Sales Jobs in Mount Lucas, TX

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at Description:

Job Description

Utilizes comprehensive solutions architectural expertise to support software implementation projects. Supports overall project planning by providing functional strategic guidance.

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Essential Functions:

• Provides functional strategic guidance for project planning, system landscape, data migration, testing, deployment, integration and overall solution architecture.
• Advises Project Leads and Project Managers to implement best practice decisions that successfully impact the overall platform.
• Provides guidance in the definition of solution design practices and standards that link back to SAP best practices.
• Designs and supports proof of concepts to demonstrate proposed technical solutions.
• Designs, develops and supports business requirements by leveraging SAP solutions.
• Provides support for pre-sales initiatives that include developing and reviewing roadmaps, estimates, and responses to RFP/RFQ’s.
• Completes assigned deliverables:
• Owns the as-is and to-be system landscape diagrams in conjunction with the Technical Lead.
• Owns the Solution Architecture document - ensures inputs are received from Technical and Functional Leads.
• Responsible for supporting functional and technical leads in workshops.

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Required Qualifications:

• Bachelor’s degree in Information Systems, Business, or other related field.
• Certification in at least one SAP HCM or SuccessFactors module.
• Minimum of 5 years with system implementations, solutions architecture, or similar role.

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Knowledge, Skills, and Abilities (KSAs):

• Expert in implementation of SuccessFactors modules.
• Expert with SAP Integration.
• Demonstrates expertise in Human Resources industry best practices.
• Excellent written and oral communication skills; ability to express ideas and information in a clear and concise manner and tailor message to fit the interests and needs of the audience.
• Attention to detail and quality with the ability to rapidly learn and apply new business concepts, models, and techniques.
• Ability to work remotely with minimal supervision.

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Mandatory Skills: SAP SF Solution Architecture .

Experience: >10 YEARS .

The expected compensation for this role ranges from $100,000 to $185,000 .

Position Summary

The Project Estimator – Fencing is responsible for conducting on-site evaluations and preparing accurate, professional project estimates for residential and light commercial fencing projects.

This role serves as the primary in-person representative of the company during the estimate process. The estimator must provide a knowledgeable, professional, and customer-friendly experience that builds trust and confidence in the company’s services.

While this position does not involve cold calling, prospecting, or high-pressure sales, the estimator plays a critical role in influencing customer decisions through accuracy, professionalism, and clear communication. Final approval and acceptance of estimates are completed through the company’s project management system.

All estimate appointments are generated and scheduled by the company through business development efforts and inbound marketing sources (Google Ads, Thumbtack, direct calls, etc.).

This is an on-site role based out of the McKinney, TX office. Depending on the daily schedule, the estimator may begin the workday at the office or travel directly to a scheduled customer appointment. Consistent communication, responsiveness, and accountability throughout the workday are required.

Essential Duties and Responsibilities

• Attend scheduled on-site estimate appointments
• Travel locally to residential and light commercial project sites
• Measure properties and assess site conditions accurately
• Evaluate grading, layout, access points, and installation considerations
• Determine project scope, materials, and labor requirements
• Prepare detailed, accurate written project estimates
• Present and explain estimates clearly and professionally to customers
• Provide a professional, informative, and relationship-focused customer experience during all site visits
• Clearly explain scope, materials, and project details to support informed customer decisions
• Answer customer questions regarding materials, installation process, and timelines
• Maintain ongoing communication with the office throughout the workday
• Provide real-time updates regarding appointment status, scheduling changes, and customer feedback
• Accurately document site measurements, notes, photos, and estimate details
• Submit finalized estimates through the company’s project management system (Jobber)
• Coordinate approved project specifications with operations and installation teams
• Follow up on submitted estimates as directed
• Maintain a professional appearance and punctuality at all appointments
• Perform other duties as assigned
• Project Estimator - Fencing

Work Structure and Expectations

• On-site position based in McKinney, TX
• Daily local travel required
• May begin the workday at the office or first scheduled job site
• Ongoing communication and status updates required throughout the day
• High level of personal accountability and self-management expected
• Professional appearance and conduct required at all customer interactions
• Accuracy and professionalism directly impact customer confidence and project approvals
• Project Estimator - Fencing

