Insurance Services Specialist

7 days ago


Phoenix, Arizona, United States USAA Full time
Empowering Financial Security

As a Mid-Level Life Solutions Specialist at USAA, you will play a vital role in empowering our members to achieve financial security through highly competitive products and exceptional service. Our mission is to be the #1 choice for the military community and their families.

We are guided by our core values of honesty, integrity, loyalty, and service, which define how we treat each other and our members. We believe that serving others is not just a part of our job, but a fundamental aspect of who we are.

The Opportunity

This role involves working with current and prospective members to understand their needs and provide personalized recommendations. The successful candidate will have excellent analytical and problem-solving skills, as well as the ability to work effectively in a team environment.

You will assess member life insurance needs and provide expert advice and referrals, develop and understand appropriate life insurance strategies based on individual member needs, recommend relevant life insurance products and solutions, and motivate members to take action on recommendations.

Responsibilities
  • Assess member life insurance needs and provide expert advice and referrals
  • Develop and understand appropriate life insurance strategies based on individual member needs
  • Recommend relevant life insurance products and solutions and refer members to the respective department when necessary
  • Motivate members to take action on recommendations and resolve objections using intermediate sales techniques and persuasion skills
  • Monitor legislative initiatives that may impact the economy, society, and personal financial situations
Requirements
  • High School diploma or GED
  • Required maintenance of Life/Health license
  • Annual completion of AHIP and Broker/Carrier appointments when applicable
  • 2 years of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
  • Experience acquiring and applying new concepts and information
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
What Sets You Apart
  • 2 years of direct life insurance sales experience
  • 1 year of experience working in a call center environment
  • CLU - Chartered Life Underwriter or comparable designation
  • US military experience through military service or a military spouse/domestic partner


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