Retirement Income Expert

6 days ago


Phoenix, Arizona, United States USAA Full time

We are seeking a talented Intermediate Retirement Income Specialist to join our team at USAA. In this role, you will play a crucial part in ensuring the financial security of our membership by assessing their current retirement income needs and providing expert advice.

About Us

At USAA, we have a vital mission: facilitating the financial security of millions of U.S. military members and their families. Our core values of honesty, integrity, loyalty, and service guide everything we do, from how we treat our members to how we treat each other.

The Opportunity

As an Intermediate Retirement Income Specialist, you will work with current and prospective members to understand their unique needs and develop personalized retirement income strategies. Your expertise will help create effective retirement income plans that meet the evolving financial goals of our members.

  • You will receive requests for advice through various channels, including phone calls and online interactions.
  • Through thorough assessments, you will uncover key information about each member's retirement events, financial situation, and goals.
  • You will evaluate factors such as annuity suitability, risk management, and estate planning to provide tailored recommendations.
  • With excellent communication skills, you will motivate members to take action on your recommendations and overcome any objections they may have.

Your success in this role will be measured by your ability to build strong relationships with our members, consistently deliver high-quality advice, and contribute to the growth of our business.

What We Offer

USAA is committed to providing our employees with best-in-class benefits and opportunities for professional growth. As an employee, you will enjoy:

  • A competitive salary range of $63,000 - $118,000 per year, based on location and experience.
  • Comprehensive medical, dental, and vision plans.
  • A 401(k) matching program and pension plan.
  • Life insurance and disability coverage.
  • Paid time off and volunteer hours.
  • Ongoing career development and continuing education assistance.

If you possess a passion for helping others achieve their financial goals and are dedicated to delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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