Sales Jobs in Phoenix Remote

360 positions found — Page 14

Sales Executive
🏢 PHMG
Salary not disclosed
Phoenix, AZ 1 week ago

Sales Executive – High Earnings & Career Growth with Global Audio Branding Leader


This is a fantastic opportunity for anyone looking for an entry-level SDR Role, offering structured training, rapid progression, and uncapped earning potential.


Location: 2525 E Camelback Road, Phoenix, AZ 85016


Starting Salary: $40,000

  • Opportunities for base salary increases up to $80,000 based on merit performance
  • On Target Earnings: $65,000–$75,000 in Year 1 for our Sales Executive
  • One-time $2,000 bonus upon completion of the training program


About PHMG

PHMG is the world’s leading audio branding agency, creating unforgettable sound identities for iconic brands like Adidas, Coca-Cola, and Audi. With over 37,000 clients across 50 countries, we help businesses connect with their audiences through the power of sound.

We’re proud to be employee-owned and the winner of the prestigious King’s Award for Enterprise — celebrating our innovation, growth, and world-class performance.


Why You’ll Love Working Here

  • Uncapped commission – Top Sales Executive takes home $90,000+
  • Monthly incentives, awards, and Presidents Club dinners
  • Three-month training program & ongoing career development
  • Health benefits, 15 days PTO, 5 sick days, life insurance, and 401(k) with company match


Employee Ownership Perks

At PHMG, you’re not just a Sales Executive — you’re an owner.

  • You share in the company’s growth and success
  • You build long-term wealth through ownership
  • Your voice matters in shaping our future
  • You’re part of a culture built on pride, collaboration, and shared wins


What We’re Looking For:

  • Sales experience and a passion for a fast-paced environment
  • A competitive, ambitious spirit with a strong work ethic
  • Confidence, energy, and a hunger for success


Ready to join a dynamic team with a clear path to success? Apply now!

PHMG is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.


All applicants must possess current US work authorization.

Not Specified
Strategic Account Manager
Salary not disclosed
Phoenix, AZ 1 week ago

Overview:

Our client is a global healthcare leader innovating the pharmaceutical industry with their cutting edge solutions. They are seeking a Strategic Account Manager to join their team. The Strategic Account Manager will play a vital role in driving sales, optimizing patient care pathways, ensuring formulary access, and cultivating strategic relationships with key stakeholders to enhance patient outcomes and achieve organizational objectives. This individual will also be responsible for delivering exceptional education and service related to disease awareness and treatment across the portfolio.


Responsibilities:

  • Make informed decisions and develop plans using both business and scientific insight.
  • Achieve and surpass sales goals while educating targeted healthcare providers on the full range of therapies within assigned accounts and territories.
  • Develop and communicate a deep scientific understanding of disease states and therapeutic offerings.
  • Increase awareness and provide early education on disease signs and symptoms.
  • Educate on proper diagnostic pathways, diagnostic testing, and complimentary testing programs. Communicate the clinical benefits, efficacy, and safety profile of products.
  • Provide education on product administration, treatment expectations, and the importance of adherence and compliance.
  • Support referral networks by promoting referrals to appropriate specialists for optimal patient management.
  • Navigate and understand key account ecosystems to build and sustain long-term business relationships with customers and key opinion leaders (KOLs).
  • Clearly and effectively communicate complex clinical and reimbursement information to key stakeholders in a highly competitive market environment.


Qualifications:

  • Bachelor’s degree required
  • Minimum of 5 years of pharmaceutical sales experience
  • Proven ability to build and strengthen networks, develop referrals, and establish infrastructure within key accounts
  • Strategic sales mindset with strong analytical skills to evaluate complex market dynamics and create innovative strategies that drive sales and optimize care delivery
  • Excellent communication, interpersonal, and presentation skills with strong executive presence
  • Willingness to travel as necessary to engage with key stakeholders
Not Specified
Construction Account Executive
Salary not disclosed
Phoenix, AZ 1 week ago

About Buildots

Buildots is transforming construction management. Our AI-powered SaaS platform automates on-site progress tracking, giving construction teams the tools to plan smarter, improve efficiency, and cut costly delays by up to 50%. The $13 trillion construction industry has seen little disruption in the past 150 years... Until now.

