Intermediate Life Solutions Specialist

Intermediate Life Solutions SpecialistAt USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.The Opportunity: The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and/or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based on the Plano, TX Campus. Relocation assistance is not available for this position.What You'll Do:Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony.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 communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection.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 foundational sales techniques and foundational persuasion skills. Implements recommendation(s).Monitors legislative initiatives that may impact economy, society, and personal financial situation.Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.Collaborates with team members to resolve issues and to identify appropriate issues for escalation.Work Hours:Monday Friday / 7:30am 7:00pm (Central)An 8 hour shift will fall within these hoursThis role is required to be in office, with potential hybrid opportunity after 6 months.What You Have:High School diploma or GEDRequired maintenance of Life/Health licenseRequired annual completion of AHIP and Broker/Carrier appointments when applicable.1 year of financial industry and/or life sales experienceExperience delivering frequent written and oral communicationExperience acquiring and applying new concepts and informationExperience processing and analyzing informationExperience fulfilling requests and meeting deadlinesExperience resolving conflict and negotiatingExperience multi-tasking in an operating systems environmentExperience participating in a team environmentSuccessful completion of a job-related assessment may be requiredWhat Sets You Apart:2+ years experience working in Sales with life insurance1+ years experience working in a call center environmentCLU - Chartered Life Underwriter or comparable designationUS military experience through military service or a military spouse/domestic partnerCompensation Range: The salary range for this position is: $51,340 - $86,630.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.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.