Premier Staffing Solution Jobs in Usa
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**This role includes uptown Manhattan**
Phathom Pharmaceuticals is a biopharmaceutical company dedicated to transforming the treatment of gastrointestinal (GI) diseases. With exclusive rights in the United States, Europe, and Canada to vonoprazan—a first-in-class potassium-competitive acid blocker (PCAB)—Phathom is working to transform the treatment of acid-related disorders.
Our Current Portfolio Includes
- VOQUEZNA® (vonoprazan) tablets, approved for the treatment of heartburn associated with Non-Erosive GERD, as well as the healing and maintenance of healing of Erosive GERD
- VOQUEZNA® TRIPLE PAK® (vonoprazan tablets, amoxicillin capsules, clarithromycin tablets) and VOQUEZNA® DUAL PAK® (vonoprazan tablets, amoxicillin capsules), approved for the treatment of H. pylori infection in adults
Beyond our commercialized products, we are advancing a pipeline focused on innovative treatments for other acid-related GI disorders, including Eosinophilic Esophagitis (EoE).
At Phathom, we are fueled by innovation, driven by purpose, and united by a shared commitment to improving patient outcomes. Our team comprises seasoned GI and industry experts with proven track records of delivering groundbreaking therapies, including anti-secretory agents. Together, we are tackling unmet medical needs and working hard to enhance the lives of patients.
We seek motivated, innovative problem-solvers who excel in fast-paced, collaborative environments and are eager to make an impact. At Phathom, you’ll find more than a career – you’ll join our “Phamily,” where employees feel empowered, valued, and inspired to do their best work.
In July 2025, we proudly earned the distinction of being Great Place to Work® certified, with 89% of surveyed employees affirming that Phathom is an exceptional workplace.
Ready to help change the landscape in GI? Join us and be part of something extraordinary.
Job Summary
The Territory Sales Representative has a responsibility to meet and exceed sales objectives in their assigned geography while in accordance with all applicable company and regulatory standards. The territory sales representative will work to understand and identify customer needs, aligning appropriate resources and all pull through activities. The territory sales representative will acquire advanced product and disease state knowledge that allows for in-depth engagement with all health care professionals. Reporting to the Regional Sales Manager, this individual will promote the company's first ever product calling on Gastroenterologists, Advanced Practice Practitioners (APPs) and select Primary Care Physicians in assigned territory to achieve sales goals. The territory sales representative will work closely with peers, Regional Sales Managers, and commercial colleagues to achieve territory, region, and corporate goals.
Essential Job Responsibilities
Responsibilities will include, but are not limited to, the following:
- Drives sales performance to ensure sales goals are met or exceeded.
- Maintain advanced product and disease state expertise to effectively engage Gastroenterologists, Primary Care Physicians, APPs, and office-staff delivering clinically focused messages introducing a new treatment option and overcoming objections.
- Continuously builds understanding of territory market dynamics and market access opportunities accelerating pull through by effectively communicating with HCPs and office staff.
- Works closely with Regional Sales Manager and Strategic Account Specialists (SAS) to effectively develop territory business plans to achieve sales goals.
- Works with peers, marketing, training, and sales operations driving operational execution and sharing best practices.
- Meets all administrative management responsibilities including effective use of CRM, and expense reporting.
Qualifications
- Bachelor’s degree from an accredited college or university
- Two years or more of successful medical sales experience (e.g., dental, medical device, laboratory, diagnostics) or one year pharmaceutical sales experience; GI Specialty experience preferred
- Proven and consistent track record of success in sales performance
- Experience launching new products
- Demonstrated success leveraging all resources (marketing, market access pull through and technology solutions).
- Proven business acumen and analytical expertise
- Builds professional relationships with office staff and others in the customer network
- Demonstrated success in both live and virtual interactions.
- Ability to work in a fast paced, dynamic work environment
- Strong technical skills, computer proficiency with Microsoft Office Suite including Excel, PowerPoint and digital meeting platforms including Veeva Engage, Teams, Zoom etc.
