MassMutual Jobs In Phoenix, AZ

- 358 Jobs
  • Field Management Recruiting Lead

    Massmutual Financial Group 4.3company rating

    Massmutual Financial Group Job In Phoenix, AZ

    The Opportunity As the Field Management Recruiting Lead , you will be accountable for the vision, advocacy, and execution of the recruitment and retention of MassMutual's Advisors. The Team This high-profile, fast-paced, driven team continually evaluates how MassMutual recruits, develops, and retains our Net Field Force. The team focuses on results and providing value and continuous improvements to MassMutual and field partners. Our Focus Our highly collaborative team focuses on elevating the recruiting and retention of: * Field Leadership * Experienced Balanced Producers * Inexperienced Advisor Programs The Impact In this role, you will be responsible for: * Executing and continuously evaluating MassMutual's Experienced Advisor recruiting and retention strategy to ensure competitiveness and deliver on commitments to policyholders. * Acting as a key resource and thought leader to General Agents, Sales Managers, and Agency Recruiters. Providing coaching and consulting on how to source and recruit experienced advisors. * Demonstrated success in identifying and recruiting top advisors/advisor teams. Demonstrated ability to influence high-quality candidates. Proficiency in evaluating candidates' qualifications, skills, and cultural fit for the company. * Driving the marketing strategy to effectively attract top candidates. * Collaborating with business partners to ensure MassMutual maintains competitive compensation and recognition programs to attract experienced advisors and drive desired company goals and metrics. * Talent Market Insights, stay abreast of industry trends, competitive landscape, and talent market dynamics to inform recruiting strategies. * Metrics and Reporting: Track key recruitment metrics to evaluate the effectiveness of recruiting efforts and identify areas for improvement. Additional Skills and Experience * Deep Financial Services Expertise: Extensive knowledge of the financial advisory industry, including competitive disruption, investment products, and wealth management strategies. * Proven ability to understand and review complex financial advisor compensation packages. * At least 10 years of recruiting experience in the financial services industry. * Field/Agency Experience: 6-10 years of field/agency experience required. * Exceptional problem-solving skills, demonstrating composure in times of uncertainty and stress. Excellent communication and influencing skills. * Self-driven and motivated. Proactive attitude, i.e., self-starter who can take initiative in sourcing candidates and driving the recruitment process. * Adaptability to changing market conditions and the evolving needs of the firms. Keen sense of ethics and integrity. * Demonstrates data-driven decision-making with the ability to analyze and measure the performance of current recruiting practices and identify solutions and areas of improvement with the strongest impact. Proactively communicate and offers ideas and solutions. * Travel required What to Expect as Part of MassMutual and the Team * Regular meetings with the MMFA Field Recruiting and Development Team. * Focused one-on-one meetings with your manager. * Access to mentorship opportunities. * Networking opportunities, including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups. * Access to learning content on Degreed and other informational platforms. * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits. * Focused one-on-one meetings with your manager with specific and measurable objectives and goals. #LI-LS1 #LI-REMOTE Salary Range: $156,000.00-$204,700.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $46k-60k yearly est. 12d ago
  • Financial Services Representatives

    Massmutual Alabama 4.3company rating

    Massmutual Alabama Job In Scottsdale, AZ

    Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB. Have you ever considered a career where you can help others prepare for life's unexpected moments? One that helps clients reach their financial goals so their children will be able to attend college; mortgage and medical expenses will be paid; and their retirement dreams are possible. Whether you're thinking about a career change or looking to expand your practice, we offer start-up support and resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential. Job Description As a Financial Services Professional with MassMutual Arizona, you'll be part of an entrepreneurial system with access to a broad portfolio of innovative products, powerful sales tools, and a large resource network so you can focus on activities that get results. If you aspire to lead and qualify for our Managing Associate Program, we can help you sample the agency leadership role. Upon successful completion, you can be appointed to a Sales Manager Position. Responsibilities include prospecting for clients on a referral basis within clearly defined markets, developing and maintaining long-term relationships with clients, and providing financial solutions for clients through fact gathering and needs analyses. Qualifications *Strong interpersonal skills and customer service focus *Market development and networking abilities *Presentation and organization skills *Strong work ethic and integrity *Pattern of professional success *BA, BS, and/or graduate degree or equivalent work experience required Additional Information CHARACTERISTICS WE LOOK FOR We are consistently looking for the best and brightest talent to join our firm which means we are looking for the individual who: • Conducts business with integrity • Has a high energy level, is confident and competitive • Is likeable, favorably known, and established in the area • Listens well and communicates with excellence • Is self-motivated, disciplined, and shows initiative • Has a strong professional background and business maturity • Has a strong desire to build their own business • Has the ability to prospect • Maintains a positive outlook on the future • Takes 100% responsibility for their actions • Passionate
    $30k-36k yearly est. 22d ago
  • Customer Service Advisor

