Life Solutions Specialist Expert

1 week ago


Phoenix, Arizona, United States USAA Full time
Financial Security and Life Insurance

At USAA, our mission is to provide financial security to millions of U.S. military members and their families.

We are seeking an experienced Life Solutions Specialist to join our team in San Antonio, Colorado Springs, Phoenix, or Plano. This role requires a flexible work environment with 5 days per week in the office.

Responsibilities
  • Assess member life insurance needs and provide advice/referrals for advice
  • Develop and implement life insurance strategies based on individual member needs
  • Motivate members to take action on recommendations and resolve objections using intermediate sales techniques
  • Educate membership on economic trends, tax law changes, and USAA's products and services
Requirements
  • High School diploma or GED
  • Required maintenance of Life/Health license
  • 1 year of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
Preferred Qualifications
  • 2+ yrs experience working in Sales with life insurance
  • CLU - Chartered Life Underwriter or comparable designation
Compensation

The estimated salary for this role is $55,000-$85,000 per year, depending on experience and location.

Benefits
  • Comprehensive medical, dental, and vision plans
  • 401(k) and pension plan
  • Life insurance and parental benefits
  • Paid time off program with paid holidays and volunteer hours


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