Sales Jobs in Fl Remote
987 positions found — Page 14
Service Consultant - Jaguar Land Rover West Broward
US-FL-Davie
Job ID: 2025-2149
Type: Full-Time
# of Openings: 2
Category: Services
JLR West Broward
Overview
Our brand new Jaguar Land Rover West Broward store is open! With another JLR store in the Warren Henry family, we can provide more options and better service to our customers.
This position functions as the face of the service department greeting customers as they arrive to the service drive providing excellent customer service and determining what the service needs of the vehicles are.
Benefits:
- Medical, dental, vision insurances
- Company-paid life, AD&D and disability insurances
- 401(k) retirement plan with employer contributions
- Paid time off
- Awesome culture
Responsibilities
- Maintain Customer relations with all existing and future clients.
- Attempt to resolve any customer concerns or seek the appropriate management contact to assist.
- Plan and coordinate known appointments that will be arriving the next day.
- Set appointments using the Xtime center and maintain the service reservations.
- Answering service calls and following up in a timely manner.
- Review all monthly specials, learn current service menus and review sublet vendor services.
- Maintain department and customers service files and review for accuracy before sending to final scanning.
- Determine and discuss alternate transportation needs with customers.
- Greet customers, obtain and verify customer information and vehicle data, retrieve service history and follow the service consultant process manual.
- Process after hours drop off vehicles and towed in vehicles.
- Prepare all pickup and delivery clients and have ready for the drivers. Refer to pickup and delivery process manual.
- Promote the sales of labor, parts, sublet services and accessories to meet the customer’s needs.
- Provide customer with accurate estimates and completion times.
- Obtain customers signature on all repair orders, document agreements, and credit card payment slips.
- Check on progress of each repair order throughout the day and keep customer informed of any status changes. Record any agreed upon changes on the repair order.
- Review all repair orders and verify that parts are billed out on appropriate lines and that all customer and warranty items have been billed and coded.
- Verify that all quality control standards have been met and vehicle has been washed before contacting customer.
- Follow up with all aging repair orders and provide daily explanation to Service Manager for any repair order open longer than 4 days.
- Maintain a customer satisfaction inquiry score above national average.
- Capture valid customer emails and maintain a CSI email capture rate higher than the national standard.
- Maintain a follow up system for special ordered parts or vehicles that will need additional future repairs.
- Maintain a clean orderly office that is acceptable in accordance with dealership’s standards.
- Maintain all common customer areas and assure that all amenities are stocked and in proper working order. Report any major janitorial issues that cannot be quickly cleaned up or require special service.
- Establish method of payment and collect Visa, Master card, or American Express.
- Maintain all applicable certifications and keep continuing education up to date with TOE and dealer standards.
- Maintain Compli and complete assigned modules in a timely manner.
- Maintain a well-groomed appearance and uniform while performing job duties or away at training.
- Conduct yourself in a suitable fashion when in uniform and off of the dealership premises. Your conduct will reflect the dealership directly and you must display a positive image for Warren Henry.
- Maintain pleasant working relationship with all dealership employees.
Qualifications
- High school diploma or general education degree (GED).
- Three years’ experience writing service with a highline dealership.
- Ability to read, write, reasonable spelling skills for writing repair orders and communicating professionally with email.
- Ability to effectively present information and respond to questions from management, employees and customers.
- Ability to calculate figures and amounts such as discounts, taxes, and percentages.
- Ability to apply common sense understanding to carry out instructions, tasks, or handle any customer situation.
- Ability to apply creative problem solving for any customer issue or concern and decide if further escalation is necessary.
- Valid Driver’s License
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Reconditioning / Internal Advisor - Jaguar Land Rover South Dade
US-FL-Palmetto Bay
Job ID: 2026-2181
Type: Full-Time
# of Openings: 1
Category: Services
Jaguar Land Rover South Dade
Overview
In this position, incumbent will manage, write, and track all Reconditioning, PDI, and Inventory Recall’s. Responsible for communication, work allocation, supervision of a team of (or individual) Technicians and Porters to ensure efficient and productive team performance and a compliant reconditioning process. An ideal candidate will have strong customer service skills with the motivation to achieve goals.
