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At INDI, we're passionate about empowering individuals and businesses worldwide. Our cutting-edge recruiters connect leading companies with top talent, fostering a dynamic environment where innovation thrives. Join us in shaping the future of work.
At INDI, we're passionate about empowering individuals and businesses worldwide. Our cutting-edge recruiters connect leading companies with top talent, fostering a dynamic environment where innovation thrives. Join us in shaping the future of work.
About the Role
Drive solution excellence as our Client Solutions Executive! Champion our software capabilities while building lasting client relationships through dynamic engagement and industry presence.
What will I do?
- Relationship Building: Develop client connections across industries.
- Sales Strategy: Execute lead generation and revenue plans.
- Event Presence: Present at tradeshows and industry panels.
- Pipeline Management: Build and maintain sales opportunities.
- Solution Design: Shape engagements for client success.
- Executive Engagement: Communicate with senior leaders.
- Market Development: Expand presence in assigned territory.
- Performance Tracking: Drive revenue achievement.
Required skills and qualifications:
- Sales Experience: 5+ years in IT/software services.
- Performance: Top 20% achievement record.
- Communication: C-level executive experience.
- Travel: 25% availability (US-based).
- Presentation: Strong public speaking skills.
- Business Development: New logo acquisition track record.
Benefits:
- Setup: Complete work-from-home hardware provision.
- Freedom: Flexible schedule management.
- Security: Comprehensive PTO package.
- Growth: Competitive base plus commission structure.
- Health: Full medical, vision, and dental coverage.
- Protection: Life insurance benefits.
- Future: 401K retirement planning.
- Support: Dedicated sales operations team.
- Development: Career advancement opportunities.
- Culture: Diverse, innovative environment.
If you are interested in being part of a team composed of the best professionals and working 100% goal-oriented in an innovative environment, but with the structure and resources of a multinational market leader, do not hesitate to apply!
Benefits:
• Flexibility: Choose where and how you work for enhanced creativity and innovation.
• Tailored Compensation: Personalize your earnings to suit your financial goals.
• Tech-Driven Tools: Access cutting-edge resources for seamless collaboration and productivity.
• Autonomous Workflow: Take control of your schedule to achieve work-life balance.
• Well-being: Enjoy generous leave policies for rest and rejuvenation.
• Diversity & Inclusion: Thrive in a diverse and inclusive environment.
• Collaboration: Engage with industry leaders for collective growth.
• Development: Access mentorship and growth opportunities for continuous advancement.
If you are interested in being part of a team composed of the best professionals and working 100% goal-oriented in an innovative environment, but with the structure and resources of a multinational market leader, do not hesitate to apply!
Remote working/work at home options are available for this role.
Are you looking to be part of a major digital transformation that will redefine how essential services are delivered across North America? This organisation, known for providing critical, high‐impact services that communities depend on, is embarking on a full-scale Microsoft Dynamics 365 Business Central transformation, and they are looking for a Business Central Technical Consultant to join the journey.
This is a rare opportunity to step into a highly visible, technically challenging role where your expertise will directly influence modernisation, efficiency, and operational excellence across the entire business.
As a D365 Business Central Technical Consultant, you will play a key role in designing, developing, and implementing end‐to‐end Business Central solutions. You'll work directly with internal stakeholders, functional teams, and senior leadership to build scalable, high‐performing systems that support critical operations across the organisation. This role is ideal for someone who thrives in transformation environments, enjoys problem‐solving, and wants to build solutions that make a meaningful difference on a large scale.
What You'll Be Doing
- Designing and implementing technical solutions within D365 Business Central (BC)
- Developing and enhancing Business Central functionality using AL
- Building and maintaining integrations with third‐party and internal systems
- Supporting customisations, extensions, and performance improvements
- Troubleshooting system issues and proposing well‐architected solutions
- Participating in cross‐departmental meetings with senior leaders
- Owning deployment pipelines and ensuring smooth releases through all environments
- Acting as a technical SME for BC‐related issues across the organisation
What You Bring
- 5+ years of professional experience with Dynamics NAV / Business Central
- Strong development experience with AL language
- Hands-on experience with ERP implementations and complex integrations
- Solid understanding of data migration, security, and performance optimisation
- Familiarity with Power Platform, Azure Logic Apps, APIs, and Dataverse
- Strong communication and documentation skills
- Experience working with Azure DevOps or similar lifecycle tools
Compensation
- $160,000+ (based on experience)
- Full-time role with hybrid flexibility.
