Sales Jobs in Oh Remote

324 positions found — Page 14

Associate Director Project Management
Salary not disclosed
Cincinnati, Ohio 1 week ago

Associate Director, Project Management

Hybrid / On-Site (Cincinnati, OH)

What You'll Do:

Relate Search has partnered with a fast-paced, brand-driven consumer products organization to identify an Associate Director of Project Management to lead and elevate a high-performing, globally distributed PM team. This is a highly visible leadership role responsible for enabling New Product Development (NPD) success across brands and regions. You will drive operational excellence, strengthen governance, and build scalable systems that ensure consistent execution—balancing speed-to-market with rigor. Reporting into senior leadership, this role blends strategic vision, people development, and hands-on execution oversight. You will shape how work gets done across the organization while developing a strong, collaborative team operating in a complex, matrixed environment.

The Team & Environment:

You will lead a close-knit team of 8 Project Managers across the U.S. and U.K. known for accountability, collaboration, and high standards. The team manages a diverse portfolio including:

• New product development (6–24 month launch cycles)

• Cost-down initiatives

• Business transitions

• Lower-complexity launches and retail display initiatives

The environment is fast-paced and dynamic, requiring the ability to manage multiple high-complexity projects simultaneously. The culture is people-centric, highly collaborative, and grounded in strong relationships and emotional intelligence. Leadership in this role requires presence, approachability, and a genuine commitment to team development.

Responsibilities:

• Lead, coach, and develop a globally distributed Project Management team, establishing clear expectations and strong individual development plans.

• Oversee execution of NPD launches and business initiatives across brands and regions.

• Partner cross-functionally (R&D, Marketing, Operations, Quality, Regulatory, Supply Chain, etc.) to improve decision-making and handoffs.

• Champion scalable tools, governance models, and systems that create a single source of truth.

• Drive process optimization including clarity in tiering, timelines, complexity alignment, and documentation standards.

• Strengthen onboarding and training programs to elevate PM capability and maturity.

• Remove roadblocks, proactively address barriers, and model recognition and appreciation within a matrixed structure.

• Balance near-term project execution with long-term capability building and operational scalability.

Qualifications:

• 10+ years of progressive project management experience.

• 5+ years of people leadership experience with demonstrated success developing high-performing teams.

• Experience leading NPD launches or complex cross-functional initiatives.

• Strong systems thinking and continuous improvement mindset.

• Proven ability to lead transformational change and navigate organizational complexity.

• Highly self-aware, emotionally intelligent leader with strong communication and influence skills.

• PMP and/or PgMP certification strongly preferred.

• Global or multi-regional experience preferred.

• Experience within consumer products, manufacturing, or brand-driven organizations a plus.

Why This Role Is Compelling:

• High-impact leadership position with strong executive visibility.

• Opportunity to shape and modernize project management practices across the organization.

• Balance of strategic influence, operational rigor, and people leadership.

• Lead a respected team and elevate PM maturity enterprise-wide.

• Fast-paced, collaborative culture with meaningful growth opportunity.

About Relate Search

Relate Search is a Woman, Minority, and LGBTQIA+ owned executive and professional search firm dedicated to connecting top talent with meaningful opportunity. With deep expertise across Supply Chain & Operations, Technology, Sales & Marketing, Human Resources, and Accounting & Finance, we deliver customized, people-first recruiting solutions that drive lasting impact.

Equal Opportunity Statement

Relate Search is proud to be an Equal Opportunity Employer. We value diversity and are committed to building inclusive teams where everyone belongs. All qualified applicants are encouraged to apply.

Not Specified
Associate Merchandise Planner
🏢 Arhaus
Salary not disclosed

Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used – and loved – for generations.

The Associate Merchandise Planner is responsible for creating and maintaining monthly and yearly financial plans for their assigned categories and effectively partnering with the Merchandising, Sourcing, Channel (Stores / Ecom) and Distribution & Logistics teams on identifying and implementing strategies to achieve the approved plans.