Backed by leading VCs and deployed on hundreds of projects across North America, Europe, and the Middle East, Buildots enables a game-changing, performance-driven approach. Our customers include top global contractors, consultants, and owners - Intel, JE Dunn, Ledcor and Turner Construction, to name a few.

With over $160M raised and major expansion planned for 2026, this is a unique opportunity to join a fast-scaling company reshaping one of the world’s largest industries.


About the Role

This is your chance to take the lead in driving Buildots’ growth into untapped markets. As a New Logo Account Executive, you’ll be the tip of the spear; identifying, engaging, and closing high-value opportunities in the construction industry. You won’t just sell a product—you’ll champion a transformative technology that’s redefining how projects are delivered.

If you thrive on hunting new business, building trusted executive relationships, and turning conversations into long-term partnerships, this role gives you the platform, resources, and autonomy to make it happen.


Key Responsibilities

  • Consistently achieve or exceed quarterly and annual sales quotas within targeted prospective accounts.
  • Drive outbound prospecting initiatives while nurturing and expanding existing relationships.
  • Take a consultative, partnership-driven approach—building trust, credibility, and long-term value with clients.
  • Strategically map accounts to identify growth opportunities and deliver measurable business impact.
  • Build, manage, and maintain a healthy, high-quality sales pipeline with accurate forecasting and reporting.
  • Develop deep, enduring customer relationships that foster loyalty and advocacy.
  • Proactively prioritize and follow through on customer needs to maximize mutual business outcomes.


Experience & Skills

We’re seeking a high-performing Account Executive with a proven track record in B2B sales, ideally in the construction industry, who thrives in a fast-paced, growth-oriented environment.

Preferred & Required Attributes

  • Established relationships with construction executives and project teams in your region.
  • True “hunter” mentality with a strong closing instinct.
  • Exceptional listening skills with a keen ability to understand and align with customer and stakeholder needs.
  • Uncompromising integrity, demonstrated through consistent and transparent actions.
  • Positive energy, resilience, and a great sense of humor.
  • Advanced stakeholder management and networking abilities across multiple levels of an organization.
  • Passion for construction and/or technology, with a belief in the transformative power of innovation in the industry.
  • Highly target-driven, persistent, and adaptable under pressure.
  • Confident in engaging with diverse stakeholders across various roles, countries, and cultures; whether in person, by phone, or via video.


We offer competitive compensation along with a comprehensive benefits package designed to support you professionally and personally:

  • Health, dental & vision insurance
  • 401(k) retirement plan with 4% employer match
  • Paid time off (vacation and sick leave)
  • Stock-option grants (for eligible employees)
  • Hybrid working arrangement
  • Employee Assistance Program (EAP)
  • Commuter benefits
  • Pet insurance
  • Voluntary life insurance
  • Voluntary short-term & long-term disability coverage


*By submitting your application, you agree that Buildots will process your personal data in accordance with Buildots' Privacy Policy.

Not Specified
Entry Level Sales Consultant
Salary not disclosed
Phoenix, AZ 1 week ago

***2026 Graduates welcome to apply***


Develop GREATNESS in 2026 with Collabera


Collabera is a talent solutions company, dedicated to building elite teams. We create relationships with our clients and partner with them to solve for IT talent gaps. Internally, we are committed to developing greatness in every individual. We do this by teaching our people how to build confidence, approach situations with a growth mindset, and the skills required to achieve success.


We are on the constant pursuit to become better versions of ourselves, and are looking for resilient individuals who want to join us on this journey. Is that you?


Mentality

We believe with effort and the right mentality, you can accomplish anything.


Care & Make it Better

Strive to improve everything you touch. Embrace feedback, be open to change, and approach challenges with a positive and constructive mindset.


Put People First

Treat everyone with respect, empathy, and kindness. Our relationships are the foundations of our success.


Embrace Feedback

Welcome honest and candid conversations, they are necessary for growth.


Celebrate Problems

See problems as opportunities for growth and innovation. Your solutions will shape our future success.


Training

We will provide you with training, and will be looking for you to put in the effort to develop your skills. Our 13 week Developing Greatness program is designed to teach you everything you need to know to excel in the world of sales. In addition to the program, you will have a dedicated

mentor throughout your Associate career.


