Role title
Roles
Explore roles
Trending jobs
None
Intermediate Life Solutions Specialist - Phoenix
USAA
Phoenix, Arizona
Hybrid
Junior - Mid
Private salary
RECENTLY POSTED

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 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

Job Description

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 on 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: $48,340.00 - $81,580.00.

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.

Experienced Retirement Income Advisor (Sign-On Bonus)
USAA
Multiple locations
Hybrid
Mid - Senior
Private salary
RECENTLY POSTED

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 choice for the military community and their families.

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

The Opportunity

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member’s current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

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 in the following location: Phoenix, AZ. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you’ll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
  • Documents relevant information as it relates to building a retirement income portfolio.
  • Uncovers and recognizes retirement events, understands and assesses the member’s needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
  • Develops and communicates appropriate retirement income strategies based on individual member needs.
  • Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
  • Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA’s financial products and services.
  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.
  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
  • Guides and influences less experienced team members.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or General Equivalency Diploma required.
  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
  • Required maintenance of FINRA Series 7 license.
  • Required maintenance of FINRA Series 66 (or 63 and 65) license.
  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
  • 4 years of financial industry and/or sales experience.
  • Experience delivering frequent written and oral communication.
  • 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:

  • US military experience through military service or a military spouse/domestic partner.
  • 3+ years of direct Annuity Sales Experience
  • Experience working in an Inbound/Outbound Call Center
  • Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

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.

Retirement Income Advisor (Sign-On Bonus)
USAA
Multiple locations
In office
Junior - Mid
Private salary
RECENTLY POSTED

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 choice for the military community and their families.

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

The Opportunity

As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member’s current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you’ll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.
  • Uncovers and recognizes retirement events, understands and assesses the member’s needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
  • Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.
  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
  • Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).
  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA’s financial products and services.
  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.
  • May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or General Equivalency Diploma required.
  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
  • Required maintenance of FINRA Series 7 license.
  • Required maintenance of FINRA Series 66 (or 63 and 65) license.
  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
  • 1 year of financial industry and/or sales experience.
  • Experience delivering frequent written and oral communication.
  • Experience processing and analyzing information.
  • Experience fulfilling requests and meeting deadlines.
  • Experience resolving conflict and negotiating.
  • Experience multi-tasking in an operating systems environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years of direct Annuity Sales Experience
  • Experience Working in an Inbound/Outbound Call Center
  • Retirement Income Certified Professional Designation (RICP)
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $67,520.00 - $121,530.00.

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.

Intermediate Life Solutions Specialist - Tampa
USAA
Multiple locations
Hybrid
Junior - Mid
Private salary
RECENTLY POSTED

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 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 on the Tampa, FL (Crosstown) 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 - $81,580.00.

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.

Actuary
USAA
Multiple locations
Hybrid
Mid - Senior
Private salary
RECENTLY POSTED

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 choice for the military community and their families.

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

The Opportunity

We are seeking a credentialed actuary to join our Property Loss Reserving and Reserving Development team. This Actuary will leverage advanced knowledge of Loss Reserving techniques and Claims Analytics insights to explain drivers of loss trends.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position.

What you’ll do:

  • Applies advanced actuarial knowledge to complete broad and complex projects (e.g., evaluates and selects methodology to price new discount/endorsement for countrywide rollout; develops alternative methodologies to comply with complex regulatory requirements; selects metrics and designs processes to monitor model performance; translates business problems into technical requirements and performs required analysis to develop solutions; independently runs catastrophe models and interprets and communicates results to support critical business activities, while enhancing the control environment as needed.
  • Utilizes advanced actuarial, mathematical, or statistical techniques to augment actuarial work product.
  • Leads special actuarial projects, such as the development of new methodologies or reporting tools.
  • Trains new team members on the theory and mechanics of relevant actuarial methodologies.
  • Applies deep understanding of products supported, stakeholders’ needs, and industry trends to solve unstructured business problems.
  • Identifies and anticipates compliance gaps and process improvements; recommends and develops solutions to mitigate risk.
  • Represents Actuary in cross-functional efforts.
  • Develops written communication and presentations that effectively convey data-driven solutions to broad audiences, including cross-functional executive leadership.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor’s degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
  • 4 years of Actuarial or analytical business experience.
  • Associate of the Casualty Actuarial Society (ACAS) Credential.
  • Demonstrated advanced skills with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
  • Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
  • Demonstrated experience communicating complex solutions and analysis to both technical and nontechnical audiences, including executive leadership.

What sets you apart:

  • Experience performing Loss Reserve analysis and working in Loss Reserving software (i.e. ResQ, Arius etc.).
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $127,310 - $229,160.

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

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

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

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

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

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

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

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

Life Actuary Senior
USAA
San Antonio, Texas
Hybrid
Senior
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

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 choice for the military community and their families.

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

The Opportunity

As a dedicated Life Actuary Senior, you will lead advanced actuarial analyses and provide strategic insight into our reinsurance programs across Life and Annuity product portfolios. This role combines deep technical expertise with strategic influence, supporting the optimization of reinsurance structures that manage risk, enhance capital efficiency, and drive long-term profitability.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.

