Sales Jobs in Appleton Remote
238 positions found — Page 12
- REMOTE You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.
Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our Open Enrollment Specialists can make a real difference in people's lives.
Our trusted advisors planning and guidance can impact, and protect, families for generations.
We pride ourselves on being a diverse and unified company who share our values of commitment and dedication with our clients.
Career Benefits: Industry Leading Compensation and Rewards Programs up to $90k First Year (DOE\DOP) Rapid Career Advancement Based on Performance Monthly and Quarterly Bonuses (up to 16 bonuses per year) Performance Bonuses with Company Growth Sharing Multipliers Long Term Wealth Building Extensive Product Portfolio
- Multiple Product Lines State-Of-The-Art Training Platforms (we'll train you) Annual Award Trips and Meetings (Incredible Locations) Servant Mentoring and Leadership Development Relaxed & Flexible Work Environment (we are fun and family) Next Level Training and Support: Our success depends on your success, that's why we have a super-responsive team of experts making sure every Open Enrollment Specialist has everything they need to be at the top of their game.
Real support means real leadership backing you up.
You'll be armed with the tools and know how to best serve clients and take your career to the next level.
In the classroom, online and in the field, our most accomplished sales professionals will teach you their most successful formulas and execution strategies that directly lead to success.
Open Enrollment Specialist Essentials: Accountable and Coachable Team Player A Passion for Helping Other People Everyday Computer and Internet Savvy Excellent Verbal and Written Communication Skills Commitment to Excellence High Personal Integrity and Character Good Work Ethic, Self-Motivation About USHA
- 50 Awards For Business Excellence in Just 9 Years!!! Nowhere else in America will you find a better opportunity to enjoy personal satisfaction and professional achievement...
because nowhere else in America will you find a company that is more committed to your success than USHA.
You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.
As demands for our products continue to increase, you will advise clients on a portfolio of solutions that best fits their individual needs and budget...
in one seamless package.
We provide service that is fast, fair, and caring.
Because the only thing better than delivering a superior product, is seeing the difference it makes in the lives of our customers.
Our Mission: Helping Other People Everyday (HOPE) is more than a clever acronym for the people of USHA.
For them, it is a mission that is lived on a daily basis; an organization wide commitment to make a positive difference in the lives of others.
Open Enrollment position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates
Remote working/work at home options are available for this role.
- Hybrid / $$$ / Great Benefits / 401K / Long standing company / awesome PTO package This Jobot Job is hosted by: Haley Lucas Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $70,000
- $95,000 per year A bit about us: Our organization is a leading global transportation services provider.
We operate a premier fleet of vehicles and serve our customers from locations in North America, South America, Europe, Australia, and Asia.
Our product lines include full-service truck leasing, contract maintenance, commercial and consumer truck rentals, used truck sales, transportation and warehousing management, and supply chain management.
We are seeking an experienced Senior Accountant to join our Controllership team.
Our organization is a leader in the transportation industry, and we are committed to helping our customers move forward.
As a Senior Accountant, you will be responsible for preparing and reviewing accounting, reporting, and analysis for various areas.
You will work closely with other Financial Reporting team members, internal departments, and external parties to achieve results.
The ideal candidate is a strong Staff or Senior Accountant looking to take the next step in their career.
Someone out of public accounting, or someone who has worked for large organizations would be a great match.
Why join us? Hybrid schedule HSA/FSA 401K match Medical/Dental/Vision Opportunity for quick promotions and growth Amazing PTO package Job Details Responsibilities 1.
Perform the processing and recording of accounts payable transactions and ensure that all invoices and staff reimbursements are paid accurately and in accordance with finance policies and procedures.
2.
Manage the processing of cash receipts, recording of revenue and receivables and work closely with the legal team to ensure that revenues are reconciled on a monthly basis.
3.
Perform the monthly and year-end closings, including preparing and posting journal entries, account reconciliations, and analysis of accounts.
4.
Prepare and deliver timely and accurate Balance Sheet Reconciliations and financial statements ensuring compliance with all GAAP standards.
5.
Assist in the development and implementation of new procedures and features to enhance the workflow of the department.
6.
Conduct regular ledger maintenance and reconciliation.
7.
Handle the organization's tax compliance in a timely manner.
8.
Perform other related duties as necessary or as assigned.
Qualifications 1.
Bachelor's degree in Accounting or Finance required.
2.
Certified Public Accountant (CPA) certification preferred.
3.
Minimum of 5+ years of experience in accounting or related field.
4.
Proficient in Word, Excel, and PowerPoint.
5.
Strong understanding of GAAP and other accounting principles.
6.
Experience with Balance Sheet Reconciliation and month-end processes.
7.
Strong organizational skills and attention to detail.
8.
Ability to meet a constant stream of deadlines.
9.
Proven ability to work both independently and collaboratively with different levels of employees.
10.
Superior analytical and problem-solving skills.
11.
Solid communication skills, both written and verbal.
12.
Familiarity with accounting software and systems.
In this role, you will have the opportunity to work in a fast-paced and growth-oriented environment, which offers a challenging yet rewarding experience.
