Sales Jobs in Tempe

Company Description

Darwin Research Group is a research and consulting firm focusing on healthcare delivery models. We specialize in comprehensive analyses of health systems, physician groups, and emerging payer models such as accountable care organizations and bundled payments. Our goal is to help our clients better understand the healthcare ecosystem and succeed in the ever- changing landscape. Our clients include pharmaceutical companies and medical device manufacturers.

Job Purpose

As a Research Consultant, you will be a critical member of the Research Team, assisting our clients through research and both syndicated and custom project engagements. You will also wear numerous hats at Darwin, collaborating across departments to meet client and internal requests, support sales and marketing initiatives, and manage project work. You will have the opportunity to engage with all Darwinians and make an impact in a growing organization. This dynamic role is for you if you are a team player, eager to delight clients, detail-oriented, deadline-driven, flexible, creative, and passionate about learning and adapting to change.

Job Responsibilities

• Conduct research and contribute to product and process improvements to support our core product and service offerings.
• Lead end-to-end research projects and custom client engagements, including research design, data collection and analysis, and the delivery of relevant and actionable recommendations.
• Collaborate with the sales team by responding to inquiries, participating in client calls and communications, and providing support throughout the sales cycle.
• Propose and respond to client research requests, offering strategic guidance on research methodologies, project scope, data collection and analysis, and deliverables.
• Partner with the Research Director to create and implement operational efficiencies and product and process improvements; train the research team on workflows and best practices.
• Support the growth of our expert research panel by managing participant recruitment, conducting interviews, and optimizing associated workflows.
• Master our project and content management tools, including and Dropbox, to organize documentation and ensure effective cross-functional communication.
• Proactively identify opportunities for new workflows, and product and service enhancements; work cross-functionally to implement best practices.
• Work as a team player by working closely with our project coordinator and mentoring research colleagues and cross-functional teams.
• Remain flexible as responsibilities evolve in response to organizational growth and changing priorities.

Knowledge, Skills, and Experience

• Bachelor's degree (B.A. or B.S.) from a four-year college or university
• At least 4 years of experience in syndicated or custom research in client-facing environments or similar professional environments
• Interest and prior experience in the healthcare industry (3+ years of experience)
• Working knowledge of MS Office Suite, Google Mail, Zoom, and related business tools
• Proven project management experience and understanding of project lifecycles
• Demonstrated ability to plan research, source participants, design discussion guides and research materials, and synthesize information from multiple sources – secondary research, interviews, surveys, etc.
• Excellent communication skills with the ability to communicate in a professional and timely manner and update internal and external stakeholders on project progress
• Organizational skills, with attention to detail and demonstrated commitment to quality
• Highly enthusiastic, service-oriented, and responsive
• Excellent time, resource, and project management skills
• Self-motivated, thriving in a fast-paced, growth-oriented, deadline-driven environment
• Quick learner with the ability to multitask with minimal supervision
• Creative problem solver finding ways to navigate ambiguity and deliver insightful and actionable results
• Ability to work cross-functionally

What We Offer

• Full-time position with a competitive salary
• Medical, dental, and vision benefits
• 401K with guaranteed company contribution
• Generous PTO
• Flexible hours
• Due to hybrid work environment, local candidates and those willing to relocate are strongly preferred

For the right person, this is an opportunity to expand your skill set and contribute to a growing company in a healthy, challenging, and collaborative environment. Many of our clients see value in our partnership and work with us year after year. Reach out to learn more!

Darwin Research Group is proud to be an equal-opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the United States.

Website:

An Associate Product Line Manager (PLM) is responsible for engaging with PLM's for the success of our principals’ product line, from development to sales in an electronic components industry. PLM's work to increase profitability and market share by analyzing the market, competitors, and customers, and then help the sales team develop strategies to achieve their goals.