Account Management/Sales

  • Develop and maintain business relationships C-Level Directors of Fortune 1000 companies
  • Consult with C-Level executives to develop and implement an effective onboarding strategy
  • Network with clients over lunch, dinner, sporting events, concerts, and other various social activities
  • Work directly with internal recruiters to help meet client business objectives
  • Represent Collabera by providing business solutions based on client needs


Compensation and benefits

  • Base salary, in addition to quarterly, uncapped commission
  • Year 1 OTE $45,000-$55,000
  • Year 2 OTE $75,000 - $85,000
  • Year 3 OTE $120,000 +
  • Sales Training Program; 13 Week Greatness Guide
  • Eligible for benefits and paid time off within the first 90 days of employment
  • Annual sales contest trip
  • Discounted Programs Such as Fitness, Monthly Cell Phone Reimbursement, Credit Unions and more
  • Incentive stock unit program
  • Benefits + 401k


Requirements

  • Bachelors Degree
  • Internship/Externship experience
  • Involvement within student/community organizations OR previous work experience
  • Above average communication and interpersonal skills
  • Career-motivated and driven
  • Detail and process oriented
Not Specified
Field Sales Representative
Salary not disclosed
Phoenix, AZ 1 week ago

Company Description

Golf Safety specializes in creating tailored solutions to enhance workplace safety in the golf industry. By working closely with golf course superintendents, Golf Safety provides tools and resources, including OSHA-compliant safety training and supporting documentation, to streamline employee training. The company also develops custom health and safety programs specific to each facility’s needs, covering golf maintenance equipment, hazard communication, spill control, and emergency plans. These comprehensive solutions help ensure that golf facilities meet the highest safety standards while promoting efficient operations.


Role Description

This is a remote contract role for a Field Sales Representative. The Field Sales Representative will be responsible for maintaining an existing customer base in AZ/NV, as well as identifying and engaging potential clients, presenting Golf Safety's solutions, and developing new business opportunities within the golf industry. Key tasks involve prospecting, conducting sales presentations, building client relationships, and meeting sales targets.


Qualifications

  • Experience in outside sales preferred
  • Familiarity with the golf industry — course operations, key decision-makers, and seasonal dynamics
  • Excellent written and verbal communication skills
  • Self-motivation, time management, and ability to work independently
  • Knowledge or experience in the golf industry or a related field is a plus

• Willingness to travel regularly throughout Arizona and Nevada

  • Valid driver’s license and reliable transportation
Not Specified
Experienced Retirement Income Advisor (Sign-On Bonus) - Hybrid Work Opportunities After 6 Months (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX, Hybrid 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

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

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

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

What you'll do:

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

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.

  • Documents relevant information as it relates to building a retirement income portfolio.

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

  • Develops and communicates appropriate retirement income strategies based on individual member needs.

  • Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

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

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

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

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

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

  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

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

What you have:

  • High School Diploma or General Equivalency Diploma required.

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

  • Required maintenance of FINRA Series 7 license.

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

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

  • 4 years of financial industry and/or sales experience.

  • Experience delivering frequent written and oral communication.

  • Experience processing and analyzing information.

  • Experience fulfilling requests and meeting deadlines.

  • Experience resolving conflict and negotiating.

  • Experience multi-tasking in an operating systems environment.

  • Experience participating in or leading teams.

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

What sets you apart:

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

  • 3+ years of direct Annuity Sales Experience

  • Experience working in an Inbound/Outbound Call Center

  • Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

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

 

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

 

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

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

 

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

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

 

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


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

Why USAA?

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

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

The Opportunity

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

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

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.

  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

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

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

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

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

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (Central)

  • An 8 hour shift will fall within these hours

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

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license and/or acquisition within 90 days

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

  • Up to 1 year of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in a team environment

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

What sets you apart:

  • Active Group 1 Life and Health license

  • 1+ yrs experience working in Sales with life insurance or financial services products

  • 1+ yrs experience working in a call center environment 

  • CLU® - Chartered Life Underwriter or comparable designation

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

Compensation range: The salary range for this position is: $45,470.00 - $79,110.00.

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

 

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

 

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

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

 

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

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

 

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


Remote working/work at home options are available for this role.
Not Specified
Mid-Level Life Solutions Specialist - 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
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