Work For Workforce Solutions Jobs in Usa

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Business Development Representative – Healthcare Solutions
Salary not disclosed
Stamford, CT 2 days ago

Company Description

TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users.

Our Sales and Marketing teams play a critical role in expanding TouchCare’s impact and that’s where you come in.

The Role

We’re looking for a motivated, strategic, and people-oriented Broker Development Representative (SDR/BDR) to join our growing team. In this role, you’ll be at the forefront of TouchCare’s growth — driving top-of-funnel activity, building meaningful broker relationships, and converting leads into high-value opportunities for our sales organization.

This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys consultative conversations, and wants to make a measurable impact on company growth.

What You’ll Do

Prospecting & Lead Generation

  • Identify and engage net-new brokers through cold calling, email, social media, and industry events
  • Qualify marketing-qualified leads (MQLs) and convert them into sales-qualified leads (SQLs)

Qualification & Discovery

  • Conduct initial outreach to assess interest, fit, and opportunity potential
  • Uncover broker pain points and determine alignment with TouchCare’s solutions

Demo Scheduling & Handoffs

  • Schedule discovery meetings (“demos”) between qualified brokers and Sales Success Consultants (SSCs)
  • Collaborate on messaging and meeting preparation to ensure seamless handoffs

Lead Nurturing & Relationship Management

  • Maintain ongoing engagement with SQLs who are not yet ready to meet
  • Re-engage dormant broker relationships and keep TouchCare top of mind

Business Intelligence & Insights

  • Capture and share broker feedback and market insights with Sales and Marketing
  • Track all outreach, engagement, and activity in the CRM for visibility and alignment

Cross-Functional Collaboration

  • Partner closely with Sales and Marketing to align outreach strategies and optimize broker engagement
  • Share feedback and collaborate on campaigns, events, and outreach initiatives

Revenue Contribution

  • Drive qualified pipeline and support company growth by fueling sales with high-quality leads
  • Contribute directly to TouchCare’s revenue by generating SQLs that result in $200K+ in new annual revenue
  • Track performance against KPIs and continuously identify opportunities to improve conversion rates

Who You Are

  • A confident, consultative communicator who can clearly articulate value, overcome objections, and build trust
  • A self-starter with 2–5 years of sales or business development experience (B2B preferred)
  • Experienced across the full sales funnel — from prospecting and qualification to booking meetings
  • Comfortable using CRM systems (Salesforce preferred) and tracking performance metrics
  • Skilled at researching accounts, identifying decision-makers, and crafting personalized outreach
  • Highly organized with the ability to manage multiple priorities and calendars
  • Passionate about helping people, building relationships, and making a real impact
  • Motivated by goals and performance metrics, with a track record of meeting or exceeding targets
  • Experience in the benefits, HR, or employee healthcare space is a strong plus

Why Join Us?

  • Professional Growth: Gain exposure to diverse accounting functions and portfolio company
  • management.
  • Collaborative Environment: Work closely with a supportive team that values your contribution.
  • Fast-Paced & Rewarding: No two days are the same in our deadline-driven, high-energy office.


Location: Stamford, CT Work Style: In-Office


Not Specified
Outside Sales Representative - Rigging and Service Solutions
Salary not disclosed
Murray, Utah 3 days ago
Description:

American Equipment Holdings, is one of the leading overhead crane solutions providers and rigging products manufacturers in the United States. Over the years, our ability to grow and set ourselves apart from the competition is the result of a tried-and-true philosophy – take care of our customers and take care of our people. We also believe that our people matter, which is why we are committed to providing our team members with competitive wages, attractive benefit offerings, and abundant training offerings. As one of the fastest growing companies in our industry, new opportunities are regularly available that enable our team members to develop, grow, and pursue their career passions.


Position Summary:

American Equipment Holdings is a leading provider of industrial equipment and services, specializing in overhead cranes and rigging products. We are currently seeking a highly motivated and driven individual to join our team as an Outside Sales Rep – RSS (Rigging & Service Solutions) in Salt Lake City.


In this role, one of the primary responsibilities is to promote the sale of Slings and other Lifting and Rigging Products as well as Services, Repairs and Inspections of Overhead Crane systems.


