Sales Jobs in Clovis Remote
198 positions found — Page 13
This role involves building client relationships, developing tailored solutions, and managing the full consultative selling process.
The ideal candidate must have over 10 years of experience in complex managed services sales and demonstrate strong leadership and strategic thinking skills.
The position offers flexibility to work from anywhere in the US.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Job Description
Be part of an amazing story
Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work.
*Class start date 04/06/2026
Job Overview
Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. Bloomingdale’s Credit Experience Advocates are responsible for delivering an intimate and distinctive customer experience by responding to Bloomingdale’s customer inquiries via phone, chat, or email. Experience Advocates will provide full ownership to credit related inquiries, seizing the opportunity to rewrite the end of the story. Experience Advocates will leverage an environment of continuous learning and education to foster and achieve creative resolutions. We are driven by our desire to win with our customers by being available, knowledgeable, and always engaging.
What We Can Offer You
Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities.
Some additional benefits we offer include:
- Merchandise discounts
- Performance-based incentives
- Annual merit review
- Employee Assistance Program with mental health counseling and legal/financial advice
Access the full menu of benefits offerings here.
What You Will Do
- Deliver a luxury customer experience through greeting and engaging the customer and providing a genuine and friendly interaction
- Respond to customer inbound calls, chat, or email in an efficient and friendly manner. Always conveying empathy for customer friction points.
- Promote and communicate current sales and loyalty promotions.
- Conduct extensive account research to provide appropriate resolution to customer issues or disputes related to credit reports, billing, payments, account balances, and other credit-related matters, including following up with the customer as needed
- Accurately record and maintain customer information, interactions, and case details in agent desktop systems.
- Engage and collaborate with stores, key stakeholders and business leadership on complex and escalated situations showing our customers that our connection makes us like No Other Store in the World.
- Be entrepreneurial and leverage elevated empowerment to manage appropriate customer accommodations.
- Always act with integrity, humanity, humility, and respect.
- Regular, dependable attendance and punctuality.
- Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities.
- Responsibilities may fluctuate due to business need and colleagues may be responsible to correspond with customers via inbound calls, chats, or emails.
Who You Are
- Ability to integrate Bloomingdale’s customer experience model into all interactions
- Adaptable and able to adjust quickly to changing customer expectations and needs
- Ability to be a self-started who is comfortable taking the initiative to learn new things; strong decision-making abilities; strong analytical skills
- Strong interpersonal skills with proven ability to communicate and share information with diverse groups of customers and peers
- Experience in customer service or a related field, preferably in the credit services industry or luxury selling
- Strong verbal and written communication skills
- Empathic, patient, and professional while dealing with customers, especially in stressful situations Enjoy meeting people, learning about them, and sharing information
- Resourceful and eager to start a new venture and can adapt to changing priorities; you can work on your own but are great with team dynamics
- High-School diploma or related experience
Essential Physical Requirements You Will Perform
- This position requires talking, sitting and reaching with arms and hands.
- Involves sitting and talking for at least two consecutive hours, lifting at least 10lbs., stooping, kneeling, and crouching
- Reaching, including above eye level
- Involves close vision, color vision, depth perception, and focus adjustment
- Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment
- Able to navigate multiple computer applications from a dual monitor setup
About Us
This is a great time to join Macy’s! Whether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives.
Join us and help write the next chapter in our story - Apply Today!
:// /4cYysak
This job description is not all-inclusive. Macy's, Inc. reserves the right to amend this job description at any time. Macy's, Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
CALL00
This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Click here to see details on benefits.
Apply Now
Job Info
- Job IdentificationREQ_722561
- Job CategoryStores
- Posting Date02/23/2026, 12:21 PM
- Locations 7801 Citrus Park Town Center, Tampa, FL, 33625, US
Remote working/work at home options are available for this role.
