Financial Security Specialist

7 days ago


Colorado Springs, Colorado, United States USAA Full time
Unlock Your Potential in Financial Planning

Why USAA?

At USAA, we are committed to facilitating the financial security of millions of U.S. military members and their families. Our mission is to provide exceptional service and make a real impact for our members. We believe in core values of honesty, integrity, loyalty, and service that guide everything we do.

We offer a flexible work environment with opportunities for growth and development. As a Mid-Level Retirement Income Specialist, you will play a crucial role in ensuring the financial security of our membership by assessing member needs, providing advice, and making recommendations based on individual requirements.

This position requires a High School Diploma or General Equivalency Diploma and 4 years of experience in the financial industry and/or sales. You must be able to pass a background check, meet all USAA and regulatory requirements, and have the ability to be licensed and registered in all required states and jurisdictions.

Key Responsibilities:
  • Receives requests for advice from current and prospective members through various channels.
  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan.
  • Documents relevant information as it relates to building a retirement income portfolio.
  • Develops and communicates appropriate retirement income strategies based on individual member needs.
Benefits:

USAA offers a competitive salary range of $65,090 - $124,330 based on experience and market data. Employees may also be eligible for pay incentives and enjoy best-in-class benefits, including 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.



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