Associate Retirement Income Specialist
Company: USAA
Location: Phoenix
Posted on: April 20, 2024
Job Description:
Why USAA?Let's do something that really matters.
At USAA, we have an important mission: facilitating the financial
security of millions of U.S. military members and their families.
Not all of our employees served in our nation's military, but we
all share in the mission to give back to those who did. We're
working as one to build a great experience and make a real impact
for our members.
We believe in our core values of honesty, integrity, loyalty and
service. They're what guides everything we do - from how we treat
our members to how we treat each other. Come be a part of what
makes us so special!The OpportunityAs an Associate Retirement
Income Specialist you will ensure the financial security of our
membership by assessing member's current retirement income needs,
providing advice, and making the appropriate recommendations based
on member needs.This position is a hybrid work type and can be
based in one of the following locations: San Antonio, TX; Plano,
TX; Phoenix, AZ; Charlotte, NC; Colorado Springs, CO or Tampa, FL.
Hybrid roles help employees gain the best of both worlds -
collaborating in-person in the office and working from home when
needed to achieve focused results.What you'll do:
- Receives request for advice from current and prospective
members through various channels, including inbound and outbound
phone calls.
- Asks questions to discover key information and retirement
events and understand need or problem. Documents relevant
information.
- Assesses member financial situation and goals.
- Develops and communicates appropriate retirement income
strategies based on individual member needs. Provides retirement
advice and strategies and understand the steps in creating an
effective retirement income plan.
- Recommends relevant financial product(s) and services and
refers for solutions that they are not trained and/or licensed to
recommend or fulfil.
- Motivates member to take action on recommendation(s) and
overcomes objections using basic sales techniques and developing
persuasion skills. Implements recommendation(s).
- Familiar with the latest retirement strategy research and
monitors legislative initiatives that may impact economy, society,
and personal financial situation.
- Educates membership on 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.
- Integrates risk management tools, products, and strategies to
create an effective retirement income plan.
- May be expected to conduct outbound calls to follow up on
products and services previously discussed.
- Ensures risks associated with business activities are
effectively identified, measured, monitored, and controlled in
accordance with risk and compliance policies and procedures.What
you have:
- High School Diploma or General Equivalency Diploma
required.
- Valid Life/Health license and required maintenance and/or
ability to acquire within 90 days of hire.
- The ability to obtain FINRA Licenses 7 & 66 and/or 7 & 65/63
within 12 months from hiring date or within 12 months of new role
start date.
- Must be able to successfully pass background check and
licensing review. Additionally, applicant must have the ability to
be licensed by USAA in all 50 states plus District of
Columbia.
- Up to 1 year financial industry and/or sales experience.
- 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.What sets you apart:
- Currently hold a Group 1 Life and Health License
- Currently OR prior FINRA licenses 6, 7, 63, 65 or 66
- 1+ years of 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 partnerThe above description reflects the details
considered necessary to describe the principal functions of the job
and should not be construed as a detailed description of all the
work requirements that may be performed in the job.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: $ 54,130.00-$93,870.00 .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.For more details on our outstanding benefits, please visit
our benefits page on USAAjobs.com.Relocation assistance is not
available for this position.Applications for this position are
accepted on an ongoing basis, this posting will remain open until
the position is filled. Thus, interested candidates are encouraged
to apply the same day they view this posting. -USAA is an Equal
Opportunity Employer. All qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.
Keywords: USAA, Sun City , Associate Retirement Income Specialist, Other , Phoenix, Arizona
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