Essential Duties & Responsibilities:

  • Develop annual / seasonal / monthly category merchandise financial plans in accordance with company goals, historical performance and trend analysis.
  • Create SKU level sales and inventory plans for seasonal Investment Reviews to ensure the correct inventory levels in place to support category plans.
  • Continuously analyze and reforecast the Open to Buy and recommend / execute strategies to maximize opportunities and minimize risk.
  • Monitor and manage inventory levels throughout product lifecycle to stay in line with the turn and inventory plan, partnering with Sourcing and Vendors to adjust on order where appropriate.
  • Develop and execute price actions to drive sales and margin across new products, promotions and markdowns.
  • Evaluate stock and sales by store or DC for replenishment product and make recommendations to balance inventory and drive SKU productivity.
  • Conduct detailed SKU hindsight analysis and present findings and actions to maximize SKU productivity, margin and turn.
  • Set and communicate KPI targets and updates (e.g. SKU Count & Productivity, Sales, Margin and Inventory targets) to Merchandising partners

Requirements:

  • Bachelor's Degree or equivalent business experience
  • Minimum 3 years of experience in Merchandise Planning, Allocation or Buying
  • High proficiency in Excel
  • Thorough understanding of retail math
  • Strong analytical curiosity and critical thinking
  • Drive to problem-solve, continuously improve and execute
  • Strong written and verbal communication skills
  • Self-motivated and able to work in a dynamic / fluid environment with efficiency, accuracy and sense of urgency

Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.

Not Specified
Superintendent
Salary not disclosed
Cleveland, Ohio 1 week ago

Exciting opportunity to join the nations largest privately owned General Contractor as a General Superintendent supporting their Cleveland, OH team!

Responsibilities

  • Direct and coordinate trade contractors and their sub-contractors, when required, to ensure they turn out high-quality work that meets the approved project schedule
  • Supervise the construction of a large project or multiple projects
  • Supervise and develop the project team
  • Manage the project budget for general conditions and site services
  • Develop, document and communicate the work plan regarding changes made in the field
  • Maintain a thorough understanding of contract documents to be able to coordinate trades, plan ahead>and anticipate potential problems before they arise
  • Obtain or verify that the subcontractors obtain all necessary permits for construction purposes
  • Monitor safety performance and verify safety compliance with all trades; act as primary safety representative in the field and enforce quality control policies
  • Conduct maintenance and planning of "work-arounds," shutdowns and tie-ins
  • Lead contractor meetings, oversee daily reports and document using Procore on a regular basis
  • Communicate schedule status, updates and changes to Project Team>and Trade>Contractors
  • Coordinate and manage jobsite logistics
  • Oversee project quality plan>and implement>necessary changes.
  • Resolve jurisdictional disputes
  • Establish credibility among Owners, trade contractors, unions etc. by maintaining a fair and trustworthy environment

Qualifications

EXPERIENCE/EDUCATION

  • BS or MS degree in Engineering or Construction Management
  • 15+ years of experience on large scale multi million dollar healthcare construction projects
  • Or equivalent combination of education and experience
  • AHCA experience strongly preferred

KNOWLEDGE, SKILLS & ABILITIES

  • Strong technical, communication, and organizational skills
  • Excellent problem solving skills and ability to adapt to changing needs
  • Must possess the ability to participate in sales process, interviews and presentations
  • Ability to work in a team environment
  • Proficient in Microsoft Office, Procore
  • Construction-document and drawing literate, with knowledge of all phases of construction
  • Experience and proficiency in all divisions of work, methods, materials, scheduling, and cost control
  • Strong knowledge and appreciation of construction safety processes and ability to enforce the project safety plan
  • Ability to create an environment where "safety first" is the culture and all trades people work with an incidentand injuryfree attitude
  • Experience supervising a project team
  • Knowledge of labor relations
  • OSHA 30 Hour Certified
Not Specified
Commercial Lines Producer
Salary not disclosed
Columbus, Ohio 1 week ago

About Us

Thomas-Fenner-Woods Agency, Inc., headquartered in Columbus, OH, has been serving the insurance and risk management needs of clients since 1932. We offer a complete program of insurance and risk management services including commercial, personal, employee benefits, life, and health coverage. We are committed to protecting our customers and providing them with the best service possible. Through experience, education and training, we are continuing to analyze the source of risk and address them in the most comprehensive and cost-effective means available. As an independent agency, we represent the most reputable and financially sound insurance companies in the world, while maintaining our customers as our number one priority. Through proper planning and dedicated service, we make insurance work for you.

