Sales Navigator Jobs in Geronimo, TX

58 positions found — Page 2

Life Actuary- Asset Liability Management Team
🏢 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
We are seeking a dedicated Life Actuary to join the Life Company's Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.

What you'll do:

* Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
* Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
* Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
* May make recommendations for model adjustments and improvements, when appropriate.
* Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
* Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
* Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
* Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
* Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
* Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
* Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
* Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
* 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:

* Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor's degree)

* Do you have one of the following:
* 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor's degree + 4 years of experience + FSA)
* OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor's Degree + 8 years of experience + ASA)
* OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
* OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

* Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

* Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:

* US military experience through military service or a military spouse/domestic partner
* FSA (Fellow of the Society of Actuaries) designation
* Experience using Moody's AXIS software
* 2 or more years of experience with asset liability management or cash flow testing
* Prior Actuarial experience with Life Insurance and Annuity Products
* Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.
Not Specified
Inside Property Adjuster
🏢 Usaa
Salary not disclosed
New Braunfels, Texas 5 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 dedicated Property Adjuster, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle low to moderate complexity property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate.

This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Tampa, FL or Chesapeake, VA. Relocation assistance is not available for this position.

This is an experienced desk based Property Adjuster role working in a telephone concentrated environment without physical inspection of loss. This is an hourly, non-exempt position with paid overtime available. Training will be approximately 12 weeks, Monday to Friday and hours may vary by location. Upon successful completion of training, employees will transition to an eight-hour work shift ranging between 8:00 am – 5:30 pm (local time) Monday to Friday with availability for occasional evenings and weekends based on business needs.

What you'll do:

  • Proactively manages assigned claims caseload comprised of claims with low to moderate complexity damages that require commensurate knowledge and understanding of claims coverage.
  • Partners with vendors and internal business partners to facilitate low to moderate complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
  • Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
  • Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing investigation information involving low to moderate complexity policy terms and contingencies.
  • Determines and negotiates low to moderate complexity claims settlement. Coordinates with management for guidance on assessing settlement amounts outside of authority limits to support managing claims outcomes.
  • Maintains accurate, thorough, and current claim file documentation throughout the claims process.
  • Applies knowledge of estimating technology platforms and virtual inspection tools to prepare and manage low to moderate complexity property insurance claims estimates
  • Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations.
  • Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
  • May be assigned CAT deployment travel with minimal notice during designated CATs.
  • Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
  • 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.
  • 1 year of customer service, military leadership, construction related industry/insurance experience and/or experience handling low complexity property claims
  • Knowledge of estimating losses using Xactimate or similar tools and platforms.
  • Demonstrated negotiation, investigation, communication, and conflict resolution skills.
  • Working knowledge and understanding of claims contracts as well as application of case law and state laws and regulations.
  • Ability to prioritize and multi-task, including navigating through multiple business applications.
  • May need to travel up to 25% of the year (local & non-local) and/or work catastrophe duty when needed.
  • Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.

What sets you apart:

  • 1+ years relevant property adjusting claims of moderate complexity
  • Experience desk adjusting residential property claims to include water, roof, and personal property
  • File ownership handling claims from start to finish (scoping the loss, assessing damages, estimating, interpreting policy, making coverage decisions, settlement)
  • Proficient in estimate writing using Xactimate and virtual tools (such as Claim X, Hover, and Hosta)
  • Currently hold an active P&C Adjuster license
  • Experience working directly for a standard insurance carrier
  • Experience in a all center environment
  • US military experience through military service or a military spouse/domestic partner

Physical Demand Requirements:

  • May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces.
  • May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
  • May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
  • May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics.

Compensation range: The salary range for this position is: $57,970 - $97,820.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.

Not Specified
Auto Adjuster
🏢 Usaa
Salary not disclosed
New Braunfels, Texas 5 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 dedicated auto adjuster, within defined guidelines and framework, you are responsible to adjust moderately complex auto insurance claims presented by or against our members to include the end-to-end claims process and settling claims in compliance with state laws and regulations. You are accountable for delivering best in class service, through setting appropriate expectations, proactive communications, advice, and empathy.

This hybrid role requires an individual to be in the office 3 days per week. This position can be based in San Antonio, TX. Relocation assistance is not available for this position.

