Sales Jobs in Dc Remote

245 positions found — Page 13

Senior Private Banker & Wealth Strategy MD
$250 +
Washington, DC 3 weeks ago
A leading financial services firm in Washington, D.C.

is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking.

The role involves managing client relationships, advising on wealth management and financial planning, and generating new business.

Candidates must hold a Bachelor's Degree and possess licensure or the ability to obtain it within 90 days.

Strong client experience focus and proven sales success are necessary for the position.
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Not Specified
Finance Transformation Senior Manager
$250 +
Washington, DC 3 weeks ago
We are:

CFO & Enterprise Value, and we partner with Finance executives to drive value across the enterprise. As Finance leaders move into business partner roles, they need processes, technology and people to help drive efficiencies, manage costs, improve profitability, and identify new areas of opportunity. We’ve got the deep industry experience, functional proficiency, insightful analytics, and the digital technology leadership to help our clients reinvent themselves. Whether we are improving processes, transforming the digital core, or harnessing the power of GenAI, we solve our clients’ toughest problems. Visit us here to find out more about CFO-Enterprise Value.


You are:

A leader in digital finance with a strong curiosity for understanding clients' businesses and a client-centric approach. You excel at solving complex CFO problems by aligning financial strategies with overall business goals. Your expertise in finance functions, combined with your ability to develop innovative solutions, and your curiosity for how your clients business works and can grow makes you a trusted advisor to senior leadership.


The work:

  • Help clients modernize their finance functions by consulting with internal and external teams to set vision, strategy, goals, and key outcomes.
  • Provide the CFO and their teams with the right data and insights to create a compelling change narrative and drive shareholder value.
  • Understand the client’s challenges and use knowledge of related leading practices, to provide solutions to complex business problems.
  • Serve as a Subject Matter Advisor for other Accenture projects and proposals based on your area of expertise.
  • Manage engagement risk, project economics, deliverable content, and ensure client buy-in.
  • Be a trusted advisor to senior leadership.
  • Encourage innovation from team members; support their ideas and career goals.
  • Create strategies and blueprints that use advanced operating models, processes, and emerging technologies to improve operations and re-define how work gets done.
  • Oversee clients digital transformations, help them drive efficiency, effectiveness, experience, and growth: identify needed skillsets, data, operating models, process automation, analytics, workflows, and enabling technology (i.e. FinTech apps, AI/ML/GenAI, etc).
  • Find modern technology and data solutions for clients and share best practices across the industry.
  • Help Grow the practice by participating and be accountable for driving key business development activities and cycles.
  • Stay on top of current trends, technologies, and regulations influencing digital finance, analytics, and the CFO ecosystem.
  • Drive incremental sales by leading and assembling the requisite teams to respond to proposals.

Here’s what you need:

  • Minimum 8 years of finance and/or accounting with management consulting experience.
  • Significant engagement management as well as business, practice, and people development.
  • Demonstrated curiosity for knowing everything about a client's industry and business and translating that into the right-fit finance and/or enterprise solutions to best accomplish overall business strategy and objectives.
  • Demonstrated intellectual curiosity to understand emerging technologies and how they can create a better experience for Finance employees and create a better output for Finance stakeholders.
  • Experience designing finance, accounting, planning, forecasting, reporting, data & analytic operating models across talent, process, data, and technology.
  • Solid understanding of the Finance function, operating models, supporting organization structures, process best practices, and key interdependencies with non-finance stakeholders and other 3rd party interactions.
  • Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case.
  • Demonstrated ability to lead key solutioning and problem solving workshops with clients.
  • Demonstrated ability to interface effectively with senior level (C suite) clients individually and as a member of an engagement team.
  • Strong experience in one of the following industries: Banking, Insurance, Consumer Goods & Retail, Energy, Health, High-Tech Industrial, or Utilities.
  • Bachelor's degree.

Bonus points if:

  • You have significant Finance transformation experience working across a number of Finance function areas.
  • You’ve worked with or are conversant in Finance technology and data solutions across accounting, tax, treasury, planning, and reporting & analytics.
  • You are familiar with emerging and modern technologies and tools (eg. Gen AI) and can describe them to the CFO in a simple and understandable way.
  • You’re comfortable with ERP/EPM technology platforms and know your way around SAP, Oracle, Workday, Anaplan, One Stream applications and understand the interdependencies across the rest of the finance and enterprise technology landscape.
  • You’ve got an MBA or another type of advanced degree.

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here.


Role Location Annual Salary Range


California $132,500 to $302,400


Cleveland $122,700 to $241,900


Colorado $132,500 to $261,300


District of Columbia $141,100 to $278,200


Illinois $122,700 to $261,300


Maryland $132,500 to $261,300


Massachusetts $132,500 to $278,200


Minnesota $132,500 to $261,300


New York/New Jersey $122,700 to $302,400


Washington $141,100 to $278,200


Requesting an Accommodation

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.


If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter.


Equal Employment Opportunity Statement

We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.


For details, view a copy of the Accenture Equal Opportunity and Affinitive Action Policy Statement.


Accenture is an EEO and Affinitive Action Employer of Females/Minorities/Veterans/Individuals with Disabilities.


Accenture is committed to providing veteran employment opportunities to our service men and women.


Other Employment Statements

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.


Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.


Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.


The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.


