Retirement Income Specialist

2 weeks ago

Colorado Springs, Colorado, United States USAA Full time
About the Role

We are seeking a highly skilled Retirement Income Specialist to join our team at USAA. As a key member of our team, you will play a critical role in ensuring the financial security of our membership by assessing their current retirement income needs and providing expert advice and recommendations.

Key Responsibilities:

  • Assess member's current retirement income needs and provide personalized advice and recommendations.
  • Develop and communicate effective retirement income strategies based on individual member needs.
  • Provide advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning, and enhanced solutions like long-term care products.
  • Recommends relevant financial products and services and refers for solutions that you are not trained and/or licensed to recommend or fulfill.
  • Motivate members to take action on recommendations and overcome objections using advanced sales techniques and persuasion skills.
  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact the economy, society, and personal financial situation.
  • Educate members on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.
  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns.

Requirements:

  • High School Diploma or General Equivalency Diploma required.
  • Required maintenance of Life/Health license.
  • Required maintenance of FINRA Series 7 license.
  • Required maintenance of FINRA Series 66 (or 63 and 65) license.
  • Must be able to successfully pass background check and meet all USAA and regulatory requirements.
  • 4 years of financial industry and/or sales experience.
  • Experience delivering frequent written and oral communication.
  • Experience processing and analyzing information.
  • Experience fulfilling requests and meeting deadlines.
  • Experience resolving conflict and negotiating.
  • Experience multi-tasking in an operating systems environment.
  • Experience participating in or leading teams.

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: $65,124.330.00.

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.

For more details on our outstanding benefits, please visit our benefits page on https://www.usaa.com/inet/ent_ext_benefits.

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.

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