Protection Planning Expert

7 days ago


Colorado Springs, Colorado, United States USAA Full time
Protecting What Matters
As a Life Solutions Specialist at USAA, you will play a critical role in helping members protect what matters most – their loved ones, assets, and financial future. You will work closely with members to assess their life insurance needs, provide guidance on relevant life insurance products and solutions, and help them make informed decisions about their financial future.

This role requires a unique blend of technical expertise, business acumen, and interpersonal skills. You will document relevant information, uncover and recognize life events, and provide intermediate protection planning advice. Your goal is to help members navigate complex financial situations and achieve their long-term goals.

In addition to your technical expertise, you will bring a passion for helping others and a commitment to delivering exceptional customer service. If you are a motivated and results-driven individual who is passionate about protecting what matters, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
• Receives requests for advice from current and prospective members
• Documents relevant information
• Uncovers and recognizes life events
• Provides intermediate protection planning advice
• Recommends relevant life insurance products and solutions
• Refers members who may need financial advice to the respective department

Requirements:
• 2 years of financial industry and/or life sales experience
• ~1 year of experience working in a call center environment
• ~US military experience through military service or a military spouse/domestic partner

Compensation: USAA has an effective process for assessing market data and establishing salary ranges to ensure we remain competitive. Employees may be eligible for pay incentives based on overall corporate and individual performance.

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