The incumbent is responsible for efficient and timely processing of used vehicle reconditioning, PDI’s, and recall completion for all New / Used vehicles. The Reconditioning Manager’s goals are to produce:
- Increased Used Vehicle Gross and average monthly sales, by providing high quality, front line ready vehicles ready to be placed on-line.
- Increased Service/Parts Internal Gross, managing the Recall, Reconditioning and PDI process.
Responsibilities
- Responsible for all internal repair orders written for PDI, CPO, New / Used Required Recalls and reconditioning service for all used vehicles.
- Participate in service and sales team meetings to provide updates on prior day performance.
- In conjunction with Service Director/ Manager the incumbent will maintain a schedule of Reconditioning / PDI Service Technician and Porter absences for training, vacation or personal reasons to assure a proper staffing to meet work demands.
- Identify all store inventory with open recalls, schedule and complete when parts are available.
- Liaise with parts / service team for timely recall completion. For non-brand products, the incumbent will liaise with other company stores selling the brand or non-company stores for recall completion.
- Create a comprehensive estimate based on their inspection and technician findings. The estimate must include contains specific work required, total cost and timing prior to work being performed. Estimate must be sent to via email to Sales Management Team for approval.
- All repairs shall be on single repair order and closed by next business day of work completion.
- Insure best parts options and correct price is used for all recon work. Insure the correct labor time and sale amount are used based on an approved labor time guide.
- Perform QC’s for Jaguar and Land Rover and record findings using the SEF tool.
- Insure each CPO criteria is fulfilled, consistent with OEM and WHAG Standards.
- Manage the Reconditioning Vendor relationships, to improve quality, cycle time and accurate timely invoices.
Qualifications
- High school diploma or general education degree (GED) required.
- Clean driving record and valid Driver License as this position operates motor vehicles.
- Flexibility to work various hours and weekends.
- Excellent communication skills both oral and written.
- Proper email and telephone etiquette.
- Must be comfortable with public communication.
- Intermediate level of competency using Microsoft Office Suite.
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Customer Care Specialist/Receptionist - Jaguar Land Rover South Dade
US-FL-Palmetto Bay
Job ID: 2025-2153
Type: Part-Time
# of Openings: 1
Category: Customer Service/Support
Jaguar Land Rover South Dade
Overview
Our Jaguar Land Rover South Dade dealership is hiring for a full-time Customer Care Specialist to join our team! This team member must be flexible to work weekends and holidays, if needed. This position requires a highly adaptable individual to be able to point customers to the correct information/individual being sought. Incumbent is the first point of contact with customers and shall represent the company in a positive light by greeting customers in a friendly upbeat manner, answer inquiries and provide information to the walk-in and phone-in customers, potential customers, visitors, and other interested parties regarding product, activities conducted at establishment and location of departments, offices, and employees within the organization.
Responsibilities
- Operate telephone switchboard to answer, screen, or forward calls, providing information and taking messages.
- Greet persons entering the premises in a cheerful upbeat manner, determine nature and purpose of visit, and direct or escort them to specific destinations.
- Assist in uploading factory parts invoices
- Assist in uploading / reviewing dealer tire invoices to DI
- Process vendor invoices for parts (creating purchase orders ad submitting for payment)
- Provide and deliver the highest standards of service to our customers and provide assistance as needed.
- Works closely with salesperson
- Transmit information or documents to customers, using computer, mail, or fax.
- Hear and resolve complaints from customers or the public.
- Provide information about the company, such as location of departments or offices, employees within the organization, or services provided.
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
- Process and prepare memos, correspondence, or other documents.
- Participates in required training
- Keep a current record of staff members' availability.
- Maintain lobby or reception area clean, neat and well organized.
- Maintains an organized, clean and safe work area
- Complies with company’s policies and procedures
- Other duties as assigned
Qualifications
Education: High School Graduate or General Education Degree (GED): Required Experience: One year of customer service oriented experience in a position with high walk-in traffic. Computer Skills: This position requires an intermediate level of competency using Microsoft Office Suite. Other Requirements:
- Bilingual in English and Spanish is required.Incumbent must maintain a polished, professional appearance. This position requires incumbent to be highly reliable and on time to work as scheduled.