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Phoenix office (located at 1 Norterra Drive, Phoenix, AZ 85085) for future bank customer service and sales opportunities in 2025. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: US military experience through military service or a military spouse/domestic partner 1 year of customer contact experience in a needs-based sales environment Prior experience in a fast-paced contact center environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone Compensation range: The hiring range for this position is: $43,680.00 - $44,680 .00 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $43.7k-44.7k yearly 1d ago
  • Director, Underwriting Research- Operations

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director, Underwriting Research - Operations, you will be responsible for Managing a team of managers and insurance professionals in planning, developing, and executing of frontline underwriting work which supports both corporate and P&C operational performance objectives. Ensures the evolution of the front-line underwriter role. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position must work hybrid to any of our regional office locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Tampa Campus, FL, Plano Legacy, TX, Chesapeake, VA, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Manages an organization of frontline underwriters. Directs the identification, analysis, development, and implementation of complex initiatives that maintain the relevance and integrity of our underwriting policies, processes and programs while balancing operational efficiency, competitiveness, and regulatory compliance. Implementation may include overseeing business configuration efforts, including testing and deployment. Directs the development, maintenance and optimization of existing processes and systems to comply with legal and company requirements while delivering maximum ROI. Ensures adherence to established policies and effective program support. Manages identification and implementation of opportunities to improve processes and systems to increase member conductivity, employee experience, risk mitigation, and operational efficiency. Directs the oversight of P&C Underwriting supplier programs leveraging available products to improve risk management and operational efficiency. Collaborates cross-functionally to identify/implement P&C Underwriting requirements for new products, services, and data. Stays abreast of emerging technology and external factors that may present opportunities for P&C Underwriting. Includes evaluating industry solutions for application to products, programs and processes. Develops business cases and business requirements for identified solutions. Directs and oversees multiple initiatives in support of Underwriting and/or regulatory compliance related initiatives including but not limited to: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Leads planning for highly complex processes including problem definition, evaluation of requirements, design, testing, and implementation of business processes. Understands the process operating objectives, business rules, performance requirements, risks, and controls and interactions between dependent processes to minimize failures, eliminate redundancies, and control process performance necessary to achieve efficient, effective design and execution of the process. Applies and maintains expert knowledge of the business and manages ongoing alignment and development of business deliverable processes and capabilities with business needs to materially change and improve business performance. Guides and influences process re-engineering and technology implementation to enable process redesign and innovation. Leads the overall management of process performance by developing control limits, monitoring key performance indicators, and informing stakeholders of any deficiencies, improvements, operational risks issues, etc. and drives collaborative efforts to ensure process delivers against requirements. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll 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. 8 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. 3 years of direct team lead or management experience. Advanced knowledge of relevant industry practices, trends, and regulatory requirements. Experience reviewing policies and procedures documents and identifying and articulating the risks and opportunities. Proven skills in developing strong relationships with peers and business stakeholders and collaborating across the organization. Advanced experience in developing and presenting analysis and findings to senior levels of management and key stakeholders to gather support for business initiatives and influence strategy. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Expertise in management systems. Expertise in production environments. Ability to navigate and influence at all levels of the organization. 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. What we offer: Compensation: The salary range for this position is: $127,310-$243,340. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $127.3k-243.3k yearly 2d ago
  • Actuarial Analyst I - 401k w/ match, 34 days PTO