We are committed to providing our employees with professional development opportunities and a comprehensive benefits package.
If you are a seasoned accounting professional with a passion to grow, apply today! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $200,000
- $400,000 per year A bit about us: We are a leading global tech company on the cutting edge of cloud and data solutions.
With a strong emphasis on innovation, inclusivity, and work-life balance, we foster a dynamic environment for career growth.
*This role is remote from anywhere in the U.S.
near a major airport.
Expected 50% travel to customer sites
* Why join us? Competitive Pay DOE: $150k base + commission + bonus; Up to $450k+ OTE Comprehensive Benefits Package that is top-of-market 401k with a match Generous PTO Top-notch work/life balance, career growth, and exceptionally high employee satisfaction Company Vehicle Dual-comp with integrators! No need to fight over pay with integrators.
Job Details This is a specialized sales role focused on leading customer pursuits for data storage–related offerings within a broader solutions team.
The position involves working closely with account leads within the Department of Defense to provide deep technical and portfolio expertise.
Responsibilities include driving pipeline growth through targeted campaigns, prospecting and qualifying opportunities, supporting negotiations, and closing deals across assigned accounts, regions, or select strategic customers.
MUST HAVE: BS in a related field orequivalent professional experience 3+ years of sales experience within the federal and/or storage solutions space Experience and rolodex selling into Federal Department of Defense customers throughout the US 2+ years of experience selling storage solutions Experience working at a major storage company such as Dell/EMC, NetApp, Pure Storage, HPE, etc.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Drive cross-functional coordination, operational alignment, and delivery execution from intake through launch and optimization.
Serve as the central point of orchestration across digital marketing, UX, product, sales, and technology teams.
Ensure initiatives are delivered on time, technically sound, and aligned to business and customer experience objectives.
Key Responsibilities Lead planning and execution of complex digital initiatives and website updates.
Manage multiple concurrent digital workstreams (campaign launches, platform enhancements, content deployments, cross-channel initiatives).
Collaborate with marketing, UX, product, sales, and technology teams to optimize content and experiences.
Establish production timelines and governance frameworks, coordinate with development teams for technical feasibility.
Translate business objectives into actionable digital roadmaps (scope, resources, dependencies, release schedules).
Oversee digital asset workflows; ensure proper tagging, archiving, and maintenance in CMS and repositories.
Monitor performance metrics and user analytics; drive optimization strategies using data insights, testing, and feedback.
Apply SEO principles, accessibility standards, and digital marketing best practices to maintain compliance and quality.
Identify risks, mitigate blockers, and drive resolution to maintain delivery momentum.
Qualifications Strong experience leading digital initiatives across web and mobile platforms (B2B or lead-generation preferred).
Proven ability to manage projects from strategy through execution in cross-functional environments.
Working knowledge of CMS, digital asset management, web technologies, and release processes.
Understanding of digital marketing platforms, analytics tools, and optimization methodologies.
Knowledge of SEO principles, accessibility standards, and digital best practices.
Strong stakeholder management skills to align marketing, UX, product, sales, and technology teams.
Excellent organizational, communication, and problem-solving skills.
Level Criteria Scope: Leads multiple concurrent digital initiatives across Client s B2B ecosystem; accountable for end-to-end execution.
Knowledge: Broad understanding of online platforms, production workflows, and collaboration models; applies judgment to balance business, technical, and customer needs.
Complexity: Manages initiatives spanning multiple systems, stakeholder groups, and release cycles; requires prioritization and risk mitigation.
Supervision: Operates with general direction on strategic priorities; independently manages day-to-day execution and stakeholder alignment.
Impact: Decisions influence platform performance, campaign execution, user experience, and timelines; effective leadership drives measurable improvements in efficiency and engagement.
Metasys Technologies is an equal opportunity employer.
All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.
Remote working/work at home options are available for this role.
Salary: $75,000
- $500,000 per year A bit about us: What is Jobot? Jobot is a recruiting and consulting firm that combines the latest in AI technology with our custom software, Jax and Jobot Pros (experienced recruiters) to fill jobs and provide incredible service to our clients and candidates in the process.
Why join us? We have been voted as a Best Place to Work by Inc., Forbes, and Fortune.
We put people first and believe that culture is key.
We are a group of high-effort givers who show up for each other, our candidates, and our clients, each and every day.
We use technology and culture to give you the ability to succeed as a recruiter, earn a great living and get this...take every other Friday off.
Yes, every other Friday.
That means you have 26 3-day weekends a year.
Twenty-six! Why? Because we like you.
Plus, we believe in a culture where we foster mutual respect.
Where? Remote! Anywhere in the United States with great WiFi! Events? We have events each year, designed to celebrate all of the hard work and success.
Holidays? Glad you asked.
We take our two week “Long Winters Nap” at the end of the year.
Why? Recharge with your family, friends, and pets to come back refreshed and ready to find good people good jobs.
Partnership opportunity? Why, yes, again! Every person at Jobot has value and has created value.
As an Employee-Owned Company, you are integral to our success and we believe you should share in the good times, too.
Income? We offer a compensation plan that rewards your talent and drive.
