Life Solutions Specialist

4 weeks ago


Phoenix, Arizona, United States USAA Full time
Job Summary

USAA is seeking a highly skilled Intermediate Life Solutions Specialist to join our team. As a key member of our organization, you will play a critical role in ensuring the financial security of our membership by assessing member life insurance needs, providing advice and referrals, and making recommendations based on individual needs and goals.

Key Responsibilities
  • Receive requests for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony.
  • Ask questions to discover key information, including life events, and to understand member needs. Document relevant information.
  • Develop and understand appropriate life insurance strategies based on individual member needs. Provide intermediate protection planning advice, including insurance protection, estate planning, and enhanced solutions like long-term care products.
  • Recommend relevant life insurance products and solutions and refer members who may need financial advice to the respective department.
  • 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.
  • Educate membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
Requirements
  • High School diploma or GED
  • Required maintenance of Life/Health license
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable
  • 1 year 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
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in or leading teams
Preferred Qualifications
  • 2+ years of experience working in sales with life insurance
  • 1+ years 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
What We Offer

USAA offers a competitive salary range of $47,050.00 to $85,050.00, based on experience and market data. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Additionally, USAA provides best-in-class benefits, including comprehensive medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays, and various wellness programs.



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