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United Services Automobile Association USAA
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  • Why USAA? At USAA, our mission is to empower our members to achieve f... Read More
    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The 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 in the Phoenix, AZ campus . Relocation assistance is not available for this position. What you'll do: * Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. * Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. * Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. * Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. * Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. * Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). * Monitors legislative initiatives that may impact economy, society, and personal financial situation. * Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's * products and services. * May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. * Serves as a resource to less experienced team members on escalated issues of a routine nature. * Guides and influences less experienced team members. Work Hours: * Monday - Friday / 6:30am - 6:00pm (MST) * An 8 hour shift will fall within these hours * This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: * High School diploma or GED * Required maintenance of Life/Health license * Required annual completion of AHIP and Broker/Carrier appointments when applicable. * 1 year of financial industry and/or life sales experience * Experience delivering frequent written and oral communication * Experience acquiring and applying new concepts and information * Experience processing and analyzing information * Experience fulfilling requests and meeting deadlines * Experience resolving conflict and negotiating * Experience multi-tasking in an operating systems environment * Experience participating in or leading teams * Successful completion of a job-related assessment may be required What sets you apart: * 2+ years experience working in Sales with life insurance * 1+ years experience working in a call center environment * CLU - Chartered Life Underwriter or comparable designation * US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com 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. Read Less
  • Why USAA? At USAA, our mission is to empower our members to achieve f... Read More
    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Focused on delivering an exceptional Member Experience within the digital space, with primary ownership of Point‑of‑Sale (POS) capabilities. The role serves as the subject matter expert for digital POS platforms, partnering closely with cross‑functional teams to ensure seamless, member‑centric application experiences. Responsibilities include supporting control activities, maintaining required documentation, and ensuring digital POS solutions align with business objectives, regulatory expectations, and member needs. The role plays a key part in driving cohesive, intuitive digital interactions across the member journey. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: * Facilitate day-to-day execution of product initiatives, enhancements, and minor launches ensuring alignment with strategic objectives. * Prepare performance inputs and historical analysis to report key metrics. * Identify trends, variances, and potential issues and advise the product manager and director on information impacting their business goals. * Manage and respond to information requests from internal partners (i.e., Marketing, Operations, Finance, Member Contact teams). * Formulate responses to member inquiries elevated by member contact teams, as necessary. * Works with the broader product team to research internal and external information and partners to conduct data analyses to assist with product feasibility. * Prepares materials for governance forums, leadership reviews, and partner meetings. * Partner with the product manager in the development of product dashboards and metrics. * May draft product communications and internal reference materials. * Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * Minimum 4 years' relevant industry experience in Actuary, Underwriting, Marketing, Sales and Service, Finance/Accounting Operations, or Financial Services. * Experience leveraging data and providing requirements to data teams. * Knowledge of applicable Banking-industry laws, regulations, risk, and compliance requirements. What sets you apart: * Experience supporting front‑end mortgage processes with a strong understanding of the customer application experience. * Background working directly with loan officers, sales teams, processors, or in a loan officer role. * Demonstrated customer‑ or member‑focused mindset, ideally within a mortgage sales or servicing environment. * Familiarity with call center operations supporting mortgage or lending products * Understanding of Agile ways of working, preferably within a USAA Agile environment; Agile certification is a plus. * Ability to speak the Agile "language" and adapt quickly within cross‑functional delivery teams. * Solid understanding of member outreach and communication technologies, including email, SMS, push notifications, and CRM platforms. * Experience using Salesforce or similar CRM tools to support customer engagement and business outcomes (functional use rather than technical build). Compensation range: The salary range for this position is: $85,040.00 - $162,550.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. 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. Read Less
  • Why USAA? At USAA, our mission is to empower our members to achieve f... Read More
    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to include Military veterans to work in our San Antonio office for future customer service and sales opportunities in 2026. The office is located at 9800 Fredericksburg Rd San Antonio, TX 78288. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: * Handle inbound member calls in a fast-paced contact center environment * Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products * Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. * Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition * Advise and educate members on available USAA digital tools and resources to improve the user experience * Provide outstanding member service by demonstrating empathy, active listening, and professionalism * Apply strong time and call management skills in assisting members with banking needs * Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: * High School Diploma OR GED * Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products * Ability to prioritize and multi-task while navigating through multiple business applications * Strong interpersonal and communication skills, and the ability to pay attention to detail * Successful completion of a job-related assessment is required What sets you apart: * US military experience through military service or a military spouse/domestic partner * One year of demonstrated experience engaging customers in a needs‑based environment, applying military training to build trust, assess needs, and deliver mission‑focused solutions that translate directly to financial service and advisory roles. Core capabilities that translate directly to financial advisory and service roles. * Experience thriving in a high‑volume, fast‑paced contact center * Over six months of demonstrating strong communication, de‑escalation skills, and confidence handling complex customer matters. Compensation range: The hiring range for this position is: $43,680.00 - $44,680.00 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 USAAjobs.com 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. Read Less

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