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Service Consultant - Keys Auto Center
US-FL-Key West
Job ID: 2026-2185
Type: Full-Time
# of Openings: 1
Category: Services
Keys Auto Center
Overview
We are seeking a Service Advisor for our Keys Auto Center stores!
Owner loyalty, customer satisfaction, and retention are the primary functions of the Service Consultant. Other responsibilities include department profitability, protection of dealer’s assets, product knowledge, meeting promise times for the customers, labor and parts sales, customer relations, work area and customer area housekeeping, and maintaining accurate legal documents and customer records.
Responsibilities
- Maintain Customer relations with all existing and future clients and businesses.
- Attempt to resolve any customer concerns or seek the appropriate management contact to assist.
- Plan and coordinate known appointments that will be arriving the next day.
- Answering service calls and following up in a timely manner.
- Review all monthly specials, learn current service menus and review sublet vendor services.
- Maintain department and customers service files and review for accuracy before sending to final scanning.
- Determine and discuss alternate transportation needs with customers.
- Greet customers, obtain and verify customer information and vehicle data, retrieve service history and follow the service consultant process manual.
- Process after hours drop off vehicles and towed in vehicles.
- Prepare all pickup and delivery clients and have ready for the drivers. Refer to pickup and delivery process manual.
- Promote the sales of labor, parts, sublet services and accessories to meet the customer’s needs.
- Provide customer with accurate estimates and completion times.
- Obtain customers signature on all repair orders, document agreements, and credit card payment slips.
- Check on progress of each repair order throughout the day and keep customer informed of any status changes. Record any agreed upon changes on the repair order.
- Review all repair orders and verify that parts are billed out on appropriate lines and that all customer and warranty items have been billed and coded.
- Maintain a customer satisfaction inquiry score above national average.
- Maintain a well-groomed appearance and uniform while performing job duties or away at training.
- Conduct yourself in a suitable fashion when in uniform and off of the dealership premises. Your conduct will reflect the dealership directly and you must display a positive image for Warren Henry.
Qualifications
- High school diploma or general education degree (GED) required.
- Three years’ experience writing service or related experience/training.
- Ability to read, write, reasonable spelling skills for writing repair orders and communicating professionally with email.
- Ability to effectively present information and respond to questions from management, employees and customers.
- Ability to calculate figures and amounts such as discounts, taxes, and percentages.
- Ability to apply common sense understanding to carry out instructions, tasks, or handle any customer situation.
- Ability to apply creative problem solving for any customer issue or concern and decide if further escalation is necessary.
- Valid Driver’s License and clean driving record.
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Parts Counter Representative - Keys Auto Center
US-FL-Key West
Job ID: 2025-2060
Type: Full-Time
# of Openings: 3
Category: Customer Service/Support
Keys Auto Center
Overview
Our Keys Auto Center is looking for a Parts Counter Representative to join the team!
The Parts Counter Representative’s key responsibility is to generate revenue by selling parts to all customers through various means such as over the counter, through the service department or on the phone.
Eligible Benefits include:
- Medical, Dental, Vision Insurance
- Life and Accident insurance (100% employer paid premium)
- Long-term disability income protection (100% employer paid premium)
- Optional Short-term disability
- Optional life insurance buy-up, spousal and child coverages
- Paid Time Off
- Supplemental insurance
- 401K retirement plan with employer contributions
- Legal/credit protection services
Responsibilities
- Assists wholesale and retail customers in selecting required parts in a friendly, professional, and efficient manner.Answers phone calls, providing price quotes and other information.Pulls and fills orders from stock.Pulls orders for delivery to service, making sure all parts are tagged with customer names and job number.Makes sure all internal requests for parts are billed on service repair order.Issues and tracks requested shop tools to technicians.Keeps orderly records of all repair orders, invoices, insurance estimates, and special order parts.Sets up orders for daily shipment, delivery, or pick-up.Participates with the parts manager in maintaining a lost sales tracking program.Maintains professional appearance.
Qualifications
- Strong automotive knowledge.
- Comfortable with ambiguity in a dynamic, changing environment.
- Unwavering commitment to ethical business practices.
- Understands, keeps abreast of, and complies with federal, state and local regulations that affect service operations, such as hazardous waste disposal, OSHA & Right-To-Know, etc.
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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.
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.
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.
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.