- Must be based in Houston, TX.
Why Join?
- Be part of a major Business Central transformation from the ground up
- Build solutions for an organisation whose services are essential to millions
- Work in a modern, collaborative technology environment
- Influence enterprise-wide systems for years to come
- Step into a role with high visibility, impact, and long-term growth
If you're passionate about Business Central, enjoy architecting smart technical solutions, and want to help shape a transformative ERP journey with real-world impact, we'd love to speak with you.
Company Overview:
DataOne Systems is a leading provider of EF&I (Engineering, Furnishing, and Installation) services and high-quality cable manufacturing solutions. We specialize in delivering end-to-end infrastructure solutions that support the telecommunications, data, and power industries. Our commitment to excellence, innovation, and customer satisfaction drives our success, and we're looking for a dynamic Sales Representative to join our team.
Position Overview:
The Sales Representative will be responsible for driving sales and revenue growth by identifying and pursuing new business opportunities, building strong relationships with clients, and promoting our comprehensive range of products and services. This role requires a deep understanding of the telecommunications and cable manufacturing industries, as well as a proven track record in sales.
Key Responsibilities:
- Sales Strategy Development: Develop and execute a strategic sales plan to achieve sales targets and expand our customer base for EF&I services and cable manufacturing solutions.
- Client Relationship Management: Establish and maintain strong relationships with existing clients while identifying and cultivating new business opportunities within the telecommunications, data, and power sectors.
- Product Knowledge: Maintain a thorough understanding of our services and cable manufacturing products, including technical specifications, industry applications, and competitive advantages.
- Proposal Preparation: Prepare and present customized proposals, quotes, and sales presentations to potential clients, addressing their specific needs and requirements.
- Negotiation and Closing: Lead contract negotiations, ensuring favorable terms and conditions for the company while meeting the client's expectations. Successfully close sales deals to meet or exceed sales targets.
- Market Research: Stay updated on industry trends, market conditions, and competitor activities to identify emerging opportunities and threats.
- Collaboration: Work closely with internal teams, including engineering, project management, and production, to ensure successful delivery of projects and customer satisfaction.
- Reporting: Provide regular sales reports, forecasts, and updates via Salesforce to VP of Sales and senior leadership team.
Qualifications:
- Experience: Minimum of 5 years of sales experience in EF&I services, telecommunications, cable manufacturing, or related industries.
- Education: Bachelor’s degree in Business, Engineering, Telecommunications, or a related field is preferred.
- Skills:
- Strong understanding of EF&I services and cable manufacturing processes.
- Proven ability to develop and maintain long-term client relationships.
- Excellent negotiation, communication, and presentation skills.
- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
- Proficiency in CRM software and Microsoft Office Suite.
- Travel: Willingness to travel as needed to meet with clients and attend industry events.
TAB Consultancy Services LLC is a workforce development and technology training organization focused on preparing individuals for high-demand careers in IT, Cybersecurity, Cloud Computing, Networking, and AI-enabled technologies.
Our programs combine industry-recognized certifications, hands-on training, and structured apprenticeship pathways designed to connect trained candidates with real employment opportunities.
TAB partners with employers, workforce development organizations, and community partners to help businesses build sustainable talent pipelines while helping individuals launch careers in technology.
As we continue expanding our apprenticeship programs and employer partnerships, we are seeking a results-driven Account Executive – Apprenticeship Solutions to help grow our employer network and generate new hiring opportunities.
This is a hybrid role based in San Diego, California.
The position allows for a combination of remote work and in-person meetings, and will require occasional local travel for:
- Employer meetings
- Networking events
- Chamber of Commerce events
- Workforce development events
- Industry conferences
This is a 1099 independent contractor position designed for a self-motivated, entrepreneurial sales professional who can independently manage a full sales pipeline from lead generation through deal closure.
