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Retirement Income Specialist
2 months ago
We are seeking a highly skilled Retirement Income Specialist to join our team at USAA. As a key member of our financial services team, you will play a critical role in ensuring the financial security of our membership by assessing their current retirement income needs and providing expert advice and recommendations.
Key Responsibilities:
- Assess member's current retirement income needs and provide personalized advice and recommendations.
- Develop and communicate effective retirement income strategies based on individual member needs.
- Provide advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning, and enhanced solutions like long-term care products.
- Recommend relevant financial products and services and refer members to solutions that are not within your scope of training and licensure.
- Motivate members to take action on recommendations and overcome objections using advanced sales techniques and persuasion skills.
- Stay up-to-date on the latest retirement strategy research and monitor legislative initiatives that may impact the economy, society, and personal financial situations.
- Educate members on the implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
- Integrate risk management tools, products, and strategies to create an effective retirement income plan.
- Conduct outbound calls to follow up on products and services previously discussed and actively engage in outbound call campaigns.
- Provide guidance and support to less experienced team members.
- 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.
- Required maintenance of Life/Health license.
- Required maintenance of FINRA Series 7 license.
- Required maintenance of FINRA Series 66 (or 63 and 65) license.
- Must be able to successfully pass a background check and meet all USAA and regulatory requirements.
- 4 years 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.
- Experience participating in or leading teams.
- Successful completion of a job-related assessment may be required.
Preferred Qualifications:
- US military experience through military service or a military spouse/domestic partner.
- 3+ years of direct Annuity Sales Experience.
- Experience working in an Inbound/Outbound Call Center.
- Retirement Income Certified Professional Designation (RICP).
What We Offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $65,124.330.00.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: At USAA, our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assist employees with their professional goals.
