Retirement Income Specialist

6 days ago

Phoenix, Arizona, United States USAA Full time
About USAA

At USAA, we're dedicated to facilitating the financial security of millions of U.S. military members and their families. Our mission is to give back to those who have served, and we're working together to build a great experience and make a real impact for our members.

The Opportunity

We're seeking an Intermediate Retirement Income Specialist to join our team. As a key member of our team, you'll play a critical role in ensuring the financial security of our membership by assessing their current retirement income needs, providing advice, and making recommendations based on their individual circumstances.

This is a fantastic opportunity to work in a flexible environment that requires an individual to be in the office 5 days per week. After a successful 6-month probationary period, the option for a hybrid schedule will be available. This position can be based in one of our locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.

Key Responsibilities
  • Receive requests for advice from current and prospective members through various channels, including inbound and outbound phone calls.
  • Ask questions to discover key information and retirement events, and understand the role of annuities in a retirement income plan. Document relevant information as it relates to building a retirement income portfolio.
  • Uncover and recognize retirement events, understand and assess the member's needs, financial situation, and goals, and evaluate the factors to consider when determining an appropriate retirement age.
  • Develop and communicate appropriate retirement income strategies based on individual member needs. Provide retirement advice and strategies and understand the steps in creating an effective retirement income plan.
  • Recommend relevant financial products and services and refer for solutions that you are not trained and/or licensed to recommend or fulfill.
  • Motivate members to take action on recommendations and overcome objections using intermediate sales techniques and persuasion skills. Implement recommendations.
  • Familiar with the latest retirement strategy research and monitor legislative initiatives that may impact the economy, society, and personal financial situation.
  • 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.
  • May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
  • Collaborate with team members to resolve issues and identify appropriate issues for escalation.
  • 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.
  • Active Group 1 Life & Health license.
  • Active, in good standing, and maintained FINRA 7 license.
  • Active, in good standing, and maintained FINRA Series 66 (or 63 & 65) license.
  • Must be able to successfully pass a background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
  • 1 year 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.
  • Successful completion of a job-related assessment may be required.
Preferred Qualifications
  • 2+ years of direct Annuity Sales Experience.
  • Experience working in an Inbound/Outbound Call Center.
  • Retirement Income Certified Professional Designation (RICP).
  • US military experience through military service or a military spouse/domestic partner.
What We Offer

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: $59,112.920.00.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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 assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on [insert link].

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. 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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