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Retirement Income Specialist
2 months ago
We are seeking a highly skilled Retirement Income Specialist to join our team at USAA. As a key member of our financial services team, you will play a critical role in ensuring the financial security of our membership.
Key Responsibilities:
- Assess member's current retirement income needs and provide personalized advice and recommendations.
- Develop and communicate effective retirement income strategies based on individual member needs.
- Recommend relevant financial products and services to meet member needs.
- Motivate members to take action on recommendations and overcome objections using intermediate sales techniques and persuasion skills.
- Stay up-to-date on the latest retirement strategy research and legislative initiatives that may impact the economy, society, and personal financial situations.
Requirements:
- High School Diploma or General Equivalency Diploma required.
- Active Group 1 Life & Health license.
- Active, in good standing, and maintained FINRA 7 license.
- Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license.
- Must be able to successfully pass a background check and meet all USAA and regulatory requirements.
- 1 year 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.
Preferred Qualifications:
- 2+ years of direct Annuity Sales Experience.
- Experience Working in an Inbound/Outbound Call Center.
- Retirement Income Certified Professional Designation (RICP).
- US military experience through military service or a military spouse/domestic partner.
What We Offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $59,112.920.00.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: 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.