What you’ll do:

  • Perform complex and often unique work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Review laws and regulations to ensure all processes are compliant and provides recommendations for improvements. Monitor industry communications regarding potential changes to existing laws and regulations.
  • Share knowledge with team members and serves as a key resource to entire team, including leadership, on escalated issues and navigates obstacles to deliver work product.
  • Serve as a Subject Matter Expert in one or more key areas, such as Product Pricing, Reserving, Economic Capital, Modeling, Asset Liability Management, etc.
  • Lead a project team on complex assignments through concept, planning, execution, and implementation phases involving cross functional actuarial areas.
  • Develop exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
  • Identify and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
  • Maintain proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
  • Identify critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
  • Test impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
  • 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; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
  • 6 years actuarial experience and attainment of Fellow within the Society of Actuaries; OR 12 years relevant actuarial experience and attainment of Associate within the Society of Actuaries.
  • Subject Matter Expert in one or more key areas, such as Product Pricing, Reserving, Economic Capital, Modeling, Asset Liability Management, etc.
  • Experience leading a project team on complex assignments through concept, planning, execution, and implementation phases involving cross functional actuarial areas.
  • Demonstrated experience preparing effective documentation, facilitating training and development, and presenting to various levels of management.

What sets you apart:

  • Detailed knowledge of various types of reinsurance transactions both onshore and offshore spanning both block and new business flow transactions
  • Experience evaluating the financial, capital, and risk implications of various reinsurance structures, including quota share, YRT, and coinsurance arrangements.
  • Experience designing and implementing models to assess the impact of reinsurance under multiple economic and regulatory scenarios
  • Experience collaborating with Finance, Risk, Product Development, and Reinsurance Operations teams to integrate reinsurance insights into pricing, financial planning, and business strategy
  • Experience with preparing and communicating analyses and recommendations to senior management and external partners, including reinsurers and consultants
  • Experience supporting treaty negotiations and term assessment through data-driven modeling and sensitivity analysis
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $143,320 - $265,950.

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

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

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

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

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

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

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

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

B2B Sales Consultant Commercial
Staples, Inc.
Multiple locations
Remote or hybrid
Junior - Mid
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Staples is business to business. You’re what binds us together.

Hunts within defined territory to prospect and win net new small to medium business customers. B2Bs are also responsible to ramp and onboard net new won accounts to further expanding our customer base. It is a high velocity sales position that leverages a prioritized call list to drive prospect engagement remotely by phone, video, face to face, and utilizing digital tools.

This is a remote position with a regional focus. This position supports customers in Salt Lake City, UT and Boise, ID . While the role primarily supports working from home, the individual performing this role would live within or adjacent to this region.

What you’ll be doing:

  • Exhibit effective appointment setting skills and set the required number of appointments each week with the correct decision makers.
  • Effective Selling Skills
  • Utilizing professional selling skills
  • Discover prospects incremental and programmatic needs
  • Effectively communicates Staples value propositions, capabilities, products and assortments including all categories
  • Capable of overcoming objections and closing the sale.
  • Utilize prescribed selling tools to prioritize activities and drive efficiency, as well as to document customer engagement and information (ex: Priority List, Tenfold, SFDC).
  • Internal Partnerships: Effectively work with customer support/set up teams and category specialists to progress deals forward to closed won
  • Implements and ramps wins driving compliance to new account/program
  • Expertise of prospect industry buying process’ and ability to support product selection and standardization
  • Create sticky accounts which will continue to purchase from Staples
  • Integrates feedback from prospects into their sales approach
  • New customer assortment and pricing
  • Internal Teaming: Individual will need to communicate and work closely with Category Specialists, and Support teams
  • Customer Communications: Individual is responsible to communicate with prospects daily in person and face to face in a professional manner

What you bring to the table:

  • Strong drive and a desire to win
  • Strong aversion to complacency
  • Proven ability to view rejection as a learning opportunity and double down on next best actions
  • Experience and proven track record of business development
  • Strong ability to develop and deliver presentations virtually and in person
  • Consultative selling, solutions selling, insight selling, negotiation and advanced client management skills
  • Ability to work with product category sales team members
  • Strong business, financial, operations and technology acumen
  • Ability to analyze business and industry trends to create tailored solutions for prospects based upon Staples value proposition
  • Ability to function independently with minimal daily supervision
  • Ability and motivation to find, develop, and close sales
  • Demonstrated work ethic, self-disciplined
  • Ability to succeed in a competitive selling or goal-oriented environment
  • Ability to be coached and to incorporate feedback
  • Professional appearance and demeanor
  • Strong organization and time management skills

What’s needed- Basic Qualifications:

  • 1-3 years of successful sales experience or success as a Staples B2B Sales Associate
  • 3+ years experience in PowerPoint, Excel, and Outlook

What’s needed- Preferred Qualifications:

  • Bachelor’s Degree
  • Knowledge of Customer Relationship Management tool (CRM)
  • Industry knowledge, a plus

We Offer:

  • Inclusive culture with associate-led Business Resource Groups
  • Flexible PTO (22 days) and Holiday Schedule
  • Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more!
  • Base salary of $50k - $70k along with commissions

The salary range represents the expected compensation for this role at the time of posting. The specific base pay may be influenced by a variety of factors to include the candidate’s experience, skill set, education, geography, business considerations, and internal equity. In addition to base pay, this role may be eligible for bonuses or other forms of variable compensation.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

At Staples, “inclusion” is an action word. It represents what we do to ensure that all employees feel valued and supported to contribute to their fullest potential. When we operate inclusively, diversity naturally follows. This is why we work hard to foster an inclusive culture, as we seek employees with unique and varied perspectives and areas of expertise. The result is a better workplace and innovative thinking that helps us exceed our customers’ expectations - through the power of the people behind our iconic brand. Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