Responsibilities:

  • Develop and maintain relationships with current and potential clients in the assigned territory.
  • Promote and sell slings and other lifting and rigging products, services, repairs, and inspections of overhead cranes to new and existing clients.
  • Identify and prospect potential clients through various channels, including cold calling, networking events, and industry conferences.
  • Follow up on qualified leads and contacts
  • Prepare and present sales proposals, quotes, and contracts
  • Conduct product demonstrations and presentations to clients and prospective
  • Collaborate with the sales team to develop sales strategies, set targets, and achieve revenue goals
  • Collaborate with internal teams, such as customer service and operations to make sure the customer’s needs are met
  • Stay up-to-date with industry trends, competitors, and market conditions to identify new business opportunities
  • Organize, manage, and drive sales to support sustained growth in assigned territory
  • Provide exceptional customer service and ensure customer satisfaction throughout the sales process
  • Collaborate with the service team to coordinate service and repair activities for customer orders
  • Update and maintain CRM system covering the customers in the territory
  • Develop pipeline of opportunities to meet or exceed budget

Required Skills/Abilities

  • Proven track record of success in outside sales, preferably in the industrial equipment, construction, or related industry. Experience in Rigging/Lifting products industry or overhead crane industry is a plus.
  • Excellent communication and interpersonal skills to build and maintain customer relationships.
  • Excellent time management and prioritization skills.
  • Self-motivated and goal-oriented with a strong drive to achieve targets and exceed expectations.
  • Ability to work independently and as part of a team in a fast-paced and dynamic environment.
  • Comfortable with frequent travel to meet with customers in an assigned territory, largely spent driving behind the wheel of a car.
  • Proficient in sales tools to track leads, sales activities, and customer information.
  • Valid driver's license
  • Bachelor’s degree in business administration, Sales, Marketing or related field preferred.
  • Proficiency in Microsoft Office and CRM Software.

If you are a results-driven individual with a passion for sales and a strong understanding of overhead cranes and rigging, we would love to hear from you. Join American Equipment Holdings and be part of a dynamic team that is dedicated to providing top-notch industrial equipment and services to our valued customers.


Work Environment

  • Prolonged periods of sitting at a desk and working on a computer.
  • Travel by car to meet with customers in construction and industrial/warehouse settings
  • Must be able to lift up to 25 pounds at times.

Position Type and Expected Hours of Work


This is a full-time position, office and travel role; typical work hours and days are Monday through Friday, 8:00 a.m. to 5 p.m. The role may include traveling to potential customers and vendors.


What we offer:


Base Salary + commission for this role

  • Company car or car allowance provided.
  • We offer competitive compensation and benefits package, including health insurance, retirement plans, and paid time off.
  • Cigna Health Insurance (Kaiser in CA)
  • FSA & HSA healthcare employer contribution
  • Critical Illness, Accidental, and Hospital Indemnity Plans
  • Dental and Vision Plans
  • Company paid STD & LTD Disability Insurance
  • Educational and Tuition Reimbursement
  • Maternity (12-wks) and Paternity leave
  • Employee Assistance Program
  • Basic & Voluntary Life AD&D
  • 4% 401K Employer Match, with 6% of your Contribution
  • Company Paid Time Off (PTO)
  • Company provided PPE
  • Discounts on products and services
  • Opportunities to network and connect


American Equipment Holdings is an organization of leading overhead crane and hoist and below-the-hook service providers in the United States. Together, our companies provide comprehensive solutions for everything related to customers’ overhead crane and hoist and rigging, including OSHA mandated inspections, preventative maintenance and repair field services, parts, engineering, ISO certified fabrication, new and replacement equipment, automated systems, system modernizations and training. American Equipment Holdings is one the largest and fastest growing companies in our space with more than 800 dedicated team members that serve thousands of customers throughout the United States.


Proof of right to lawfully work in the United States required.


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



Requirements:




PI75bd771f47b8-37344-39625213

Not Specified
Associate Life Solutions Specialist - Plano
Salary not disclosed
Plano, 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
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

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

What you'll do:

* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required

What sets you apart:

* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

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

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

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

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

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

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

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
permanent
Associate Life Solutions Specialist - Plano (PLANO)
🏢 Usaa
Salary not disclosed
Plano, 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 Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (Central)
  • An 8 hour shift will fall within these hours
  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED
  • Required maintenance of Life/Health license and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 1 year of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
  • Experience acquiring and applying new concepts and information
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Active Group 1 Life and Health license
  • 1+ yrs experience working in Sales with life insurance or financial services products
  • 1+ yrs experience working in a call center environment 
  • CLU® - Chartered Life Underwriter or comparable designation
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

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

 

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

 

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

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

 

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

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

 

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

Not Specified
Associate Life Solutions Specialist - San Antonio/ Colorado Springs (SAN ANTONIO)
🏢 Usaa
Salary not disclosed
San antonio, 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.

Not Specified
Intermediate Life Solutions Specialist - Plano (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 4 days ago

Why USAA?

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

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

The Opportunity

The 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 can be based on the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

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

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

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. 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 foundational protection planning advice, including insurance protection. 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 foundational sales techniques and foundational persuasion skills. Implements recommendation(s).

