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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