Qualifications

• Previous fencing, construction, or estimating experience preferred
• Ability to accurately measure properties and interpret site conditions
• Strong attention to detail and organizational skills
• Professional verbal and written communication skills
• Ability to work independently while maintaining accountability
• Valid driver’s license and clean driving record
• Proficiency with estimating software and basic computer systems
• Project Estimator - Fencing

Preferred Experience

• Hands-on fencing installation experience
• Experience with residential and light commercial construction projects
• Familiarity with grading, layout, and site evaluation considerations
• Project Estimator - Fencing

Time Off & Benefits

Upon successful completion of a 90-day introductory period, Employee will be eligible for the following benefits, in accordance with Company policy:

• Paid Time Off (PTO): Ten (10) business days annually
• Monthly Health Days: One (1) paid mental health day per month (twelve [12] days annually)
• Paid Holidays: Eight (8) paid holidays per year, in accordance with the Company holiday schedule maintained in Gusto

All time off and benefits are subject to business needs, Company policy, and management approval. Benefits may be modified from time to time at the discretion of the Company.

JOB DESCRIPTION

Summary/Objective: Managing inventory through receiving, production process; Improving on time in full delivery; optimizing carrier performance; supporting other supply chain functions (procurement, production planning, etc.) when necessary.

Essential Functions

·        Coordinate process from PO receiving throughout shipping, including PO entering, delivery planning, communication with production, maintenance, warehouse & sanitation team, arrange carriers, etc.; Ensure all POs delivered at right time with right quantity.

·        Ensures timely communication is provided to customers, carriers and sales on status of delivery arrangement; conduct carrier management on cost and service.  

·        Improve Inventory management. Oversee warehouse and production activities.

·        Coordinating with purchasing for production supply and low-inventory level alarm for sanitation items.

·        Effectively negotiates and/or implements initiatives that reduce Company costs and/or prevents annual cost increases.

·        Monitors complex operations, identifies potential programs, and is proactive in resolution. 

·        Provides more complex daily, weekly, and monthly reporting requirements for performance, compliance, and invoicing; develops and analyses information when required.

·        Performs a variety of calculations, analyses and audits of financial and operational results; typically involves complex professional related supply chain principles.  

·        Utilizing an advanced knowledge of the processes, cost pressure points, and supply evaluates supplier competence relative to others in the industry.

·        Responsible for interaction and problem resolution with suppliers such as resolving invoicing discrepancies, negotiating price, quality, and delivery, obtaining quotes, and expediting delayed shipments.

·        Incoming orders check for description, receiving qty, shipment delivery date etc.

·        Follow and assist production team using materials in FIFO.

·        Responsible for materials used in production and warehouses have safe inventory level.

·        Analyze inventory discrepancy and continuously adjust action plans to ensure inventory accuracy in system.

·        Coordinate the communication between the suppliers and freight forwarder.

·        Responsible for providing purchasing data for accounting and other departments when it is necessary.

·        Coordinating with accounting for monthly monitoring credit card expense.

Competency

·        Must have excellent communication skills (oral and written).

·        Must have effective negotiation skills to influence decisions that impact Company bottom-line.

·        Must have the ability to effectively interface with internal and external contacts and can monitor delicate situations tactfully.

·        Must have the ability to understand business needs and strategically plan the most cost-effective solution to goals and objectives, while balancing the needs of the independent sales force.

·        Must have effective decision-making skills since decisions impact the financial, employee, or public relations posture of the organization.

·        Must have effective organizational, project management, and time management skills to work effectively with internal and external contacts.

·        Must be knowledgeable about the laws and regulations associated with each region and aware of the cultural differences between the US and the region. Must have the ability to work with multiple cultures, to interface effectively with subsidiaries.

·        Must have excellent computer skills (ERP experience preferred)

Required Education and Experience

Job requires a bachelor’s degree or equivalent in Supply Chain Management or closely related fields, plus 1 year of progressively responsible experience in purchasing as well as exposure to related areas. CPSM certification is preferred. Food manufacturing experience preferred but not mandatory.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

While performing the duties of this job, the employee is frequently exposed to food scents, and some food allergens. Typical office environment and hours are usual for this position.