You’ll start with a competitive base salary and have the opportunity to earn commissions, plus quarterly and annual bonuses.
Your performance fuels your earning potential, giving you the chance to exceed expectations and achieve financial success without limits.
Benefits? We got you covered.
Medical, Dental + Vision.
100% paid for you, 50% of your dependents.
For Medical, you choose PPO or HMO of our Platinum Plan.
PTO? We have an unlimited PTO plan! Job Details What You’ll Be Doing New Business Development: Using your top-notch sales skills to bring in and retain clients in the Legal industry.
Recruitment: Utilizing our premiere tech stack including our custom built ATS, Jax, to find candidates who match your clients open positions.
Leading with Kindness + Respect.
What We’re Looking For Required: Staffing Agency Experience: Currently or most recently employed at a staffing agency with 2+ years of experience in the staffing industry.
Full-Desk Recruiting Expertise: Proven ability to manage both client development and candidate placement.
Pipeline Development & Relationship Management: Skilled in building and maintaining a strong candidate and client pipeline and fostering long-term professional relationships.
Strategic Prospecting & Account Management: Ability to prioritize outreach efforts, maintain trust, and expand relationships through effective strategies.
Performance & Revenue Accountability: Demonstrated success in meeting or exceeding placement goals, revenue targets, and other key performance metrics.
Preferred: Industry Specialization: Experience recruiting in legal or similar skill sets.
ATS Proficiency: Skilled in using applicant tracking systems (e.g., Bullhorn, Salesforce, etc.) for sourcing and reporting.
Revenue & Performance Analytics: Ability to understand and manage net billing, contract vs.
permanent placement revenue, and gross profit tracking, along with reporting and analyzing year-to-date billing and historical placement metrics.
Think we have a match? Make sure to highlight your legal industry experience in our instant interview questions when you apply! We are helping good people get good jobs.
We are Jobot, Join Us! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $75,000
- $500,000 per year A bit about us: What is Jobot? Jobot is a recruiting and consulting firm that combines the latest in AI technology with our custom software, Jax and Jobot Pros (experienced recruiters) to fill jobs and provide incredible service to our clients and candidates in the process.
Why join us? We have been voted as a Best Place to Work by Inc., Forbes, and Fortune.
We put people first and believe that culture is key.
We are a group of high-effort givers who show up for each other, our candidates, and our clients, each and every day.
We use technology and culture to give you the ability to succeed as a recruiter, earn a great living and get this...take every other Friday off.
Yes, every other Friday.
That means you have 26 3-day weekends a year.
Twenty-six! Why? Because we like you.
Plus, we believe in a culture where we foster mutual respect.
Where? Remote! Anywhere in the United States with great WiFi! Events? We have events each year, designed to celebrate all of the hard work and success.
Holidays? Glad you asked.
We take our two week “Long Winters Nap” at the end of the year.
Why? Recharge with your family, friends, and pets to come back refreshed and ready to find good people good jobs.
Partnership opportunity? Why, yes, again! Every person at Jobot has value and has created value.
As an Employee-Owned Company, you are integral to our success and we believe you should share in the good times, too.
Income? We offer a compensation plan that rewards your talent and drive.
You’ll start with a competitive base salary and have the opportunity to earn commissions, plus quarterly and annual bonuses.
Your performance fuels your earning potential, giving you the chance to exceed expectations and achieve financial success without limits.
Benefits? We got you covered.
Medical, Dental + Vision.
100% paid for you, 50% of your dependents.
For Medical, you choose PPO or HMO of our Platinum Plan.
PTO? We have an unlimited PTO plan! Job Details What You’ll Be Doing 1.
New Business Development: Using your top-notch sales skills to bring in and retain clients in the technology industry 2.
Recruitment: Utilizing our premiere tech stack including our custom built ATS, Jax, to find candidates who match your clients open positions 3.
Lead with Kindness + Respect What We’re Looking For Required: 1.
Staffing Agency Experience: Currently or most recently employed at a staffing agency with 2+ years of experience in the staffing industry.
2.
Full-Desk Recruiting Expertise: Proven ability to manage both client development and candidate placement.
3.
Pipeline Development & Relationship Management: Skilled in building and maintaining a strong candidate and client pipeline and fostering long-term professional relationships.
4.
Strategic Prospecting & Account Management: Ability to prioritize outreach efforts, maintain trust, and expand relationships through effective strategies.
5.
Performance & Revenue Accountability: Demonstrated success in meeting or exceeding placement goals, revenue targets, and other key performance metrics.
Preferred: 1.
Industry Specialization: Experience recruiting in technology.
2.
ATS Proficiency: Skilled in using applicant tracking systems (e.g., Bullhorn, Salesforce, etc.) for sourcing and reporting.
3.
Revenue & Performance Analytics: Ability to understand and manage net billing, contract vs.
permanent placement revenue, and gross profit tracking, along with reporting and analyzing year-to-date billing and historical placement metrics Think we have a match? Make sure to highlight your manufacturing industry experience in our instant interview questions when you apply! We are helping good people get good jobs.
