Senior Financial Solutions Advisor

1 week ago


San Antonio, Texas, United States USAA Full time

At USAA, we are committed to facilitating the financial security of millions of U.S. military members and their families. Our mission is to give back to those who have served.

About the Role

The Senior Financial Solutions Advisor will play a crucial role in ensuring the financial security of our membership by assessing member life insurance needs, providing advice, and making recommendations based on individual needs and goals.

Key Responsibilities
  • Assess member life insurance needs and provide personalized advice
  • Make recommendations based on individual needs and goals
  • Provide support to Health Solutions acquisition and retention based on member demand
  • Receive requests for advice from current and prospective members through various channels
Requirements

To be successful in this role, you will need:

  • 2 years of experience in the financial industry and/or life sales
  • 1+ year of experience working in a call center environment
  • US military experience through military service or a military spouse/domestic partner
What We Offer

As a Senior Financial Solutions Advisor at USAA, you can expect:

  • A competitive salary range of $65,000 - $90,000 per year, based on experience and market data
  • A comprehensive benefits package, including medical, dental, vision, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off, and wellness programs
About USAA

USAA is a leading provider of financial services to U.S. military members and their families. We are committed to giving back to those who have served and are dedicated to providing exceptional service to our members.



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