Solutions Management Consultant

1 day ago

Tampa FL USA, United States USAA Full time
About the Role

USAA is seeking a talented Solutions Management Consultant to join the Life Company Direct Distribution Team. As a key member of our team, you will serve as the primary sales coach and on-the-job training coordinator for the Life Co. MSR distribution channels.

Key Responsibilities
  • Work with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals.
  • Apply advanced knowledge of retirement income solutions, life and health insurance products, long-term care, investment products, and related topics to identify opportunities to enhance product and service offerings to members and increase specialist product knowledge.
  • Identify and coordinate the life-cycle training needs of retirement income solutions, life and health insurance products, investment products, and related topics as needed.
  • Evaluate, develop, and/or implement educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
  • Analyze business unit sales by product to monitor performance and develop and recommend strategies and best practices to meet goals.
  • Conduct book of business or member analysis to assist specialists in identifying member needs and pipeline management.
  • Collaborate with specialists to evaluate and/or present solutions and related advice.
  • Follow defined training routines, effectively report activity, and manage follow-up and sustainment.
  • Develop and maintain written procedures and ensure they are current and compliant with applicable laws, rules, and regulations.
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Requirements
  • Bachelor's degree or 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
  • Required acquisition and/or maintenance of Life/Health license within 90 days of job entry.
  • Required maintenance of FINRA Series 7.
  • 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.
  • Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts.
  • Advanced knowledge of life insurance products to include term, permanent, and health solutions.
  • Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE, and other industry-related applications.
  • Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
  • Knowledgeable in the applications of Agile processes and procedures.
  • Knowledgeable in the application of risk management framework and regulatory requirements for Life Company.
Preferred Qualifications
  • US military experience through military service or a military spouse/domestic partner.
  • CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations.
  • 10 or more years of experience with wholesaling, sales training, and coaching on financial service products.
  • Previous leadership experience with strong feedback delivery skills.
  • Proven track record of coaching others and driving successful behaviors.
  • Working experience with Life, Health, and Annuity products and ability to articulate complex concepts.
  • Experience building relationships and working in a matrixed environment.
  • Strong facilitation skills and experience building presentations.
  • Experience utilizing financial planning tools (i.e., Life or Retirement income calculations).
About USAA

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status, or other status protected by law.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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