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a near-credentialed analyst on the Auto Core Pricing Modernization team, you will be responsible for independently applying complex technical and actuarial methodologies as well as requiring expert knowledge in one actuarial practice area (pricing, reserving, modeling, catastrophe risk, claims analytics, product management, etc.) to complete unstructured projects. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Independently apply complex technical and actuarial methodologies, as well as proficient actuarial knowledge, to complete unstructured projects Select and ensure quality of data used to perform trend analysis supports rate level indications; translates business problem into technical requirements; runs catastrophe models and interprets and communicates results to support business activities while executing and enhancing a strong control environment with guidance from an experienced catastrophe modeler. Utilize actuarial, mathematical, or statistical techniques to augment actuarial work product. Create and deliver training to teammates on mechanics of actuarial tools and processes. Apply understanding of products supported, stakeholders' needs, and industry trends to solve unstructured business problems. Identify compliance gaps and process improvements and recommends develops solutions. Lead unit initiatives and participates in cross-functional efforts as a technical subject matter expert. Effectively communicate insights and solutions to all audiences, including executive leadership. Synthesize complex and conflicting information into a clear and influential value proposition. 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 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. No more than 2 Casualty Actuarial Society (CAS) exams away from Associate of the Casualty Actuarial Society (ACAS) Credential and All Validation of Education Experience (VEEs) completed. Demonstrated competency with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making. Intermediate 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. Experience communicating complex solutions and analysis to both technical and nontechnical audiences. What sets you apart: Experience with Personal Lines Auto Pricing Experience with launching a new insurance product Experience with Earnix US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $103,450 - $197,730. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $66k-80k yearly est. 2d ago
  • Auto Claims Adjuster-Entry Level

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Associate Auto Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Work schedules will vary and may include some weekends. Relocation assistance is not available for this position. We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Auto Claims representative. Your work will focus on adjusting non-injury auto claims and you'll work under supervision to investigate, evaluate, negotiate, and adjust low complexity auto insurance claims presented by or against our members. This will include the end-to-end claims process and settling claims in compliance with state laws and regulations. In this role, you will make a difference to our members as you deliver best in class customer service through setting appropriate expectations, proactively communicating and providing advice to deliver appropriate solutions to the member. What you'll do: Acquire and apply basic knowledge of auto coverages. auto physical damage, and liability, in order to evaluate and settle high volume and low complexity auto claims such as; simple comprehensive and collision (i.e., single vehicle, parked and unoccupied, clear liability), glass, roadside, and rental vehicle coverages for repairable vehicles. Resolve claims through proactive problem solving and decision making, within authority guidelines and under direct supervision, while overcoming obstacles, and effectively prioritizing the workload. Clearly document thought process including damage evaluation, investigation, negotiation, and settlement decisions. Collaborate and set expectations with external and internal business partners to facilitate claims resolution. Support members, business partners, and claimants, through use of varying communication channels to include utilization of digital tools to drive timely and effective resolutions through exceptional service. Acquire and apply a foundational knowledge of Property and Claims (P&C) insurance industry products, and services, to include P&C insurance policy contracts, coverages and internal claims handling process and procedures. Support workload surges and catastrophe (CAT) response operations as needed, including potential evening, weekends, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. 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: High School Diploma or equivalent experience or GED Ability to provide exceptional customer service for our members by communicating clearly and professionally using multiple communication channels to process information related to auto claims Ability to prioritize and multi-task while navigating through multiple business applications Successfully acquire an insurance adjuster license and applicable state registrations within 90 days of hire Successful completion of a job-related assessment is required. What sets you apart: US military experience through military service or a military spouse/domestic partner Bachelor's degree Compensation range: The hiring range for this position is: $47,820 - $49,820. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $47.8k-49.8k yearly 2d ago
  • Executive Administrative Assistant

    Northwestern Mutual 4.5company rating

    Scottsdale, AZ Job

    The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. The Executive Administrative Assistant/Associate Financial Representative to Christa Szalach is an instrumental person in handling all back-end procedures for clients and prospective clients alike. In addition to onboarding clients and maintaining a CRM database, this person will assist in the growth of the Szalach Financial Planning practice. Insurance application input, investment account opening, client onboarding, and client service work behind the scenes are all parts of this role (no financial planning experience or licenses necessary at this time). This individual must be located in the Scottsdale/Phoenix, Arizona area (office is located near Papago Park) . Responsibilities Assist in the onboarding of new clients (client communication & administrative tasks - not selling) Assist in the ongoing servicing needs of current clients Insurance application input and carefully inputting client data (paperwork process) Investment account opening (paperwork process) Weekly meetings with the current team Communicate with insurance company underwriters in handling client cases Communicate with clients throughout the onboarding process via email/phone calls Create illustrations and financial planning analysis' through the software provided as needed Craft and send recap emails to prospective clients Organize and schedule meetings on Christa's calendar Confirm upcoming appointments and reschedule necessary meetings Necessary skills: Detail oriented Ability to work quickly and efficiently in fast-paced environments Ability to juggle multiple ongoing tasks at once Organizational skills Communicates clearly Quick learner Takes initiative and is solution oriented Is resourceful and works to find an answer if unknown Team player Qualifications Bachelor's degree or equivalent experience Strong interpersonal, customer service and communication skills Ability to multitask Proficient in Microsoft Office suite
    $45k-67k yearly est. 7d ago
  • ED, Bank Fraud and Non-Fraud Disputes Center of Excellence