Associate role to include involvement in, but are not limited to:

• Enter/Update New Business Opportunities in Dynamics 365 (CRM) and the principal’s system in a timely manner that mirror each other
• Research to identify opportunities for growth and anticipate trends
• Work internally and with the principals to design and develop marketing and sales strategies to drive growth
• Action/Follow-up on leads from our principals
• Be an advocate for the product lines and promote new product offerings and solutions to the team
• Consistent review of up trending/down trending accounts to determine how best to recapture business or further engage on new or up trending accounts
• Fully knowledgeable of escalation paths within the principals to elevate issues as necessary
• On-time reporting to the principals per their scheduled requests for updates
• Understanding of the principal’s supplier portal and working knowledge to utilize the available resources
• Final review of monthly reports prior to sending to the Regional Sales Managers
• Review and submit split reports timely and accurately to capture Won business moving outside of the territory
• Weekly POS review to identify trends and emerging accounts to review with the sales team
• Quote follow up on all opportunities of significant value with the Field Sales Engineers (FSE) and distributor partners
• Monitor the performance of the line and identify new and lost business and a strategy to protect and grow
• Responsible for planning and documenting the travel and customer visit schedule of principals when in the territory

We are seeking applicants with an energetic, aggressive personality, strong work ethic, and excellent communication skills. MUST be computer literate and able to handle multiple tasks to support the sales team.

Overview

David Yurman is a celebrated American jewelry company founded in New York by David Yurman, a sculptor, and his wife, Sybil, a painter and ceramicist. When the artists began collaborating, their goal was simply to make beautiful objects to wear. Today, with their son, Evan, they create timeless, yet contemporary Men's and Women's jewelry for all lifestyles through unconventional artistry, featuring their signature cable motif.

The David Yurman Scottsdale team is looking for a Brand Ambassador to share the company's mission to clients, delivering a superior customer service experience. They will achieve a high volume of personal sales through clientele development and product knowledge. This is a commission-eligible role.

The David Yurman Brand Ambassador will be accountable for the following key deliverables:

Responsibilities

Sales and Service

• Deliver individual sales budget by maximizing all selling opportunities
• Create a positive and rewarding client experience, that is warm and hospitable in all customer interactions
• Provide exceptional customer service by ensuring that the customer takes priority at all times
• Fully support and align with all key business initiatives and new product launches
• Remain current and knowledgeable of industry trends, to determine opportunities to maximize sales within the market.

Clientele Development

• Collect meaningful customer data for the purpose of building relationships and personalizing future client development opportunities
• Utilize the available marketing tools to engage current and new business and drive sales
• Embrace and utilize technology to enhance customer experience

Operations

• Assist with inventory control and keep shrink levels below target
• Maintain consistent visual merchandising and housekeeping standards reflecting current visual guidelines and priorities at all times
• Maintain an up to date knowledge of all product categories
• Ensure adherence to company retail operating and security procedures
• Partner with support team in the repair process and follow up on customer communication

Teamwork

• Be aware of the impact of behavior on others
• Provide help and advice to colleagues to achieve goals
• Demonstrate a flexible approach, responding positively to any reasonable request

Qualifications

• Previous retail or luxury retail sales or relevant clientele focused experience
• Proven track record in achieving sales results
• Exceptional clientele, customer relationship building skills
• Demonstrate strong verbal and written communication skills
• Possess computer skills to operate our retail POS system, and MS Office Programs such as Word, Excel, and Outlook.
• Flexibility to work in various roles based on business needs (i.e. on the sales floor, operations, etc.).
• Flexibility to work non-traditional hours, including days, nights, weekends and holidays.

The expected base salary for this role is $22.00 - $26.00/hour, plus commission.

Base pay is one component of David Yurman’s total compensation package, which may also include the following for eligible employees: access to healthcare benefits, 401(k) plan, bonus, employee discounts, generous paid time off, sick time, and more.

Why USAA?

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

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

The Opportunity

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

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

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
• products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
• Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.

Work Hours:

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

What you have:

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

What sets you apart:

• 4+ years experience working in Sales with life insurance
• 1+ years experience working in a call center environment
• CLU - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $105,420.00.