We are Jobot, Join Us! Think we have a match? Make sure to highlight your technology industry experience in our instant interview questions when you apply! We are helping good people get good jobs.
We are Jobot, Join Us! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Contribute to the success of the organization and sales distribution site by effectively using sales techniques and processes to convert prospective owners into purchasers as well as reload Owners.
Support Sales Executives by performing sales closings as part of a Take-Over process or when the Sales Executive is not licensed to perform closings on their own.
Develop relationships with prospective owners by soliciting and following up on referrals and leads.
Cater the sales experience to the individual needs and preferences of each potential owner, and follow through with the sales contract process to ensure that all required paperwork and legally required documents are completed accurately and in a timely manner.
Maintain the customer relationship after the sale is complete to ensure continued owner satisfaction with the organization and to develop future business opportunities (i.e., reloads, referrals, additional sales).
Provide mentoring, coaching, consultation and feedback to Sales Executives on a regular basis.
May also be responsible for delivering specific training opportunities as required and directed by sales management.
CANDIDATE PROFILE Education and Experience Required: High school diploma or GED, Proficiency in English (additional language required for certain positions), Incumbent is required to maintain an active and in-good standing professional Real Estate License where mandated by law.
Preferred: One-year related experience Successful Candidates Will Be Willing To: Work at night (occasionally), Must be willing to work weekends and holidays as required by business needs.
JOB SPECIFIC TASKS Support Sales Executives: Perform sales closings as part of a Take-Over process.
Perform sales closings for Sales Executives who are not licensed to perform a closing on their own.
Assist less experienced Sales Executives with the contract closing process.
Provide coaching and feedback to Sales Executives on a regular basis.
Work with less experienced Sales Executives to improve their sales process, strategy, script and presentation skills.
This may include providing specific training opportunities on a one to one basis or in a group setting as required and directed by sales management.
May be required to conduct ride-a-longs to provide feedback on sales executive performance and report back to sales management.
Building and Maintaining Customer Base: Answer owner questions regarding use of properties and location amenities; make recommendations given the background information obtained on the owner through discovery.
Follow up on referrals/leads from owners.
Fulfill requests from owners or prospects regarding pricing, property maps, property descriptions, room locations, and portfolio/network information.
Contact owners to monitor satisfaction, make aware of upcoming promotions, and develop business opportunities (e.g., reloads, referrals).
Develop and maintain records on customer contacts and use that information to support effective follow-up opportunities.
Monitor contract processing to minimize rescission decisions, provide comprehensive owner assurance and ensure timeliness of closings.
Giving Sales Presentations: Follow and adhere to the Consultative Sales Process when presenting to owners and guests.
Establish trust with the prospective owner and Owners throughout the entire sales process to build on-going rapport.
Discover the needs of prospective owners and Owners through a series of strategically layered questions/discussion and utilize the information to customize the sales presentation.
Provide prospective owners and Owners a Sales Gallery, Property and Model tour specific to their sale distribution site.
Explain the features, advantages and benefits of the product and advocate the appropriate amount of points to accommodate the prospective owners and Owners current and future vacation needs.
Complete and close the sales contract process by ensuring all required/legal paperwork and documents are signed and notarized.
Practice and continue to develop and improve sales script and presentation.
Ensure clear understanding of financing options and present as an approach to ownership.
Prepare for daily appointments/tours (e.g., review tour sheet, owner history, presentation details, etc).
Follow up face-to-face guest interaction with email, phone, or mail correspondence and facilitates use of Vacation Ownership Advisor.
Answer Owner and customer questions regarding product information, servicing issues, construction work, financing, maintenance, repairs, and appraisals.
Use, demonstrate, and/or coordinate virtual tour (eTour) software for guests.
Conducting and Managing Business Transactions: Assure complete and accurate processing of documents pertaining to sales.
Review details of contracts with prospective owners and Owners once they decide on purchase.
Thoroughly review loan applications and financial documents with the customer and ensure completed properly.
Work with Sales Management to minimize cancellations, provide comprehensive owner assurance and ensure timeliness of closings.
Analyze problems and formulate a strategy and plan to overcome challenges of getting work done quickly with a high degree of quality.
Complete purchase summary worksheet at end of each sale.
Reach out to and influence Legacy Owners and Every Other Year (EOY) Owners to enroll, upgrade and maximize all reload opportunities.
Providing Service to Others: Respond to and monitor the resolution of customer and Owner inquiries in a timely manner with accurate information.
Leverage resources for providing service to guests and Owners (e.g., Vacation Ownership Advisors) in an effective manner.
Other: Manage time effectively to punctually attend daily team meetings, training sessions, and guest/owner appointments.
Demonstrate total understanding of the culture and processes of the organization.
Improve sales presentation approach through self-critique, practice, and lessons from the feedback provided by others (e.g., Sales Manager Coaches, Guests, Owners).
Participate in formal training sessions offered by management team.
Attend daily huddles and regularly scheduled team/manager meetings.
Maintain an awareness of current events (e.g., news, sports, pop-culture) and information on site locations to enable and promote customer relationship building.
Perform other duties as assigned.
Understand and abide by state and federal regulation around all sales and/or marketing activity (i.e.