Whats Better Than SOUTHERN HOSPITALITY and a $385,500 First Year Financial Package?!
Adaptive Medical Partners
Alabama
Fully remote
Not specified
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Join a respected organization who has served their community for more than 50 YEARS!Practice Highlights:Physician driven organization driven to put their patients first!Fantastic leadership team who promotes an open-door policy and encourage employee feedback.No Nights, No Weekends, No Hospital Call 4.5 day work week and 30 days off per year Guaranteed annual salary plus unique encounter-based incentives - Puts you in control of your earnings!Additional incentives include: $50,000 in loan reimbursement and New Provider Bonus.Community Highlights:Local University provides this community with the energy & excitement only found in college towns!Superbly located with easy access to 3 metro cities and one of the most desirable beach locations in the USRapidly growing community still boasts a cost of living 22% lower than national average, making it ideal for a growing familyIf you are open to hearing about a one-of-a-kind opportunity that will give you control of your future and your income, this opportunity is for you! To learn more about this opportunity and set up an on-site visit please call Adaptive Medical Partners at and reference .

Sales Fundamentals Career Training Opportunity
Year Up United
Coral Gables, Florida
In office
Graduate - Junior
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, American Express, or JPMorgan Chase among many other leading organizations in the Miami area.

Are you eligible?
You can apply to Year Up United if you are:

  • A high school graduate or GED recipient
  • Eligible to work in the U.S.
  • Available Monday-Friday throughout the duration of the program
  • Highly motivated to learn technical and professional skills
  • Have not obtained a BachelorÊ s degree
  • You may be required to answer additional screening questions when applying

What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.

In-depth classes include:

  • Banking
  • IT Support

Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Financial Operations Job Training Program
Year Up United
Boston, Massachusetts
In office
Graduate - Junior
Private salary
RECENTLY POSTED

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Harvard University, Wayfair, Salesforce, or Wellington Management among other leading organizations in the Greater Boston area.

Are you eligible?
You can apply to Year Up United if you are:

  • A high school graduate or GED recipient
  • Eligible to work in the U.S.
  • Available Monday-Friday throughout the duration of the program
  • Highly motivated to learn technical and professional skills
  • Have not obtained a BachelorÊ s degree
  • You may be required to answer additional screening questions when applying

What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.

In-depth classes include:

  • Banking
  • Business Operations
  • IT Support
  • Investment Operations
  • Project Management
  • Network Security & Support

Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Talent Acquisition Specialist
Weichert, Realtors
Arlington, Virginia
Fully remote
Not specified
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Weichert Co. of NJ is hiring a Talent Acquisition Specialist in our Morris County, NJ region. The Talent Acquisition Specialist (TAS) reports to the Residential Sales Recruiter Lead and is responsible for working with the assigned Regional President and Residential Branch Managers to recruit new and/or experienced Sales Associates for their respective sales offices while being an integral member of the overall TAS team and following the TAS team processes, structure and deliverables. Travel to offices in the region will be required. The position is responsible for prospecting for, securing and conducting appointments with, and guiding new leads through the process so that they ultimately convert into a Weichert Sales Associate or into the Weichert Family of Companies. This position also handles office related management functions related to staffing including contacting, conducting in-person interview with or without the Sales Office Managers, running Brand X and agent analysis, sending marketing materials, negotiating compensation packages, etc. Job responsibilities include, but are not limited to, the following: Proactively identifies, contacts, meets with, presents to, follows up with, and hires potential new and experienced candidates for their respective Weichert, Realtors sales office. Uses discretion and independent judgement in making recommendations to hire candidates based on their expertise, knowledge and analytics of each candidate and their respective market place. Executes, supports and/or attends industry events and activities, and conduct appointments on- and off-site to recruit sales associates. Builds relationship with and visits both Weichert and other local real estate schools to connect with students to introduce them to the benefits of working at Weichert. Execute and attend Career/Job Fairs and Career Seminars to introduce potential candidates to the benefits of pursuing a career in real estate with Weichert. Promotes and market the Sales Office and/or Company locally to boost a positive Weichert image and attract candidates. Suggests new and creative proactive recruiting methods to increase lead flow and candidate pipeline for assigned sales offices. Consistently uses Company branded recruiting tools and best practice techniques to interview and introduce candidates to the benefits of entering a business relationship with Weichert. Uses Company's internal and external programs to source, track and manage leads. Reports to Residential Sales Recruiter Lead and works closely with office RVP, Sales Manager and office sales associates, and the Career Development Specialist team to strategize and address location recruiting needs. Submits various reporting for management. Must recruit a combined minimum of 48 new and experienced Sales Associates per year. Performs other duties as assigned. The ideal candidate will meet the following requirements: Bachelor's degree preferred Valid Driver's license required Minimum 1.5 years previous recruiting experience a must or a strong sales/management experience that included hiring and/or building team required Ability to consistently secure appointments through phone calls and various networking required Ability to present to both small and large groups Ability to network and cold call to identify leads Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Ability to work independently Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, etc.) The estimated base salary range for this position is from $70,000 to $85,000. In addition to a base salary, this position offers a competitive bonus plan. The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or licenses/certifications.