In this position, you will underwrite new and renewal business which includes solicitation, selection and pricing of highly complex multi-line risks (workers compensation, commercial auto, general liability). You will actively and creatively pursue new commercial insurance solutions including guaranteed cost, large deductible and retro account opportunities throughout the territory through your network of national and regional brokers and agents. Maintain and develop prospects in order to have a strong base of future opportunities to build your large account book. Contribute to the development of broker and agency management strategies and lead the development and execution of relationship management plans.
Responsibilities:
- Analyze, select and profitably price coverage for commercial risks and determine terms and conditions of coverage on new and renewal business.
- Apply and conform to underwriting rules and guidelines, rating manuals, insurance laws/ regulations.
- Utilize a consultative selling approach to generate new business consistent with underwriting strategy and in coordination with service team members to include accurately assessing the needs of the broker and the client and formulating solutions that effectively address those needs.
- Analyze underwriting & marketing activities and corresponding results; prepare reports to management.
- Mentor and provide technical training and guidance to coworkers.
- Determine, coordinate and direct account management activities with various departments.
- Negotiate and deliver proposals to producers and buyers.
- Develop and maintain client relationships and coordinate service team efforts.
- Identify opportunities for organizational improvement and recommend solutions.
- Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
- Bachelor's degree or equivalent experience required.
- 7 years of casualty underwriting with an insurance carrier required.
- Advanced understanding and technical knowledge of underwriting mechanics and fundamentals.
- Advanced knowledge of casualty coverage and loss sensitive deal structures (retrospective rating, large deductible, captive, and self-insurance). Additional knowledge in financial analysis, account management and collateral management is desired.
- Advanced knowledge of local and regional market conditions as well as industry trends.
- Prior experience in or knowledge of Midwest markets and ability to travel within these markets is strongly preferred.
- Advanced knowledge of underwriting territory and strong relationships with the local distribution network (local and regional agents, national and regional brokers, and select consultants).
- Demonstrated proficiency in the successful marketing and prospecting of business opportunities, as well as, relationship building and agency management skills.
- Ability to create a presence that conveys interest, conviction, and energy in maintaining relationships with external business partners.
- Strong ability to effectively communicate verbally and in writing to uncover business needs.
- Ability to foster creative solutions that resonate with external business partners.
- Ability to interact with various levels of management and support personnel.
- Advanced skills in marketing, analysis, decision making/problem solving, planning and organizing; sales and negotiation and mathematical proficiency.
- Strong desire to work collaboratively and foster a team oriented environment with Claims, Risk Control and other departments.
- Willingness to travel for business purposes. Underwriters are expected to be visible with their agents and brokers in order to develop and maintain solid relationships and generate an adequate flow of qualified business.
- Chartered Property Casualty Underwriter (CPCU); Associate in Risk Management designation or other professional designations are desired.
Remote working/work at home options are available for this role.
The Licensed Insurance Sales Agent (Remote) works from home and engages with customers through inbound and outbound calls and/or online channels. This role is responsible for delivering exceptional customer service and/or technical support by resolving routine inquiries and issues related to client products and services. (We accept applications for this position on an ongoing basis. Military veterans are encouraged to apply.)
Must have an active resident license to sell Property & Casualty insurance with preferably NO Appointments
A NEW CAREER POWERED BY YOU
Are you looking for a work from home career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture, and a genuine sense of belonging? Would you like to join a company that earns World's Best Workplaces , Best Company Culture, and Best Companies for Career Growth awards every year? Then a remote Licensed Property & Casualty Insurance Sales Agent position at Concentrix is just the right place for you!
As a remote Licensed Property & Casualty Insurance Sales Agent, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as game-changers. Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented game-changers to join our purpose, people as passionate about providing outstanding customer experiences as we are.
CAREER GROWTH AND PERSONAL DEVELOPMENT
This is a great work from home opportunity that will allow you to reimagine an all-new career journey and develop friends for life at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned.
WHAT YOU WILL DO IN THIS ROLE
As a Licensed Property & Casualty Insurance Sales Agent working from home, you will:
- Sell insurance products by gathering information, generating quotes, and binding policies while meeting performance goals.
