Retirement Income Specialist
2 weeks ago
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.
Key Responsibilities- Receive and respond to member inquiries through various channels, including phone calls and emails.
- Conduct thorough assessments of member retirement income needs, identifying key information and retirement events that impact their financial situation.
- Develop and communicate effective retirement income strategies, taking into account individual member needs, financial situation, and goals.
- Recommend relevant financial products and services, referring members to solutions that require specialized expertise.
- Motivate members to take action on recommendations, using intermediate sales techniques and persuasion skills to overcome objections.
- Stay up-to-date on the latest retirement strategy research and monitor legislative initiatives that impact the economy, society, and personal financial situations.
- Educate members on the implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan.
- Collaborate with team members to resolve issues and identify opportunities for escalation.
- High School Diploma or General Equivalency Diploma required.
- 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.
- Must be able to pass a background check and meet all USAA and regulatory requirements.
- 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.
- 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.
USAA offers a competitive salary range of $59,000 to $112,000, based on experience and market data. Employees may be eligible for pay incentives based on overall corporate and individual performance. Our comprehensive benefits package includes medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off, and various wellness programs. We're committed to supporting our employees' professional growth and development through career path planning and continuing education opportunities.
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeJoin USAA's Team as an Intermediate Retirement Income SpecialistAt USAA, we're committed to facilitating the financial security of millions of U.S. military members and their families. As an Intermediate Retirement Income Specialist, you'll play a vital role in ensuring the financial well-being of our membership.The OpportunityYou'll assess members' current...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeJoin USAA's Team of Retirement Income SpecialistsAt USAA, we're dedicated to facilitating the financial security of millions of U.S. military members and their families. As a Retirement Income Specialist, you'll play a crucial role in ensuring our members' financial well-being by assessing their current retirement income needs and providing personalized...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full time{"title": "Retirement Income Specialist", "description": "Why USAA?At USAA, our mission is to provide financial security to millions of U.S. military members and their families. While not all our employees have served in the military, we all share a commitment to giving back to those who have.As an Intermediate Retirement Income Specialist, you will play a...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full time{"title": "Retirement Income Specialist", "description": "Why USAA?At USAA, our mission is to provide financial security to millions of U.S. military members and their families. While not all our employees have served in the military, we all share a commitment to giving back to those who have.As an Intermediate Retirement Income Specialist, you will play a...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleAt USAA, we're committed to facilitating the financial security of our members. As an Intermediate Retirement Income Specialist, you'll play a crucial role in ensuring the financial well-being of our members by assessing their current retirement income needs, providing expert advice, and making tailored recommendations.Key...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleAt USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Retirement Income Specialist to join our team.This role is a key part of our mission to provide expert advice and guidance to our members, helping them achieve their financial goals and secure their retirement.Key ResponsibilitiesAssess...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleAt USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Retirement Income Specialist to join our team.This is a unique opportunity to make a meaningful impact on the lives of our members, ensuring their financial security and well-being in retirement.Key ResponsibilitiesAssess members' current...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleAt USAA, we're committed to facilitating the financial security of our members. As a Mid-level Retirement Income Specialist, you'll play a crucial role in ensuring the financial well-being of our membership by assessing their current retirement income needs, providing expert advice, and making tailored recommendations.Key...
-
Retirement Income Specialist
2 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the OpportunityAt USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Retirement Income Specialist to join our team.This role is a key part of our mission to provide expert advice and guidance to our members, helping them achieve their financial goals and secure their retirement.As a Retirement...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleAs an Intermediate Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make recommendations based on their individual circumstances.Key ResponsibilitiesAssess...
-
Retirement Income Specialist
2 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleAs an Intermediate Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. You will assess members' current retirement income needs, provide advice, and make recommendations based on their individual circumstances.Key ResponsibilitiesReceive requests for advice from current and...
-
Retirement Income Specialist
2 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleAt USAA, we're committed to facilitating the financial security of our members, and we're seeking an 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,...
-
Retirement Income Specialist
2 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleWe are seeking a skilled Intermediate 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 needs...
-
Retirement Income Specialist
7 days ago
Colorado Springs, Colorado, United States USAA Full timeAbout USAAAt USAA, we're dedicated 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, and we're working together to build a great experience and make a real impact for our members.The OpportunityWe're seeking a Mid-Level Retirement Income Specialist to join our...
-
Retirement Income Specialist
2 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the OpportunityAt 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...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeAbout USAAAt USAA, we're dedicated 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, and we're committed to making a real impact for our members.The OpportunityWe're seeking a Mid-Level Retirement Income Specialist to join our team. As a key member of our...
-
Retirement Income Specialist
1 week ago
Colorado Springs, Colorado, United States USAA Full timeAbout USAAAt USAA, we're dedicated 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, and we're working together to build a great experience and make a real impact for our members.The OpportunityWe're seeking a Mid-level Retirement Income Specialist to join our...
-
Retirement Income Specialist
2 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the OpportunityWe are seeking a highly skilled Retirement Income Specialist to join our team at USAA. As a key member of our financial services 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...
-
Retirement Income Specialist
2 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the RoleAs a Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership by assessing their current retirement income needs, providing expert advice, and making tailored recommendations based on their individual circumstances.Key ResponsibilitiesReceive and respond to requests for advice from...
-
Retirement Income Specialist
2 weeks ago
Colorado Springs, Colorado, United States USAA Full timeAbout the OpportunityAt 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...
