Sales Jobs in Ma Remote
490 positions found — Page 27
Ivystone Group is hiring a sales representative based in or around the Northeast MA area.
We are looking for sales driven individuals for an additional road sales position for our NE MA/NH/ME territory and a true desire to work with a winning company and team of sales professionals.
Candidates will be expected to:
- Increase existing door sales
- Be highly self-driven and motivated - no micro management
- Aggressively and creatively search, find and open new retail business opportunities
- Omni Channel selling by writing orders each and every week while being OUT ON THE ROAD
- Establish and maintain strong retailer and vendor relationships
- Unlimited financial growth potential based on personal performance
- Several compensation packages available including benefits
THIS JOB IS NOT RIGHT FOR EVERYONE; if you feel you can meet these requirements and want to join a great industry, please submit your CONFIDENTIAL resume to us at .
This role is primarily focused on supporting evening operations, with additional compensation provided for evening, after-hours, and on-call coverage.
Job Description:
- Support and manage evening operations to ensure a smooth overnight workflow.
- Maintain clear and consistent communication via Slack, providing updates throughout the night on ongoing activities, issues, or changes.
- Proactively set the night shift up for success, ensuring the morning team is fully informed of any events, updates, or outstanding items from the overnight shift.
- Be available on-call after 23:00 (11:00 PM) to handle any situations that may arise.
About Us
At , we deliver excellence and fun in equal measure. Our dynamic, collaborative environment fosters innovation while ensuring we kick butt as a team! As a Flight Coordinator, you’ll manage every aspect of client flight logistics—from sourcing and pricing to execution—while gaining hands-on exposure to aircraft markets, pricing strategies, and sourcing pools. We provide structured training to support your growth and success.
Key Responsibilities
- Aircraft Sourcing & Logistics: Coordinate and manage all aspects of flight logistics, sourcing aircraft and ensuring a seamless client experience from start to finish.
- Industry Expertise: Develop a strong understanding of aircraft pricing strategies, sourcing pools, and fulfillment options through hands-on experience and training.
- Vendor Relationships: Build and maintain relationships with aircraft operators, negotiating contracts and securing optimal pricing.
- Flight Management: Track, monitor, and manage flight schedules, ensuring clear and timely communication with clients, operators, and internal teams.
- Cross-Team Collaboration: Work closely with sales brokers and management, providing accurate updates and operational support.
- Confidentiality: Handle sensitive client and proprietary information with professionalism and discretion.
- Performance Goals: Consistently meet monthly flight coordination and margin goals.
- Evening & After-Hours Coverage: Support evening shifts, including nights, weekends, and off-hour rotations as part of a 24/7/365 operation.
- Perform additional duties as directed by management.
Qualifications
- Bachelor’s degree in a related field or equivalent experience in operations or a service-oriented environment.
- Ability to thrive in a fast-paced, multitasking environment.
- Strong verbal and written communication skills.
- Familiarity with FAA Part 135 operations is a plus.
- Strong analytical and problem-solving abilities.
- Proficiency in Microsoft Office (especially Excel) and comfort learning new systems.
Compensation
$26 per hour and may increase based on relevant experience, with additional pay for evening and after-hours shifts, plus the opportunity to earn performance-based incentives. Any work performed after 11:00 PM will be compensated with an additional three (3) hours of pay.
Please Note: This role requires flexibility and is best suited for candidates to be comfortable working evening shifts, nights, and weekends. It is not ideal for individuals with strict scheduling limitations.
Savino Del Bene is a Global Freight Forwarding Company headquartered in Florence, Italy. With a network of more than 295 offices and over 5,500 employees across five continents, Savino Del Bene is a leading freight forwarding company and we are currently looking for an experienced Customs Entry Writer to join our growing team. We are looking for an individual with a passion for the freight forwarding industry and customs brokerage. We are looking for TWO candidates to join our high paced team to assist in the process of clearing goods through US Customs within the United States for all import shipments in a timely, seamless and economical manner.
Essential Job Functions:
- Filing of entry/entry summaries, customer contact, electronic PGA, prior notification, electronic FCC, USDA, TSCA billing, RLF filing all over the country.