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Manages and drives creation of the Bank Fraud and Non-Fraud Disputes Center of Excellence, within Bank Contact Center, and in strong partnership with Bank Claims Operations. Leads team of over 500 contact center employees who will be trained as subject matter experts in handling Bank Fraud and Non-Fraud Disputes member servicing. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads the Bank Fraud and Non-Fraud Disputes COE teams in a continuous effort to improve the member experience. Explores member feedback and data from the member experience and maps member feedback and behavior to identify pain points and new opportunities. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Colorado Springs, CO, Charlotte, NC, Tampa Fl, or Phoenix, AZ. Occasional Travel will be required. What you'll do: Leads the design, execution and implementation of USAA's Fraud Operations organization and strategy. Leads the day-to-day operations of the fraud detection areas - including core business processes and technologies in alignment with compliance policies and procedures. Executes projects and business process improvement initiatives required to achieve defined business outcomes. Partners, collaborates, and influences effectively across the enterprise product leaders as well as the line of business leaders to ensure they are considering fraud implications. Identifies and tracks fraud violations for the enterprise. Collaborates with industry partners and peers to identify new fraud strategies and technologies, discusses fraud trends and effective mitigation tactics. Builds and oversees a team of internal and external third-party service providers for fraud operations through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of experience in fraud operations to include prevention, detection, operational risk, credit risk, regulatory adherence, funds availability, and/or model development within a financial services organization. 4 years of people leadership experience in building, managing and/or developing high-performing teams. Demonstrated experience, knowledge and exposure to bank regulations, particularly Reg E, Reg CC, UDAAP, FACTA, and Reg Z. Demonstrated experience collaborating with key resources and stakeholders, influencing decisions and managing work to achieve strategic goals. Strong written and verbal communication skills, including the ability to communicate technical analyses to a non-technical audience. Knowledge of federal laws, rules, and regulations to include: Reg CC and Reg E. What sets you apart: Experience in Claims operations (fraud & non fraud dispute). 5 years of experience in claims operations/risk. 5 years or more in leadership within a large and/or multi-site contact center. Experience Driving transformational change in large call center environment. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise-wide improvements. What we offer:Compensation: The salary range for this position is: $169,880.00-305,780. 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. Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. 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, please visit our benefits page on USAAjobs.com. 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. 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. 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. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $99k-122k yearly est. 1d ago
  • Insurance Representative - $2k signing bonus, Great Benefits

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Customer Service Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month. Our in-office development program provides the training you need and the reassurance to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Work schedules will vary and may include some nights and weekends. Schedules are assigned based on business need. Regularly scheduled shift hours that fall between 6 p.m. and 7 a.m. during the week, or between 6 p.m. Friday and 7 a.m. Monday are eligible for shift premium pay. We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Claims Representative. You will be part of an outstanding contact service center, where you will focus on providing claims service to members regarding the initial contact on all auto OR property First Notice of Loss (FNOL) claims. In addition, you will respond to status inquiries from various parties, document reported losses, set appropriate expectations, provide proactive communications, advice, and empathy to our members. What you'll do: Document First Notice of Loss by acquiring relevant information for effective claim investigation. Set up appropriate services, as needed, to proactively move claims forward to the furthest point in the process within scope of role and expectation. Build loss reports, describe or verify coverage as appropriate, and initiate the most effective method of damage assessment to assign for file handling. Assist with questions regarding the claims process and set expectations for next steps to help ensure claims are optimally resolved and accurately documented. Resolve status inquiries and, when appropriate, route to handling adjuster. Effectively operate in a fast-paced, high-volume, contact center environment taking back-to-back calls and navigating multiple systems and programs while maintaining an engaging member interaction that occurs across multiple communication channels. Apply strong time management skills by closely adhering to assigned work schedule. Adopt continuous improvement and development through coaching and collaboration with manager and team members. Use strong call management skills by assisting members within a timely manner and limiting non-productive time. May assign or initiate emergency services when required on specific claims. Support workload surges and catastrophe (CAT) response operations as needed which may include potential weekends, and/or holiday work outside normal work hours. Work various types of claim loss notices and inquiries, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. 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: High School Diploma or GED Ability to provide exceptional customer service for our members by using active listening, verbal, and written communication skills to communicate clearly, professionally, and empathetically. Highly developed interpersonal skills to collaborate effectively in a fast-paced team environment. Ability to prioritize and multi-task while navigating through multiple business applications. Successful completion of a job-related assessment is required. May require acquisition and maintenance of insurance adjuster license within 90 days. (USAA provides all materials and licensing fees.) What sets you apart: US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,750 to $45,750 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $43.8k-45.8k yearly 2d ago
  • AML Business Advisor Senior