- Valid driver’s license and safe driving record
- Some territory overnight travel may be required depending on geography
- Travel to national, regional, and corporate office may be required
Phathom’s Core Values
- Perseverance – With hard work and determination, together we overcome all obstacles
- Humble – We put others first, remain grounded and let our work speak for itself
- Accountable – We are reliable and take personal responsibility in all that we do. We take pride and ownership in our work every day
- Transparent – We say what we mean, debate openly and respectfully, and have no hidden agendas
- Entrepreneurial – We are nimble, agile and embrace innovation. We challenge the status quo, enjoy change and approach problems unconventionally
Working At Phathom
At Phathom, we prioritize the total well-being of our “Phamily” members. Our commitment is reflected in a competitive employee benefits package designed to support employees and their families’ overall well-being, now and in the future, including:
- Highly competitive medical, dental and vision coverage options with low monthly premiums
- Roth & Traditional 401(k) savings plan with annual employer match
- Long-term incentive equity compensation program
- Employee Stock Purchase Plan (ESPP)
- Comprehensive paid leave programs, including:
- 16 weeks of paid parental leave for all new parents
- 4-week part-time Bridge-Back-to-Work Program
- Hybrid and Flex Working Arrangements
- Unlimited Time Off
- 17 paid company holidays in addition to a year-end winter shutdown period
Other Benefits
- Annual Fitness & Wellbeing Reimbursement
- Company-provided Life and Accidental Death & Dismemberment (AD&D) insurance
- Company-provided short and long-term disability benefits
- Pet insurance benefits
- Company-funded HSA plan
- Accident and Hospital Indemnity insurance
- Employee Assistance Program (EAP)
- Paid time off to volunteer
- Employee recognition program
- Employee discounts
The expected annual base salary range for this role is $90,000 - $140,000.
Phathom is an equal opportunity employer that is committed to inclusion and diversity and provides equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
Applicants with a disability who require a reasonable accommodation for any part of the application, interview or hiring process can contact us by sending an email to
Role: EPM Cloud Solution Architect
Location: Remote
Job Description:
We are looking for an experienced Oracle EPM Cloud Solution Architect with strong techno-functional expertise to lead end-to-end EPM implementations. The candidate should have hands-on experience with EPBCS, PCMCS, FCCS, and ARCCS and be capable of designing scalable solutions based on business requirements.
Responsibilities:
- Design and implement Oracle EPM Cloud solutions across modules such as EPBCS, PCMCS, FCCS, and ARCCS.
- Lead requirement gathering and solution workshops with business stakeholders.
- Provide techno-functional guidance throughout the project lifecycle.
- Translate business needs into technical EPM solutions.
- Lead the end-to-end solution architecture and delivery of EPM projects.
Required Skills:
- Strong experience with Oracle EPM Cloud modules (EPBCS, PCMCS, FCCS, ARCCS).
- Experience working as a Solution Architect in EPM implementations.
- Good understanding of financial planning, consolidation, and reconciliation processes.
- Ability to lead workshops and collaborate with business and technical teams.
Overview
We are looking for a technically strong, business-minded developer to design, build, and maintain internal applications and automations that improve how our team’s work. This role supports business processes, data, and technology and plays a key role in modernizing workflows across the organization. This role is suited for a strong mid-level to senior developer who can work independently while collaborating closely with team members and stakeholders.
While Microsoft Power Apps and Power Automate are core tools today, this role goes beyond low-code development. The ideal candidate brings strong fundamentals in application design, data flow, and user experience, with the ability to build scalable, secure, and well-documented solutions that can grow with business.
Key Responsibilities
- Design, build, and maintain end-to-end internal business applications using Microsoft Power Apps and related technologies.
- Develop business logic and workflow automation using Power Automate, integrating with internal and external data sources including Dataverse, SharePoint, SQL databases, and third-party APIs.
- Partner with stakeholders and leadership across multiple departments to understand business processes, gather requirements, and translate needs into practical, scalable technical solutions.
- Design secure, role-based solutions with appropriate permissions, governance controls, and environmental strategies following Power Platform ALM best practices.
- Ensure applications are well-structured with clean data flow, clear separation of logic, and thoughtful handling of edge cases and exceptions.
- Monitor, enhance, and support existing applications and automations to improve reliability, performance, and user adoption over time.
- Produce clear and thorough documentation covering business requirements, technical design, data structures, workflows, and known constraints.
- Contribute to and follow established development standards, templates, and best practices to ensure solutions are consistent, maintainable, and easy for other developers to support or extend.
- Provide technical guidance and information sharing with the team and collaborate on problem-solving with less-experienced developers.