Physical Demands

There are no unusual physical demands for this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Position Type/Expected Hours of Work

Typical office hours are usual for this position.

Travel

Limited to less than 10%

Additional Eligibility Qualifications

None

Work Authorization/Security Clearance 

Must be authorized to work in the US. 

Wireless CCTV, LLC (“WCCTV”) located in Richardson, Texas, is a subsidiary of Wireless CCTV Ltd originally established and located in the UK. WCCTV is the market leader for rapid deployment, mobile surveillance systems specifically designed to deliver video securely and efficiently via 4G LTE networks. ( ).

The Company prides itself on developing innovative, customer-focused products and providing world-class customer support services. The Company's range of video surveillance solutions includes:

• Rapid deployment pole cameras
• Mobile surveillance trailers
• Time lapse video services

The Company is looking for an experienced Customer Service / Sales Order Administration Supervisor who is looking for a challenging and diverse role in a small but fast-growing business environment. You will enjoy a “hands on” role focused on providing best in class customer service by building strong customer relationships while maximizing the value of WCCTV’s products and services.

Full-time position with work hours of Monday through Friday, 8:00 am to 5:00 pm and located onsite at our U.S. headquarters in Richardson, TX.

Customer Onboarding / Sales Order Administration

• Supervise Customer Success Representatives responsible for the onboarding and ongoing support of all new and existing customers.
• Serves as the primary point of coordination between customers and internal teams to ensure a smooth, efficient onboarding experience. Ensure orders are reviewed, validated, and processed within defined SLA timeframes while maintaining a high level of accuracy and consistency.
• Ensure internal staff are clearly communicating to customers the onboarding process, timelines, and next steps after placing an order ensuring that they have access to all required systems, documentation, and support resources.
• Coordinate closely with Service, Production, and Operations to confirm site details, order requirements, deployment readiness, and scheduling.
• Ensure staff members communicate order updates and/or changes to both internal teams and customers in a clear and timely manner.
• Ensure customers are followed up the next day following installation.
• Ensure accurate records, reporting, and visibility into onboarding status, account activity, and SLA performance within the ticketing system.
• Identify and resolve onboarding issues that could impact deployment timelines or customer satisfaction and serve as point of escalation as required.
• Monitor customer feedback and onboarding metrics, using data to continuously improve the onboarding experience.
• Support continuous improvement of onboarding processes, workflows, and documentation to improve efficiency and client experience.
• Implement and refine customer success tools and technologies to enhance efficiency and effectiveness.

Ongoing Customer Support

• Ensure that internal staff respond to all incoming calls and emails from customers and timely assistance is provided on their WCCTV surveillance equipment.
• Monitor ticket queue ensuring internal staff are initiating action on all tickets, monitor closure and ensures compliance for ticket resolution and response times meet established SLAs.
• Evaluate common areas/topics where customer questions arise and identify additional support and/or refresher training as needed.
• Analyze customer inquiry data to identify trends and insights, driving improvements in customer support processes and strategies.
• Delivers customer feedback as a voice of the customer to internal teams identifying customer needs, ideas & challenges. Advocates for customer needs internally, influencing product development and service offerings.

Supervisory Responsibilities:

• Effectively train, manage, and develop staff ensuring successful delivery of the customer success function, including agreed KPI’s.
• Responsible for the hiring, discipline and training of assigned staff in conjunction with Department Manager.
• Review time off requests and ensure adequate staff levels are in place at all times.
• Monitors staff performance ensuring all customer service level agreements (SLAs) are met or exceeded.
• Establish KPIs for staff, evaluate performance against KPIs and job responsibilities and conduct quarterly performance reviews. Takes remedial action as required if an individual’s performance does not meet the required standards.
• Conducts regular team meetings and 1-2-1s with direct report lines.
• Identify & implement improvements within the team to ensure efficiencies within all processes.