Commercial Lines Producer

Position Summary:

The primary function of this role is to drive revenue and agency growth by generating new business, cultivating strong client relationships, and providing tailored insurance and risk management solutions. This role plays a critical part in expanding the agency's presence within target markets and acts as a trusted advisor for commercial clients. The Producer executes proactive sales strategies and ensures the delivery of exceptional service throughout the client lifecycle.

Key Responsibilities:

Business Development

  • Proactively identify and pursue new business opportunities through networking, referrals, cold calling, digital engagement, and community involvement.
  • Develop and maintain a robust sales pipeline through consistent prospecting and lead qualification.
  • Create and present tailored insurance proposals aligned with clients' risk exposures, operational needs, and financial objectives.
  • Represent the agency at industry functions and community events to build brand visibility and strengthen referral networks.

Sales Execution

  • Market and sell insurance products across commercial lines and, where licensed personal, life, and health products, in accordance with agency offerings.
  • Meet or exceed established individual production goals related to premium volume, new business, policy count, and retention.
  • Prepare and submit accurate applications, quotes, coverage comparisons, and binding documentation.
  • Maintain up-to-date opportunity tracking and sales activity documentation within the agency's CRM and management systems.

Client Relationship Management

  • Build long-term client relationships by maintaining consistent and proactive communication.
  • Conduct annual policy reviews to assess coverage adequacy, identify emerging exposures, and recommend appropriate solutions.
  • Serve as a trusted advisor to clients by educating them on risk exposure, coverage options, and policy features.
  • Provide responsive, high-quality support to promote client satisfaction and retention.

Collaboration and Compliance

  • Collaborate with underwriting, service, and claims teams to ensure seamless onboarding and service delivery.
  • Ensure all sales activities are compliant with state licensing regulations and internal agency protocols.
  • Stay informed of industry trends, carrier appetites, regulatory changes, and competitive product offerings.

Qualifications:

  • High school diploma required; college degree preferred
  • 1-2 years of sales or client-facing experience, ideally within insurance, financial services, or related field
  • Active Ohio Property & Casualty license required, or the ability to obtain the license within 90 days of hire
  • Proficiency in Microsoft Office and CRM platforms; experience with Applied Epic or comparable agency management systems preferred
  • Demonstrated success in sales, with strong negotiation and consultative selling skills
  • Excellent verbal and written communication skills with strong interpersonal effectiveness
  • Client-focused mindset with a high level of professionalism and integrity
  • Strong organizational and time-management skills to effectively manage pipeline activity and deadlines
  • Sound ethical judgment and commitment to regulatory compliance
  • Willingness to travel locally as needed
  • Ability to pass a criminal background check, as permitted by law

Schedule: Monday-Friday, 8:30am-5:00pm

Office Location: 155 E. Broad Street, Suite 800, Columbus, OH 43215 (Hybrid Work Options)

Benefits:

  • Competitive Compensation Package
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.

Not Specified
Product Developer, Decor & Accessories
🏢 Arhaus
Salary not disclosed
Boston Heights, Ohio 1 week ago

Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used—and loved—for generations.

Arhaus is seeking a highly creative, trend driven Product Developer/Creative Category Manager for our Decor & Accessories business. At Arhaus, the Product Developer is accountable for developing and leading a product strategy and roadmap, including developing the brand aesthetic, defining and refining existing product assortments, and effectively collaborating with cross-functional teams to grow revenue and align with the financial, merchandising, and company strategies.