- Provide HTS to clients, ISF filing, provide clients with air and ocean import freight quotes, research for new clients, make sure files are in compliance.
- Classify all goods being imported and then request or compile the necessary documentation, including cargo-control papers, customs invoices and certificates of origin.
- Arranging for the transportation and storage of goods that have cleared customs brokers only file. Communicate with the customer service team for proper documentations.
- Know the ACE/ABI system.
- Monitor all processes and ensure compliance to all Federal regulations and custom duties.
- Coordinate with various departments and maintain compliance to all import operations.
- Prepare required documents and procedures according to company standards and ensure compliance to service requirements.
- Ensure that freight paperwork are completed and approved before transportation.
- Maintain knowledge on all industry rules and regulations and perform all custom duties.
- Uphold a strong and professional relationship with transportation agencies and sales.
- Demonstrate an emphasis on customer satisfaction per company policy
- Maintain shipment files and ensure billing is completed within a timely fashion.
- Assisting as backup for alternate accounts.
- Perform other duties as assigned.
- Must be able to work on site, this is not a remote position
- Expected to maintain conformance to ISO 9001 / ISO 14001 integrated management systems.
- Must have knowledge of the U.S. Harmonized Tariff Schedule
- Must have knowledge in food and beverage commodities as well as general commodities
- Must be able to anticipate problems and be able to liaise with governmental companies to solve them
- Must be able File and follow ISF’s
- Must have knowledge of FDA, USDA, Fish & Wildlife, EPA, and other government agencies when applicable
- Follow up with Customs and OGA, to ensure customs releases.
- Perform and Audit of the file to ensure all customs formalities have being satisfied
Preferred Qualifications
- High School Diploma or GED required.
- 2-3 years Brokerage experience
- Demonstrates excellent written and verbal communication skills
- Intermediate to Advanced PC skills - MS Office
- Highly organized
- Professional and courteous demeanor
- Displays a flexible and open minded willingness to adapt to new environments and be a team player.
- Must have good ethical standards.
Offering:
- Competitive Salary
- Great medical, dental and vision plans
- 401K with Company match
- Vacation, PTO & Sick Time
- Great Company culture, fun environment
Sr. IT Executive Search Consultant (full desk Recruiter)
About the job
Our Sr. IT (full desk) Recruiters specialize in matching top tech talent with great leaders across all industries. They address the hiring needs and business initiatives of executives across the United States. Our successful model, comprehensive training program and customized delivery platform empowers our associates to achieve maximum results, allowing them to focus on building net new relationships and driving sales.
Business Development & Sales Responsibilities:
- Market Research: Conduct thorough research to identify potential prospective clients and contacts to target through a variety of different sales and marketing campaigns.
- New Business Development: Proactively create new business development opportunities through persistent prospecting that includes phone calls, video and in-person meetings, networking events and presentations with key stake holders and hiring managers.
- Client Expansion: Successfully expand and maintain new and existing client base, ensuring consistent pipeline of permanent direct hire job orders and other consulting and staff augmentation opportunities.
- Relationship Management: Build strong trustworthy relationships and maintain those client relationships with honesty, integrity and ethical practices.
- Discovery: Define client needs by documenting their business initiatives, core objectives and pain points through requirements gathering, validation and ongoing communication to help optimize search success.
Candidate Recruiting Responsibilities:
- Head Hunting Capabilities: Identify, engage and recruit top tier talent creating a robust candidate community of active and passive information technology professionals.
- Candidate Assessment: Understand candidates’ key skills, strengths, personality, career aspirations, motivations and areas of improvement. Screening candidates against client requirements to ensure a strong match.
- Market Prospecting: Research targeted technical skill-sets and identify candidates through referral gathering, our internal applicant tracking database, LinkedIn Recruiter, ZoomInfo, job boards, social networking and technical user groups/blogs.
- Emerging Tech: Priority and focus should be to cultivate relationships with candidates who have skills within emerging technologies such as data science, advanced analytics, Cyber Security, Cloud, DevOps, Blockchain, IoT and of course AI.
Minimum Requirements:
- A minimum of 3+ years of recruiting agency business development (sales) experience and/or full desk recruiting experience; with a proven track record of success.
