What are the responsibilities and job description for the Intermediate Retirement Income Specialist position at USAA Careers?
Empowering Financial Security
At USAA, we're committed to helping our members achieve financial stability through innovative products, exceptional service, and trusted advice.
We seek to be the top choice for the military community and their families, driven by our core values: honesty, integrity, loyalty, and service.
The Opportunity
As an Intermediate Retirement Income Specialist, you'll play a crucial role in ensuring our members' financial security by assessing their retirement income needs, providing expert advice, and recommending tailored solutions.
We offer a flexible work environment, with options for remote work after six months. This position is based in one of several locations: San Antonio, TX; Plano, TX; Phoenix, AZ; Colorado Springs, CO; or Tampa, FL.
Your Key Responsibilities:
- Provide personalized advice to current and prospective members via phone calls, email, and other channels.
- Understand members' retirement goals, assess their financial situation, and develop effective retirement income strategies.
- Collaborate with team members to resolve issues and identify opportunities for growth.
- Familiarize yourself with the latest retirement strategy research and legislative initiatives that impact the industry.
- Stay up-to-date on economic trends, tax law changes, estate issues, and other factors affecting retirement planning.
- Integrate risk management tools and strategies to create comprehensive retirement income plans.
Your Qualifications:
- High School Diploma or equivalent required.
- Active Group 1 Life & Health license.
- FINRA Series 7, 63, and 65 licenses.
- One year of experience in the financial industry or sales.
- Strong communication and problem-solving skills.
What Sets You Apart:
- 2 years of direct Annuity Sales Experience.
- Experience working in an Inbound/Outbound Call Center.
- Retail Income Certified Professional Designation (RICP).
USAA offers a competitive compensation package, including a salary range of $63,590 - $121,530, plus benefits such as comprehensive medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off, and wellness programs.
Salary : $63,590 - $121,530