Technical Requirements (Must Have)
- Hands-on experience building and maintaining custom, end-to-end applications using Power Apps.
- Strong experience developing business logic and workflows using Power Automate.
- Experience integrating multiple data sources, including Dataverse, SharePoint, SQL databases, and external APIs.
- Ability to design secure, role-based solutions with an understanding of Power Platform governance, environments, and ALM practices.
- Strong understanding of user-centered design principles and how they influence application structure, usability, and adoption.
- Proven ability to design solutions with well-organized data flow and clear movement of information between systems.
- Strong written communication skills, with the ability to create detailed technical and functional documentation.
Preferred Skills
- Power BI development experience using existing datasets and data models.
- Strong working knowledge of DAX and Power Query (M language).
- Experience building reports or dashboards that support operational or financial decision-making.
Experience Requirements
- Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related technical field
- 3-5 years of experience designing and delivering business applications or workflow automation solutions.
- Demonstrated experience delivering end-to-end solutions.
- Experience partnering directly with business stakeholders to translate operational needs into scalable technical solutions.
UI & Front-End Development Foundations
Even when working within low-code platforms, developers in this role are expected to understand core UI and front-end concepts, including:
- HTML, CSS, and JavaScript fundamentals
- Component-based design and reusable UI patterns
- Responsive design principles
- Basic state management concepts
- Accessibility and usability best practices
Our recruiting process is centralized and is handled by our HR Department. If we are sent unsolicited resumes from recruiters, we will not pay any recruiting fees. Unsolicited resumes are any resumes sent to us by a recruiter who has not been pre-approved by HR, has not signed our contract, and has not been requested by our HR Department to search for a specific position.
The Sr. IT Solutions Engineer helps design innovative solutions to support business and IT process improvements.
This position requires at least one functional ERP and technology competency with the ability to support
solution definition and design. The ability to design solutions at a technical configuration level and document
functional specifications is essential. This is primarily a delivery position for a specific functional area.
Stabilization support is expected with the ability to document and transfer knowledge as required.
This is position which requires a high degree of technical knowledge. Effective communication and
prioritization skills are required.
This is an onsite role in Rochester, New York.
Responsibilities:
- Participate in high performance teams which deliver (design, configure, develop, test, train,
- document, implement and stabilize) technical and business process solutions
- Work directly with stakeholders to analyze current business process requirements,
- understand gaps, and create functional specifications for improvements
- Provide stabilization and escalation support, performing knowledge transfer as required
- Mentor, manage and coach IT professionals to create productive, high-performance teams
- Ensure ongoing, auditable compliance with legal and regulatory requirements
Preferred Knowledge:
- Application and business process design
- Third-party API integration
- SAP ERP experience: SAP PP/MM/QM
- Ability to lead the design, configuration and optimization of technical solutions including SAP PP/QM modules to support manufacturing solutions
- ABAP debugging and technical troubleshooting
- IT technology and data management
- Application development
Required Education:
- Bachelor's degree required
The ideal candidate will have extensive experience in ERP/CRM systems and a strong understanding of industry-standard architecture models.
Responsibilities: Lead technical development and documentation of architecture strategies and standards.
Design, analyze, document, and develop technical architecture for enterprise-level applications and systems.
Implement solution architecture by building components and custom designs.
Identify, analyze, recommend, and implement improvements in system architectures.
Conduct technical feasibility and impact analysis for software architecture or solution selection.
Lead design reviews and participate in new technology adoption in ERP/CRM.
Ensure proposed solutions offer a winning value proposition during deal pursuits.
Supervise software architects in developing system recommendation documents.
Provide guidance on process and technology improvements to achieve agility and quick results.
Requirements: Experience in leading large projects and developing architecture strategies.
Strong knowledge of ERP/CRM systems and cloud-based infrastructures.
Ability to perform technical feasibility and impact analysis.
Proficiency in integrating ERP/CRM with external systems using APIs.
Experience working in Agile methodology.
Required Skills: Proactively identifying solutions for technical issues.
Ability to estimate project effort based on requirements.
Interface with other teams and designers effectively.
Strong problem-solving skills and ability to work under pressure.
Excellent communication and presentation skills.
Preferred Skills: Familiarity with new features of ERP/CRM ecosystems.
