Vertex Solutions Jobs in Usa

SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.

At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.

As the Senior Solution Advisor for Perioperative Services, you will be a critical subject matter expert and trusted advisor, bridging the gap between the client’s surgical and anesthesia departments and the capabilities of the Oracle Health (Cerner) Millennium EHR. You will guide stakeholders through complex workflow transformations, driving the successful design and adoption of the SurgiNet and Anesthesia Management solutions. Your primary objective is to ensure these solutions improve patient safety, optimize resource utilization (ORs, staff, equipment), and ensure accurate charge capture in the highly complex perioperative environment.

To excel in this senior position, you must have a strong background in perioperative informatics, OR nursing/technology, or clinical applications consulting. You will lead the design of the entire surgical journey, from case scheduling to PACU, and be the go-to expert for the intricate processes of preference card management and supply/implant documentation. You will also oversee the integration of the Anesthesia Information Management System (AIMS) with physiological monitors and anesthesia machines. Your role will involve close collaboration with key stakeholders—including surgeons, anesthesiologists, OR nurses, schedulers, sterile processing directors, and supply chain leaders—to ensure the perioperative suite is safe, efficient, and financially sound.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life Insurance
• 401(k) Retirement Plan with matching
• Paid Time Off
• Paid Federal Holidays

Key Responsibilities:

Client & Stakeholder Engagement:

Serve as the primary consultant for perioperative leadership on all aspects of the Oracle Health SurgiNet and Anesthesia solutions.

Provide expert support and knowledge transfer on perioperative best practices, including governance for preference cards, block scheduling, and charge capture.

Work directly with client counterparts to facilitate design workshops, review deliverables, and drive consensus on perioperative workflow and build changes.

Solution Design & Workflow Analysis:

Lead the analysis and design of the end-to-end perioperative workflow, including case scheduling, pre-admission testing (PAT), intraoperative nursing and anesthesia documentation, and PACU.

Oversee the design and maintenance strategy for foundational elements like surgical preference cards, resource scheduling (rooms/equipment), and integration with supply chain/inventory management.

Define requirements for the Anesthesia Information Management System (AIMS), including its integration with bedside monitors via CareAware for real-time data flow.

Implementation & Solution Management:

Act as a lead or driver for testing events, including developing and documenting scripts in an Application Lifecycle Management (ALM) tool to validate complex surgical and anesthesia workflows.

Provide expert support for cutover planning, go-live execution, and post-go-live sustainment, including ticket management for perioperative issues.

Assist in the review of training manuals and job aids to ensure they accurately reflect the configured workflows and system design.

Required Qualifications:

Experience: A minimum of 5-7 years of combined experience in perioperative informatics, surgical services leadership, or as an OR nurse/technologist with significant "super user" or implementation experience.

Oracle Health/Cerner Expertise: Direct, hands-on experience with the Oracle Health (Cerner) Millennium platform. Specific expertise in SurgiNet, Anesthesia Management, Preference Card Management, and CareAware is required.

Domain Expertise: Demonstrated expertise in perioperative workflows, sterile processing, preference card management, surgical billing/charging, and resource management.

Communication: Excellent verbal and written communication skills, with the ability to effectively engage with both technical teams and senior clinical/surgical leadership.

Education: Bachelor’s degree in a related field. A clinical background and license (e.g., RN, CST) is strongly preferred.

SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.

We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Sr. IT Solutions Engineer helps design innovative solutions to support business and IT process improvements.

This position requires at least one functional ERP and technology competency with the ability to support

solution definition and design. The ability to design solutions at a technical configuration level and document

functional specifications is essential. This is primarily a delivery position for a specific functional area.

Stabilization support is expected with the ability to document and transfer knowledge as required.

This is position which requires a high degree of technical knowledge. Effective communication and

prioritization skills are required.

This is an onsite role in Rochester, New York.

Responsibilities:

• Participate in high performance teams which deliver (design, configure, develop, test, train,
• document, implement and stabilize) technical and business process solutions
• Work directly with stakeholders to analyze current business process requirements,
• understand gaps, and create functional specifications for improvements
• Provide stabilization and escalation support, performing knowledge transfer as required
• Mentor, manage and coach IT professionals to create productive, high-performance teams
• Ensure ongoing, auditable compliance with legal and regulatory requirements

Preferred Knowledge:

• Application and business process design
• Third-party API integration
• SAP ERP experience: SAP PP/MM/QM
• Ability to lead the design, configuration and optimization of technical solutions including SAP PP/QM modules to support manufacturing solutions
• ABAP debugging and technical troubleshooting
• IT technology and data management
• Application development

Required Education:

• Bachelor's degree required

We’re hiring a B2B SaaS Account Executive to drive growth for our AI-powered solutions used by growing and enterprise businesses.

