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Retirement Income Specialist

2 months ago

Colorado Springs, Colorado, United States USAA Full time
Join USAA's Team as an Intermediate Retirement Income Specialist

At USAA, we're committed to facilitating the financial security of millions of U.S. military members and their families. As an Intermediate Retirement Income Specialist, you'll play a vital role in ensuring the financial well-being of our membership.

The Opportunity

You'll assess members' current retirement income needs, provide expert advice, and make recommendations based on their individual circumstances. Your goal will be to create a comprehensive retirement income plan that meets their unique needs and goals.

Key Responsibilities
  • Assess members' retirement income needs and provide personalized advice
  • Develop and communicate effective retirement income strategies
  • Recommend relevant financial products and services
  • Monitor legislative initiatives and economic trends that impact retirement planning
  • Educate members on retirement risks and strategies to mitigate them
Requirements

To succeed in this role, you'll need:

  • 1 year of experience in the financial industry or sales
  • Retirement Income Certified Professional Designation (RICP) or equivalent
  • US military experience through service or a military spouse/domestic partner
What We Offer

As a USAA employee, you'll enjoy a competitive salary, comprehensive benefits, and opportunities for professional growth and development. We're committed to creating a work environment that supports your physical, financial, and emotional well-being.