Associate Life Solutions Specialist

4 weeks 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 facilitate the financial security of our members, and we're committed to delivering exceptional service and support.

The Opportunity

We're seeking an Associate Life Solutions Specialist to join our team. In this role, you'll play a critical part in ensuring the financial security of our members by assessing their life insurance needs, providing advice and referrals, and making recommendations based on their individual goals and objectives.

You'll work closely with our members to understand their financial situations, goals, and challenges, and provide tailored solutions to help them achieve their objectives. You'll also be responsible for developing and maintaining relationships with our members, providing exceptional customer service, and ensuring that our members receive the best possible support.

Key Responsibilities:

  • Assess member life insurance needs and provide advice and referrals
  • Develop and implement life insurance strategies based on individual member needs
  • Provide intermediate protection planning advice, including insurance protection, estate planning, and enhanced solutions
  • Recommend relevant life insurance products and solutions
  • Monitor legislative initiatives that may impact the economy, society, and personal financial situations
  • Stay up-to-date on industry trends and tax law changes

Requirements:

  • High School diploma or GED
  • Required maintenance of Life/Health license and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable
  • Up to 1 year of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
  • Experience acquiring and applying new concepts and information
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in a team environment

What We Offer:

USAA offers a competitive salary range of $44,670.00 - $80,190.00, as well as a comprehensive benefits package, including medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off, and various wellness programs. We're committed to supporting our employees' professional growth and development, and offer career path planning and continuing education opportunities.

USAA is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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