- 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 understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
- Documents relevant information as it relates to building a retirement income portfolio.
- Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
- Develops and communicates appropriate retirement income strategies based on individual member needs.
- Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
- Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
- Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and 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.
- Integrate risk management tools, products, and strategies to create an effective retirement income plan.
- Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
- Guides and influences less experienced team members.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
- High School Diploma or General Equivalency Diploma required.
- Required maintenance of Life/Health license.
- Required maintenance of FINRA Series 7 license.
- Required maintenance of FINRA Series 66 (or 63 and 65) license.
- Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
- 4 years 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.
- Experience participating in or leading teams.
- Successful completion of a job-related assessment may be required
- US military experience through military service or a military spouse/domestic partner.
- 3+ years of direct Annuity Sales Experience
- Experience working in an Inbound/Outbound Call Center
- Retirement Income Certified Professional Designation (RICP)
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Mid-Level Retirement Income Specialist - Phoenix, United States - USAA
Description
The Opportunity
As a Mid-level 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.
We offer a flexible work environment that requires 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 can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
What you have:
What sets you apart:
The 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: $65, $124,330.00 .
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.
