Smart Solutions Location Jobs in Usa

TAB Consultancy Services LLC is a workforce development and technology training organization focused on preparing individuals for high-demand careers in IT, Cybersecurity, Cloud Computing, Networking, and AI-enabled technologies.

Our programs combine industry-recognized certifications, hands-on training, and structured apprenticeship pathways designed to connect trained candidates with real employment opportunities.

TAB partners with employers, workforce development organizations, and community partners to help businesses build sustainable talent pipelines while helping individuals launch careers in technology.

As we continue expanding our apprenticeship programs and employer partnerships, we are seeking a results-driven Account Executive – Apprenticeship Solutions to help grow our employer network and generate new hiring opportunities.

This is a hybrid role based in San Diego, California.

The position allows for a combination of remote work and in-person meetings, and will require occasional local travel for:

• Employer meetings
• Networking events
• Chamber of Commerce events
• Workforce development events
• Industry conferences

This is a 1099 independent contractor position designed for a self-motivated, entrepreneurial sales professional who can independently manage a full sales pipeline from lead generation through deal closure.

Many organizations struggle to find qualified entry-level technology talent.

TAB helps employers solve this challenge through structured apprenticeship programs that provide access to trained candidates in areas such as:

• Cybersecurity
• Cloud Computing
• Network Engineering
• IT Support
• AI & Automation

As an Account Executive – Apprenticeship Solutions, you will play a critical role in helping employers build future-ready teams while helping individuals launch careers in technology.

This role is ideal for a high-performing sales professional who enjoys building relationships, developing new business opportunities, and driving measurable results.

You will own the employer acquisition pipeline from start to finish, including:

• Lead generation
• Employer outreach
• Relationship building
• Proposal development
• Closing employer partnerships

You will act as the primary driver of new employer partnerships for TAB’s apprenticeship programs.

• Identify and engage small and mid-sized businesses, government contractors, and enterprise employers
• Generate employer leads through outreach, networking, and referrals
• Conduct outreach via LinkedIn, email campaigns, phone calls, and networking events
• Stay informed on local hiring trends and workforce needs

• Schedule and lead discovery meetings with employers
• Present TAB’s apprenticeship hiring model and talent solutions
• Build relationships with HR leaders, hiring managers, and IT leaders
• Attend industry and workforce development events to build employer connections

• Develop customized talent solutions based on employer hiring needs
• Guide employers through the apprenticeship partnership process
• Maintain consistent follow-up to move opportunities through the pipeline
• Collaborate with internal teams to ensure smooth onboarding after employer agreement

• Own and manage the employer sales pipeline from initial contact to signed partnership
• Track outreach activity, meetings, and pipeline progress
• Maintain CRM records and report performance metrics
• Forecast pipeline activity and employer partnerships

• Build relationships with workforce organizations, chambers of commerce, and industry groups
• Participate in workforce development initiatives and employer engagement events
• Identify opportunities for employer partnerships and long-term collaboration

Performance in this role will be measured based on monthly targets such as:

• 200 employer leads generated
• 40 employer meetings scheduled
• 10 new employer partners onboarded
• 10–20 candidate placements

Additional expectations include maintaining consistent outreach and pipeline activity to support these targets.

This role reports directly to the Director of Operations and works closely with internal teams including:

• Training & Instruction
• Candidate Success
• Workforce Partnerships
• Operations

You are a self-motivated, results-driven sales professional who thrives in an independent environment.

You are comfortable owning a full sales cycle and managing a high-volume pipeline of employer opportunities.

You enjoy building relationships and creating solutions that help employers solve real workforce challenges.