- Experience breaking and developing local mid-market and/or national accounts.
- A strong network of qualified client contacts.
- Demonstrated experience with candidate recruitment methodologies.
- Key traits: Energetic, competitive, confident, persistent, commission-oriented/money motivated, strong desire to succeed and grow, hunter.
- Strong communication and presentation skills.
- Bachelor's degree preferred.
- Information technology industry experience preferred, but not a hard requirement for an energetic agency sales professional, that has the desire and aptitude to learn about the technology space.
What Judge will provide you?:
- The ability to solution sell on a regional/national/international basis - without locking you into a defined territory or service offering.
- A well-formulated career platform with an exceptional opportunity for growth.
- A fast-paced, performance-based organization that publicly and financially rewards its employees for achieving a high level of success.
- Competitive uncapped commissions and bonus opportunities with sizable earning potential; including cell phone reimbursement.
- 50+ years of successful business and streamlined processes based on industry best practices - with a hands-on executive management team dedicated to the overall success of the organization and its employees.
- A superior technology platform and state of the art, custom built Customer Relationship Management (CRM) system, giving you the opportunity to work smart, be effective, and stay organized.
- Winning culture with a fun, friendly, and team-oriented environment.
SUMMARY:
Director of Supply Chain and Demand Planning oversees all aspects of product demand, forecasting, and supply chain activities associated with LEDVANCE products in the United States; Manage the supply chain life cycle from the development and implementation of the strategic and tactical plans for the forecasting models through supply chain purchase planning with LEDVANCE China operations in Shenzhen (CORE) for all products sold by the LEDVANCE business segment incorporating business intelligence and forecast information gathered from sales, the market, distributors and other sources. Collaborate with LEDVANCE’s CORE planners to ensure proper supply chain planning that ensures the product is received on-time to fulfill customer demand and reduces stock outs/backorders.
Is responsible for strategic planning and the implementation of systems and processes to ensure smooth day-to-day operations of LEDVANCE’s demand and supply chain department. This position is the key focal point between the commercial (trade), retail and e-Commerce and operations functions. This position must oversee, advise and gain consensus on product launch planning, develop supply replenishment requirements, customer/channel fulfillment, and manage inventory planning. Internal partner stakeholders include sales, finance, CORE, sales operations, supply chain, and business segments.
ESSENTIAL DUTIES:
- Manage the entire demand/forecasting and supply chain planning process to ensure the quality of the process and accuracy of results.
- Lead and inspire a high-performing team of demand supply chain and process improvement professionals who are responsible for day-to-day execution and delivering organization goals
- Direct demand and supply chain planning/forecasting and product fulfillment activities associated with base demand, major events, transitions, new product launches, and discontinued products, with special emphasis on product life cycle management and associated phase-in/phase-out requirements.
- Lead the collaboration and relationships with our planning team in Shenzhen, China and recognize and provide solutions for expedited shipping requests
- Achieve forecast accuracy goals in total and by sales channel.
- Develop and streamline departmental KPI’s
- Facilitate monthly reviews of forecast accuracy results and utilize feedback from Sales to adjust forward estimates.
- Lead cross-functional special projects to improve operation efficiency and reduce costs.
- Drive and facilitate the success of the Sales & Operations Planning Process.
- Analyze and design the right mix of transactional and optimization IT solutions/ Process management across the supply chain.
- Accountable for order planning to achieve target inventory turnover while minimizing negative customer impacts due to material shortage or delays.
- Responsible for Inventory Control oversight, ensuring appropriate controls and practices are established to maximize inventory accuracy (quantity and value) to meet customer expectations.
- Responsible for achieving delivery and quality standards on locally sourced, globally supplied materials.
- Experience working with Enterprise Resource Planning (ERP) systems, preferably SAP, including data analytics within supply chain functions.
- Lead cross-functional collaboration with product managers, sales personnel, marketing and others to optimize sell in and sell down inventory levels throughout product life cycles and seize on short term opportunities.
- Lead catalyst for continuous improvement.
- Actively communicate important changes to the supply plan with a wide-range of parties, including Production, Planning, Procurement, Marketing and Project Management.