Do Not Call Lists, State registrations, Exemptions, etc).
Marriott Vacations Worldwide is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.
Remote working/work at home options are available for this role.
Salary: $170,000
- $210,000 per year A bit about us: Our client is a profitable, fast-growing B2B SaaS company seeking a hands-on Head of Marketing to drive demand generation, SEO, SEM, and content initiatives while building a scalable marketing function.
This hybrid role (2–3 days on-site in Carlsbad, CA) reports directly to executive leadership in a fast-paced, high-impact environment.
Job Title: Marketing Manager Job Location: Carlsbad, CA Work Schedule: Hybrid; 2–3 Days On-Site Pay Range: $170k–$210k OTE inclusive of Performance-Based Bonus/Commission + Equity + Comprehensive Health Benefits + 401(k) Must Have: 4+ years of B2B SaaS marketing experience Hands-on SEO experience driving sales-qualified leads and pipeline Experience managing SEM/paid acquisition programs Strong copywriting and basic design skills Proficient with HubSpot, GA4, GSC, WordPress Previous startup experience Preferred: Familiarity with Elementor, Familiarity with modern data platforms (Snowflake, Databricks, dbt), Partner co-marketing experience Exposure to events marketing Experience selling to technical leadership Why join us? High-impact marketing leadership role where you build and own the company’s first scalable marketing engine Competitive compensation: strong base salary + performance-based bonus/commission + equity Comprehensive benefits package with excellent medical coverage and 401k Hands-on, dynamic environment—execute SEO, SEM, content, and demand generation initiatives that directly drive pipeline True autonomy: shape strategy, implement your playbook, and influence growth outcomes across the business Collaborative, supportive culture with direct access to executive leadership and close partnership with Sales Profitable, fast-growing B2B SaaS company with high upside and opportunity to scale a marketing team Opportunity to develop and grow your career while building best-in-class marketing processes from the ground up Lean, startup-style organization—fast decisions, minimal bureaucracy, and freedom to make an impact Job Details We are seeking a hands-on Head of Marketing to lead demand generation, SEO, SEM, content, and marketing operations in a fast-growing B2B SaaS company.
This role is central to pipeline growth, brand presence, and building a scalable marketing function, partnering closely with Sales and executive leadership to drive measurable business outcomes.
REQUIREMENT: Hybrid role with 2–3 days per week on-site in Carlsbad, CA.
What You’ll Do Own Marketing Operations: Execute SEO, SEM, content creation, webinars, and demand generation campaigns while ensuring measurable ROI and pipeline impact.
Demand Generation & Paid Media: Build and manage paid search and display campaigns, landing pages, ad copy, and CAC guardrails.
Content & Thought Leadership: Translate subject-matter expertise into lead magnets, case studies, videos, eBooks, and whitepapers.
Event Marketing: Turn events into meetings and opportunities through pre-booking, on-site capture, and post-event follow-ups.
Marketing Ops & Analytics: Manage attribution, forms, routing, enrichment, personalization, and dashboards to optimize performance.
Cross-Functional Collaboration: Work closely with Sales and executive leadership to align campaigns, messaging, and pipeline objectives.
Process Improvement: Recommend and implement enhancements to marketing workflows, systems, and campaign strategies.
Leadership & Influence: Act as the marketing authority—communicating clearly, driving outcomes, and building credibility while laying the foundation for a future marketing team.
The ideal candidate is a marketing professional with B2B SaaS startup experience, ideally having reported directly to the Head of Marketing.
They are ready to take the next step in their career by leveraging their broad marketing expertise to drive growth in a fast-paced, high-impact environment, with the opportunity to build and lead their own marketing team in the future.
Must Have: 4+ years of B2B SaaS marketing experience Hands-on SEO experience driving sales-qualified leads and pipeline Experience managing SEM/paid acquisition programs Strong copywriting and basic design skills Proficient with HubSpot, GA4, GSC, WordPress Previous startup experience Preferred: Familiarity with Elementor, Familiarity with modern data platforms (Snowflake, Databricks, dbt), Partner co-marketing experience Exposure to events marketing Experience selling to technical leadership Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $70,000
- $75,000 per year A bit about us: Our client, a well-established property management company overseeing residential and/or commercial properties, is seeking a detail-oriented Full Charge Bookkeeper to take ownership of day-to-day accounting operations.
Why join us? Health Insurance: Dental Vision Health Advocacy Service Balance Care by ENI Life/Accidental Death & Disability 401k Job Details Job Details: We are seeking a highly skilled and experienced Full Charge Bookkeeper to join our dynamic team.
This is a permanent, hybrid position that offers the flexibility of working both remotely and on-site, providing an ideal balance.
As a Full Charge Bookkeeper, you will play a crucial role in managing our financial records, including purchases, sales, receipts, and payments.
You will also be responsible for overseeing the company's financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations.
Responsibilities: Manage all aspects of day-to-day bookkeeping and accounting processes including but not limited to: A/P, A/R, payroll, journal entries, and bank reconciliation.
Administer the company's escrow accounts, ensuring all transactions are accurately recorded and reconciled.
