Manager, Life/Health/Retirement Income
3 months ago
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so specialThe Opportunity
USAA is seeking a dedicated Manager, Life/Health/Retirement Income to join the Life Company Retirement Income Team. As a Manager, Life/Health/Retirement Income, you will manage a team of specialists dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions. Motivates staff toward the attainment of goals and develops employees through regular coaching and feedback that leads to improved results. Executes process improvements and leads organizational process changes. Maintains compliance with policies, procedures, and all applicable regulatory requirements.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX, campus. Relocation assistance is not available for this position.
What you'll do:
Builds and oversees a team through recruiting, developing, retaining, coaching, guiding, performance management and managerial activities.
Ensures employees understand how the tasks they perform support the organizational goals.
Proactively identifies opportunities to improve operational effectiveness in Life, Health or Retirement Income.
Implements and monitors processes and performance standards for Life, Health or Retirement Income.
Provides feedback for improvements to process and product owners within Life Company.
Removes obstacles and champions change.
Achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate solutions.
Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to others within Health, Life or Retirement Income.
Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.
May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
Responds to executive complaints as necessary.
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. (Total of 10 years of experience without bachelor’s degree)
May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.
6 or more years of related experience in financial services operations to include process improvement.
2 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment.
Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
Current Life and Health (Group 1) license
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
RICP (Retirement Income Certified Professional) Designation
3 or more years of direct management experience within a financial service industry
1 or more years of working experience with Life, Health, or retirement income products
Experience working/managing in a call center environment.
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: 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. The salary range for this position is: $74,210 - $133,570.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
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.
-
Manager, Life/Health/Retirement Income
4 days ago
SAN ANTONIO, United States USAA Full timeWhy USAA?Let’s do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and...
-
Strategic Retirement Income Consultant
1 month ago
San Antonio, Texas, United States USAA Full timeWhy Choose USAA?We're committed to serving the financial security needs of millions of U.S. military members and their families.At USAA, we prioritize our core values: honesty, integrity, loyalty, and service.The OpportunityAs an Intermediate Retirement Income Specialist, you'll play a crucial role in ensuring our membership's financial security by assessing...
-
Mid-Level Retirement Income Specialist
5 months ago
SAN ANTONIO, United States USAA Full timeWhy USAA?Let’s do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and...
-
Boost Your Income with Life Insurance Sales
2 weeks ago
San Antonio, Texas, United States InTouch LIFE Full timeLife Insurance Sales Career OpportunitiesAt InTouch LIFE, we invite motivated and results-oriented individuals to apply for our Part-Time Insurance Agent position. This role offers a unique opportunity to make a meaningful impact on clients' lives while achieving personal and professional success.Key Responsibilities:Client Relationship Management: Develop...
-
Retirement Coordinator
1 month ago
San Antonio, United States University Health Full timeExperience Unlike Any Other Join an elite Human Resources team where you can advance your career. University Health is a nationally recognized Level I Trauma Center in San Antonio, Texas with a network of outpatient healthcare centers. We are an academic research and teaching partner with UT Health San Antonio. Work With the Best University Health is...
-
San Antonio, Texas, United States InTouch LIFE Full timeAbout the JobThis part-time insurance agent position is perfect for individuals looking to supplement their income and grow their career. As a Part-Time Insurance Agent with InTouch Life, you will have the flexibility to work independently while achieving sales targets and helping clients.
-
Life Insurance Advisor
1 week ago
San Diego, California, United States Bankers Life Full timeLife Insurance Advisor Job DescriptionAt Bankers Life, we are committed to helping Americans near or in retirement safeguard against unexpected health costs, generate guaranteed income, protect loved ones, and promote an enduring legacy.We are seeking a highly motivated and results-driven Life Insurance Advisor to join our team and help us achieve our...
-
Life Insurance Agent
1 week ago
San Diego, California, United States Bankers Life Full timeWe are seeking a motivated Insurance Sales Representative to join our team at Bankers Life. As an Insurance Sales Representative, you will have the opportunity to work with clients in California to help them achieve their financial goals by providing expert advice on life and health insurance products.