Mortgage Advisor-CGS
Weichert, Realtors
Multiple locations
Hybrid
Junior - Mid
Private salary
RECENTLY POSTED

Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS). This position has the flexibility of being Hybrid or Remote depending on location of candidate. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor's Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company). The position is also responsible for customer engagement through outbound call activities and utilizing Weichert Financial Services' sales tools, sales strategies and product portfolio. The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %'s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. Job responsibilities include, but are not limited to, the following: Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS' Open House Guidelines. Builds relationships with WLN's Director of Sales and WLN's Lead Specialist to convert prospect leads generated by WLN Lead Specialists. Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans. Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations. Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities. Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks. Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc. Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision. Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences. Fields customer complaints and provides problem resolution. Updates customer status on a regular basis. Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements. Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines. Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer's needs. Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI's set by Management for productivity and QA. Performs other duties as assigned. he ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred Experience in navigating CRM systems and data input Prior Inside seller / Contact center experience a plus Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Familiarity with an inside selling environment and relevant service levels Ability to set goals and divide processes into timelines Clear understanding of pipeline management responsibilities Strong organizational skills and disciplines with the ability to work independently Good problem-solving skills are essential Excellent communication skills, clear and concise when engage customers Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Ability to conduct presentations and hold one-on-one meetings Demonstrated ability to multitask in a fast-paced environment Detail oriented with careful decision-making abilities Strong customer service skills Good math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $42,000, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.

Account Manager II
Weichert, Realtors
Morris Plains, New Jersey
Remote or hybrid
Mid
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The position facilitates client retention by completing annual policy reviews and soliciting additional lines of business to be referred to an Account Executive for conversion. Essential Duties and Responsibilities Provides superior customer service to improve customer loyalty. Addresses clients' service requests and explains coverage and procedures as necessary. Answers client questions and escalates issues as they arise. Actively introduces additional sales opportunities to current clients in order to expand the Agency's book of business and increase policy revenue. Gages client's level of interest and transfers leads to the appropriate Account Executive. Remains up to date on annual reviews, daily follow ups, and meeting referral goals. Assists members of their dedicated sales/service team as needed. Acts as a client advocate in assessing exposures to risk and providing recommendations to cover potential insurable losses. Ensures the customer's policy is based on value, not specifically based on price. Re-markets those customers where price and other circumstance suggest alternative carriers are needed. Negotiates with Underwriters and works seamlessly with other Agency colleagues to complete transactions according to agency workflows and procedures. Understands and follows the Agency's quality and compliance procedures, workflows, and goals. Adheres to all published agency standards for all new policies and renewal policies. Secures client acknowledgement and agreement to any that do not meet current standards. Remains in compliance with all WIA carrier guidelines and binding authority limits. Participates in an active and engaged manner in all Agency activities, training courses, meetings, and corporate events as assigned or directed by management. Completes all assignments, correspondence, pending follow ups, quotes, calls and computer work on time and error-free. Ensures all phone calls are returned by close of business day. Promotes teamwork and a positive and inclusive work environment with all staff at all levels of the organization. Performs other duties as assigned. Minimum Qualifications Education, Certification, and License Requirements High school diploma or GED Property and Casualty Insurance License required Experience A minimum of three (3) years of relevant insurance work experience Knowledge, Skills, and Abilities Excellent customer service skills Ability to recognize opportunities and refer accordingly for conversion Ability to maintain high ethical standards and quality service to ensure success Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Strong attention to detail Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) The estimated base salary range for this position is from $55,000 to $65,000 (annually). The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.

Program Manager -- Recruiting and Supervising Mentors
PathWays of the River Valley
Claremont, New Hampshire
Hybrid
Junior - Mid
Private salary
RECENTLY POSTED

PathWays has provided services to children and adults with developmental disabilities in both Sullivan and Lower Grafton County in NH for over 50 years and we are seeking a Program Manager (Employer Liaison) to help us continue and grow these services.

Do you enjoy the challenge of finding the right person for the right job at the right time? Are you especially skilled at supervising employees who work remotely with varying schedules? Are you very organized and adept at problem-solving? Our Individualized Services department supports children and adults with developmental disabilities and their families to be actively engaged - with the Employer Liaison’s assistance - in supervising the employees (Mentors) that work with them on a daily basis.

As the liaison, you facilitate:

  • recruitment and hiring of Mentors for the families
  • assisting with finding the right match between Mentor and Family
  • processing payroll and mileage
  • coordinating required training for Mentors
  • working through performance management dilemmas
  • Identifying and recommending appropriate manager training for families

We are looking for someone with at least 2 years of similar experience that includes supervision of staff. We highly prefer a Bachelor’s degree in a related field though additional years of relevant experience may be substituted for a degree. You must have proven relationship-building skills and strong communication skills including verbal, written, and interpersonal. You must be able and willing to travel regionally for job fairs, professional meetings, and interviews while maintaining a flexible work schedule to meet agency needs. Basic knowledge of various employment laws and practices will serve you well in this role. You need intermediate knowledge and skills with MS Office with the ability to adapt to new software and systems. As you will travel regionally, reliable transportation, a valid driver’s license, and auto insurance are required. Mileage is reimbursed per our policy.

This position can be hybrid after the initial training period with an agency-supplied laptop and mobile phone. We do conduct an extensive background check and you must provide 2 (two) professional references. We work hard for our individuals and families while enjoying an environment of dedication, commitment, fulfillment, and fun.

Come join us!