Prepare and submit monthly, quarterly, and year-end financial packages.
Conduct regular audits to ensure compliance with state and federal regulations.
Prepare and analyze financial reports, highlighting any trends or issues.
Ensure timely and accurate processing of payroll.
Assist in the preparation of budgets and monitor budget variances.
Prepare and file tax returns, ensuring compliance with payment, reporting, and other tax requirements.
Develop and implement improved systems and processes for financial reporting.
Work closely with the management team to provide financial insights and reports.
Qualifications: YARDI experience strongly Preferred.
Minimum of 5 years of experience as a Full Charge Bookkeeper or similar role.
Proficient in accounting software, Microsoft Office Suite, particularly strong in Excel.
Solid understanding of bookkeeping and accounting principles, laws, and regulations.
Excellent knowledge of tax filing and compliance.
Proven ability to handle and manage escrow accounts.
Strong experience in preparing and analyzing financial statements and reports.
Experience with month-end and year-end financial packages.
Proven ability to calculate, post, and manage accounting figures and financial records.
High degree of accuracy and attention to detail.
Strong organizational skills and ability to prioritize tasks.
Excellent problem-solving skills and ability to think critically.
Strong written and verbal communication skills.
Ability to work independently and as part of a team.
If you are a proactive, detail-oriented professional with a knack for numbers and a passion for financial accuracy, we would love to hear from you.
Apply today and take the next step in your career as a Full Charge Bookkeeper! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $165,000
- $185,000 per year A bit about us: Based in the Morris County, NJ area, we are seeking a dynamic and results driven Director of Sales to join our team..
Join us and play a pivotal role in shaping our sales and marketing landscape, driving growth, and propelling our company to new heights in the food manufacturing industry.
Why join us? Medical & dental insurance 401(k) with company match Paid time off Tuition reimbursement Life insurance Short-term & long-term disability insurance Job Details Job Details We are seeking a dynamic and seasoned Director of Sales and Marketing to join our team.
This is a remote, full-time position that offers an exciting opportunity to lead and grow our sales and marketing operations in the competitive food manufacturing industry.
The successful candidate will be responsible for driving business development, analyzing market trends, developing sales strategies, and monitoring competitor activities.
Responsibilities 1.
Develop and execute innovative sales and marketing strategies to increase market share and drive revenue growth.
2.
Lead and manage the sales and marketing team, promoting a culture of high performance and continuous improvement.
3.
Identify and analyze emerging market trends and customer needs to inform the development of new products and services.
4.
Monitor competitor activities, market shifts, and industry developments to adjust strategies and maintain a competitive edge.
5.
Develop robust business development processes and practices to drive customer acquisition and retention.
6.
Collaborate with cross-functional teams to align sales and marketing strategies with company goals.
7.
Establish and manage key customer relationships to foster long-term partnerships and ensure customer satisfaction.
8.
Prepare and present detailed sales and marketing reports to the senior management team, providing insights into performance metrics, market trends, and strategic initiatives.
Qualifications 1.
Bachelor’s degree in Business, Marketing, or related field.
Master’s degree preferred.
2.
Minimum of 5 years of experience in a sales and marketing leadership role, preferably in the manufacturing industry.
3.
Proven track record of developing and implementing successful sales and marketing strategies.
4.
Exceptional understanding of market research methods and analysis.
5.
Solid knowledge of performance reporting and financial/budgeting processes.
6.
Excellent leadership and team management skills, with the ability to motivate and inspire a high-performing team.
7.
Strong analytical skills, with the ability to interpret complex data and translate it into actionable strategies.
8.
Proficient in using CRM software and other sales and marketing tools.
9.
Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and effectively.
10.
Self-motivated and results-driven, with a passion for staying ahead of the curve in the fast-paced manufacturing industry.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $70,000
- $73,000 per year A bit about us: We are a new, dynamic, private equity backed healthcare organization dedicated to providing high-quality care to our community.
The Lead Enrollment Coordinator is responsible for supervising the team working to enroll eligible hospital patients into the Third Party Health Insurance Premium Payment Program (HIPP) at our hospital clients.
You will be responsible for all aspects of clearly presenting program requirements to interested patients and families as well as serving as a patient advocate.
The Patient Helper Program helps high cost and medically complex Medicaid beneficiaries afford the cost of employer-sponsored health insurance utilizing this added Medicaid benefit.
Are you a self starting, mission driven individual with healthcare/hospital experience? Contact me today! />9549-287-5432 Why join us? National Healthcare Finance Org Remote Great benefits 401K with match Collaborative culture with friendly team Relocation assistance available Unlimited Growth Opportunities Family environment where everyone will know your name Job Details In the role of Enrollment Coordinator/ Patient Helper Manager you will manage a team of patient helpers.
You will be a manager, coach and subject matter expert while adhering to our mission, vision and values.
You will also be a driving force in contributing to our achievement of our business objectives and goals.
As a Patient Helper Manager, you will report to your Vice President, Strategic Solutions and will have direct oversight of a team of patient helpers who work within the hospital setting.
Job Requirements Bachelor's degree in Business, Marketing, Nursing, Education, or Psychology preferred and Master’s degree is preferred.
