Mid-Level Retirement Income Specialist
3 days ago
At USAA, we are committed to facilitating the financial security of our members, and we are seeking a skilled Mid-Level Retirement Income Specialist to join our team.
This role is responsible for ensuring the financial security of our membership by assessing members' current retirement income needs, providing expert advice, and making recommendations based on individual needs.
The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to analyze complex financial data.
Key Responsibilities:
- Assess members' current retirement income needs and provide expert advice on retirement planning strategies.
- Develop and implement personalized retirement income plans to meet members' unique needs and goals.
- Provide guidance on investment options, annuities, and other financial products to help members achieve their retirement goals.
- Collaborate with other USAA teams to ensure seamless delivery of financial services to members.
- Stay up-to-date on industry trends, regulatory changes, and best practices in retirement income planning.
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 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.
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:
USAA offers a competitive salary range of $65,090.00 - $124,330.00, based on experience and market data. Additionally, we offer a comprehensive benefits package, including medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays, and various wellness programs.
We are an equal opportunity employer and welcome applications from qualified candidates. Please note that this position will remain open until filled, and interested candidates are encouraged to apply as soon as possible.
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