EDUCATION AND EXPERIENCE:
- Bachelors degree in Supply Chain Management, Business or similar. MBA preferred.
- 10+ years of experience in a demand planning/forecasting or similar Supply Chain role within a medium/large corporate environment required.
- Demonstrated global supply chain planning experience
- Must be a strategic thinker, team leader, self-confident and capable of managing organizational dynamics in a positive manner.
- Experience in customer demand planning, supply chain planning, sales & operations planning, marketing/product analysis and/or inventory management.
- Ability to demonstrate experience in market or distribution channel interpretation and product forecasting with strong track record of documented success.
- Experience analyzing and interpreting large sets of data and drawing conclusions in order to make recommendations to internal and/or external customers.
- Demonstrable advanced/expert proficiency in Excel techniques and statistical analysis. Proficient with MS Office as well as most current specialized software products pertaining to marketing analysis, data analysis, and reporting
- Experience applying AI technologies to demand planning and supply chain optimization is a plus.
OTHER:
- Travel approximately 20%, inclusive of domestic and international travel
- Ability to speak, read, write Chinese is a plus
- Working knowledge of lighting is a plus
- Strong working knowledge of SAP
- Ability to participate in meetings outside of business hours
- Preferred location is Wilmington, MA, alternately Versailles, KY
- Position is eligible for LEDVANCE employee referral bonus
Salary: $23
- $28 per hour A bit about us: This company specializes in flexible, tech-enabled warehousing and on-demand distribution solutions designed to streamline last-mile logistics and inventory management across the U.S.
Why join us? Be part of an innovative team revolutionizing last-mile logistics with cutting-edge technology and flexible storage solutions.
Work from anywhere (as long as you can be camera ready!!)! Work in a fast-paced environment that values creativity, adaptability, and problem-solving.
Contribute to scalable solutions for major brands looking to modernize their supply chains.
Gain exposure to a wide range of industries, from retail to healthcare, through dynamic fulfillment projects.
Join a company that prioritizes customer success, operational efficiency, and employee development.
Job Details Job Details: Our company is seeking a dynamic, detail-oriented, and customer-focused Consulting Customer Service/Key Account Coordinator to join our team.
This individual will play a pivotal role in maintaining and strengthening our client relationships.
The ideal candidate will have a proven track record of managing key accounts with a minimum of 2 years of experience in a similar role.
The successful applicant will demonstrate a deep understanding of customer service principles and a passion for problem-solving.
They will be positive, energetic, a self starter, and enjoy video meetings because while this role is fully remote, majority of your day is on camera! Responsibilities: 1.
Serve as the primary point of contact for all key account related matters, ensuring the highest level of customer satisfaction.
2.
Handle inbound customer service calls and resolve customer concerns promptly and professionally.
3.
Analyze customer data, identify trends, and develop strategies to improve customer retention and satisfaction.
4.
Collaborate with the sales team to identify upselling and cross-selling opportunities within key accounts.
5.
Coordinate with various departments to ensure seamless service delivery and resolve any issues that may arise.
6.
Regularly review customer feedback and market trends to suggest improvements to our products and services.
7.
Develop and maintain strong relationships with key stakeholders within client organizations.
8.
Conduct regular account reviews to track client satisfaction and identify opportunities for growth.
9.
Provide regular updates to senior management on account status, challenges, and opportunities.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $80,000
- $125,000 per year A bit about us: Our firm is seeking a seasoned Hybrid Commercial Real Estate Paralegal who is well-versed in all aspects of commercial real estate law.
The ideal candidate will have significant experience in handling a variety of real estate transactions, including but not limited to, preparing and reviewing purchase and sales contracts, closing statements, and loan documents.
This individual will also be responsible for coordinating funding and disbursements, conducting lien searches, and understanding state and county transaction law.
This role requires a dynamic, detail-oriented professional who can manage multiple tasks and deadlines in a fast-paced environment.
Why join us? Medical/Dental/Vision 401k with match FSA Life insurance/ AD&D Hospital indemnity insurance Short and long term disability Hybrid remote/onsite work flexibility Employee discounts Job Details Responsibilities: Prepare and review a broad range of real estate documents, including purchase and sales contracts, closing statements, and loan documents.
