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Retirement Income Specialist

2 months ago

Phoenix, Arizona, United States USAA Full time
About the Opportunity

At USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Intermediate Retirement Income Specialist to join our team. As a key member of our team, you'll play a vital role in ensuring the financial well-being of our members by assessing their current retirement income needs, providing expert advice, and making tailored recommendations to meet their unique needs.

We offer a dynamic work environment that values flexibility and collaboration. Our team is dedicated to delivering exceptional service to our members, and we're looking for someone who shares our passion for making a real impact. If you're a motivated and results-driven professional with a passion for retirement planning, we encourage you to apply.

Key Responsibilities
  • Assess member needs and provide expert advice on retirement income strategies
  • Develop and communicate tailored retirement income plans to meet individual member needs
  • Recommend relevant financial products and services to support member goals
  • Collaborate with team members to resolve issues and identify opportunities for growth
  • Stay up-to-date on the latest retirement strategy research and legislative initiatives
Requirements
  • 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
  • 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
Preferred Qualifications
  • 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
What We Offer

USAA is committed to providing a comprehensive compensation package that includes a competitive salary, 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. We're proud to offer a work environment that values flexibility, collaboration, and professional growth.

Applications for this position are accepted on an ongoing basis. We encourage interested candidates to apply today.