Preferred five years of internal patient-related, hospital experience.
Experience managing 3-10 FTEs Experience interpreting data, drawing conclusions, and implementing best practices based on data analysis Must be positive, enthusiastic, have a can-do attitude and enjoy working with a variety of people Demonstrated history of success in sales and healthcare is strongly preferred.
Ability to speak English as well as Spanish is preferred.
Fluency in Spanish a big plus! Ability to be onsite most days and have an adaptive schedule to accommodate patients Must pass hospital credentialing including all vaccines, drug & alcohol testing Experience with Medicaid Preferred Responsibilities and Relationships: 1.
Be a results-driven and business-oriented leader focusing on what is most important to achieve strategic goals a.
When possible, be onsite at the hospital(s) to meet patients and staff.
b.
Present program benefits, network and build rapport with Social Workers, Case Managers, hospital staff 2.
Work with VPSS to cultivate and enhance strategic partnerships for each hospital and health system.
3.
Ensure that cases assigned to your team are covered on a weekly basis.
Be able to pivot and prioritize short term needs and act as needed.
4.
Work with VPSS on creating performance benchmarks and analyzing trends to leverage efficiencies.
5.
Lead Case Reviews and take initiative on other projects as assigned by the VPSS.
6.
Mentor, coach and train new hires as well as existing teammates to ensure staff fully understand day to day expectations that affect us locally and nationally.
Provide regular performance feedback (positive and constructive).
a.
Continue calling on patients, getting signatures and showing new teammates the proven methods to succeed and make a positive footprint at the hospital.
7.
Demonstrate problem-solving abilities as challenges arise.
Collaborate and communicate with teammates and hospital staff for the best solutions.
8.
Assist with new hospital installations and new hire training as requested.
9.
Work with all teammates to foster collaboration, accountability and teamwork across the company.
10.
When possible participate/lead committees on a national scope to enhance leadership and visibility.
11.
Perform other duties as assigned by leadership.
Skills and abilities needed for Patient Helper Manager: Develop and maintain a positive mindset to enhance your daily leadership interactions Suggest strategies to transform and grow our company while maintaining our unique culture Communicate and connect more effectively to build relationships, enhance trust and create a unified, committed team.
Exhibit adaptability, initiative and strategic thinking to have a broader, business view Be a Big Picture Thinker considering your own regional needs and talents Communicate via phone, video and email to effectively share pertinent information Be able to deal with confidential situations of employees and business matters appropriately Ability to shift priorities quickly and adapt in a fast-paced growing organization Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $65,000
- $90,000 per year A bit about us: We are a local/regional CPA firm that has been in business for nearly 50 years, and employs around 50 employees in the Greater Tampa, FL area.
We are seeking a highly motivated and experienced Accountant specializing in Client Bookkeeping to join our dynamic finance team.
This is a hybrid role, offering the flexibility of working from home with occasional visits to the office.
You will be responsible for managing the financial health of our clients, ensuring accuracy, and compliance with current accounting standards.
This position offers an excellent opportunity to grow and develop your career in a supportive, collaborative, and challenging environment.
Why join us? Minimum of 16 Days PTO 9 Paid Holidays Group Healthcare Dental/Vision Insurance Options Employer Paid Life Insurance Long & Short Term Disability Insurance Flexible Spending Account (FSA) 401(k) Retirement Plan w/ Employer Match Tension Tamers Program Fitness Reimbursement Firm Paid CPE/Dues/Licenses Marketing Referral Bonus Flex Time Job Details Responsibilities: 1.
Perform daily bookkeeping duties including recording transactions, maintaining financial records, and managing accounts payable and accounts receivable.
2.
Utilize accounting software such as Sage and Quickbooks to manage financial data and processes.
3.
Ensure compliance with GAAP accounting principles and practices in all tasks.
4.
Prepare and process payroll, ensuring accuracy and timely distribution.
5.
Calculate, prepare, and submit sales tax returns in a timely and accurate manner.
6.
Conduct monthly, quarterly, and annual reconciliations of all accounts to ensure their accuracy.
7.
Prepare financial reports for clients, providing insights and recommendations based on financial analysis.
8.
Assist in the development and implementation of accounting policies and procedures to improve efficiency and effectiveness.
9.
Liaise with clients to address any financial inquiries, issues, or discrepancies.
10.
Collaborate with the finance team on budget preparation and financial planning.
Qualifications: 1.
Bachelor's degree in Accounting, Finance, or a related field.
2.
Minimum of 5 years of experience in accounting or bookkeeping, preferably in a client-facing role.
3.
Proficiency in using accounting software such as Sage and Quickbooks.
4.
Solid understanding of GAAP accounting principles and practices.
5.
Experience in managing accounts payable, accounts receivable, payroll, and sales tax.
6.
Strong skills in financial analysis and reporting.
7.
Excellent attention to detail and accuracy in performing financial tasks.
8.
Strong communication skills, with the ability to interact effectively with clients and team members.
9.
Ability to handle multiple tasks, prioritize effectively, and meet deadlines.
10.