Education and Experience Requirements:

• High school degree or equivalent required; Associate degree in Business, Management or related discipline preferred.
• Minimum of four to six years of customer call center or customer facing help desk experience supporting technology related products required. Previous customer onboarding experience preferred.
• Two to three years of previous supervisory experience within a help desk, call center or related operation required.
• Previous experience working cross-functionally with Sales, Operations, Production advocating for customers.
• Proven track record of successfully developing and executing customer success strategies.
• A passion for helping customers succeed and a commitment to delivering exceptional service.
• Strong leadership and supervisory skills, with experience leading high-performing teams.
• Effective computer skills to include Microsoft Office, service ticketing systems, knowledge base, ERP and related computer software required. Experience with Zoho preferred.
• Experience developing, tracking and evaluating customer success performance metrics.
• Ability to multi-task, demonstrate initiative and focus on delivering high quality results leading to improved customer satisfaction.
• Strong problem-solving skills, analytical, and a proactive approach to addressing customer needs.
• Strong time management, organization and problem-solving skills required. Ability to work under pressure and with shifting priorities is a must.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with employees, customers, and internal teams.

Compensation and Benefits:

• Competitive salary range of $60,000 to $63,000 per year depending upon experience.
• 10 days paid vacation (increases with length of service) + seven (7) paid Company holidays.
• Company provided medical, dental, vision, FSA and life/AD&D insurance plans.
• 401k Plan with Company match of up to 4% and immediate vesting.

WCCTV is committed to the success of its employees and demonstrates this through our development of people. The successful candidate can expect to receive comprehensive training, coaching and support as well as opportunities for advancement.

WCCTV is an Equal Opportunity Employer.

As a Body20 Sales Associate, you will be part of a dynamic team that positively affects the lives of studio members and staff on a daily basis! You will be an integral part of the success of a fast-paced fitness studio by providing best-in-class customer experiences while building relationships with Body20 members and the community.

Benefits/Perks:

• We provide substantial paid training, certifications and support to ensure your success
• Compensation includes base pay, commission and performance bonuses
• Free Studio Membership
• Product discounts
• Flexible schedule that works around educational or personal goals
• Fitness casual dress-code
• Passionate, collaborative work environment
• Opportunity for promotion to management position

Responsibilities:

• Participate in community events to promote the Body20 brand
• Build community business relationships and partnership
• Working as a team player to help grow the member base of the studio through sales, onboarding new members and superior customer service to keep long-term members.

Requirements:

• Excellent verbal and written communication skills
• Enthusiastic, energetic, personable, and friendly
• Passion for health and wellness
• Willing and able to work some nights, and occasional weekends and holiday
• High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Computer Skills:
• Ability to take 1-2 Body20 sessions per week to effectively describe the workout to prospective clients.
• Strong follow-up and organizational skills

About Us:

Body20 is a one-of-a-kind, technology-assisted training program that helps people maximize their body's natural fitness capacity and muscle activation. By combining personalized one-on-one training with body gear that sends electrical impulses into the deep tissue of your body's muscles the way your brain does Body20 helps everybody safely maximize performance. Our Sales Associates are vital to bring this technology to our community!

We are:

• all about providing fun and rewarding experiences for our team members
• expanding our brand rapidly in our community, as well as throughout the country and in the world
• looking for successful and motivated people who want to build a career that offers tangible growth opportunity

Who Are We?

Most people know you only use 10% of your brain. But most don't realize you only use 30% of your body. Body20 is here to change that. By combining personalized one-on-one training with body gear that sends electrical impulses into the deep tissue of your body's muscles the way your brain does Body20 helps every body workout to 100%. Our code At Body20, we live what we believe. That you shouldn't have to choose between fitness and family time. That fitness should never compete with career. That getting in shape shouldn't hurt. That everybody should get the most out of life, and every body is entitled to feel great. We believe in fitness equality. If you are: a passionate, positive and detail oriented person that can talk to anyone someone who enjoys teamwork and wants to be a part of a world class fitness company someone who would go all in on an 80's themed workout and might just drop and do a burpee for fun Then you're probably the right person for us! Because we are: all about fun, exciting and rewarding experiences for our team members expanding rapidly around the country looking for successful and motivated people who want to improve themselves and their career

At Intuit, our Customer Success Managers (CSMs) are trusted advisors, dedicated to helping our mid-market customers achieve success with Intuit Enterprise Suite (IES). As a CSM, you will build lasting relationships with businesses, guiding them through onboarding, product adoption, and ongoing value realization. Your role is pivotal in driving customer retention, optimizing engagement, and identifying opportunities for expansion.

