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Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As an Intermediate 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. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: Plano, TX or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
<ul>
<li>Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.</li>
<li>Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.</li>
<li>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.</li>
<li>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.</li>
<li>Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.</li>
<li>Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).</li>
<li>Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.</li>
<li>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.</li>
<li>Integrate risk management tools, products, and strategies to create an effective retirement income plan.</li>
<li>May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.</li>
<li>Collaborates with team members to resolve issues and to identify appropriate issues for escalation.</li>
<li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li>
</ul>
What you have:
<ul>
<li>High School Diploma or General Equivalency Diploma required.</li>
<li>Active Group 1 Life &amp; Health license and required maintenance or ability to acquire within 90 days of hire.</li>
<li>Required maintenance of FINRA Series 7 license.</li>
<li>Required maintenance of FINRA Series 66 (or 63 and 65) license.</li>
<li>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.</li>
<li>1 year of financial industry and/or sales experience.</li>
<li>Experience delivering frequent written and oral communication.</li>
<li>Experience processing and analyzing information.</li>
<li>Experience fulfilling requests and meeting deadlines.</li>
<li>Experience resolving conflict and negotiating.</li>
<li>Experience multi-tasking in an operating systems environment</li>
<li>Successful completion of a job-related assessment may be required</li>
</ul>
What sets you apart:
<ul>
<li>2+ years of direct Annuity Sales Experience</li>
<li>Experience Working in an Inbound/Outbound Call Center</li>
<li>Retirement Income Certified Professional Designation (RICP)</li>
<li>US military experience through military service or a military spouse/domestic partner</li>
</ul>
Compensation range: The salary range for this position is: $63,590.00 - $121,530.00.
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. 
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
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, visit our benefits page on USAAjobs.com
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.
PandoLogic. Keywords: Retirement Specialist, Location: Tampa, FL - 33603

Intermediate Retirement Income Specialist

Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
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: Plano, TX or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
<ul>
<li>Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.</li>
<li>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.</li>
<li>Documents relevant information as it relates to building a retirement income portfolio.</li>
<li>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.</li>
<li>Develops and communicates appropriate retirement income strategies based on individual member needs.</li>
<li>Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.</li>
<li>Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.</li>
<li>Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).</li>
<li>Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.</li>
<li>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.</li>
<li>Integrate risk management tools, products, and strategies to create an effective retirement income plan.</li>
<li>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.</li>
<li>Guides and influences less experienced team members.</li>
<li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li>
</ul>
What you have:
<ul>
<li>High School Diploma or General Equivalency Diploma required.</li>
<li>Active Group 1 Life &amp; Health license and required maintenance or ability to acquire within 90 days of hire.</li>
<li>Required maintenance of FINRA Series 7 license.</li>
<li>Required maintenance of FINRA Series 66 (or 63 and 65) license.</li>
<li>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.</li>
<li>4 years of financial industry and/or sales experience.</li>
<li>Experience delivering frequent written and oral communication.</li>
<li>Experience processing and analyzing information.</li>
<li>Experience fulfilling requests and meeting deadlines.</li>
<li>Experience resolving conflict and negotiating.</li>
<li>Experience multi-tasking in an operating systems environment.</li>
<li>Experience participating in or leading teams.</li>
<li>Successful completion of a job-related assessment may be required</li>
</ul>
What sets you apart:
<ul>
<li>US military experience through military service or a military spouse/domestic partner.</li>
<li>3+ years of direct Annuity Sales Experience</li>
<li>Experience working in an Inbound/Outbound Call Center</li>
<li>Retirement Income Certified Professional Designation (RICP)</li>
</ul>
Compensation range: The salary range for this position is: $69,920.00 - $133,620.00.
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. 
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
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, visit our benefits page on USAAjobs.com
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.
PandoLogic. Keywords: Retirement Specialist, Location: Tampa, FL - 33603

Mid-Level Retirement Income Specialist

Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking a talented Manager, Life/Health/Retirement Income to join the Life Company Health Solutions Team.&nbsp; As a Manager, Life/Health/Retirement Income, you will manage a team of specialists dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions. Motivates staff toward the attainment of goals and develops employees through regular coaching and feedback that leads to improved results. Executes process improvements and leads organizational process changes. Maintains compliance with policies, procedures, and all applicable regulatory requirements.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the Tampa, FL, campus. Relocation assistance is not available for this position.
 What you'll do:
<ul>
<li>
Builds and oversees a team through recruiting, developing, retaining, coaching, guiding, performance management and managerial activities.
</li>
<li>
Ensures employees understand how the tasks they perform support the organizational goals.
</li>
<li>
Proactively identifies opportunities to improve operational effectiveness in Life, Health or Retirement Income.
</li>
<li>
Implements and monitors processes and performance standards for Life, Health or Retirement Income.
</li>
<li>
Provides feedback for improvements to process and product owners within Life Company.
</li>
<li>
Removes obstacles and champions change.
</li>
<li>
Achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate solutions.
</li>
<li>
Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to others within Health, Life or Retirement Income.
</li>
<li>
Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.
</li>
<li>
May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
</li>
<li>
Responds to executive complaints as necessary.
</li>
<li>
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
</li>
</ul>
What you have:
<ul>
<li>
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor’s degree)
</li>
<li>
May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
</li>
<li>
LIFE SPECIALIZATION / HEALTH SOLUTIONS: Licensing is not required, however, if there is an existing license and a business need, maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) may be required.
</li>
<li>
6 or more years of related experience in financial services operations to include process improvement.
</li>
<li>
2 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment.
</li>
<li>
Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income.
</li>
</ul>
What sets you apart: &nbsp;
<ul>
<li>
US military experience through military service or a military spouse/domestic partner
</li>
<li>
Current or previously held Life and Health (Group 1) license or Florida 2-15 license
</li>
<li>
2 or more years of direct management experience within Financial Service Industry
</li>
<li>
2 or more years of experience with Medicare Products
</li>
<li>
1 or more years of experience working in a Medicare Brokerage Company
</li>
<li>
AHIP (America’s Health Insurance Plans) Certification
</li>
<li>
Experience working / managing in a call center environment
</li>
</ul>
Compensation range: The salary range for this position is: $85,040 - $153,080
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. 
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
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, visit our benefits page on USAAjobs.com.
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.
PandoLogic. Keywords: Retirement Manager, Location: Tampa, FL - 33603

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