Many organizations struggle to find qualified entry-level technology talent.
TAB helps employers solve this challenge through structured apprenticeship programs that provide access to trained candidates in areas such as:
- Cybersecurity
- Cloud Computing
- Network Engineering
- IT Support
- AI & Automation
As an Account Executive – Apprenticeship Solutions, you will play a critical role in helping employers build future-ready teams while helping individuals launch careers in technology.
This role is ideal for a high-performing sales professional who enjoys building relationships, developing new business opportunities, and driving measurable results.
You will own the employer acquisition pipeline from start to finish, including:
- Lead generation
- Employer outreach
- Relationship building
- Proposal development
- Closing employer partnerships
You will act as the primary driver of new employer partnerships for TAB’s apprenticeship programs.
- Identify and engage small and mid-sized businesses, government contractors, and enterprise employers
- Generate employer leads through outreach, networking, and referrals
- Conduct outreach via LinkedIn, email campaigns, phone calls, and networking events
- Stay informed on local hiring trends and workforce needs
- Schedule and lead discovery meetings with employers
- Present TAB’s apprenticeship hiring model and talent solutions
- Build relationships with HR leaders, hiring managers, and IT leaders
- Attend industry and workforce development events to build employer connections
- Develop customized talent solutions based on employer hiring needs
- Guide employers through the apprenticeship partnership process
- Maintain consistent follow-up to move opportunities through the pipeline
- Collaborate with internal teams to ensure smooth onboarding after employer agreement
- Own and manage the employer sales pipeline from initial contact to signed partnership
- Track outreach activity, meetings, and pipeline progress
- Maintain CRM records and report performance metrics
- Forecast pipeline activity and employer partnerships
- Build relationships with workforce organizations, chambers of commerce, and industry groups
- Participate in workforce development initiatives and employer engagement events
- Identify opportunities for employer partnerships and long-term collaboration
Performance in this role will be measured based on monthly targets such as:
- 200 employer leads generated
- 40 employer meetings scheduled
- 10 new employer partners onboarded
- 10–20 candidate placements
Additional expectations include maintaining consistent outreach and pipeline activity to support these targets.
This role reports directly to the Director of Operations and works closely with internal teams including:
- Training & Instruction
- Candidate Success
- Workforce Partnerships
- Operations
You are a self-motivated, results-driven sales professional who thrives in an independent environment.
You are comfortable owning a full sales cycle and managing a high-volume pipeline of employer opportunities.
You enjoy building relationships and creating solutions that help employers solve real workforce challenges.
- Proven success in business development, sales, or employer partnerships
- Experience managing a full sales pipeline from prospecting to closing
- Strong ability to generate and convert employer leads
- Excellent relationship-building and communication skills
- Experience with B2B sales outreach and networking
- Strong organizational skills and ability to manage multiple opportunities
- Comfort working independently in a results-driven environment
Experience in one or more of the following areas is a plus:
- Workforce development programs
- Apprenticeship programs
- Tech recruiting or staffing
- EdTech, training, or talent development services
- IT, cybersecurity, or technology workforce sectors
Candidates should be comfortable using tools such as:
- LinkedIn Sales Navigator
- CRM platforms (HubSpot, GoHighLevel, Airtable, or similar)
- Email outreach tools (Hunter, Apollo, or similar)
- Zoom or webinar platforms
- Google Workspace or similar productivity tools
This role is offered as a 1099 Independent Contractor position.
Compensation structure will be discussed during the interview process.
If you are a driven sales professional who enjoys building partnerships and creating opportunities, we encourage you to apply and help us expand access to technology careers through apprenticeship pathways.
TAB Consultancy Services LLC is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive environment and welcome applicants of all backgrounds.
All qualified applicants will receive consideration for opportunities without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability status, veteran status, or any other characteristic protected by applicable law.
We believe diversity strengthens our mission and our ability to serve employers and communities.
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.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 6:30am – 6:00pm (MST)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $105,420.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Job Description
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based on the Phoenix, AZ. Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 6:30am – 6:00pm (MST)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $81,580.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
Remote working/work at home options are available for this role.
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.