What you'll do:

  • Investigates liability and applies appropriate coverage, evaluates, negotiates, and settles moderately complex auto claims.
  • Negotiates liability for comparative negligence (claimant or adverse carrier).
  • Identifies coverage concerns, reviews prior loss history, determines, and creates Special Investigation Unit (SIU) referrals, when appropriate.
  • Interacts with multiple parties to gather information needed to determine liability (police reports, recorded statements, witness statements).
  • Resolves claims through proactive problem solving and decision making, within authority guidelines and under moderate supervision, overcoming obstacles, and effectively prioritizing the workload.
  • Clearly documents thought process including damage evaluation, investigation, negotiation, and settlement decisions
  • Collaborates and sets expectations with external and internal business partners to facilitate claims resolution.
  • Supports members, business partners, and claimants, through use of varying communication channels to include utilization of digital tools to drive timely and effective resolutions through exceptional service.
  • Applies developing knowledge of P&C insurance industry products, services, to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
  • Applies intermediate knowledge of Auto Physical Damage to adjust claims.
  • Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
  • May be assigned CAT deployment travel with minimal notice during designated CATs.
  • Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
  • 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.
  • 1 year of customer service experience.
  • Progressive experience handling low complexity auto non injury liability claims.
  • Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
  • Developing knowledge and understanding of auto claims contracts as well as application of case law and state laws and regulations.
  • Demonstrated negotiation, investigation, communication, and conflict resolution skills.
  • Proficient in prioritizing and multi-tasking, including navigating through multiple business applications.
  • Successful completion of a job-related assessment may be required.

What sets you apart:

  • One or more years of auto liability claims experience managing claims from initial contact through resolution
  • Minimum one year of experience managing a pending inventory with demonstrated organization and prioritization skills
  • At least two years of customer service experience, demonstrating strong communication and problem-solving skills
  • Proven experience with comparative negligence and shared liability determinations
  • Strong analytical and communication skills with the ability to interpret policy language, assess coverages, and make sound decisions
  • Proficiency with Guidewire or similar claims management systems
  • Bachelor's degree or industry designation (e.g., AIC, CPCU)
  • Military experience through service or as a military spouse

Compensation range: The salary range for this position is: $51,370 - $92,060.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.

Not Specified
Maternal Health Coordinator (SEGUIN)
Salary not disclosed
SEGUIN, Texas 5 days ago
POSITION SUMMARY/RESPONSIBILITIES

As part of the Baby Bexar Healthy Families Community-Based Perinatal Health Initiative, this position will serve as liaison between health system providers and community based resources in order to improve maternal health outcomes for University Health patients. This position will work with a clinical care team and a team of social service agencies to assist and guide patients through prenatal, delivery and postpartum services. This position will provide screening services, education, support, and patient care coordination. Candidate will ensure appropriate information is disseminated, patient is navigated to medical appointments, and follow-up with health care needs. All functions and behaviors are applicable to the clinical and community settings. Additional activities will include patient tracking, data entry, and reporting.

EDUCATION/EXPERIENCE

Bachelor’s degree in social sciences, health education or related field of study is required. Four years of experience in the area of health education, public health, social work and/or case management may be considered in lieu of the Bachelor’s degree. Community Health Worker certification preferred. Knowledge and experience working with programs of similar scope and focus preferred. Spanish fluency is preferred.
permanent
Perinatal Health Liaison (SEGUIN)
🏢 University Health
Salary not disclosed
SEGUIN, Texas 5 days ago
POSITION SUMMARY/RESPONSIBILITIES

As part of the Baby Bexar Healthy Families Community-Based Perinatal Health Initiative, this position will serve as liaison between health system providers and community based resources in order to improve maternal health outcomes for University Health patients. This position will work with a clinical care team and a team of social service agencies to assist and guide patients through prenatal, delivery and postpartum services. This position will provide screening services, education, support, and patient care coordination. Candidate will ensure appropriate information is disseminated, patient is navigated to medical appointments, and follow-up with health care needs. All functions and behaviors are applicable to the clinical and community settings. Additional activities will include patient tracking, data entry, and reporting.