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AML Business Advisor Senior, you will develop and implement compliant Anti-Money Laundering/ Know Your Customer (AML/KYC) solutions to influence business decisions for Bank Financial Crimes. Develops effective best in practice solutions to sophisticated business challenges. Identifies opportunities to change, improve, or streamline existing business projects and initiatives. Acts as a subject matter resource during solution development and implementation to guide businesses' awareness, understanding of and compliance with key processes and relevant regulatory requirements (including but not limited to BSA, OFAC, USA Patriot act, etc.) that may span multiple areas of law or rules applicable to the business and its activities, members, services or products. May lead project prioritization and coordination to best run business resource utilization within assigned functional area. May lead projects with team members across multiple functions. As a dedicated AML Business Advisor Senior, you will be responsible for participating in the development, management, and oversight of several strategic initiatives and change management oversight processes across Bank Financial Crimes. Working often in tandem with a Business Advisor Lead, the Business Advisor Senior is expected to coordinate activities for and/or provide oversight of moderate to complex initiatives and portfolios; some of these activities include defining or querying to define problems/initiatives, designing process requirements, building & testing team automation processes, conducting data gathering to aid completeness and accurate reporting of initiative or portfolio status, understanding/improving interactions between dependent processes to minimize failures and eliminate redundancies, and maintaining process documentation and other information sharing collateral used to explain the team's responsibilities. The Business Advisor Senior should be comfortable in a high multi-task environment, able to easily flex and adapt to changing priorities or tasks, as needed. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Provides gap analysis and recommendations to enhance business programs projects, agile projects and/or processes in support of AML/KYC initiatives. Finds opportunities and/or implements business solutions to meet business needs. Researches, plans, develops, implements, gathers requirements, build procedures and processes to minimize risks, ensure compliance, and adherence to USAA's dedication to being World Class. Collaborates with enterprise partners in operational and risk functions, as needed, when the development of business rules, requirements and artifacts. Serves as a mentor and on-the-job trainer for other team members. Maintains and demonstrates awareness of primary regulation commonly applicable to supervised financial institutions in the U.S. (e.g. anti-money laundering, anti-bribery and corruption, fair lending and sales practices rules, etc.). Ensures risks associated with business activities are successfully identified, measured, supervised, 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 of experience with credit cards and/or deposits and/or directly related experience. Advanced knowledge of relevant industry technology applications. such as Credit Cards/ Deposit processing systems, process mapping tools, RCSA tools, etc. Experience crafting and implementing processes and procedures to improve and sustain compliance adherence. Experience in building solutions in an agile environment including developing and driving robust testing strategies. Knowledgeable of the laws applicable to money laundering, including the Bank Secrecy Act, the USA PATRIOT act, US Treasury AML guidelines, OFAC requirements, and Suspicious Activity Reporting requirements. Intermediate knowledge of principled execution, organizational change, and/ or risk management practices. Experience leading change in a matrixed organization. Experience in leading cross functional projects. Experience in supporting business processes to meet BSA/ AML or similar regulatory requirements. Advanced knowledge of Microsoft Office tools. What sets you apart: Experience and business acumen in Anti-Money Laundering/Sanctions, Fraud Management, and/or Claims and Disputes Handling topics (Operations, Business Risk & Controls or Independent Risk Management functional roles) and/or in Agile technology development. Successful achievements in highly collaborative, cross-functional team environments obtaining data from multiple sources and using that data to prepare senior management reporting. Highly effective inquisitive skills, capable of gathering key insights whether to aid an improved project definition or business strategy, or to obtain key steps and enablers in an end-to-end process. Exceptional communication and time management skills with timely outcome delivery US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $85,040 - $162,550. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $85k-162.6k yearly 1d ago
  • Insurance Professional Sales and Service III (Signing Bonus)

