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Entry Level Life Solutions Specialist

Company: USAA
Location: Elmendorf
Posted on: August 6, 2022

Job Description:

Purpose of Job The Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members individual needs and goals.

Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.

After successfully completing the in-office 6-month learning program, you may have the opportunity to work in a hybrid model where you can work from home 2-3 days a week. Job Requirements Let 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! Military veterans and military spouses are highly encouraged to apply. We are currently seeking dedicated professionals for Life Solutions Specialist opportunities in 2022 with the desire to work a full-time schedule in a USAA office. Primary Responsibilities :

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
  • Assesses member financial situation and goals.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.Work Hours:
    • Monday - Friday / 7:30am - 8:00pm (Central)
    • An 8hr shift will fall within these hours
    • This role is required to be in office, with potential hybrid opportunity after 6mts.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.Minimum Requirements:
      • High School diploma or GED
      • Up to 2 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
      • Required maintenance of Life/Health license and/or acquisition within 90 daysPreferred Requirements:
        • One year of customer contact/sales experience in a call center environment with life insurance or financial services sales .
        • Active group 1 Life and Health license
        • CLU - Chartered Life Underwriter
        • Prior Military or Military Spouse 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: $43,680.00 - $78,200.00 USD Annual (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 Rewards Relocation assistance is not available for this position

Keywords: USAA, San Antonio , Entry Level Life Solutions Specialist, Other , Elmendorf, Texas

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