Intermediate Retirement Income Specialist

Company: USAA
Location: Plano
Posted on: August 4, 2022

Job Description:

Purpose of JobEnsures the financial security of our membership by assessing member current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.Job RequirementsLet's do something that really matters. We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the right people. We're looking for those who share our values of honesty, integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special!It is all about learning and growing.Our Retirement Income Specialist role may be a new career for you, but the journey is mapped out. There's a lot to learn. Our comprehensive, fully paid training program including class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership with their questions about annuities and retirement income planning.Our in-office program provides the training you need and the encouragement to create a proactive and independent support style to assist our members with choosing the best products for their needs.We are currently seeking dedicated professionals for future retirement income opportunities in 2022 with the desire to work a full time schedule. Work schedules times will vary.Military veterans and spouses are highly encouraged to apply.Primary Responsibilities:

• 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 plan. 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 retirement advice and strategies and understand the steps in creating an effective retirement income plan.
• 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 intermediate 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.
• 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. - - -
• Collaborates with team members to resolve issues and to identify appropriate issues for escalation.Work Schedule
  • During training, your schedule is 8:30am - 5:00pm (subject to change)
  • After successful training, availability to work an 8 hour shift anytime during our operating hours Monday - Friday, 7:30 am to 8:00pm CST Minimum Requirements
    • HS diploma or GED
    • Required maintenance of Life/Health license
    • Required maintenance of FINRA Series 7 license
    • Required maintenance of FINRA Series 66 (or 63 and 65) license
    • 1+ years financial industry and/or sales experience
    • Experience delivering frequent written and oral communication
    • Experience acquiring and applying new concepts and information
    • 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 requiredPreferred
      • US military service or a military spouse
      • 2 years of Direct Annuity Sales Experience
      • Experience Working in an Inbound/Outbound Call Center
      • Retirement Income Certified Professional Designation (RICP)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 position. The salary range for this position is: $54,800 - $98,700 *(this does not include geographical differential, it may be applied based on your work location)Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. *Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. - Shift premium will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours. - - -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. Please click on the link below for more details.To see details on our outstanding benefits, visit Relocation assistance is not available for this position.

Keywords: USAA, Plano , Intermediate Retirement Income Specialist, Other , Plano, Texas