Retirement Income Specialist III
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 RequirementsAbout USAAUSAA knows what it means to serve.
We facilitate the financial security of millions of U.
S.
military members and their families.
This singular mission requires a dedication to innovative thinking at every level.
USAA Careers - World Class Benefits (31 seconds) 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 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.
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.
Minimum Requirements:
HS diploma or GED.
Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire.
Valid FINRA Series 7 license and required maintenance and/or ability to acquire within 90 days of hire.
Valid FINRA Series 66 (or 63 and 65) license and required maintenance and/or ability to acquire within 90 days of hire.
Up to 1 year 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 required.
When you apply for this position, you will be required to answer some initial questions.
This will take approximately 5 minutes.
Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.
Preferred
Experience:
2
years of experience with direct sales of income annuities and deferred annuities.
Current Life/Health license.
Current FINRA Series 7.
Current FINRA Series 66 or (63 and 65).
Experience working in a contact center environment.
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.
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:
$46,000 - $82,900 (This does not include geographic 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.
USAA Total RewardsRelocation assistance is not available for this position.
Salary:
$10.
64 - $16.
85.
Estimated Salary: $20 to $28 per hour based on qualifications.
Job RequirementsAbout USAAUSAA knows what it means to serve.
We facilitate the financial security of millions of U.
S.
military members and their families.
This singular mission requires a dedication to innovative thinking at every level.
USAA Careers - World Class Benefits (31 seconds) 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 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.
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.
Minimum Requirements:
HS diploma or GED.
Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire.
Valid FINRA Series 7 license and required maintenance and/or ability to acquire within 90 days of hire.
Valid FINRA Series 66 (or 63 and 65) license and required maintenance and/or ability to acquire within 90 days of hire.
Up to 1 year 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 required.
When you apply for this position, you will be required to answer some initial questions.
This will take approximately 5 minutes.
Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.
Preferred
Experience:
2
years of experience with direct sales of income annuities and deferred annuities.
Current Life/Health license.
Current FINRA Series 7.
Current FINRA Series 66 or (63 and 65).
Experience working in a contact center environment.
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.
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:
$46,000 - $82,900 (This does not include geographic 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.
USAA Total RewardsRelocation assistance is not available for this position.
Salary:
$10.
64 - $16.
85.
Estimated Salary: $20 to $28 per hour based on qualifications.
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