Essential Duties & Responsibilities:

  • Lead and develop product strategy to grow revenue and achieve business goals. You will be the ultimate business owner of financials and performance for respective categories.
  • Develop business strategies outlining strengths, weaknesses, new opportunities and threats.
  • Communicate annual and seasonal strategies to leadership and internal and external teams. Develop growth plans by vendor and category.
  • Develop exclusive branded product that meets company requirements for design, execution and value.
  • Perform market analysis, competitive shop and analyze sales trends to keep abreast of current trends. Identify emerging trends.
  • Lead design aesthetics by traveling domestically and internationally to discover trends and ensure the brand continues to propel forward and remains ahead of the curve.
  • Lead and partner cross functionally to ensure communication and process flow between teams is mutually supportive.
  • Direct manufacturing partners on product sourcing, materials and manufacturing techniques to ensure product meets our critical mix of design, execution and value.
  • Initiate and partner with cross-functional teams to execute and drive assortment strategy and profitability.
  • Lead and manage all aspects of performance and development of direct reports to encourage professional growth and performance. Hold teams accountable to expectations, deadlines, and processes to ensure the team is operating with greatest efficiency.

Requirements:

  • 5+ years Product Development or Buying experience
  • Bachelor's degree in a related field
  • Advanced Excel skills required and familiarity with CAD or other drafting/rendering software
  • Furniture/Home product development experience a plus
  • High level of aesthetic and eye for scale and proportion
  • Highly creative with an ability to identify and react to trends
  • Proven track record in product development and sourcing
  • Strong financial acumen with accountability to results
  • Strong leadership skills, with ability to communicate with executive level
  • Strong negotiating skills and ability to influence partners and peers
  • Must have an interest in a collaborative and team-oriented environment
  • Domestic and International Travel required - approximately 25% of the time

Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.

Not Specified
Mid-Level Life Solutions Specialist - Plano - Flexible Work Environment with Office Recognition (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Flexible 4 days ago

Why USAA?

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

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

The Opportunity

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

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

What you'll do:

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

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

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

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

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

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

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

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

  • products and services.

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

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

  • Guides and influences less experienced team members.

Work Hours:

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

  • An 8 hour shift will fall within these hours

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

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

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

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

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

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

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

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

Compensation range: The salary range for this position is: $66,340 - $111,940

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

 

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

 

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

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

 

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

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

 

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


Remote working/work at home options are available for this role.
Not Specified
Associate Life Solutions Specialist - Plano - Flexible Work Environment (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Flexible 4 days ago

Why USAA?

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

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

The Opportunity

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

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (Central)
  • An 8 hour shift will fall within these hours
  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED
  • Required maintenance of Life/Health license and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 1 year of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
  • Experience acquiring and applying new concepts and information
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Active Group 1 Life and Health license
  • 1+ yrs experience working in Sales with life insurance or financial services products
  • 1+ yrs experience working in a call center environment 
  • CLU® - Chartered Life Underwriter or comparable designation
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

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

 

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

 

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

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

 

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

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

 

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


Remote working/work at home options are available for this role.
Not Specified
Retirement Income Advisor (Sign-On Bonus) - Flexible Work Environment (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Flexible 4 days ago

Why USAA?

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

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

The Opportunity

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.


Remote working/work at home options are available for this role.
Not Specified
Mid-Level Life Solutions Specialist - San Antonio/ Colorado Springs - Flexible Work Environment (SAN ANTONIO)
🏢 Usaa
Salary not disclosed

Why USAA?

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

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

The Opportunity

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

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

What you'll do:

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

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

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

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

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

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

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

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

  • products and services.

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

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

  • Guides and influences less experienced team members.

Work Hours:

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

  • An 8 hour shift will fall within these hours

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

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

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

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

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

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

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

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

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

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

 

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

 

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

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

 

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

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

 

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


Remote working/work at home options are available for this role.
Not Specified
AWS Dev Ops Engineer (Hybrid)
Salary not disclosed

*Securian Financial Groups internal position title isInfrastructure Consultant.