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

  • Educates membership on implications of economic, investment market and 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.

  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

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 a team environment

  • 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: $51,340 - $86,630.

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
Intermediate Life Solutions Specialist - Plano
🏢 Usaa
Salary not disclosed
Plano, 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

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 can be based on the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. 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 foundational protection planning advice, including insurance protection. 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 foundational sales techniques and foundational persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, investment market and 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.
  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

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 a team environment
  • 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: $51,340 - $86,630.

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
Product Owner - Affinity Solutions Technology (Hybrid)
Salary not disclosed
*At Securian Financial the internal position title for this role is Product Owner Consultant. Securian is hiring for 2 openings off this posting. One openning for a PO role connected to our Remittance and Servicing Team (REST), and the other for a PO role connected to our New Business and Claims Team (NBC).*

Overview:

As a Product Owner in Affinity Solutions Technology (AST) you will lead a cross-functional agile team implementing technology solutions for Securian's Affinity Solutions and Securian Canada markets. AST teams demonstrate passion for delivering innovative solutions for clients, customers, and internal partners, driven by creative problem-solving skills, strong collaboration, and analytical abilities.

You need to be passionate about delivering business value through technology while remaining flexible to adapt to evolving and emerging needs. You will partner with stakeholders to define your team's strategy and roadmap, owning your team's prioritization and delivery. You will work closely with your team, other Product Owners, business stakeholders, engineering leaders, and technology partners to deliver solutions using a blend of methodologies.

Responsibilities include but not limited to:

  • Partners with the business to build trust and translate operations, customer needs, and technology into impactful digital solutions-resolving trade-offs, managing risks and dependencies, creating and driving product roadmaps with a focus on measurable outcomes, and communicating transparently.

  • Maintains a backlog to prioritize work/stories for the team by synthesizing all relevant data, research and any other available information.

  • Engages stakeholders through ongoing collaboration to understand evolving customer needs, advocate for the business, and share insights with teams to drive alignment and optimal outcomes.

  • Leverages emerging best practices and market trends to drive operational efficiencies and align technology strategies with business goals.

  • Uses all available resources (e.g., analytics, reporting, surveys, ethnographic research, qualitative data, usability testing) to understand product performance and customer satisfaction.

  • Effectively communicates product value through storytelling, connecting to business/customer impact and engages stakeholders in strategic decisions to optimize outcomes.

  • Cross functional understanding of how their work integrates with other business workstreams and initiatives.

  • Understands how to leverage team effectiveness metrics (e.g., velocity/cycle time) to drive value.

  • Contributes to strategic product decisions by incorporating total cost of ownership and providing input into operating budget planning.

  • Participates in governance meetings and communicates technical and business product status and progress with senior leaders.

  • Creates product delivery commitments such as service level agreements and BCM plans to support resiliency requirements.

  • Engages in product discovery efforts to identify strategic opportunities.

  • Proactively develops and demonstrates advanced knowledge of and experience with the technical product(s) and is conversant in the product architecture to drive growth and improve customer experience.

  • Directly responsible for implementation, configuration, and/or continuous improvement of a technical product based on value

  • Anticipates and identifies new product opportunities to drive value. Provides input and leads the design of meaningful tests and learning opportunities.

  • Ensures project delivery is in conformance with company methodologies and standards; leads and provides guidance for project management for initiatives, ensuring business objectives are met and business benefits are delivered.

Qualifications:

  • Working knowledge of agile practices. Understands the fundamentals of iterative development, incremental delivery, backlog management, burndown metrics, velocity, and task definition.

  • Leadership skills to gain credibility, garner respect, guide the creation of a self-organizing team, being assertive with business priorities and opposing viewpoints while adhering to agile concepts and principles.

  • Ability to influence teams to deliver great customer experience without direct authority.

  • Working knowledge of Product Management practices.

  • Strong communication, facilitation, and interpersonal skills to engage agile team and stakeholders, facilitate discussions, negotiate, and resolve conflict.

  • Strong analytical and critical-thinking skills, creative problem-solving skills, and attention to detail.

  • Ability to work with minimal direction, flexibility to adapt to shifting priorities and schedules, handle multiple issues simultaneously, and manage stressful situations for self and team.

  • Strong knowledge of technology and architectural principles to drive implementation of scalable, maintainable, and resilient solutions.

Preferred Qualifications:

  • Proven track record as a Product Owner or individual contributor responsible for value and viability of technology solutions.

  • Proven track record working in an agile environment while delivering results based on effective prioritization.

  • Experience with stakeholder management and collaboration.

  • Ability to quickly learn new domains and adapt to changing business needs.

  • Knowledge of product and project and portfolio management best practices.