You will work closely with mid-market businesses that rely on IES for financial management, payroll, HR, marketing, and cash flow automation, ensuring they maximize the platforms potential. If you thrive in a fast-paced, customer-first environment, enjoy problem-solving, and are passionate about enabling business success, this is the role for you.

Responsibilities

• Serve as a dedicated trusted advisor, ensuring customers fully leverage IES to meet their business needs.
• Own the customer lifecycle, driving product adoption and customer satisfaction.
• Conduct regular check-ins, business reviews, and proactive outreach to assess customer health and provide guidance.
• Guide customers on high level IES features, best practices, and AI-powered insights to improve efficiency and growth.
• Act as a customer advocate, anticipating challenges and coordinating with internal teams (Sales, Support, Product) to resolve issues efficiently.
• Monitor key customer success metrics, such as health scores, usage trends, and retention indicators, to identify risk and expansion opportunities.
• Proactive identification of additional Intuit product ecosystem solutions to bring value to customers needs, and collaboration with Account Managers to introduce relevant products and services.
• Lead churn prevention strategies, ensuring customers see long-term value and remain engaged.
• Provide consistent feedback to support teams, influencing enhancements that better serve mid-market businesses.

Qualifications

• 3+ years of experience in Customer Success, Account Management, or B2B Client Engagement.
• Experience working with mid-market customers, particularly in industries that require multi-entity financial management, inventory tracking, and AI-driven forecasting.
• Proven track record of driving product adoption, improving retention, and delivering business value.
• Strong problem-solving skills with the ability to proactively identify risks and implement solutions.
• Excellent communication and relationship management skills, capable of guiding customers at all levels.
• Experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
• Ability to work cross-functionally with Sales, Support, and Product teams to drive seamless customer experiences.
• Data-driven mindset with proficiency in customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.

100% Remote. Incredible Growth Opportunities. World Class Mentors and Leadership Teams.

AO wants YOU to join the team. AO is looking for overachievers that pride themselves on developing incredible working and client relationships, have outstanding self determination and are looking to grow within their careers working full-time. With the role being commission based pay, YOU determine how much YOU are worth.

Company Incentives:

• Incentive Trips with Top Leaders to destinations like Cabo, Tulum, Vegas, and Cancun
• Incredible Prizes - Jeep Wranglers, Macbook Pros, and Airbnb Getaways
• 100% Remote Work From Anywhere (no, really!) Weekly Training Calls

Preferred Qualifications:

• Excellent communication skills, including active listening and problem-solving
• Ability to learn, adapt, and adjust on the go
• Works well with others and individually
• Possesses a strong work ethic and drive to succeed

To be considered, please submit your contact information and an updated copy of your resume for review. *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing*

Extroverted, outgoing, love to talk to people?? Seeking reliable people with a strong work ethic as key holder. Only apply if you are serious about growing long-term with a great small business!!

Must have open availability for scheduling. This position pays hourly wage plus commissions based on sales.

Join the Elements Massage Frisco & Frisco Stonebriar team! We are independently owned and have an awesome team, work culture, great pay and a wonderful opportunity available.

• Outbound Calls: 50+ per day.
• Polished and professional with strong verbal and written communication skills.
• Experience providing top-notch hospitality to clients.
• Develop and maintain relationships with members.
• Assist with sales of memberships, massage upgrades.
• Follow a consultative selling approach while showing empathy, educating the potential member on the benefits of membership, overcoming objections, and closing sales.
• Maintain accurate records of member information.
• Provide information on membership benefits and services.
• Assist with the development of membership programs and initiatives.
• Housekeeping items: laundry, folding, maintaining a clean environment

• Strong work ethic: reliable, always early/on-time, does not call off work, friendly, team player
• Must have high energy, be very friendly, polished and professional.
• Prior experience with high volume 50+ outbound sales calls is a plus.
• Someone who LOVES to strike up conversations with people and get to know client needs
• Superb communication skills
• Extra attention to detail and very organized
• Able to work in a fast-paced environment juggling multiple tasks
• To perform this job successfully, this individual must have strong computer skills with the ability to pickup on new software applications such as: MindBody, MS Excel, Word, etc.
• Education/Experience: High School Diploma or GED equivalent

- Dental - Free massage monthly - Employee discount on all services - Join a great location with a very fun environment and great team culture - Ability to earn bonuses, commissions, incentives

2023 Elements Therapeutic Massage, LLC (\"ETM\"). Each Elements Massage studio is independently owned and operated. Franchise owners are solely responsible for all employment decisions and matters regarding their independently owned and operated studios. All individuals hired by franchise owners' studios are their employees, not those of ETM. Elements Massage + design are registered trademarks owned by ETM.