As an Account Executive at Commercient, you’ll own the full sales cycle for our AI automation and chatbot solutions, from prospecting and demos to closing complex B2B SaaS deals. You’ll work directly with customers to understand real business problems and translate cutting-edge AI—LLMs, intelligent automation, and ERP–CRM integrations—into practical, high-impact outcomes. This is a SaaS sales role for someone excited to sell sophisticated AI technology, engage senior stakeholders, and help shape the next generation of AI-driven sales motions.

At Commercient, you’ll own the full sales cycle, working directly with decision-makers to understand business challenges and position high-impact solutions that combine ERP, CRM, and AI capabilities.

Location: Atlanta (Hybrid)/US (remote)

What You’ll Do

As our Sales Representative, you’ll be on the front lines driving our growth:

• Prospect, pitch, and close deals for our AI technology solution such as our chatbot
• Build and nurture strong client relationships with Salesforce, HubSpot, Zoho, etc.
• Represent Commercient at meetings, demos, and events across the US
• Gather insights from the market to help shape our product and sales strategy
• Hit and exceed sales targets while growing your career in a fast-moving company
• Travel to several conferences per year in the US

Who You Are

• Sales hunter with a passion for building relationships and closing deals
• Energetic, ambitious, and motivated by results
• AI enthusiast who likes to learn about AI and stays current with the trends
• Comfortable meeting clients and thriving in a dynamic, less-structured environment
• Bachelor’s degree or equivalent experience in Sales, Business Development, or related fields (optional if you have killer sales results!)
• 3-7 years of experience in SaaS or AI solution sales (ERP, CRM, or automation experience strongly preferred)
• Familiarity with Salesforce, HubSpot, or ERP ecosystems
• Understanding of AI chatbots, RAG systems, or natural language interfaces (bonus if you can explain GPT, embeddings, or vector databases in plain English)
• Consultative, high-EQ selling style with technical curiosity
• Comfortable engaging at C-level and VP-level
• Self-starter with strong pipeline discipline and storytelling ability
• Excited about shaping a next-generation AI sales motion
• Experience with any Chatbot or LLM tech stack: Google Gemini, Google AI Studio, Open AI, Liveperson, Drift chat, Microsoft Copilot, Agents, Agentforce, HubSpot AI, Support desk or Helpdesk AI assistants, Slack AI assistants, etc.
• Comfortable working independently in a remote team environment
• Applicants must have near-native English proficiency. A short written and verbal English evaluation will be part of the selection process.

Not for you if: you dislike rejection or ambitious goals.

Why Join Us?

• Be a key player in our expansion — your impact is direct and visible
• Work closely with founders and an international team
• Learn and grow in a tech-driven, fast-moving environment
• We have an engaging, collaborative culture focused on succeeding together

Compensation & Perks

• Competitive base starting at $55k (based on experience) + commission — uncapped, performance-driven commissions per annual On Target Earnings (OTE)
• Our compensation plan creates a space for you to be in control of what you make. The base is a great start, but uncapped commission is accessible your entire career with us (your base and commission will increase as you grow with the company).
• Comprehensive Benefits Package
• 401k program with generous company match
• PTO
• Hybrid role based in Atlanta, GA with fully remote option for US-based candidates

About Commercient

Commercient helps growing companies streamline Sales, Marketing, and Customer Service by seamlessly connecting ERP and CRM systems through our AI-driven integration platform. Over 50,000 users rely on Commercient SYNC daily to automate key business processes—sales, billing, invoicing, and payments—across top CRMs like Salesforce, HubSpot, and Microsoft Dynamics. We’re an innovative, global SaaS company with 20+ years of experience and customers in 1,000+ organizations worldwide.

Why Work With Us

• Work remotely with a diverse, supportive, and fun global team
• Be part of an innovative company that embraces cutting-edge technology
• Enjoy learning and development opportunities to grow your career
• Flexible work-life balance and an environment where ideas thrive

Ready to join an innovative team building the world’s leading ERP–CRM integration platform? Apply today and grow your career with Commercient.

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 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 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 Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

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

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

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

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

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

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

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

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

• products and services.

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

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

• Guides and influences less experienced team members.

Work Hours:

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

• An 8 hour shift will fall within these hours

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

What you have:

• High School diploma or GED

• Required maintenance of Life/Health license

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

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

• Experience delivering frequent written and oral communication

• Experience acquiring and applying new concepts and information

• Experience processing and analyzing information

• Experience fulfilling requests and meeting deadlines

• Experience resolving conflict and negotiating

• Experience multi-tasking in an operating systems environment

• Experience participating in or leading teams

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

What sets you apart:

• 4+ years experience working in Sales with life insurance

• 1+ years experience working in a call center environment

• CLU® - Chartered Life Underwriter or comparable designation

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

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

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

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

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

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

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

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

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