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Phoenix candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts. For new hires starting in April, May or June we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment. Along with other Insurance Customer Service Representatives in our Phoenix location, you will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states. Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs. Use available tools and resources to support members with some assistance. Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty licenses and state registrations. 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: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire What sets you apart: 1 year of customer contact experience in a needs-based sales environment US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $46,135 - $48,635 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $46.1k-48.6k yearly 7d ago
  • Injury Examiner

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Injury Examiner, you will adjust complex bodily injury claims and UIM claims to include confirming coverage, determining liability, investigating, evaluating, negotiating, defending, and settling claims in compliance with state laws and regulations. You are accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice, and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: Phoenix, AZ, Colorado Springs, CO, or San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Adjusts complex auto and homeowner bodily injury claims with significant injuries (e.g. traumatic brain injury, disfigurement, fatality) and UM/UIM, and small business claims, as well as some auto physical damage associated with those claims. Identifies, confirms, and makes coverage decisions on complex claims. Investigates loss details, determines legal liability, evaluates, negotiates, and adjudicates claims appropriately and timely; within appropriate authority guidelines with clear documentation to support accurate outcomes. Prioritizes and manages assigned claims workload to keep members and other involved parties informed and provides timely claims status updates. Collaborates and supports team members to resolve issues and identifies appropriate matters for escalation. Partners and/or directs vendors and internal business partners to facilitate timely claims resolution. Serves as a resource for team members on complex claims. Delivers a best-in-class member service experience by setting appropriate expectations and providing proactive communication. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. 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. 4 years auto claims and injury adjusting experience. Advanced knowledge and understanding of the auto claims contract, investigation, evaluation, negotiation, and accurate adjudication of claims as well as application of case law and state laws and regulations. Advanced negotiation, investigation, communication, and conflict resolution skills. Demonstrated strong time-management and decision-making skills. Proven investigatory, prioritizing, multi-tasking, and problem-solving skills. Advanced knowledge of human anatomy and medical terminology associated with bodily injury claims. Ability to exercise sound financial judgment and discretion in handling insurance claims. Advanced knowledge of coverage evaluation, loss assessment, and loss reserving. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: Experience handling UM/UIM injury claims. 2+ years of catastrophic injury experience. College Degree (Bachelor's or higher). Insurance Designation. Compensation range: The salary range for this position is: $85,040 - $153,080. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $45k-64k yearly est. 18h ago
  • Mid-Level Life Solutions Specialist

    USAA Careers 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based in one of the following locations: San Antonio Home Office I, Colorado Springs Campus; Phoenix Campus (Main); Plano Legacy; or Tampa Crosstown . 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 - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 2 years of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2 years of direct life insurance sales experience 1 year of experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $62,470.00 - $111,940.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $62.5k-111.9k yearly 2d ago
  • Loan Officer

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Loan Officer, you will, within defined guidelines and framework, deliver impactful customer service to members while providing mortgage product solutions that facilitate the member's financial security. You will facilitate mortgage product sales and member service through multiple channels to include phone, email, mail and digital platform while providing individualized mortgage loan recommendations and meet established monthly metrics. As a Loan Officer you will also deepen member relationships through needs assessment and solution offerings from USAA products and services as well as stays highly engaged in the mortgage industry, to include changes to Fannie and Freddie guidelines. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Under limited direct supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. Based on predetermined requirements, assesses, and grants or rejects mortgage applications. Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. Establishes and maintains successful partnerships with Real Estate Agents. 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. 2 years of mortgage sales experience or relevant customer service experience within a financial services organization. Successfully complete mortgage products assessment. Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: 3+ years Mortgage Consumer Direct Experience Current or Prior NMLS # US military experience through military service or a military spouse/domestic partner Compensation range: The base salary for this role is $45,000 annual, with an un-capped tiered incentive program. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $45k yearly 2d ago
  • Actuary