Focus on performance improvement and security aspects of applications.
Knowledge of HTML/HTML5, CSS, XML, AJAX, and web services.
Experience with Google APIs and JavaScript frameworks.
Our mission is to make specialty care more accessible, efficient, and equitable by improving operations at community care organizations, infusion centers, and specialty providers.
Job Overview: We are seeking an experienced commercial leader to drive growth of pharmaceutical rebate and drug cost management solutions across pharmacy benefit managers (PBMs), health plans, and other payer stakeholders.
This individual will combine deep rebate domain knowledge, payer-facing sales experience, and operational fluency to engage sophisticated buyers and support complex, data-driven sales cycles.
This role requires credibility with senior stakeholders, the ability to articulate rebate economics clearly, and a practical understanding of how rebate programs function operationally from contracting through reporting and settlement.
Responsibilities: Your key responsibilities will include: Sales & Business Development Lead sales efforts for rebate and drug cost management services targeting PBMs, health plans, and payer-adjacent organizations (e.g., TPAs, integrated delivery networks, specialty managers) Develop and manage a robust pipeline, from initial outreach through contract execution Navigate multi-stakeholder, consultative sales processes with executive, clinical, pharmacy, and finance audiences Position solutions that address manufacturer rebate optimization, net cost transparency, drug cost containment strategies, and regulatory and market-driven rebate pressures Rebate & Market Expertise Demonstrate internally and externally a strong working knowledge of Pharmaceutical manufacturer rebates (commercial and government), rebate contracting structures, rebate aggregation and allocation, and gross-to-net dynamics Speak fluently about how rebates flow operationally including data capture and eligibility, validation, and reporting and reconciliation Client Engagement & Solutioning Partner with internal teams (analytics, operations, product) to tailor solutions to client needs Translate complex rebate and drug-cost data into clear, compelling value propositions Support client presentations, lead and own RFP responses, and strategic discussions Serve as a trusted advisor to customers on rebate strategy and market dynamics Qualifications: To excel in this role, you should possess the following qualifications: 5 to 8+ years of experience in one or more of the following: Selling rebate solutions, PBM sales or consulting, health plan pharmacy or rebate strategy, drug cost management, pricing, or analytics Relationships with regional and national consulting firms that advise target segment customers and routinely run RFPs and market checks on behalf of PBMs and health plans that outsource rebates and drug cost management services Experience leading and managing individuals Direct experience selling into PBMs and/or health plans Demonstrated understanding of pharmaceutical manufacturer rebates Strong presentation and communication skills, including executive-level discussions Solid analytical aptitude with the ability to interpret and explain data-driven insights Proven ability to manage complex, long-cycle enterprise sales Education: Bachelor’s degree or relevant experience is required.
Job Benefits: Health, Dental, Vision, Life, 401k, Paid Time Off.
Location: Remote with limited travel to client locations, internal business meetings, and other locations as needed.
We’re hiring a B2B SaaS Account Executive to drive growth for our AI-powered solutions used by growing and enterprise businesses.
As an Account Executive at Commercient, you’ll own the full sales cycle for our AI automation and chatbot solutions, from prospecting and demos to closing complex B2B SaaS deals. You’ll work directly with customers to understand real business problems and translate cutting-edge AI—LLMs, intelligent automation, and ERP–CRM integrations—into practical, high-impact outcomes. This is a SaaS sales role for someone excited to sell sophisticated AI technology, engage senior stakeholders, and help shape the next generation of AI-driven sales motions.
At Commercient, you’ll own the full sales cycle, working directly with decision-makers to understand business challenges and position high-impact solutions that combine ERP, CRM, and AI capabilities.
Location: Atlanta (Hybrid)/US (remote)
What You’ll Do
As our Sales Representative, you’ll be on the front lines driving our growth:
- Prospect, pitch, and close deals for our AI technology solution such as our chatbot
- Build and nurture strong client relationships with Salesforce, HubSpot, Zoho, etc.
- Represent Commercient at meetings, demos, and events across the US
- Gather insights from the market to help shape our product and sales strategy
- Hit and exceed sales targets while growing your career in a fast-moving company
- Travel to several conferences per year in the US
Who You Are
- Sales hunter with a passion for building relationships and closing deals
- Energetic, ambitious, and motivated by results
- AI enthusiast who likes to learn about AI and stays current with the trends
- Comfortable meeting clients and thriving in a dynamic, less-structured environment
- Bachelor’s degree or equivalent experience in Sales, Business Development, or related fields (optional if you have killer sales results!)
