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Retirement Income Specialist

2 months ago

Phoenix, Arizona, United States USAA Full time
About the Role

At USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Intermediate Retirement Income Specialist to join our team. As a key member of our team, you'll play a vital role in ensuring the financial well-being of our members by assessing their current retirement income needs, providing expert advice, and making tailored recommendations to meet their unique needs.

Key Responsibilities
  • Receive and respond to member inquiries through various channels, including phone calls and emails.
  • Conduct thorough assessments of member retirement income needs, identifying key information and retirement events that impact their financial situation.
  • Develop and communicate effective retirement income strategies, taking into account individual member needs, financial situation, and goals.
  • Recommend relevant financial products and services, referring members to solutions that require specialized expertise.
  • Motivate members to take action on recommendations, using intermediate sales techniques and persuasion skills to overcome objections.
  • Stay up-to-date on the latest retirement strategy research and legislative initiatives that impact the economy, society, and personal financial situations.
  • Educate members on the implications of economic trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan.
  • Collaborate with team members to resolve issues and identify opportunities for escalation.
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
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

USAA offers a competitive salary range of $59,112.90 to $112,920.00, based on experience and market data. Employees may be eligible for pay incentives based on overall corporate and individual performance. Our comprehensive benefits package includes medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off, and various wellness programs. We also offer career path planning and continuing education to support your professional growth.