Compensation details: 22-25 Hourly Wage

PIeee737ee6c90-8949

Financial Planner
Larson Financial Group, LLC
St. Louis, Missouri
In office
Junior - Mid
Private salary
RECENTLY POSTED

Description:

About Us

At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Requirements:

What You’ll Do

  • Prepare for and lead client meetings
  • Collect and organize client data to build financial plans
  • Construct insurance illustrations and financial scenarios
  • Communicate investment recommendations in collaboration with the advisory team
  • Track planning process milestones and follow up on action items
  • Deliver proactive, high-quality service to retain top clients
  • Maintain accurate data in CRM and financial planning software
  • Create thoughtful client “touches” to cultivate referrals
  • Manage onboarding and ongoing client service processes
  • Resolve client inquiries and provide trusted support

What We’re Looking For

Qualifications

  • Minimum 2 years of experience in financial planning or a related field
  • Series 7 and 66 licenses required
  • CFP designation is a plus
  • Bachelor’s degree or equivalent work experience
  • Familiarity with the insurance and financial services industry
  • Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)

Skills & Attributes

  • Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
  • Strong written and verbal communication skills with high attention to detail
  • Proficiency in Microsoft Office and Outlook
  • Professionalism in appearance, attitude, and work ethic
  • Adaptable, proactive, and comfortable working in a dynamic environment
  • Strong organizational skills with the ability to prioritize and follow through
  • Commitment to maintaining confidentiality and upholding regulatory standards

Why Join Larson Financial Group?

We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:

  • Profit Sharing Bonus Program
  • 401(k) with Employer Match (up to 4%)
  • Comprehensive Medical, Dental, and Vision Insurance
  • Company-paid Long-term Disability, Life Insurance, and EAP
  • Voluntary Short-term Disability and Supplemental Insurance
  • Generous PTO (112 hours after 90 days) + 12 Paid Holidays
  • Training, Development, and Educational Opportunities
  • Company Events, Recognition Awards, and Team Activities

Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships.

PI046c6ef5-

Employee Success Associate - Leave Administration
Larkin Benefit Administrators
Multiple locations
Hybrid
Graduate - Junior
Private salary
RECENTLY POSTED

Description:

Job Title: Employee Success Associate - Leave Administration

Reports To: Operations Manager

FLSA Status: Non-Exempt

Job Location: As a remote-first organization, employees are expected to primarily work within reasonable driving commute to our main office locations (Roseville CA, Atlanta GA, Phoenix AZ, and Oklahoma City OK) to meet the requirements of team gatherings, one-off meetings, and company-wide events, as well as the legal, tax, and security regulations based on our business operations.

Note: We do not have a physical office location in Phoenix at present (but we may acquire one in the future). Therefore, initially this position would be fully remote. Employees are expected to live within a reasonable driving commute of the Phoenix area and report to the office bi-weekly if an office is acquired in Phoenix in the future.

Learn about Gold Standard service delivery and gain a foundational knowledge of administering leaves of absence.

Job Duties and Essential Functions:

  • Administer a full workload of leaves of absence and ADA claims for multiple clients, per client policies, while adhering to federal and state leave law regulations.
  • Leave administration includes, but is not limited to, confirming leave eligibility, reviewing medical documentation, communicating with healthcare providers, client employees and members of the HR team, and confirming return-to-work.
  • ADA administration includes, but is not limited to, engaging in the interactive discussion process on behalf of the client, documenting the process, seeking clarification as necessary, and acting as a resource for a client as they assess the request for accommodations on a case-by-case basis.
  • Provide excellent customer service by answering phones, responding to emails, and communicating effectively with clients’ employees in a timely manner - answering questions regarding leave entitlement, client policies, and benefits.
  • Coordinate effectively with Claim Specialists to ensure that employee claims are adjudicated timely and accurately.
  • Draft and send letters to employees regarding leave entitlement, disability benefits, and/or the interactive discussion process.
  • When applicable, initiate return-to-work accommodations while adhering to relevant federal regulations.
  • Maintain high quality employee leave and ADA files according to set standards and naming conventions.
  • Able to take on additional work with short notice (e.g. client needs to be taken over on short notice due to business needs).
  • When required, coordinate between short-term disability insurance carriers, worker’s compensation insurance providers, and the employee.
  • Participate in client meetings, company-wide off-site meetings, and training programs which may require some infrequent travel.
  • Available to back up multiple accounts.
  • Perform other duties as assigned in order to meet business needs.
  • Expected to work 40 hours per week.
  • Expected to report to the office biweekly (if an office is acquired in Phoenix in the future).
  • Expected to be a self-starter who can work independently, take initiative, actively participate in team discussions and collaborate effectively while working in a remote-first environment.

Perform above duties between regular business hours:

  • California: Monday to Friday, 8am to 5pm (PST)
  • Georgia: Monday to Friday, 8am to 5pm (EST)
  • Arizona: Monday to Friday, 8am to 5pm (MST)
  • Oklahoma: Monday to Friday, 8am to 5 pm (CDT)

Requirements:

  • A four-year college degree in a similar or related field.
  • Proficient typing and strong knowledge of MS Word.
  • A passion for excellent customer service.
  • Ability to prioritize tasks and focus on the most important ones.
  • Ability to communicate effectively with colleagues, leadership, clients, and employees.
  • Have a system for keeping track of work to ensure that the work is done on time and accurately.
  • Ability to identify and solve problems quickly and efficiently.
  • Willing to learn and take on new challenges.
  • Takes the initiative to understand the why behind things.
  • Receptive to feedback and embraces continuous improvement.
  • Planning ahead, managing time well, being on time, and thinking of better ways to do things.
  • Being helpful, respectful, approachable and team-oriented, building strong working relationships and contributing to a positive work environment.
  • Excellent follow through and common sense.
  • Excellent attention to detail.
  • Strong organizational, quantitative, and verbal/written communications skills.
  • Ability to comprehend a variety of informational documents including, but not limited to, disability plan documents and client leave policies.
  • Ability to comprehend and interpret a variety of reference books and manuals including administrative manual, personnel policies, and state and federal regulations.
  • Ability to keep abreast of any changes in law, policy, methods, procedures, etc. as they pertain to clients.