- Respond to inbound customer and agent inquiries related to policy coverage, billing, and service using clear and confident communication.
- Resolve questions and service issues that require a valid insurance license with professionalism and accuracy.
- Demonstrate empathy and active listening, ensuring every customer feels heard and supported throughout the interaction.
- Educate customers on policy options and documentation, clearly explaining the required steps or updates.
- Identify opportunities for cross-selling and upselling additional products that align with the customer's needs.
- Navigate multiple systems simultaneously, while maintaining a smooth and engaging customer conversation.
- Document interactions thoroughly to ensure accuracy, consistency, and continuity of service.
- Work from a quiet, distraction-free home environment, maintaining professionalism in all communications.
YOUR QUALIFICATIONS
Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Licensed Property & Casualty Insurance Sales Agent (Remote) role include:
- 1 + years of customer service and 6 months sales experience
- Active resident license to sell P&C insurance
- Verifiable High school diploma or GED
- Strong computer navigation skills and PC knowledge
- Proficiency in fast-paced multi-tasking with strong problem-solving skills
- High Speed internet (no wireless/hotspots or satellite) and a smartphone (10 Mbps upload, 40 Mbps download, combined 50 Mbps)
- Must reside in the United States or have a valid U.S. address for residence
WHAT'S IN IT FOR YOU
One of our company's Culture Beliefs says, We champion our people. That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. Benefits available to eligible U.S. employees in this role include:
- Starting wage will be between $18 and $19 (pay rate will not be below applicable minimum wage). Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. We accept applications for this position on an ongoing basis.
- Paid training (Classroom: 4 Weeks and Transition: 3 Weeks)
- Lucrative employee referral bonus opportunities
- DailyPay enrollment option to access pay early, when you want it
- Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic Neurodiversity), Women in Tech, OneEarthChampions, and more
- Health and wellness programs with trained partners to help promote a healthy you
- Mentorship programs that support your rewarding career journey
- Work-from-home convenience with company-supplied technologies
- Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support
- Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day and more
- A range of other perks and benefits
REIMAGINE THE BEST VERSION OF YOU!
If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their employer of choice.
JOB AVAILABILITY
We accept applications for this position on an ongoing basis. It is currently for an existing, immediate vacancy; however, we are also considering applications for future opportunities as they arise. We encourage all interested candidates to apply.
Physical and Mental Requirements
The employee is regularly required to operate a computer, keyboard, telephone/headset, and/or other office equipment as essential functions of this position. Work is generally sedentary in nature.
Equal Employment Opportunity
Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.
For more information regarding your EEO rights as an applicant, please visit the following websites:
- English
- Spanish
Accommodation
Concentrix welcomes and encourages applications from candidates with disabilities and is committed to providing an inclusive recruitment process. If you require reasonable accommodation to participate in any stage of the application or interview process, please let us know. Requests may be made by contacting . All information will be treated confidentially and used solely to facilitate your participation in the recruitment process.
Artificial Intelligence
As part of our recruitment process, we may use artificial intelligence (AI) tools to assist in the screening and/or assessment of job applicants. These tools could be used to evaluate resumes, applications, and other materials submitted to help us identify the best candidates for the role.
Work Authorization
In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.
For further information on available work states and Equal Employment Opportunity as an applicant, please click HERE .
Remote working/work at home options are available for this role.
A NEW CAREER POWERED BY YOU
Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns World's Best Workplaces, Best Company Culture, and Best Companies for Career Growth awards every year? Then a Sales Specialist position at Concentrix is just the right place for you!
As a Sales Specialist, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as game-changers. Together, we help the world's best-known brands power a world that works through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented people to join our purpose, people as passionate about providing outstanding customer experiences as we are.
CAREER GROWTH AND PERSONAL DEVELOPMENT
This is a great opportunity to reimagine an all-new career journey and develop friends for life at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned.