Position Summary:

We are looking for an AWS Dev OpsEngineer with hands-on experience in AWS Tools to help build and maintain cloud infrastructure that supports our data and analytics platforms. This role is ideal for someone with a solid foundation in cloud engineering who is ready to take ownership of infrastructure components and collaborate across teams to deliver scalable, secure, and efficient solutions. Executes projects to research, proof of concept, and implement new solutions. Maintains awareness of trends and technologies to meet new and emerging stakeholder requirements.

Responsibilities include but not limited to:

  • Champion the selection of Data and Analytics platforms and tools to be used across the enterprise.
  • Engage with users and vendors to execute technology proof of concepts that validate use cases and the value of new solutions.
  • Onboard new platforms and tools to ensure solutions are adopted effectively across the organization.
  • Collaborate with Data Engineering and Data Science teams to identify tooling gaps and inefficiencies and partner to implement solutions for their needs.
  • Build and maintain AWS infrastructure using Infrastructure as Code (IaC) tools such as Terraform or CloudFormation.
  • Configure and manage core AWS services including EC2, S3, IAM, RDS, Lambda, Glue, Redshift and VPC Networking.
  • Support data engineering and analytics teams by provisioning and optimizing cloud resources for data pipelines and analytics workloads.
  • Implement monitoring, logging, and alerting solutions using tools like CloudWatch.
  • Participate in CI/CD pipeline development and deployment automation.
  • Ensure infrastructure security through proper IAM policies, encryption, and network configurations.
  • Collaborate with data engineers, data scientists, and solution architects to improve infrastructure design and performance.
  • Document infrastructure processes and configurations for operational transparency and team knowledge sharing.
  • Ability to work with ambiguity and organize requirements to identify options.
  • Ability to build productive relationships and collaborate with partners and stakeholders.
  • Proficient in managing and maintaining Linux-based systems, including installation, configuration, performance tuning, and troubleshooting. Experienced with shell scripting, system security, user management, and automation tools to ensure reliable and efficient server operations.

Qualifications:

  • 2-5 years of experience in cloud infrastructure engineering, with a focus on AWS.
  • Experience working with structured and unstructured data and data storage technology RDS Postgres, S3
  • Proficiency in Infrastructure as Code tools (Terraform, CloudFormation, or AWS CDK).
  • Experience with AWS services relevant to data and analytics (e.g., Glue, Redshift).
  • Familiarity with DevOps tools and practices (e.g., Git, GitHub, CI/CD, Docker).
  • Basic scripting skills in Python, Bash, or PowerShell.
  • Understanding of cloud networking, security, and cost optimization principles.
  • Strong communication and collaboration skills.


Preferred Qualifications:

  • AWS certification (e.g., AWS Certified Solutions Architect - Associate, Associate Developer or Associate Machine Learning Engineer).
  • Exposure to big data tools and frameworks (e.g., Spark, Hive). Airflow, Control M, Streamsets
  • Cloud Data Platforms: Snowflake, AWS Redshift, RDS, Postgres
  • Data Governance & Cataloging: Informatica Intelligent Data Management Cloud (IDMC), Cloud Data Governance and Catalog (CDGC)
  • Master Data Management: Reltio MDM for authoritative data domains
  • AI Enablement: SageMaker, AWS Bedrock, Textract, etc. for AI development, MLflow for model lifecycle management
  • Experience working in agile or cross-functional teams.

#LI-Hybrid**This position willhave a hybrid working arrangement, workingin-officefor a minimum of3days aweek.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. Ifyou'reina commutable distance (90 minutes)you'lljoin us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

$89,000.00 - $164,300.00

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

  • We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

  • Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability

  • Pride at Securian Financial

  • Securian Young Professionals Network

  • Securian Multicultural Network

  • Securian Women and Allies Network

  • Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here


Remote working/work at home options are available for this role.
Not Specified
jobs by JobLookup
✓ All jobs loaded