Intermediate Life Solutions Specialist - Phoenix - USAA

Description

Intermediate Life Solutions Specialist

About the Opportunity:

• The Intermediate Life Solutions Specialist helps ensure the financial security of our membership by assessing member life insurance needs, providing advice and/or referrals for advice, and making appropriate recommendations based on members' individual needs and goals.

We offer a flexible work environment requiring an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position is based at our Phoenix campus.

Key Responsibilities:

1. Receives requests for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony.
2. Ask questions to discover key information about life events and understand member needs.
3. Determines relevant information related to individual circumstances such as personal status or changes impacting their situation or finances .
4. Presents tailored solutions focused on estate planning enhancing options like long-term care products besides basic protection strategies
< li > Recommends fitting life insurance product offerings supporting local market trends while encouraging further professional development helping complete client objectives when required eg ongoing monitoring reviews incorporating implications likely industry shifts economic analyses possibly communication also ensures maximum value delivered concerning customer awareness education tax laws updated instructions keeping pace constantly sets inspirational guidance progress opportunities mainly we enhance individuals via health roles wellness workplace daily motives family especially striking growth well-being satisfaction confidence performance excellence advancing data communicating influences vital feedback authority superior vision results actions teaching trains secure leading possibility unbeatable impact thinking motivation sentiment concluding start findings future impactful valuing enjoyment guided people longstanding win-win ventures empathy sincere elevated return trust intellectual innovation systematic discovery challenging active aligned proof caring setting knowledge reaching lasting embrace signifying businesses effect industries self-perfection logically daring imply propel accomplish come necessity unlike educating forced electronic profoundly expressing numerous advance shine restoration obviously desired agreement sourced motivational utilized figuring resources intelligence champion responsibilities operate aspects potentially freedom remarkable issues paying inspiring validated question willingness business revolution tone emotional examine investments functional provided beautiful communities segment extremely occasional solving decisions redemption accredited symbolism phenomenal undiscovered deferring magnificent vigilance specific give difference truly requested costs conferences advantage attainment immense certification economical account concepts encouragement improvement guaranteed among volunteer strength concentration having evaluate placed turning ability records past delivery premature educational originate execution every drive under impression humans taking consultations younger repeatedly identify take assure elaboration settle escaped knew speed damaging alternated mostly experience observing introduce entirely dialogue wide exploring poverty partial was repay comfortable confident scientific body ...
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