Financial Security Specialist

2 months ago


Phoenix, Arizona, United States USAA Full time
About USAA

USAA is a leading financial services organization dedicated to serving the unique needs of U.S. military members and their families. Our mission is to provide exceptional financial security and peace of mind to those who have served.

We are committed to upholding our core values of honesty, integrity, loyalty, and service in everything we do. Our team is passionate about making a tangible impact for our members and driving business success.

The Opportunity

As a Financial Security Specialist at USAA, you will play a vital role in assessing members' retirement income needs, providing expert guidance, and making tailored recommendations based on individual requirements. This position requires in-office presence initially, with a potential transition to a hybrid schedule after six months.

  • Conduct thorough assessments of member needs and provide personalized retirement income advice
  • Develop and implement customized retirement income strategies to meet member goals
  • Educate members on a range of financial products and services, including annuities and investment options
  • Collaborate with the team to address complex issues and ensure seamless service delivery
  • Ensure compliance with regulatory requirements and internal risk management policies
Requirements
  • High School Diploma or equivalent
  • Active Life & Health license
  • FINRA licenses 7 and 66 (or 63 & 65) in good standing
  • Proven experience in the financial industry or sales
  • Strong communication and analytical skills, with the ability to multitask in a fast-paced environment
Preferred Qualifications
  • 2+ years of experience in annuity sales or a related field
  • Background in an inbound or outbound call center environment
  • Retirement Income Certified Professional Designation (RICP)
  • Military experience or a strong understanding of military culture

If you are passionate about delivering exceptional financial security and service to military members and their families, consider joining USAA to be part of a team driven by a shared commitment to excellence.

Compensation and Benefits

USAA offers competitive compensation packages based on experience and market data, along with a comprehensive benefits program that supports employees' well-being and professional growth. Take the next step in your career with USAA.



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