The Larkin Company is an Equal Opportunity Employer

Compensation details: 0 Yearly Salary

PI96dd12835b08-8349

Job Coach II
Hope Services
Bonny Doon, California
Fully remote
Not specified
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Are you a person who enjoys helping others? Are you currently seeking fulfillment in your professional life?
Hope Services is Silicon Valleys leading provider of services to people with developmental disabilities and mental health needs. We seek candidates who share our inspirations & aspirations. Selection of staff is made on a competitive basis, and we are committed to promoting diversity, equity, inclusion & belonging at all levels Pay Rate: $21.75 - $22.19/hour commensurate with experience and qualifications
Summary The Job Coach II acts as a floater delivering service at various worksites. Provides individualized service to HOPE clients to assess and remediate personal and social barriers, which inhibit success in community settings. May also provide job-site training and intervention as assigned for HOPE clients place in community employment settings and work closely with clients and employers to determine job training goals and ongoing success. Essential Functions The following responsibilities represent the essential functions of the position. An employee in this classification is responsible for carrying out the following functions: 1. Takes a lead role in providing job and skill training for HOPE clients working in the community, provides support and on the job training for other job coaches. 2. Implements start-up projects and services, provides support for new locations. 3. Provides needed supports to assure client success in employment placements. May work varied hours depending on client and program needs. Evaluation, training, goal setting and follow-up services for successful job retention. 4. Acts as a liaison with the employer, providing training and supports, consultation on employment related issues for success of long-term employment. 5. An act as a program monitor to assigned clients and provides advocacy and referrals as needed. Assists clients with accommodations and ADA related issues. 6. Represents the Agency in the community. Maintains a professional relationship with family members, employers, and funding sources. Complies with employer policies and procedures while assigned to their locations 7. Completes all required reports and documentation, maintains complete and accurate case files, conducts annual and semi-annual meetings, and prepares individualized service plans. 8. Assures compliance with Agency and departmental safety and confidentiality standards. 9. Works independently in the community, develops and implements instructional plans, social skill training and provides interventions as needed. 10. Works in a variety of settings and assignments as needed to accommodate changing needs and or requests by contracting employers, including hours of work and location. 11. Performs task analysis and time studies for wage evaluations as required by DOL. 12. Acts as a mandated abuse reporter. 13. May perform other duties as assigned to assure the efficiency of the program. Qualifications Required High School diploma, G.E.D. or equivalent plus two years of related experience working with people with disabilities in a rehabilitation environment. One of those two years of experience will be as a job coach.
Required Knowledge and Skills 1. Ability to understand and relate to individuals with disabilities, their families, the community and HOPE personnel. 2. Flexibility in scheduling of work hours, location and type of assignments within the greater service region. 3. Ability to observe, evaluate, document and communicate verbally and in writing. 4. Ability to accept supervision and work cooperatively as a team member with all Employment Services staff as well as with the client and employers. 5. Ability to teach good work habits and social skills to individuals with developmental disabilities. 6. Ability to utilize critical thinking skills in decision making situations, good organizational and record keeping skills, and good independent judgment. 7. Basic computer knowledge. 8. Knowledge and understanding of time study development 9. Knowledge and commitment to the principles and concepts of normalization. 10. Ability to be flexible with scheduling and prioritization of tasks.
Environmental Conditions Extensive travel in the community, providing physical and vocational training supports to the consumer in community based placement. Exposure to outdoor weather, dust and pollens. In the consumers employment setting, will be exposed to a variety of retail, production, and manufacturing environments and elements. Do you have what it takes to make a difference? Inspire and be inspired! Hope Services takes immense pride in maximizing our employee engagement. Will you join us
Visit to find out more about us and the people we serve.
Hope Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees not regardless of, but with consideration and appreciation for race, color, religion or belief, national, social or ethnic origin, sex, age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family or parental status, or any other status.

Compensation details: 21.25-21.25 Hourly Wage

PIdf7b93cebdfc-5180

.75 Maryville Schools Masters Level Liaison
Helen Ross McNabb Center
Tennessee
Fully remote
Not specified
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Help Others, Make a Difference, Save a Life.

Do you want to make a difference in people’s lives every day?
Or help people navigate the tough spots in their life?
And do it all while working where your hard work is appreciated?

You have a lot of choices in where you work make the decision to work where you are valued!

Join the McNabb Center Team as the .75 Maryville Schools Master’s Level Liaison today!

