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Retirement Income Specialist

2 months ago

Phoenix, Arizona, United States USAA Full time
About the Role

As a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.

This is a challenging and rewarding role that requires a deep understanding of retirement income strategies, annuities, and executive benefits. You will work closely with our members to uncover their unique needs and develop personalized plans to help them achieve their financial objectives.

We are seeking a highly skilled and experienced professional who can provide exceptional service to our members. If you have a passion for helping others achieve financial security and a strong background in financial services, we encourage you to apply for this exciting opportunity.

Key Responsibilities
  • Assess members' current retirement income needs and develop personalized plans to meet their goals
  • Provide expert advice on annuities, executive benefits, and other retirement income strategies
  • Make tailored recommendations to members based on their individual needs and circumstances
  • Work closely with members to understand their unique financial situations and develop customized solutions
  • Stay up-to-date on the latest retirement income research and legislative initiatives that may impact our members' financial security
Requirements
  • High School Diploma or General Equivalency Diploma required
  • Required maintenance of Life/Health license
  • Required maintenance of FINRA Series 7 license
  • Required maintenance of FINRA Series 66 (or 63 and 65) license
  • 4 years of financial industry and/or sales experience
  • Experience delivering frequent written and oral communication
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in or leading teams
Preferred Qualifications
  • US military experience through military service or a military spouse/domestic partner
  • 3+ years of direct Annuity Sales Experience
  • Experience working in an Inbound/Outbound Call Center
  • Retirement Income Certified Professional Designation (RICP)
What We Offer

At USAA, we offer a comprehensive compensation package that includes a competitive salary, benefits, and opportunities for career growth and development. Our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness, including 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.

We are an Equal Opportunity Employer and welcome applications from qualified candidates who share our commitment to serving our members and our community.