Mid-Level Retirement Income Specialist TX
Location: San Antonio
Posted on: February 10, 2024
Lets do something that really matters.
At USAA, we have an important mission: facilitating the financial
security of millions of U.S. military members and their families.
Not all of our employees served in our nations military, but we all
share in the mission to give back to those who did. Were working as
one to build a great experience and make a real impact for our
We believe in our core values of honesty, integrity, loyalty and
service. Theyre what guides everything we do from how we treat our
members to how we treat each other. Come be a part of what makes us
so special!The Opportunity
As a Mid-level Retirement Income Specialist, you will ensure the
financial security of our membership by assessing member's current
retirement income needs, providing advice, and making the
appropriate recommendations based on member needs.
We offer a flexible work environment that requires an individual to
be in the office 5 days per week, with the opportunity to move to a
hybrid schedule after 6 months. This position can be based in one
of the following locations: San Antonio, TX, Plano, TX, Phoenix,
AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is
not available for this position.
What you'll do:
Receives request for advice from current and prospective members
through various channels, including inbound and outbound phone
Asks questions to discover key information and retirement events
and understands the role of annuities in a retirement income plans,
as well as executive and retirement benefits for federal and
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
Develops and communicates appropriate retirement income strategies
based on individual member needs.
Provides advanced retirement planning advice, tax-efficient
distribution options, health expense budgets, insurance solutions,
estate planning and enhanced solutions like long term care
Recommends relevant financial product and services and refers for
solutions that they are not trained and/or licensed to recommend or
Motivates member to take action on recommendation(s) and overcomes
objections using advanced sales techniques and persuasion skills.
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.
Expected to conduct outbound calls to follow up on products and
services previously discussed and to actively engage in outbound
call campaigns. Serves as a resource to less experienced team
members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Ensures risks associated with business activities are effectively
identified, measured, monitored, and controlled in accordance with
risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma required.
Required maintenance of Life/Health license.
Required maintenance of FINRA Series 7 license.
Required maintenance of FINRA Series 66 (or 63 and 65) license.
Must be able to successfully pass background check and meet all
USAA and regulatory requirements. Additionally, applicant must have
the ability to be licensed and registered in all required states
4 years of financial industry and/or sales experience.
Experience delivering frequent written and oral communication.
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
What sets you apart:
US military experience through military service or a military
3+ years of direct Annuity Sales Experience
Experience working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
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.
What we offer:
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 data of the position. The actual salary for this role may
vary by location. The salary range for this position is: $65,090.00
Employees may be eligible for pay incentives based on overall
corporate and individual performance and at the discretion of the
USAA Board of Directors.
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.
For more details on our outstanding benefits, please visit our
benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis,
this posting will remain open until the position is filled. Thus,
interested candidates are encouraged to apply the same day they
view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants
will receive consideration for employment without regard to race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.
By applying, you consent to your information being processed by
SonicJobs and transmitted to the Employer.
Keywords: USAA, San Antonio , Mid-Level Retirement Income Specialist TX, Other , San Antonio, Texas
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