• Proven success in business development, sales, or employer partnerships
• Experience managing a full sales pipeline from prospecting to closing
• Strong ability to generate and convert employer leads
• Excellent relationship-building and communication skills
• Experience with B2B sales outreach and networking
• Strong organizational skills and ability to manage multiple opportunities
• Comfort working independently in a results-driven environment

Experience in one or more of the following areas is a plus:

• Workforce development programs
• Apprenticeship programs
• Tech recruiting or staffing
• EdTech, training, or talent development services
• IT, cybersecurity, or technology workforce sectors

Candidates should be comfortable using tools such as:

• LinkedIn Sales Navigator
• CRM platforms (HubSpot, GoHighLevel, Airtable, or similar)
• Email outreach tools (Hunter, Apollo, or similar)
• Zoom or webinar platforms
• Google Workspace or similar productivity tools

This role is offered as a 1099 Independent Contractor position.

Compensation structure will be discussed during the interview process.

If you are a driven sales professional who enjoys building partnerships and creating opportunities, we encourage you to apply and help us expand access to technology careers through apprenticeship pathways.

TAB Consultancy Services LLC is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive environment and welcome applicants of all backgrounds.

All qualified applicants will receive consideration for opportunities without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability status, veteran status, or any other characteristic protected by applicable law.

We believe diversity strengthens our mission and our ability to serve employers and communities.

Job Title: Sales Account Executive (Junior & Senior) – Lab Services & Solutions

Location: New Brunswick, NJ 08901

Duration: Fulltime - Field-Based

Job Description:

About the Role

We are hiring both Junior and Senior Account Executives to support the expansion of a fast-growing company in the laboratory supplies, kitting, and equipment services space.

This is a field-based sales role focused on building relationships and driving revenue across pharmaceutical, biopharma, clinical, and research lab clients.

What You’ll Do

• Develop and grow new business within assigned territory
• Manage the full sales cycle: prospecting → closing → account growth
• Sell lab products, equipment services, and custom kitting solutions
• Build strong relationships with pharma, biotech, CRO, and clinical lab clients
• Collaborate with internal teams to deliver tailored solutions
• Consistently meet or exceed sales targets

Who We’re Looking For

Senior Account Executive

• 8–10+ years of B2B sales experience
• Proven success in territory growth and new business development
• Experience selling lab services, equipment, or kitting solutions
• Strong network in Northeast (NY–Boston preferred)
• Highly independent, strategic, and driven

Junior Account Executive

• 5–10 years of B2B sales experience
• Exposure to lab/healthcare/scientific industries preferred
• Strong communication and relationship-building skills
• Willingness to learn and grow under senior mentorship

Preferred Background

• Experience with:
• Laboratory products or consumables
• Equipment service contracts (HPLC, GC, etc.)
• Clinical trial or diagnostic kitting solutions
• Background in pharma, biotech, CRO, or healthcare sales

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.

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.

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.

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.

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.

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

USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antoniocampus. Relocation assistance is NOT available for this position.

What you'll do:

• Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.

• Contributes to the achievement of Life Co member, product, and financial goals through team’s performance.  Effectively coaches employees on sales processes and opportunities to improve overall sales results.

• Proactively identifies opportunities to improve operational effectiveness in Life,  Health, or Retirement Income, resulting in reducing manual processes and expenses.  Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.

• Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.

• Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.

• May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.

• Responsible for the resolution of complex operations issues and/or  member escalations.

• Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.

• Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans.  Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.

• Responsible for efficient call center operating model that adheres to employee and member experience KPIs.

• Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.

• 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 10 years of experience without bachelor’s degree)

• 6 years of experience in financial services operations to include process improvement.

• 2 years of direct team lead, supervisory, or management experience required.

• Experience implementing and managing business process improvements.

• Extensive sales experience in the Health, Life, or Retirement industry.

• Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.

• Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).

• Ability to complete AHIP (America’s Health Insurance Plans) and Strategic Partner carrier certifications.

What sets you apart:  

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

• Current Life and Health license

• 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries.

• 1 or more years of working experience with Life, Health, or retirement income products

• Experience working/managing in a call center environment.

• Chartered Life Underwriter (CLU) or related industry designation

Compensation range: The salary range for this position is: $85,040 - $153,080

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.