-
Client Service Manager Opportunity
1 week ago
San Antonio, Texas, United States Fisher Agencies American Income Full timeAre you ready to take your leadership skills to the next level? Do you want to make a meaningful difference in people's lives? As a Client Service Manager at Fisher Agencies American Income, you will be responsible for leading and inspiring a remote team, driving business growth, and ensuring exceptional client satisfaction. With a focus on innovation and...
-
San Antonio, Texas, United States EA Agency Symmetry Financial Group Full timeSell Life Insurance Policies and Build a Successful CareerEA Agency/Symmetry Financial Group is seeking motivated individuals to join our team as part-time life insurance agents. In this role, you will have the opportunity to sell life insurance policies to clients in need and earn a lucrative income.The estimated annual salary for this role is...
-
Remotely Manage Client Services
1 week ago
San Antonio, Texas, United States Fisher Agencies American Income Full timeJob OverviewFisher Agencies American Income is seeking a motivated Remote Client Service Manager to lead and inspire a remote team, deliver exceptional client service, and grow into a leadership role. This is a fantastic opportunity for those passionate about leading from anywhere and wanting to take their career to the next level.The successful candidate...
-
San Antonio, Texas, United States Brown Agency Full timeAbout the RoleWe are seeking a professional Life Insurance Agent to join our team at Symmetry Financial Group, working closely with The Brown Agency. As an agent, you will have the opportunity to earn a significant income by selling life insurance products to individuals who have expressed interest in purchasing them.Compensation: Our agents can earn between...
-
Licensed Agent Insurance Representative
4 weeks ago
San Antonio, United States Bankers Life Full timeLicensed Agent Insurance Representative Location: San Antonio, TX, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for...
-
Licensed Agent Insurance Representative
4 weeks ago
San Antonio, United States Bankers Life Full timeLicensed Agent Insurance Representative Location: San Antonio, TX, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for...
-
Customer Service Representative
1 week ago
San Antonio, Texas, United States American Income Life AO - Kevin Acosta Full timeCompany OverviewAmerican Income Life AO - Kevin Acosta is a leading provider of life insurance solutions. Our team of experts is dedicated to delivering exceptional customer service and support.
-
Customer Experience and Growth Professional
6 days ago
San Antonio, Texas, United States American Income Life-Zuzick Organization Full timeJoin American Income Life-Zuzick Organization as a Customer Service Representative and take your sales career to the next level. In this role, you will have the opportunity to work in a dynamic team environment and develop your sales skills through comprehensive training.Job Description:Respond to customer inquiries and resolve issues in a timely and...
-
Top Earner Position
7 days ago
San Antonio, Texas, United States American Income Life AO - Kevin Acosta Full timeWe are American Income Life AO - Kevin Acosta, a trailblazing company that empowers individuals to thrive as remote insurance leads. Our team is committed to helping you grow and succeed in your career. As a leader in the industry, we offer a 100% remote work environment that allows you to choose your own path and work from anywhere.Key Responsibilities:•...
-
Insurance Sales Specialist Role
6 days ago
San Jose, California, United States American Income Life AO - Robert Park Full timeAbout the Job OpportunityWe are seeking a sales representative to join our team at American Income Life AO - Robert Park. In this role, you will be responsible for developing long-term relationships with clients, meeting them where they are most comfortable, and providing them with our life insurance products.Salary: $45,000 per year (paid weekly) based on a...
-
San Antonio, Texas, United States United Placement Group Full timeJob DescriptionUnited Placement Group is seeking a seasoned Senior Market Financial Planner to provide top-notch financial guidance to our clients as they navigate their retirement years. As a key member of our team, you will be responsible for assisting clients in creating comprehensive retirement plans tailored to their individual needs and goals.About the...
-
Retirement Plan Director
2 months ago
san antonio, United States FCE Benefit Administrators, Inc. Full timeRetirement Plan Director We are seeking a highly skilled and experienced Retirement Plan Director to oversee the administration, regulatory compliance, and financial performance of our Pooled Employer Plan (PEP). The ideal candidate will be responsible for ensuring the plan complies with all federal and state regulations, managing fiduciary and operational...