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The USAA Loss Reserving team is seeking an experienced actuary to perform Auto Material Damage loss reserving projections. The ideal candidate will have loss reserving experience and experience with the Auto line of business. This role is for a credentialed Actuary. You will leverage advanced knowledge in at least one actuarial practice area (reserving) to lead and complete broad, complex unstructured projects with countrywide product-level impact. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Apply 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. Utilize advanced actuarial, mathematical, or statistical techniques to augment actuarial work product. Lead special actuarial projects, such as the development of new methodologies or reporting tools. Train new team members on the theory and mechanics of relevant actuarial methodologies. Apply deep understanding of products supported, stakeholders' needs, and industry trends to solve unstructured business problems. Identify and anticipate compliance gaps and process improvements; recommends and develops solutions to mitigate risk. Represent Actuary in cross-functional efforts. Develop written communication and presentations that effectively convey data-driven solutions to broad audiences, including cross-functional executive leadership. 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 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 in Loss Reserving Experience with Auto line of business US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $127,310 - $243,340. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $78k-100k yearly est. 2d ago
  • Financial Advisor (Training Provided)

    Northwestern Mutual 4.5company rating

    Phoenix, AZ Job

    Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With $265.0 billion in assets and $28.1 billion in revenues, we offer insurance, investments, and wealth management services to over 4.5 million clients nationwide. Our commitment to diversity and growth makes us a leader in shaping the future of financial security. Role Description This is a full-time on-site Financial Advisor (Training Provided) role located in Phoenix, AZ at Northwestern Mutual. The Financial Advisor will provide personalized financial planning, retirement planning, investment advisory services, and financial solutions to clients to help them achieve their financial goals. Qualifications Financial Planning and Finance skills Retirement Planning expertise Investments and Financial Advisory knowledge Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Bachelor's degree in Finance, Business, Economics, or related field Certification such as CFP, CFA, or Series 7, 63, and 65 is a plus Must be located in Phoenix, Arizona or willing to relocate.
    $59k-104k yearly est. 8d ago
  • Insurance Representative - $2k signing bonus, Medical/Dental/Vision/Life, 401k and Pension, PTO

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Customer Service Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month. Our in-office development program provides the training you need and the reassurance to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Work schedules will vary and may include some nights and weekends. Schedules are assigned based on business need. Regularly scheduled shift hours that fall between 6 p.m. and 7 a.m. during the week, or between 6 p.m. Friday and 7 a.m. Monday are eligible for shift premium pay. We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Claims Representative. You will be part of an outstanding contact service center, where you will focus on providing claims service to members regarding the initial contact on all auto OR property First Notice of Loss (FNOL) claims. In addition, you will respond to status inquiries from various parties, document reported losses, set appropriate expectations, provide proactive communications, advice, and empathy to our members. What you'll do: Document First Notice of Loss by acquiring relevant information for effective claim investigation. Set up appropriate services, as needed, to proactively move claims forward to the furthest point in the process within scope of role and expectation. Build loss reports, describe or verify coverage as appropriate, and initiate the most effective method of damage assessment to assign for file handling. Assist with questions regarding the claims process and set expectations for next steps to help ensure claims are optimally resolved and accurately documented. Resolve status inquiries and, when appropriate, route to handling adjuster. Effectively operate in a fast-paced, high-volume, contact center environment taking back-to-back calls and navigating multiple systems and programs while maintaining an engaging member interaction that occurs across multiple communication channels. Apply strong time management skills by closely adhering to assigned work schedule. Adopt continuous improvement and development through coaching and collaboration with manager and team members. Use strong call management skills by assisting members within a timely manner and limiting non-productive time. May assign or initiate emergency services when required on specific claims. Support workload surges and catastrophe (CAT) response operations as needed which may include potential weekends, and/or holiday work outside normal work hours. Work various types of claim loss notices and inquiries, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. 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: High School Diploma or GED Ability to provide exceptional customer service for our members by using active listening, verbal, and written communication skills to communicate clearly, professionally, and empathetically. Highly developed interpersonal skills to collaborate effectively in a fast-paced team environment. Ability to prioritize and multi-task while navigating through multiple business applications. Successful completion of a job-related assessment is required. May require acquisition and maintenance of insurance adjuster license within 90 days. (USAA provides all materials and licensing fees.) What sets you apart: US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,750 to $45,750 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $43.8k-45.8k yearly 2d ago
  • Client Service Associate