Conduct thorough schedule B-I and B-II title, lien searches, and review title policies to ensure clear title.
Coordinate funding and disbursements for real estate transactions.
Work closely with attorneys and clients in the preparation and filing of all court documents (e-filing).
Prepare and review bill of sale, and handle all aspects of the closing process.
Keep informed about the latest regulations and changes in state and county transaction law.
Proactively manage and meet deadlines, and communicate effectively with all stakeholders.
Qualifications: Minimum of 5 years of experience as a Commercial Real Estate Paralegal.
Extensive knowledge of schedule B-I and B-II title, lien searches, and title policies.
Proven experience in preparing and reviewing purchase and sales contracts, closing statements, and loan documents.
Strong understanding of state and county transaction law.
Proficiency in e-filing and coordinating funding and disbursements.
Excellent organizational skills, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
Exceptional communication skills, both written and verbal.
Strong attention to detail and problem-solving abilities.
Ability to work independently and as part of a team.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Paralegal certification or equivalent is preferred.
This role offers a unique opportunity to work on a variety of challenging and rewarding real estate transactions.
If you have the necessary qualifications and are seeking a challenging and rewarding career, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Salary: $150,000
- $200,000 per year A bit about us: Founded nearly three decades ago and based in City of Industry, California, with additional offices nationwide, we are a leading provider of innovative packaging solutions across folding carton, labeling, and flexible packaging markets.
We partner closely with clients to deliver high-quality, customized packaging that drives brand success.
Our culture emphasizes continuous improvement, collaboration, and long-term customer relationships.
We serve a wide range of industries, with a strong focus on beauty and consumer products.
We pride ourselves on operational excellence and customer-centric solutions.
Why join us? Competitive Compensation: Up to $150,000 base salary (DOE) 401(k) with Generous Match Comprehensive Benefits: Medical, Dental, Vision, Life, Disability Insurance Tuition Reimbursement Generous PTO & Paid Holidays Collaborative Work Environment In-person role with strong operational support Join a growing company with long-term career advancement opportunities Job Details Qualifications (Needed) Bachelor’s degree in business or related field Minimum 5 years of experience in packaging sales, specifically folding carton, flexible packaging, or labeling Must bring an established book of business within the packaging industry Strong background in key account management and contract negotiations Proven ability to drive revenue growth through upselling and cross-selling Experience applying continuous improvement principles Excellent communication, presentation, and interpersonal skills Strong organizational, planning, and problem-solving abilities Proficiency with Microsoft Office and CRM systems Bilingual English/Spanish is a plus What You Will Be Doing this person will be responsible for owning and growing relationships with established packaging customers.
They will regularly communicate with clients, understand their business needs, and make sure the company is delivering the right packaging solutions, whether that is folding cartons, labels, or flexible packaging.
They will manage a book of existing accounts and focus on increasing revenue from those customers by identifying opportunities to upsell additional products or cross-sell new services.
They will create account plans, present solutions to customers, negotiate pricing and contracts, and ensure all commitments are met or exceeded.
They will act as the main liaison between the customer and internal teams such as production, customer service, and operations, making sure projects run smoothly and any issues are resolved quickly.
They will track performance metrics, maintain accurate records in the CRM system, and monitor customer satisfaction to prevent problems before they arise.
They will also stay informed on market trends, competitors, and industry changes so they can bring new ideas and opportunities to their customers and help the company stay competitive.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.
We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position.
For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.
Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.
Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).
Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
Integrate risk management tools, products, and strategies to create an effective retirement income plan.
May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma required.
Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
Required maintenance of FINRA Series 7 license.
Required maintenance of FINRA Series 66 (or 63 and 65) license.
Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
1 year of financial industry and/or sales experience.
Experience delivering frequent written and oral communication.
Experience processing and analyzing information.
Experience fulfilling requests and meeting deadlines.
Experience resolving conflict and negotiating.
Experience multi-tasking in an operating systems environment
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years of direct Annuity Sales Experience
Experience Working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $67,520.00 - $121,530.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 6:30am – 6:00pm (MST)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $105,420.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.