Strong problem-solving skills and the ability to take initiative in resolving issues.
11.
Professional certification such as CPA is a plus.
Join our team and leverage your expertise in accounting and bookkeeping to drive financial success for our clients.
This is an excellent opportunity to enhance your skills, work with a variety of clients, and make a significant impact on their financial health.
Apply now! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $23
- $28 per hour A bit about us: This company specializes in flexible, tech-enabled warehousing and on-demand distribution solutions designed to streamline last-mile logistics and inventory management across the U.S.
Why join us? Be part of an innovative team revolutionizing last-mile logistics with cutting-edge technology and flexible storage solutions.
Work from anywhere (as long as you can be camera ready!!)! Work in a fast-paced environment that values creativity, adaptability, and problem-solving.
Contribute to scalable solutions for major brands looking to modernize their supply chains.
Gain exposure to a wide range of industries, from retail to healthcare, through dynamic fulfillment projects.
Join a company that prioritizes customer success, operational efficiency, and employee development.
Job Details Job Details: Our company is seeking a dynamic, detail-oriented, and customer-focused Consulting Customer Service/Key Account Coordinator to join our team.
This individual will play a pivotal role in maintaining and strengthening our client relationships.
The ideal candidate will have a proven track record of managing key accounts with a minimum of 2 years of experience in a similar role.
The successful applicant will demonstrate a deep understanding of customer service principles and a passion for problem-solving.
They will be positive, energetic, a self starter, and enjoy video meetings because while this role is fully remote, majority of your day is on camera! Responsibilities: 1.
Serve as the primary point of contact for all key account related matters, ensuring the highest level of customer satisfaction.
2.
Handle inbound customer service calls and resolve customer concerns promptly and professionally.
3.
Analyze customer data, identify trends, and develop strategies to improve customer retention and satisfaction.
4.
Collaborate with the sales team to identify upselling and cross-selling opportunities within key accounts.
5.
Coordinate with various departments to ensure seamless service delivery and resolve any issues that may arise.
6.
Regularly review customer feedback and market trends to suggest improvements to our products and services.
7.
Develop and maintain strong relationships with key stakeholders within client organizations.
8.
Conduct regular account reviews to track client satisfaction and identify opportunities for growth.
9.
Provide regular updates to senior management on account status, challenges, and opportunities.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $80,000
- $125,000 per year A bit about us: Our firm is seeking a seasoned Hybrid Commercial Real Estate Paralegal who is well-versed in all aspects of commercial real estate law.
The ideal candidate will have significant experience in handling a variety of real estate transactions, including but not limited to, preparing and reviewing purchase and sales contracts, closing statements, and loan documents.
This individual will also be responsible for coordinating funding and disbursements, conducting lien searches, and understanding state and county transaction law.
This role requires a dynamic, detail-oriented professional who can manage multiple tasks and deadlines in a fast-paced environment.
Why join us? Medical/Dental/Vision 401k with match FSA Life insurance/ AD&D Hospital indemnity insurance Short and long term disability Hybrid remote/onsite work flexibility Employee discounts Job Details Responsibilities: Prepare and review a broad range of real estate documents, including purchase and sales contracts, closing statements, and loan documents.
Conduct thorough schedule B-I and B-II title, lien searches, and review title policies to ensure clear title.
Coordinate funding and disbursements for real estate transactions.
Work closely with attorneys and clients in the preparation and filing of all court documents (e-filing).
Prepare and review bill of sale, and handle all aspects of the closing process.
Keep informed about the latest regulations and changes in state and county transaction law.
Proactively manage and meet deadlines, and communicate effectively with all stakeholders.
Qualifications: Minimum of 5 years of experience as a Commercial Real Estate Paralegal.
Extensive knowledge of schedule B-I and B-II title, lien searches, and title policies.
Proven experience in preparing and reviewing purchase and sales contracts, closing statements, and loan documents.
Strong understanding of state and county transaction law.
Proficiency in e-filing and coordinating funding and disbursements.
Excellent organizational skills, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
Exceptional communication skills, both written and verbal.
Strong attention to detail and problem-solving abilities.
Ability to work independently and as part of a team.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Paralegal certification or equivalent is preferred.
This role offers a unique opportunity to work on a variety of challenging and rewarding real estate transactions.
If you have the necessary qualifications and are seeking a challenging and rewarding career, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
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
As an Intermediate 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. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. 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 plan. 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 retirement advice and strategies and understand the steps in creating an effective retirement income plan.
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 intermediate 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.
May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
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.
1 year 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
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years of direct Annuity Sales Experience
Experience Working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $67,520.00 - $121,530.00.
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 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.
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
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: Tampa, FL. 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: $69,920.00 - $125,850.00.
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 on the Tampa, FL (Crosstown) 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 - $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.
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
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: Phoenix, AZ. 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.
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
As an Intermediate 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. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Tampa, FL. 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 plan. 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 retirement advice and strategies and understand the steps in creating an effective retirement income plan.
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 intermediate 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.
May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
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.
1 year 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
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years of direct Annuity Sales Experience
Experience Working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $63,590.00 - $114,450.00.
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.