The .75 Maryville Schools Master’s Level Liaison

Job Summary

  • Serves as the primary clinician that provides counseling/liaison services to a predetermined number of children/youth and families in the Maryville City School System.
  • Works alongside Maryville City Schools to create a trauma informed school climate, provide consultation and training to staff, and deliver direct therapeutic mental health services to selected schools while providing linkage and coordination to additional wrap around services.
  • Clinician provides weekly individual and family psycho-therapy to children and adolescents ages 4-21 with a mental health diagnosis.
  • Clinician is to provide psycho-social assessments for clients and provides diagnosis and appropriate referrals for clients assessed, as needed.
  • Clinician provides crisis intervention and emergency services as needed.
  • Interfaces with the school system and other agencies to increase cooperation and consistency between home, school, and community.
  • The Bridges Master’s Level Liaison Counselor provides information and referral, agency linkage, advocacy, home visits, and follow-up services.
  • Treatment modalities used by Master’s level clinicians providing therapy services include Dialectical Behavior Therapy (DBT), Cognitive Behavior Therapy (CBT), Trauma-Focused Cognitive Behavior Therapy (TF-CBT), Attachment, Self-Regulation and Competency (ARC), Parent-Child Interaction Therapy (PCIT), and Play Therapy.
  • Functions as a member of a treatment team to plan, implement, and evaluate successful interventions for children and families.
  • This individual will provide counseling activities that are adventure-based in nature and will lead group process and activities with identified children and youth as needed.
  • The holder of this position will provide individual, family, and group counseling sessions including initiatives that encourage communication, trust building, and responsibility of actions and clinical process of all activities.
  • The holder of this position will be required to do the following and other responsibilities as assigned by his/her direct supervisor:
  • Conducts individual, family, and group counseling.
  • Provides advocacy, linkage, and referral services as needed.
  • Provides mental health assessments, as needed.
  • Participates in IEP and other school related meetings, as applicable.
  • Provides parent education.
  • Maintains appropriate chart records.
  • Interfaces professionally with school personnel and other agencies.
  • Conducts group sessions with children and/or parents.
  • Interfaces professionally with school personnel and provides therapeutic support, consultation and training.
  • Interacts with the Blount County Clinic and Care Coordinators to coordinate scheduling and delivery of services.
  • Completes all documentation in a timely manner.
  • Upholds center policy and procedures, and CARF standards.
  • Knowledge/education in RE-ED philosophy.

JOB DUTIES/RESPONSIBILITIES

This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. This organization reserves the right to revise or change job duties as the need arises. Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities. This job description does not constitute a written or implied contract of employment.

COMPENSATION:

  • Starting salary for this position is approximately $50,751 /yr based on relevant experience and education.

QUALIFICATIONS - .75 Maryville Schools Master’s Level Liaison

Experience:

  • Must have course work and or experience in the areas of cultural diversity, human development, etiology and treatment of mental illness, alcohol and drug abuse, physical and sexual abuse, suicide, and mental disabilities.
  • One year experience preferred.
  • Experience working with children is preferred although applicants may have other skills and experiences that could accommodate this position.
  • This person will either possess experience or training in the Re-Education Philosophy or will acquire such training in the course of employment.

Education / Knowledge:

  • Master’s degree in Human Services or related field with coursework or experience in the areas of cultural diversity, human development, etiology and treatment of mental illness, alcohol and drug abuse, physical and sexual abuse, and mental retardation.
  • Demonstrated knowledge and competency in mental health service provision and leadership.
  • This position also requires that the employee has an F Endorsement on his/her Driver License to be available to transport individuals as needed.
  • This position requires utilizing a personal dependable vehicle to conduct Center business.
  • Maintaining a dependable vehicle and certified driver status is a condition of employment.

Physical/Emotional/Social - Skills/Abilities:

  • Ability to effectively and ethically counsel children and families.
  • Ability to present professionally and work within a team format to plan, implement, and evaluate successful interventions.
  • Ability to effectively run and process groups with children and families.
  • Ability to work within a team format to meet positive goals for children and interface with other agencies involved in the ecology of the family.
  • Must be capable of assisting in utilizing nonviolent methods of crisis intervention including therapeutic holding.
  • Must have mental ability to exercise sound judgment under pressure.
  • Ability to exercise sound judgment and effective decision-making, ability to set and demonstrate appropriate boundaries, ability to be an empathic listener, flexibility, willingness, and adaptability to working with diverse populations.
  • Must also have the ability to communicate effectively and possess good time management and organizational skills.
  • Required to be certified in and adequately implement verbal and physical de-escalation techniques that include a wide range of bodily movements including but not limited to grasping, holding another person, running, and walking.
  • Physical de-escalation techniques will only be implemented at Helen Ross McNabb Center facilities, and not in community settings.
  • Hearing of normal and soft tones.
  • Close eye work.
  • Valid driver’s license.
  • Lifting up to 50lbs.
  • Frequent sitting, standing, walking, bending, stooping, and reaching.

Location:

  • Blount County, Tennessee

Apply today to work where we care about you as an employee and where your hard work makes a difference!

Helen Ross McNabb Center is an Equal Opportunity Employer. The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment.

Helen Ross McNabb Center conducts background checks, driver’s license record, degree verification, and drug screens at hire. Employment is contingent upon clean drug screen, background check, and driving record. Additionally, certain programs are subject to TB Screening and/or testing. Bilingual applicants are encouraged to apply.

PI626fc740cc2a-1363

Financial Advocate, Bilingual
Goshen Health
Goshen, Indiana
In office
Junior - Mid
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Serves as an advocate to assess patients’ financial situation and provide necessary assistance to enroll in available government programs. Collect appropriate patient responsibility amounts at time of service and establish payment arrangements when necessary.