Primary Responsibilities:

Supports Shrinkage and Safety Awareness programs: Aids Store Management to communicate current shrinkage and safety topics.

Conducting surveillance: Observes customer's and contractor's (CCTV/floor) activities to detect theft, fraud or suspicious activity, collects investigative intelligence related to ORC activity and fraud, takes direction from AP management to monitor team member activity as needed, reports infractions of company policy to AP and/or store management.

Detaining and Interviewing suspects: Conducts interviews in accordance with local laws and Company policy on customers and contractors suspected of theft, reports suspected fraud to AP management or Market Investigations as needed.

Maintaining records: Creates and manages records using approved Company methods, proper retention of evidence and disposition of recovered merchandise.

Participating in Court Hearings: Attends hearings, updates appropriated files and maintains relationships with local law enforcement.

Supports Safety programs: Identifies and address potential hazards to customers and associates, takes initiative to correct minor hazards, conducts incident investigations and completes associated reports.

Supports Internal investigations: Takes direction from AP management to collect evidence regarding internal investigations, acts as an interview witness as needed

Perform responsibilities in accordance with company policies and procedures in order to drive sales and profit. Applicants must be 18 years of age or older and have a high school diploma or GED.

Core Competencies & Accomplishments:

• AP knowledge- Learn and stay up to date on Company policy and procedures relating to loss prevention and relevant local legal requirements
• Balanced Temperament - Maintains composure and handle high stress situations in a calm/effective manner. Handles difficult situations with discretion.
• Results: Solve problems and make smart decisions that drive sales, profit or customer service; execute your work efficiently and effectively; inspire strong performance in yourself and others
• Ownership: Provide great customer service; cooperate and build positive, inclusive and respectful relationships; take accountability for your actions and outcomes
• Intensity: Proactively find ways to improve the customer experience; show the confidence and courage to do what's right; take action with energy and urgency

What you get:

If eligible, we offer a competitive benefits package including medical/dental/vision, term life insurance, paid vacation/holidays*, and 401(k) with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates who are eligible for paid vacation (MTO) are also eligible for eight paid holidays during the calendar year. All store hourly associates scheduled to work on a designated holiday will receive additional compensation. *For paid vacation days, as well as eligibility requirements for other benefits, please visit JCPenney:

JCPenney is the shopping destination for diverse, working American families. With inclusivity at its core, the Company's product assortment meets customers' everyday needs and helps them commemorate every special occasion with style, quality, and value. JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait and optical. The Company and its 50,000 associates worldwide serve customers where, when, and how they want to shop - from to more than 650 stores in the U.S. and Puerto Rico. In 2022, JCPenney celebrates 120 years as an iconic American brand by continuing its legacy of connecting with customers through shopping and community engagement.

Pay Range

USD $15.00/Hr -USD $18.75/Hr.

Why USAA?

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

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

The Opportunity

Job Description

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: Plano, TX. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.

• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.

• Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.

• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.

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

• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.

• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.

• Integrate risk management tools, products, and strategies to create an effective retirement income plan.

• May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.

• Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma required.

• Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.

• Required maintenance of FINRA Series 7 license.

• Required maintenance of FINRA Series 66 (or 63 and 65) license.

• Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.

• 1 year of financial industry and/or sales experience.

• Experience delivering frequent written and oral communication.

• Experience processing and analyzing information.

• Experience fulfilling requests and meeting deadlines.

• Experience resolving conflict and negotiating.

• Experience multi-tasking in an operating systems environment

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

What sets you apart:

• 2+ years of direct Annuity Sales Experience

• Experience Working in an Inbound/Outbound Call Center

• Retirement Income Certified Professional Designation (RICP)

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

Compensation range: The salary range for this position is: $67,520.00 - $121,530.00.

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

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

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

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

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

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

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