issues.

  • Creates instructions and training materials for actuarial tools and processes.

  • Mentors new team members.

  • Apply business acumen to provide actionable insights that help solve business problems.

  • Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

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

What you have:

  • Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • 2 years of actuarial or analytical business experience.

  • 3 Casualty Actuarial Society (CAS) exams.

  • Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.

  • Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

  • Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).

  • Demonstrated experience with basic actuarial pricing methodologies.

  • Demonstrated experience aggregating and analyzing data to solve problems.

  • Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

  • P&C Personal Lines pricing experience.

  • Familiarity and experience with industry pricing software such as Earnix.

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

Compensation range: The salary range for this position is: $77,120 - $138,810.

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

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

 

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

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

 

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

 

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

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

 

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


Remote working/work at home options are available for this role.
Not Specified
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Actuarial Analyst II (Intermediate) - P&C Personal Lines (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 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

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

  • Independently applies actuarial methodologies to complete structured projects (e.g.)

  • Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).

  • Identifies and  improves existing processes utilizing actuarial, mathematical, or statistical techniques.

  • Proactively resolves technical issues and identifies appropriate issues for escalation.

  • Assists others with troubleshooting issues.

  • Creates instructions and training materials for actuarial tools and processes.

  • Mentors new team members.

  • Apply business acumen to provide actionable insights that help solve business problems.

  • Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

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

What you have:

  • Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • 2 years of actuarial or analytical business experience.

  • 3 Casualty Actuarial Society (CAS) exams.

  • Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.

  • Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

  • Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).

  • Demonstrated experience with basic actuarial pricing methodologies.

  • Demonstrated experience aggregating and analyzing data to solve problems.

  • Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

  • P&C Personal Lines pricing experience.

  • Familiarity and experience with industry pricing software such as Earnix.

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

Compensation range: The salary range for this position is: $77,120 - $138,810.

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

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

 

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

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

 

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

 

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

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

 

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

Not Specified
View & Apply
Financial Security Advisor for Military Families (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 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

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

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 in the following location: Plano, TX. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.

  • Documents relevant information as it relates to building a retirement income portfolio.

  • Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.

  • Develops and communicates appropriate retirement income strategies based on individual member needs.

  • Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.

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

  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.

  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.

  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

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

What you have:

  • High School Diploma or General Equivalency Diploma required.

  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.

  • Required maintenance of FINRA Series 7 license.

  • Required maintenance of FINRA Series 66 (or 63 and 65) license.

  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.

  • 4 years of financial industry and/or sales experience.

  • Experience delivering frequent written and oral communication.

  • 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:

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

  • 3+ years of direct Annuity Sales Experience

  • Experience working in an Inbound/Outbound Call Center

  • Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

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.

Not Specified
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Member Services Life Insurance Consultant (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 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 Associate 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 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing 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.

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (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 and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 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 a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Active Group 1 Life and Health license
  • 1+ yrs experience working in Sales with life insurance or financial services products
  • 1+ yrs 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: $48,290 - $81,490.

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.

Not Specified
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Life Insurance Advisory Specialist (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 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 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 can be based on 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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

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

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

  • Educates membership on implications of economic, investment market and 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.

  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

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 a team environment

  • 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: $51,340 - $86,630.

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.

Not Specified
View & Apply
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