California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, click here for additional important information.


Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.


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Not Specified
U.S. Private Bank – Private Banker – Managing Director
🏢 JPMorgan Chase & Co.
$250 +
Washington, DC 3 weeks ago

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.


As a Managing Director, Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.


Job Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities and skills

  • Fifteen plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required
  • Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client’s behalf

Preferred qualifications, capabilities and skills

  • Proactive, takes initiative, and uses critical thinking to solve problems
  • MBA, JD, CFA, or CFP preferred
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

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Not Specified
Chief Accounting Officer
$250 +
Washington, DC 3 weeks ago
About Our Client

Our client is a global leader in the technology sector, specializing in artificial intelligence and machine learning solutions for a wide range of industries, including healthcare, finance, and defense. Their mission is to harness the power of AI to solve complex business challenges and drive innovation. With a portfolio of cutting-edge solutions and a commitment to R&D, they have established themselves as a trusted partner to some of the world's most innovative companies.

The Opportunity

Our client is seeking a visionary and results-driven Chief Accounting Officer to lead all financial functions and spearhead the next phase of company growth. This pivotal role is focused on managing all aspects of the firm's financial operations, including strategic financial planning, capital allocation, and investor relations. You will be responsible for defining and executing a comprehensive financial strategy to accelerate profitability and enhance client satisfaction.

You will be instrumental in driving sustainable financial growth, building a high-performing, data-driven finance team, and making a direct impact on the company's trajectory in a highly visible role. This is a unique opportunity for a senior leader who thrives on building and scaling teams and wants to make a direct impact on the company's trajectory in a highly visible role.

What You Will Do
  • Develop and execute a comprehensive financial strategy to achieve ambitious growth targets and expand market leadership.
  • Lead and mentor the finance team, fostering a culture of accountability and high performance.
  • Drive the entire financial cycle, from due diligence and portfolio management to investor relations and financial reporting.
  • Identify new investment opportunities and strategic partnerships to diversify revenue streams.
  • Collaborate with executive leadership to align financial goals with overall business objectives and resource allocation.
  • Utilize data and analytics to forecast performance, measure returns, and optimize financial effectiveness.
  • Act as a key external representative, engaging with top-tier clients and industry leaders to strengthen brand presence and close key deals.
Who You Are
  • A Strategic Leader: You have a proven ability to develop and execute multi-year financial strategies that drive significant top-line growth. You think holistically about the financial process and how different functions can align to create a seamless experience.
  • A Team Builder: You are skilled at recruiting, developing, and inspiring high-performing teams. You lead by example and empower your direct reports to achieve their full potential.
  • Results-Oriented: You have a verifiable track record of exceeding financial targets in a competitive B2B environment, with a strong focus on both new business acquisition and client expansion.
Ideal Candidate Profile

We are seeking a Chief Accounting Officer with extensive experience in the technology, SaaS, or professional services industries. Candidates with a successful history of leading and scaling finance teams in parallel sectors—such as private equity, M&A, or B2B services—will also be strongly considered.

Why Join This Team?

This is your chance to play a key role in a company that is at the forefront of the technology industry. If you are a strategic leader who thrives on building and scaling financial organizations, you will have the opportunity to shape the future of the company and earn significant equity and commissions. You'll be part of a supportive executive team and backed by cutting-edge solutions that are in high demand across the globe.

About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Executive Search, Contingent Workforce Solutions, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges.


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Not Specified
Remote Alliance Sales & Consulting Lead
$250 +
A leading creative technology firm is seeking an Alliance Sales & Consulting Lead in New York.

This role focuses on driving strategic partnerships with Kyndryl and Gradial while identifying and closing enterprise solutions opportunities.

The ideal candidate will have extensive experience in sales, relationship management, and consultative selling within technology sectors.

Responsibilities include engaging clients, developing market strategies, and facilitating partnerships to enhance customer experiences across diverse industries.

Join a dynamic team to transform enterprise solutions with innovative approaches.
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Remote working/work at home options are available for this role.
Not Specified
Remote Finance BPO Sales Leader
$250 +
A leading technology consulting firm is looking for a BPO Associate Partner to drive finance transformation and digital solutions for large enterprises.

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.
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Remote working/work at home options are available for this role.
Not Specified
Executive Underwriter - Large Accounts - Hybrid - Chicago, IL
Salary not disclosed
Chicago, IL, Hybrid 3 days ago
Back Executive Underwriter - Large Accounts - Hybrid #4571 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:

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.
Not Specified
Bloomingdale's Credit Customer Care Specialist, Full time -Hybrid Flex. Various Schedule W/ weekend.
🏢 Macy's
Salary not disclosed
Tampa, FL, Hybrid 3 days ago

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!


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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.


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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.
permanent
Associate Life Solutions Specialist - San Antonio/ Colorado Springs - Flexible Office Work Environment (SAN ANTONIO)
🏢 Usaa
Salary not disclosed

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.
Not Specified
Mid-Level Life Solutions Specialist - San Antonio/ Colorado Springs - Flexible Work Environment (SAN ANTONIO)
🏢 Usaa
Salary not disclosed
San antonio, TX, Flexible 4 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

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

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

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday – Friday / 7:30am – 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 2 years of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

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

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

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

 

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

 

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

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

 

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

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

 

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


Remote working/work at home options are available for this role.
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