  • Ability to communicate effectively with diverse audiences including executives, customers, and technical teams.

  • Experience identifying critical emerging business needs and service challenges and ability to quickly and effectively shift/coordinate resources to deliver immediate impact.

  • Proven ability to engage with both individual contributors and leaders of the highest levels in constructive and collaborative relationships.

  • Demonstrated results of gaining credibility, gaining respect and building trust, guiding the creation of self-organizing teams and being assertive with business priorities and opposing viewpoints while adhering to agile concepts and principles.

#LI-hybrid **This position will be in a hybrid working arrangement.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes), you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

$84,000.00 - $155,000.00

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

  • We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

  • Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability

  • Pride at Securian Financial

  • Securian Young Professionals Network

  • Securian Multicultural Network

  • Securian Women and Allies Network

  • Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here


Remote working/work at home options are available for this role.
Not Specified
Deputy Director of Healthcare Solutions
✦ New
Salary not disclosed
Washington, DC 1 day ago

POSITION SUMMARY:


The Deputy Director of Healthcare Solutions is responsible for the planning and execution of revisions to or development of new AACAP clinical practice tools including the CALOCUS-CASII and the ECSII. AACAP’s clinical practice tools are service intensity determination tools that guide providers and payers in determining the appropriate amount and types of mental health services and supports to address a pediatric patient’s needs at a given point in time. This position is responsible for implementing a business strategy, including product development, marketing, and performance measurement, to deploy new and/or revised AACAP service intensity instruments and related clinical practice products. The Deputy Director of Healthcare Solutions supports this work by providing project management support, data analysis and reporting and by engaging AACAP member experts and external consultants in product development, marketing, and distribution.


DUTIES AND RESPONSIBILITIES:

  • Support implementation and messaging of the business strategy, including business objectives, budgeting, and potential solutions for product deployment
  • Manage product development timeline, budget, and internal/external resources
  • Work with internal and external stakeholders to define and prioritize product features and capabilities
  • Work with internal and external stakeholders to assess partnerships and licensing opportunities
  • Conducts market analysis and deployment performance evaluations
  • Oversee ongoing technical support, client management/contracting, and vendor management
  • Staff liaison to AACAP member subject matter experts


REQUIRMENTS:

  • Bachelor’s degree; advanced business, health administration, or public health degree preferred
  • Five to seven years in healthcare business operations or commercialization
  • Demonstrated success in healthcare product development and customer engagement, preferably in the behavioral health or managed care space
  • Self-driven; ability to work independently, with high standards of quality
  • Ability to handle multiple tasks in a fast-paced environment
  • Comfortable working with senior management and AACAP member leadership
  • Excellent organization and project management skills and experience
  • Strong written and verbal communication skills
  • Proficiency with MS Office 365


PREFERRED SKILLS INCLUDE:

  • Proficiency in health informatics and market analysis
  • Experience working with state behavioral health agencies and/or managed care providers
  • Experience with health policy analysis


COMPENSATION AND BENEFITS:


Compensation is determined based on a number of factors including qualifications and experience. The starting salary for this position is $110,000 - $120,000 with bonus eligibility. This position is considered full-time and is eligible to participate in employer-sponsored benefits, including medical, dental, vision, flex, disability, life/ADD, as well as optional supplemental life/ADD coverage. AACAP also provides paid time off, paid parental leave, and a very generous retirement plan contribution.


This is a hybrid position with qualified candidates expected to report to the office on a regular schedule.


AACAP provides equal employment opportunities to employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, disability, or status in any group protected by applicable federal, state, or local laws. We are dedicated to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the organization based on their unique capabilities, talent, life experiences, and self-expression. To learn more about AACAP, please visit

Not Specified
BESS Technical Support or Solution
Salary not disclosed
Houston, TX 3 days ago

Responsibilities岗位职责:

1.为全球储能项目和客户提供应用支持,主要是在美洲地区。

2.储能市场和竞争对手研究和产品规划

3.产品和技术文档的起草、翻译、优化和管理。

4.为技术、销售、服务同事和客户提供技术培训。

5.收集产品优化和改进建议。

6.其他与该职位相关的工作。

1. Application support on energy storage projects and customers globally, mainly in North Americans region.

2. Energy storage market and competitor research and product planning

3. Product and technical documentation drafting, translation, optimization, and management.

4. Technical training for technical, sales, service colleagues, and customers.

5. Collecting suggestions for product optimization and improvement.

6. Other jobs and work related to this position.

Job Requirement 任职要求:

1.Major in electrical, at least a bachelor's degree is necessary;

2.2+ years of experience in a related BESS function or area of specialization;

电气专业,至少需要学士学位;-2年以上相关储能专业领域工作经验;

Not Specified
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