EDUCATION/EXPERIENCE

Bachelor’s degree in social sciences, health education or related field of study is required. Four years of experience in the area of health education, public health, social work and/or case management may be considered in lieu of the Bachelor’s degree. Community Health Worker certification preferred. Knowledge and experience working with programs of similar scope and focus preferred. Spanish fluency is preferred.
permanent
Maternal Care Coordinator (SEGUIN)
🏢 University Health
Salary not disclosed
SEGUIN, Texas 5 days ago
POSITION SUMMARY/RESPONSIBILITIES

As part of the Baby Bexar Healthy Families Community-Based Perinatal Health Initiative, this position will serve as liaison between health system providers and community based resources in order to improve maternal health outcomes for University Health patients. This position will work with a clinical care team and a team of social service agencies to assist and guide patients through prenatal, delivery and postpartum services. This position will provide screening services, education, support, and patient care coordination. Candidate will ensure appropriate information is disseminated, patient is navigated to medical appointments, and follow-up with health care needs. All functions and behaviors are applicable to the clinical and community settings. Additional activities will include patient tracking, data entry, and reporting.

EDUCATION/EXPERIENCE

Bachelor’s degree in social sciences, health education or related field of study is required. Four years of experience in the area of health education, public health, social work and/or case management may be considered in lieu of the Bachelor’s degree. Community Health Worker certification preferred. Knowledge and experience working with programs of similar scope and focus preferred. Spanish fluency is preferred.
permanent
Associate Life Solutions Specialist - San Antonio/ Colorado Springs
🏢 Usaa
Salary not disclosed
New Braunfels, TX 5 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 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.

permanent
Government Account Executive
✦ New
Salary not disclosed
New Braunfels, TX 1 day ago

*This is a field sales role that requires frequent travel to customer sites in the Austin, TX territory.


SUMMARY OF POSITION

Howard Technology Solutions is a rapidly expanding technology solutions provider for the Healthcare, K-12, Higher Education, Government and Commercial markets. HTS is looking for a highly motivated Account Executive to join our team.


The Government Account Executive is responsible for the promotion and sale of technology solutions to customers within a designated territory. In addition to a strong background in technology, this individual will work with customers to determine their business requirements, create solutions and ensure a smooth sales process. This is a “results oriented” position that requires an organized, hardworking, self-driven, and focused individual determined to meet sales quotas.


PRIMARY RESPONSIBILITIES

  • Achieve territory sales quota
  • Actively and consistently prospect and develop new business
  • Build customer relationships
  • Conduct presentations and in-service trainings
  • Monthly forecasting
  • Plan personal work schedules, prioritizing work tasks and responsibilities
  • Complete weekly Sales Productivity Reports
  • Daily updates of CRM system


PHYSICAL REQUIREMENTS

  • Position requires Account Executive to be located in the specific territory
  • Requires willingness to work a flexible schedule (occasional weekend and/or evening work)
  • Requires extensive travel, including overnight travel within the territory


SKILLS/QUALIFICATIONS

  • Four-year college degree from an accredited institution is preferred but not mandatory
  • Must be able to develop relationships
  • Strong desire to be in the technology sales segment
  • Corporate level proficiency in MS Word, Excel, PowerPoint, official e-mailing, and computer skills, etc.
  • Presentable, courteous and pleasant personality
  • Exhibit a sense of urgency
  • Hardworking, sincere, honest, dedicated and self-achiever
  • Excellent verbal and written communication skills are required


COMPENSATION

  • Base Pay + Commission


BENEFITS

  • Medical Insurance
  • Dental Insurance
  • Disability Insurance
  • Life Insurance
  • 401K Retirement
  • Education Reimbursement
  • Paid Holidays
  • Paid Vacations


Equal Opportunity Employer Vet/Disabled

Not Specified
Intermediate Life Solutions Specialist - San Antonio/ Colorado Springs
🏢 Usaa
Salary not disclosed
Seguin, TX 5 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 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 at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

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

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

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

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

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

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

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

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

  • products and services.

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

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

  • Guides and influences less experienced team members.

Work Hours:

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

  • An 8 hour shift will fall within these hours

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

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

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

  • 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 - $84,110.00.

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.

permanent
Mid-Level Life Solutions Specialist - San Antonio/ Colorado Springs
🏢 Usaa
Salary not disclosed
New Braunfels, TX 5 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 following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

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

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

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

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

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

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

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

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

  • products and services.

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

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

  • Guides and influences less experienced team members.

Work Hours:

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

  • An 8 hour shift will fall within these hours

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

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

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

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

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

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

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

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

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

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

 

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

 

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

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

 

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

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

 

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

permanent
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