Retirement Income Specialist

4 weeks ago

Monument, United States USAA Full time
About the Role

As an Intermediate Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership by assessing their current retirement income needs, providing expert advice, and making tailored recommendations based on their individual circumstances.

Key Responsibilities:

  • Receive and respond to requests for advice from current and prospective members, utilizing your exceptional communication skills to build trust and rapport.
  • Conduct thorough assessments of members' financial situations, identifying key information and retirement events that impact their retirement income plans.
  • Develop and implement effective retirement income strategies, leveraging your knowledge of annuities and other financial products to create customized solutions.
  • Collaborate with team members to resolve issues and escalate concerns as needed, ensuring seamless service delivery.
  • Stay up-to-date on the latest retirement strategy research, legislative initiatives, and industry trends, applying this knowledge to inform your advice and recommendations.
  • 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 comprehensive retirement income plans.
  • 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.

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 background check and meet all USAA and regulatory requirements.
  • 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:

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: $59,070.00 - $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.

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 assists employees with their professional goals.

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