Financial Security Specialist

4 weeks ago


Phoenix, Arizona, United States USAA Full time

At USAA, we have a vital mission: ensuring the financial security of millions of U.S. military members and their families.

The Associate Life Solutions Specialist plays a crucial role in this mission by assessing member life insurance needs, providing advice and referrals, and making recommendations based on individual needs and goals.

This role involves receiving requests for advice from current and prospective members through various channels, including phone calls, emails, and video telephony.

Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

The ideal candidate will have up to 1 year of financial industry and/or life sales experience, 1+ years of experience working in Sales with life insurance or financial services products, and 1+ years of experience working in a call center environment.

USAA offers a flexible work environment that requires an individual to be in the office 5 days a week.

Relocation assistance is not available for this position.

The Associate Life Solutions Specialist will be responsible for:

  • Documenting relevant information.
  • Uncovering and recognizing life events, understanding and assessing the member's needs, financial situation, and goals.
  • Providing intermediate protection planning advice, including insurance protection, estate planning, and enhanced solutions like long-term care products.
  • Recommending relevant life insurance products and solutions and referring members who may need financial advice to the respective department.
  • Monitoring legislative initiatives that may impact the economy, society, and personal financial situation.
  • Educating membership on implications of economic, industry trends, and tax law changes, as well as USAA's.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Required maintenance of Life/Health license and/or acquisition within 90 days.

USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

At USAA, our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness.

These benefits include comprehensive medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.



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