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Retirement Income Specialist

2 months ago

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

USAA is seeking a skilled Retirement Income Specialist to join our team. As a key member of our financial services team, you will play a critical role in ensuring the financial security of our membership.

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 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.
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

USAA offers a competitive salary range of $65,000 to $124,330.00, depending on experience and location. Additionally, we offer a comprehensive benefits package, including medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off, and various wellness programs.

USAA is an Equal Opportunity Employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.