Performance Specialist I

3 weeks ago


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

At 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.

Key Responsibilities
  • Assess member's current retirement income needs and provide personalized advice
  • Develop and communicate effective retirement income strategies based on individual member needs
  • Recommends relevant financial products and services, and refers members to solutions that require specialized expertise
  • Stay up-to-date with the latest retirement strategy research and legislative initiatives
  • Educate members on economic trends, tax law changes, and other factors impacting their retirement income plans
Requirements
  • 4 years of financial industry and/or sales experience
  • Retirement Income Certified Professional Designation (RICP)
  • Ability to pass a background check and meet USAA and regulatory requirements
What We Offer

USAA offers a competitive salary range based on experience and market data, as well as a comprehensive benefits package, including medical, dental, and vision plans, 401(k), pension, life insurance, and paid time off.

We're an equal opportunity employer and welcome applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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