    Northwestern Mutual 4.5company rating

    Scottsdale, AZ Job

    Commitment to Excellence | Growth Mindset | Personal Responsibility | Mutual Respect | Client-Centric The Client Service Associate is an entry-mid level position that is extremely analytical and detail-oriented to support our team of financial advisors. The primary function of this role is to assist Lead Advisors and Associate Advisors by providing support in the service and sales cycle for both insurance and investment clients. This role will work closely with all facets of the team and is client facing. Individuals in this role will serve as the liaison between the Network and Home Office, advisors, and clients. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Job Responsibilities / Principal Responsibilities • Communicate with clients to complete insurance and investment-related paperwork • Submit and manage the underwriting and account opening process for all applications • Maintain contact with clients to provide or obtain updated information • Review client-submitted paperwork for completeness and accuracy • Arrange medical, paramedical and any other exams necessary for underwriting • Completes client service requests in insurance and investment systems • Contact and advise clients regarding late payments and other service-related issues • Process incoming insurance service requests from clients: process address changes, bank change information, loan requests and ISA service inquiries • Correspond with clients to complete new account opening documents, coordinate asset transfers and document workflow throughout the process • Process incoming securities-related requests from clients: registration changes, provide account information (statements / tax documents / activity details) • Generate and / or review paperwork to be sent to clients • Conduct rollover calls between clients and current 401(k) plan administrator Position Requirements • Bachelor's degree in Finance, Accounting, Economics, or a related field • Minimum of 2-5 years of experience in financial planning, wealth management, insurance or related field • Insurance licensing: Arizona Life & Health, obtain within 60 days of start date • Public Notary Certificate, obtain within 90 days of hire • Excellent written and verbal communication skills • Ability to work independently as well as part of a team • Detail-oriented, accurate, organized, able to set priorities autonomously • Extremely strong communication and presentation skills with the ability to explain complex information clearly and simply • Microsoft 365 proficiency (Excel, CRM, etc.) Physical Requirements • Must be able to remain in stationary position 85% of the time; often standing or sitting for prolonged periods of time • Occasionally move throughout the office to attend meetings, access office machinery, and other office equipment • Constantly operate a computer and other office machinery such as a calculator, copy machine and printer • Frequently communicate with coworkers and clients and exchange accurate information. • Constant repetitive motions that may include wrists, hands, and/or fingers Additional Requirements • Pass an extensive FINRA background screening which may include, but is not limited to, criminal background checks (local, state, and federal), credit check, education verification, drug tests, skills assessments, interviews, and personality profile (behavioral assessment) • Tech-savvy with experience in both proprietary and mass-market systems • Must be at least 21 years of age of older • Legal authorized to work in the United States
    $45k-60k yearly est. 26d ago
  • Intermediate Retirement Income Specialist

    USAA Careers 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity 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 one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. 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. 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 Active, in good standing, and maintained FINRA 7 license Active, in good standing, and maintained FINRA Series 66 (or 63 & 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: $63,590.00 - $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 USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $31k-36k yearly est. 2d ago
  • Suitability Principal

    Massmutual Financial Group 4.3company rating

    Massmutual Financial Group Job In Phoenix, AZ

    The Opportunity As a Suitability Principal you will conduct back-office review and firm-acceptance of new and existing business and account maintenance submissions as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness. The Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative compliance solutions to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. The Impact * Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts. * Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems. * Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. * Implementation and management of operational and supervisory procedures for the firm. * Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking. * Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines. * Consistently identify and report to management on trending and risk mitigation measures. The Minimum Qualifications * FINRA Series 7 & 24 required at time of application * 2+ years MMLIS experience and / or 3+ years' industry experience * High School Diploma or equivalent * Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators * Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications * 4+ years MMLIS experience and / or 8+ years' experience conducting suitability reviews within the brokerage/advisory space * Ability to work in a fast paced, ever changing environment * High degree of ownership and sense of urgency * College degree preferred with a concentration in business or finance * Passion for embracing business process improvement opportunities * High aptitude for effective problem resolution * Must be able to think independently and tactfully challenge the opinions of others * Superior customer service skills * Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style * High aptitude for effective problem resolution * Strong organizational and time management skills are essential What to Expect as Part of MassMutual and the Team * Regular meetings with the New Business team * Focused one-on-one meetings with your manager * Access to mentorship opportunities * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms #LI-DK1 #LI-REMOTE Salary Range: $69,000.00-$90,500.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $69k-90.5k yearly 32d ago

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