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

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

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

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

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

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

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

Why USAA?

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

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

The Opportunity

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

We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position.

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

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.
• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
• Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.
• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
• Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).
• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
• Integrate risk management tools, products, and strategies to create an effective retirement income plan.
• May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
• Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma required.
• Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
• Required maintenance of FINRA Series 7 license.
• Required maintenance of FINRA Series 66 (or 63 and 65) license.
• Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
• 1 year of financial industry and/or sales experience.
• Experience delivering frequent written and oral communication.
• Experience processing and analyzing information.
• Experience fulfilling requests and meeting deadlines.
• Experience resolving conflict and negotiating.
• Experience multi-tasking in an operating systems environment
• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ years of direct Annuity Sales Experience
• Experience Working in an Inbound/Outbound Call Center
• Retirement Income Certified Professional Designation (RICP)
• US military experience through military service or a military spouse/domestic partner

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

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

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

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

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

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

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

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

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 Intermediate 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 on the Phoenix, AZ. Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
• products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
• Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.

Work Hours:

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

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• 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 or leading teams
• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ 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: $48,340.00 - $81,580.00.

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.

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

It is all about learning and growing.

Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.

Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

For new hires starting in February, March and April, we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.

We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix Arizona office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month.

As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.

What you'll do:

• Facilitate the member experience by answering phone calls, emails, and other requests from members.
• Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.
• Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
• Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
• Maintain required Property & Casualty (P&C) licenses and state registrations.
• Ensure 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 GED equivalent
• Current ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed
• 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
• Ability to prioritize and multi-task, including navigating through multiple business applications

What sets you apart:

• US military experience through military service or a military spouse/domestic partner
• Prior experience in a fast-paced contact center environment

Training Schedule: Monday - Friday

8hr shift within the hours of 8:00 AM – 6:00 PM Local Time

USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members.

Work Schedule:

All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need.

Compensation range: The hiring range for this position is: $46,370 - $50,029.

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.

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: Phoenix, AZ. Relocation assistance is not available for this position.

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

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income 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.

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

It is all about learning and growing.

Our Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.

Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00 am MST to 9:00 pm MST. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members.

We are currently seeking dedicated insurance professionals to work in our Phoenix Arizona office located at 1 Norterra Drive, Phoenix, AZ 85085. As an Insurance Professional, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security.

What you'll do:

• Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels.
• Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.
• Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs.
• Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
• Maintain required Property & Casualty license and state registrations.
• Ensure 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 GED equivalent
• Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products
• Ability to prioritize and multi-task, while navigating through multiple business applications
• Ability to apply knowledge and understanding of insurance regulatory and compliance requirements
• Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring

What sets you apart:

• 1 year of customer contact experience in a needs-based sales environment
• 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face
• US military experience through military service or a military spouse/domestic partner

Training Schedule: Monday - Friday

8 hour shifts within the hours of 8:00am – 6:00pm

USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members.

Work Schedule:

All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need.

Compensation range: The hiring range for this position is: $46,135 - $48,635

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.

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• Approximately 40% travel
  

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• Serve as a senior commercial leader and role model within the sales organization
  
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• Bachelor's degree or Associate's degree preferred
  

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• 10+ years of B2B sales experience, with significant experience selling into the data center industry
  
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• Must be a US Citizen
  

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• Annual bookings and gross-profit attainment
  
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• Microsoft Office Suite or related software.
  

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• No supervisory responsibilities for this position.
  

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• Prolonged periods of sitting at a desk and working on a computer.
  
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• CPG offers a competitive and comprehensive package that includes additional benefits beyond enhanced medical, dental, and vision coverage
  
• Health Benefits - (Medical, Dental & Vision Insurance)
  
• Flexible Spending Account Options
  
• 401K Plan
  
• Employer paid Life & Disability Insurance
  
• Paid Time Off
  
• Employee Referral Program
  
• Employee Assistance Program (EAP)