Insurance Solutions Strategist
4 weeks ago
At USAA, we have a clear mission: to facilitate the financial security of millions of U.S. military members and their families. While not all our employees served in our nation's military, we share a common goal – giving back to those who did. We work together to build an exceptional experience and make a real impact for our members.
Salary InformationThe estimated salary for this position is between $59,220 and $113,400 per year, with pay incentives based on corporate and individual performance at the discretion of the USAA Board of Directors.
Job DescriptionThis role involves ensuring the financial security of our membership by assessing member life insurance needs, providing advice or referrals, and making recommendations tailored to each member's individual needs and goals.
- Key Responsibilities:
- Receives requests for advice from current and prospective members through various channels, including inbound and outbound calls, emails, faxes, and video telephony.
- Asks questions to discover key information and understand member needs.
- Develops and understands appropriate life insurance strategies based on individual member needs.
- Recommends relevant life insurance products and solutions and refers members who may need financial advice to the respective department.
- Motivates members to take action on recommendations and resolves objections using intermediate sales techniques and persuasion skills.
To be successful in this role, you should possess the following skills and qualifications:
- A High School diploma or GED.
- Required maintenance of Life/Health license.
- Annual completion of AHIP and Broker/Carrier appointments when applicable.
- Two years of experience in the financial industry and/or life sales.
- Experience delivering written and oral communication.
- Experience acquiring and applying new concepts and information.
- 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.
USAA offers comprehensive benefits to support your physical, financial, and emotional wellness, 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.
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