Position Qualifications

  • Minimum Education: High school graduate or the equivalent. Bilingual in English and Spanish.
  • Preferred Education: College Degree
  • Minimum Experience: 3 years related work experience
  • Preferred Experience: Experience with discussing financial issues face-to-face with patients. Knowledge of insurance and billing terminology, rules and regulations. Excellent computer skills to include Excel and Word. Experience with handling and counting cash. Excellent organizational skills. Excellent customer service skills. Knowledge of Fair Debt and Collection practice laws.
  • Certifications Required: Indiana Navigator Certification within one year of hire, with annual renewal

PIa444e02be58d-9214

Assistant Store Manager
BEST ONE TIRE & SERVICE
Monroe, Indiana
Fully remote
Not specified
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Description:

Join our Best-One team - now hiring a Assistant Store Manager at our Monroe Retail location!

Salary: Competitive; Based on Experience

Who we are:

Over the past 77 years, what started out as a single bay service station has grown into a respected tire and service company with over 285 locations in over 35 states - one of the largest independent tire companies in North America. At Best-One, we strive to be the leading the most trusted provider of tires and service in all of our markets with a mission for creating raving fans. And we know our success starts with our team members - our internal ravings fans.

By joining our team, you will get:

Top Pay

Paid holidays & vacations; closed most major holidays

Health/dental/vision

401-K Matching

Team member discount program

Continuing education/training

Uniform & Shoe Program

and being a part of a company that offers a career, not just a job!

What will do you as an Assistant Store Manager?

Provide customers with professional and educated recommendations on tire purchases as well as repair and maintenance needs

Recruit, evaluate, train and lead a team that is committed to executing outstanding work and providing exceptional customer service

Be familiar with, adhere to, and enforce company policies and procedures

Adherence to legal guidelines, including such things as OSHA requirements, price changes, etc.

Maintain strong communication between store and all support departments

Ensure execution of all inventory and operational standards, parts ordering

Strong customer service skills

Maintain current knowledge of changes and additions to our product lines, service and sales techniques and mandated awareness program.

Ability to maintain enthusiasm and a professional demeanor at all times

Your Qualifications:

Sales and/or management experience with a proven track record

Minimum 1 year experience in the tire and automotive service industry

At least 18 years of age

Valid driver’s license required

High school diploma or equivalent

Ability to perform all job functions that require lifting and or carrying single items weighing at least 50 lbs., as well as functions and activities such as pulling, pushing, bending, standing, lifting, reaching, and stooping, kneeling, crouching, or crawling.

We offer a full work schedule Monday - Saturday, closed on Sundays, and 401-K. We also provide personal time off and paid holidays, in addition to offering health, vision and dental insurance.

Physical Demands/Work Environment:

Sales and/or management experience with a proven track record

Minimum 1 year experience in the tire and automotive service industry

At least 18 years of age

Valid driver’s license required

High school diploma or equivalent

Ability to perform all job functions that require lifting and or carrying single items weighing at least 50 lbs., as well as functions and activities such as pulling, pushing, bending, standing, lifting, reaching, and stooping, kneeling, crouching, or crawling. We offer a full work schedule Monday - Saturday, closed on Sundays, and 401-K. We also provide personal time off and paid holidays, in addition to offering health, vision and dental insurance.

Employer is an Equal Opportunity & Drug-Free Employer

Requirements:

PId90a0350ec8d-7888

National Salesperson
Alsum Farms
Cambria, Wisconsin
Hybrid
Mid - Senior
Private salary
RECENTLY POSTED
TECH-AGNOSTIC ROLE

Description:

POSITION SUMMARY: Responsible for selling fruits and vegetables (including potatoes and onions) to national accounts, selling new accounts, helping with routing trucks, driver’s schedules, and offering input on writing of weekly Ad lists. Always improving. Always serving. Always winning together. Exceeding expectations every day.

Requirements:

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Contributing to the attainment of sales and profit goals for the company and achieving individual sales and margin objectives for assigned customers and new business prospects
  • Provide inside sales support for current retail accounts by calling specific retailers on their respective order days
  • This will require excellent telephone selling skills and complete familiarity with the Alsum line of products and distribution capabilities
  • Travel to sales calls on an as needed basis for resets or account relations
  • Up to two or three days per week will be for field sales calls to assigned new business prospects to develop new customers and markets for expansion and growth
  • Will be able to assist with general sales order entry on an as needed basis
  • Work with sales team on special projects
  • Prepare account presentations and business reviews
  • Develop personal skills and experience in sales, customer service, computer knowledge, truck routing and scheduling, and customer communication to maximize productivity and sales output
  • Perform other related duties as necessary or assigned

EDUCATION AND EXPERIENCE:

  • High School diploma or equivalent
  • Associate or bachelor’s degree in business or marketing is preferred, but not required
  • Five to ten years of retail grocery or foodservice experience, preferably in produce or other perishables

JOB DETAILS:

  • Job Type: Full Time
  • Work Location: Friesland, WI

REQUIRED SKILLS AND ABILITIES:

  • Strong communications skills and analytical ability
  • Computer experience and ability to prepare account presentations
  • Positive attitude with track record of success in sales
  • Ability to get results in sales of fresh produce commodities in a competitive retail and foodservice environment
  • Understanding of developing relationships with customers and providing excellent customer service
  • Self-motivated and able to function as part of a team
  • Valid state motor vehicle license with acceptable motor vehicle record

PHYSICAL/ENVIRONMENTAL DEMANDS:

  • The ability to sit/stand in one place for extended periods
  • Various repetitive movements
  • Good manual dexterity to perform required duties
  • Exposure to airborne particles or fumes
  • Must be able to occasionally lift product for trade events or customer service

We are an equal opportunity employer and a drug free workplace.

PI0ba7e11d5-

Page 988 of 1053