Chief Insurance Solutions Strategist

6 days ago


Tampa, Florida, United States USAA Full time
Transforming Lives through Innovative Insurance Solutions

At USAA, we are dedicated to empowering the financial security of military members and their families. As a Mid-Level Life Solutions Specialist, you will play a pivotal role in ensuring that our members have access to tailored insurance strategies and expert guidance.

The ideal candidate will possess a deep understanding of life insurance products and a passion for delivering exceptional client experiences. With a focus on assessing member needs, developing personalized solutions, and providing education on various financial strategies, this role presents a unique opportunity to make a meaningful impact in the lives of our members.

  • Key Responsibilities:
  • Receive requests for advice from current and prospective members through various channels, including phone calls, emails, and video telephony.
  • Ask questions to uncover key information, understand member needs, and document relevant details.
  • Develop and implement effective life insurance strategies based on individual member needs, providing intermediate protection planning advice and recommending relevant products and solutions.
  • Motivate members to take action on recommendations, resolving objections using intermediate sales techniques and persuasion skills.
  • Stay up-to-date with industry trends, economic changes, and tax law updates, educating members on the implications and opportunities available through USAA's products and services.

Requirements:

  • High School diploma or equivalent required; Bachelor's degree preferred.
  • Required maintenance of Life/Health license.
  • 2 years of financial industry and/or life sales experience.
  • Experience delivering frequent written and oral communication, acquiring and applying new concepts, processing and analyzing information, fulfilling requests, meeting deadlines, resolving conflict, and negotiating.
  • CLU - Chartered Life Underwriter or comparable designation highly desirable.

What We Offer:

  • Competitive salary range: $62,470.00 - $111,940.00.
  • Comprehensive 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.
  • Career path planning and continuing education to support professional growth and development.

Join Our Team: If you are passionate about delivering exceptional client experiences and making a meaningful impact in the lives of our members, we encourage you to apply for this exciting opportunity to transform lives through innovative insurance solutions.



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