Retirement Income Consultant

7 days ago


Colorado Springs, Colorado, United States USAA Full time

About Us

At USAA, we empower the financial well-being of our nation's heroes and their families by providing expert guidance on retirement income solutions.

We take pride in our core values of honesty, integrity, loyalty, and service that drive every decision we make.

Job Summary:

This role involves assessing clients' retirement income needs and providing tailored advice and recommendations to help them achieve financial stability.

Key Responsibilities:

  • Evaluate clients' financial situations to identify areas for improvement.
  • Develop personalized plans to help clients optimize their retirement income.

Work Environment:

Full-time positions are available in various locations across the United States.

We offer a hybrid work arrangement with 5 days of office work per week and flexibility to adjust your schedule after 6 months.

Requirements:

  • A High School Diploma or equivalent is required.
  • Licenses: Life/Health license and FINRA Series 7 and 66 (or 63 and 65) licenses.
  • Minimum 4 years of experience in the financial industry and/or sales.

Preferred Qualifications:

  • US military experience.
  • Direct Annuity Sales Experience.
  • The Retirement Income Certified Professional Designation (RICP).

What We Offer:

A competitive salary range of $83,180 - $155,643, a comprehensive benefits package, career development opportunities, and access to continuing education resources.



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