WHAT YOU WILL DO IN THIS ROLE
As a Sales Specialist, you will:
- Demonstrate a fundamental understanding of online advertising / social media marketing in your interactions
- Hosting online video meetings that uncover customer business needs and present solutions that meet the customer's advertising objectives
- Identify customer sales objectives and marketing key performance indicators
- Maintain sales pipeline accuracy and track client campaign ROI
- Deliver campaign setup and optimization recommendations
- Monitor active client campaigns and provide timely enhancement recommendations
- Provide feedback to leadership on product offerings and lessons learned
- Identify and proactively recommend upsell opportunities to clients
- Become a subject matter on client's advertising platform, features, and available enhancements
- Excellent written and verbal skills to best communicate with our client and team members
Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Sales Specialist role include:
- Demonstrate a fundamental understanding of online advertising / social media marketing in your interactions
- Hosting online video meetings that uncover customer business needs and present solutions that meet the customer's advertising objectives
- Identify customer sales objectives and marketing key performance indicators
- Maintain sales pipeline accuracy and track client campaign ROI
- Deliver campaign setup and optimization recommendations
- Monitor active client campaigns and provide timely enhancement recommendations
- Provide feedback to leadership on product offerings and lessons learned
- Identify and proactively recommend upsell opportunities to clients
- Become a subject matter on client's advertising platform, features, and available enhancements
- Excellent written and verbal skills to best communicate with our client and team members
- Must reside in the United States and have a valid U.S. address for residence
One of our company's Culture Beliefs says, We champion our people. That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. In this role, you'll also be provided with:
- The base salary for this position is $21.57/hr. (pay rate will not be below the applicable minimum wage), plus incentives that align with individual and company performance. Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days.
- DailyPay enrollment option to access pay early, when you want it
- Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic Neurodiversity), Women in Tech, OneEarth Champions, and more
- Health and wellness programs with trained partners to help promote a healthy you
- Mentorship programs that support your rewarding career journey
- A modern, state-of-the-art office setting with advanced technologies and a great team
If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their employer of choice.
JOB AVAILABILITY
We accept applications for this position on an ongoing basis. It is currently for an existing, immediate vacancy; however, we are also considering applications for future opportunities as they arise. We encourage all interested candidates to apply.
US DISCLAIMERS
Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature.
If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents
Eligibility to Work:
In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.
Where Job May be Performed:
Currently, this position may be performed only in the states listed here .
Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.
For more information regarding your EEO rights as an applicant, please visit the following websites:
- English
- Spanish
If you wish to review the Affirmative Action Plan, please click here .
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: Plano, TX. Relocation assistance is not available for this position.
For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
Documents relevant information as it relates to building a retirement income portfolio.
Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
Develops and communicates appropriate retirement income strategies based on individual member needs.
Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
Integrate risk management tools, products, and strategies to create an effective retirement income plan.
Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma required.
Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
Required maintenance of FINRA Series 7 license.
Required maintenance of FINRA Series 66 (or 63 and 65) license.
Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
4 years of financial industry and/or sales experience.
Experience delivering frequent written and oral communication.
Experience processing and analyzing information.
Experience fulfilling requests and meeting deadlines.
Experience resolving conflict and negotiating.
Experience multi-tasking in an operating systems environment.
Experience participating in or leading teams.
Successful completion of a job-related assessment may be required
What sets you apart:
US military experience through military service or a military spouse/domestic partner.
3+ years of direct Annuity Sales Experience
Experience working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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 Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
Monday – Friday / 7:30am – 8:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license and/or acquisition within 90 days
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
Up to 1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in a team environment
Successful completion of a job-related assessment may be required
What sets you apart:
Active Group 1 Life and Health license
1+ yrs experience working in Sales with life insurance or financial services products
1+ yrs experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $45,470.00 - $79,110.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $66,340 - $111,940
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
- Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
- Monday – Friday / 7:30am – 8:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license and/or acquisition within 90 days
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- Up to 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- Active Group 1 Life and Health license
- 1+ yrs experience working in Sales with life insurance or financial services products
- 1+ yrs experience working in a call center environment
- CLU® - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Job DescriptionAs 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: Plano, TX. Relocation assistance is not available for this position.
For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income 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.
