Solutions Management Consultant

3 weeks ago


Plano, Texas, United States USAA Full time

About the Role

We are seeking a highly skilled Solutions Management Consultant to join our team at USAA. As a Solutions Management Consultant, you will play a critical role in developing and delivering compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals.

Key Responsibilities

  • Apply advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics.
  • Identify opportunities to enhance product and service offerings to members and increase specialist product knowledge.
  • Evaluate, develop and/or implement educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
  • Analyze business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
  • Conduct book of business or member analysis to assist specialists in identifying member needs and pipeline management.

Requirements

  • Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
  • Required acquisition and/or maintenance of Life/Health license within 90 days of job entry.
  • Required maintenance of FINRA Series 7
  • 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.

What We Offer

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: $99,160 - $189,530.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.



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