- 3-7 years of experience in SaaS or AI solution sales (ERP, CRM, or automation experience strongly preferred)
- Familiarity with Salesforce, HubSpot, or ERP ecosystems
- Understanding of AI chatbots, RAG systems, or natural language interfaces (bonus if you can explain GPT, embeddings, or vector databases in plain English)
- Consultative, high-EQ selling style with technical curiosity
- Comfortable engaging at C-level and VP-level
- Self-starter with strong pipeline discipline and storytelling ability
- Excited about shaping a next-generation AI sales motion
- Experience with any Chatbot or LLM tech stack: Google Gemini, Google AI Studio, Open AI, Liveperson, Drift chat, Microsoft Copilot, Agents, Agentforce, HubSpot AI, Support desk or Helpdesk AI assistants, Slack AI assistants, etc.
- Comfortable working independently in a remote team environment
- Applicants must have near-native English proficiency. A short written and verbal English evaluation will be part of the selection process.
Not for you if: you dislike rejection or ambitious goals.
Why Join Us?
- Be a key player in our expansion — your impact is direct and visible
- Work closely with founders and an international team
- Learn and grow in a tech-driven, fast-moving environment
- We have an engaging, collaborative culture focused on succeeding together
Compensation & Perks
- Competitive base starting at $55k (based on experience) + commission — uncapped, performance-driven commissions per annual On Target Earnings (OTE)
- Our compensation plan creates a space for you to be in control of what you make. The base is a great start, but uncapped commission is accessible your entire career with us (your base and commission will increase as you grow with the company).
- Comprehensive Benefits Package
- 401k program with generous company match
- PTO
- Hybrid role based in Atlanta, GA with fully remote option for US-based candidates
About Commercient
Commercient helps growing companies streamline Sales, Marketing, and Customer Service by seamlessly connecting ERP and CRM systems through our AI-driven integration platform. Over 50,000 users rely on Commercient SYNC daily to automate key business processes—sales, billing, invoicing, and payments—across top CRMs like Salesforce, HubSpot, and Microsoft Dynamics. We’re an innovative, global SaaS company with 20+ years of experience and customers in 1,000+ organizations worldwide.
Why Work With Us
- Work remotely with a diverse, supportive, and fun global team
- Be part of an innovative company that embraces cutting-edge technology
- Enjoy learning and development opportunities to grow your career
- Flexible work-life balance and an environment where ideas thrive
Ready to join an innovative team building the world’s leading ERP–CRM integration platform? Apply today and grow your career with Commercient.
Remote working/work at home options are available for this role.
Job Title: Sales Account Executive (Junior & Senior) – Lab Services & Solutions
Location: New Brunswick, NJ 08901
Duration: Fulltime - Field-Based
Job Description:
About the Role
We are hiring both Junior and Senior Account Executives to support the expansion of a fast-growing company in the laboratory supplies, kitting, and equipment services space.
This is a field-based sales role focused on building relationships and driving revenue across pharmaceutical, biopharma, clinical, and research lab clients.
What You’ll Do
- Develop and grow new business within assigned territory
- Manage the full sales cycle: prospecting → closing → account growth
- Sell lab products, equipment services, and custom kitting solutions
- Build strong relationships with pharma, biotech, CRO, and clinical lab clients
- Collaborate with internal teams to deliver tailored solutions
- Consistently meet or exceed sales targets
Who We’re Looking For
Senior Account Executive
- 8–10+ years of B2B sales experience
- Proven success in territory growth and new business development
- Experience selling lab services, equipment, or kitting solutions
- Strong network in Northeast (NY–Boston preferred)
- Highly independent, strategic, and driven
Junior Account Executive
- 5–10 years of B2B sales experience
- Exposure to lab/healthcare/scientific industries preferred
- Strong communication and relationship-building skills
- Willingness to learn and grow under senior mentorship
Preferred Background
- Experience with:
- Laboratory products or consumables
- Equipment service contracts (HPLC, GC, etc.)
- Clinical trial or diagnostic kitting solutions
- Background in pharma, biotech, CRO, or healthcare sales
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
