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Retirement Income Specialist

2 months ago

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

We 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 and provide personalized retirement income strategies
  • Develop and communicate effective retirement income plans
  • Recommend relevant financial products and services
  • Motivate members to take action on recommendations
  • Stay up-to-date on the latest retirement strategy research and legislative initiatives

Requirements:

  • Active Group 1 Life & Health license
  • FINRA 7 license
  • FINRA Series 66 (or 63 & 65) license
  • 1 year of financial industry and/or sales experience
  • Excellent communication and analytical skills

What We Offer:

USAA offers a competitive salary range of $59,112.20 to $112,920.00, depending on experience. Our employees enjoy best-in-class benefits, including comprehensive medical, dental, and vision plans, 401(k), pension, life insurance, and paid time off. We also offer career path planning and continuing education to support your professional growth.

USAA is an Equal Opportunity Employer and welcomes applications from qualified candidates. By applying, you consent to your information being transmitted to the Employer through SonicJobs.