Senior Retirement Income Strategist
5 days ago
We are seeking an experienced Senior Retirement Income Strategist to join our team at USAA. As a key member of our financial services group, you will play a vital role in ensuring the financial security of our membership by assessing their current retirement income needs and providing personalized advice and recommendations.
Company OverviewAt USAA, we have a mission to facilitate the financial security of millions of U.S. military members and their families. Our core values of honesty, integrity, loyalty, and service guide everything we do, from how we treat our members to how we treat each other.
CompensationThe salary for this role is estimated to be between $59,070 and $112,920 per year, based on market data and individual experience. Employees may also be eligible for pay incentives based on corporate and individual performance.
Job DescriptionThis Senior Retirement Income Strategist position involves receiving requests for advice from current and prospective members through various channels, including phone calls. You will ask questions to gather key information and understand the role of annuities in a retirement income plan, documenting relevant details as needed. Your goal is to develop and communicate personalized retirement income strategies that meet individual member needs, recommending relevant financial products and services where applicable.
You will work collaboratively with team members to resolve issues and identify opportunities for growth. Additionally, you will ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Required Skills and Qualifications- A minimum of 1 year of financial industry and/or sales experience
- An Active Group 1 Life & Health license
- An active FINRA 7 license
- An active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license
- The ability to successfully pass a background check and meet all USAA and regulatory requirements
We offer a comprehensive benefits package, including medical, dental, and vision plans, a 401(k) and pension program, life insurance, parental benefits, adoption assistance, paid time off, and wellness programs. Our career path planning and continuing education support employees in achieving their professional goals.
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