Talent.com
Solutions Management Consultant Life Company Direct Distribution Team
Solutions Management Consultant Life Company Direct Distribution TeamSan Antonio Staffing • San Antonio, TX, US
No longer accepting applications
Solutions Management Consultant Life Company Direct Distribution Team

Solutions Management Consultant Life Company Direct Distribution Team

San Antonio Staffing • San Antonio, TX, US
27 days ago
Job type
  • Permanent
Job description

Solutions Management Consultant

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service, and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty, and service define how we treat each other and our members. Be part of what truly makes us special and impactful.

USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on-the-job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office four days per week. 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 :

  • Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products, and related topics.
  • Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge.
  • Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products, and related topics as needed.
  • Evaluates, develops, and / or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
  • Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
  • Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management.
  • Collaborates with specialists to evaluate and / or present solutions and related advice.
  • Follows defined training routines, effectively reports activity, and manages follow-up and sustainment.
  • Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations.
  • 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 :

  • Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)
  • 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.
  • Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts.
  • Advanced knowledge of life insurance products to include term, permanent, and health solutions.
  • Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE, and other industry-related applications.
  • Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
  • Knowledgeable in the applications of Agile processes and procedures.
  • Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
  • What Sets You Apart :

  • US military experience through military service or a military spouse / domestic partner
  • Current / Active FINRA Series 7
  • Current / Active Life / Health license
  • CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
  • 10 or more years of experience with wholesaling, sales training, and coaching on financial service products.
  • Previous leadership experience with strong feedback delivery skills
  • Proven track record of coaching others and driving successful behaviors.
  • Working experience with Life, Health, and Annuity products and ability to articulate complex concepts.
  • Experience building relationships and working in a matrixed environment.
  • Strong facilitation skills and experience building presentations.
  • Experience utilizing financial planning tools (i.e. Life or Retirement income calculations).
  • Compensation range : $103,450 - $197,730

    USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

    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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

    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.

    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.

    If you are an existing USAA employee, please use the internal career site in OneSource to apply. Please do not type your first and last name in all caps.

    Find your purpose. Join our mission. USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates, and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty, and integrity. USAA attributes its long-standing success to its most valuable resource : its 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond : the men and women of the U.S. military, their associates, and their families. In order to play a role on our team, you don't have to be connected to the military yourself you just need to share our passion for serving our more than 13 million members. USAA is an EEO / AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection here.

    Create a job alert for this search

    Solution Consultant • San Antonio, TX, US

    Related jobs
    Market Sales Manager of Medical Equipment

    Market Sales Manager of Medical Equipment

    Rotech Healthcare Inc. • San Antonio, TX, United States
    Full-time
    Join a Leader in Home Healthcare.As a national leader in ventilators, oxygen therapy, sleep apnea treatment, wound care, diabetic solutions, and other home medical equipment, we empower patients to...Show more
    Last updated: 30+ days ago • Promoted
    F&I Risk Management Consultant Automotive

    F&I Risk Management Consultant Automotive

    KPA • San Antonio, Texas, USA
    Full-time
    Workforce Compliance software and consulting services.We succeedif our clients can send their employees home at nighthaving not experienced aworkplaceaccident or injury. Help us help keep people saf...Show more
    Last updated: 6 hours ago • Promoted • New!
    General Liability Claims Consultant

    General Liability Claims Consultant

    The Hartford • San Antonio, Texas, United States
    Full-time
    Consultant Claims - CH08CE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to...Show more
    Last updated: 5 hours ago • Promoted • New!
    Remote Business Leadership – High-Autonomy Role

    Remote Business Leadership – High-Autonomy Role

    3 Years on a Rock • San Antonio, Texas, USA
    Remote
    Full-time
    Lead Learn & Shape Your Future Remote Leadership & Personal Development Opportunity.Youve spent years building a successful career — guiding teams driving outcomes and leading with integrity...Show more
    Last updated: 18 days ago • Promoted
    PLM Solution Implementation Specialist (Puerto Rico) (Hybrid)

    PLM Solution Implementation Specialist (Puerto Rico) (Hybrid)

    RTX • San Antonio, Texas, USA
    Full-time
    W61 : Puerto Rico - Aerospace Felicia Industrial Park Santa Isabel PR 00757 USA.Person or Immigration Status Requirements : . We are seeking an experienced PLM Solution Implementation Specialist to sup...Show more
    Last updated: 8 days ago • Promoted
    Loss Control Consultant Austin

    Loss Control Consultant Austin

    Hydro-Environmental Technologies, Inc. • San Antonio, TX, United States
    Full-time
    HETI is a national and international risk management consulting firm.We primarily service the insurance industry with field risk assessments and industrial hygiene services.We provide these service...Show more
    Last updated: 30+ days ago • Promoted
    Director, General Lines (Commercial Insurance Sales)

    Director, General Lines (Commercial Insurance Sales)

    San Antonio Staffing • San Antonio, TX, US
    Full-time
    Director, Commercial Lines Contact Center.At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.We...Show more
    Last updated: 3 hours ago • Promoted • New!
    Director Of Business Development / Behavioral Health & IDD

    Director Of Business Development / Behavioral Health & IDD

    BrightSpring Health Services • San Antonio, TX, United States
    Full-time
    Director Of Business Development / Behavioral Health & IDD.Accelerate your career! We apply innovative solutions that improve patient outcomes through some of the industry's best and brightest bus...Show more
    Last updated: 2 days ago • Promoted
    Life Actuarial Solutions Analyst II (Hiring Immediately)

    Life Actuarial Solutions Analyst II (Hiring Immediately)

    USAA • SAN ANTONIO, TX, US
    Full-time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...Show more
    Last updated: 3 days ago • Promoted
    Director of Business Systems

    Director of Business Systems

    RockAsphalt • San Antonio, Texas, USA
    Full-time
    San Antonio Helotes Castroville or Uvalde Texas.Are you ready to be part of a story thats lasted over 120 years At Blades Group LLC we exist to glorify God by sharing His unique creation with the w...Show more
    Last updated: 24 days ago • Promoted
    COMSEC Key Management Operator

    COMSEC Key Management Operator

    KBR • San Antonio, Texas, USA
    Full-time
    COMSEC Key Management Operator.As a part of KBR you will work on some of the hardest problems in the Nation.You will work with some of the top experts in the industry and work for some of the most ...Show more
    Last updated: 7 days ago • Promoted
    Director of Compensation Strategy & Territory Management

    Director of Compensation Strategy & Territory Management

    Medtronic • San Antonio, Texas, USA
    Full-time
    We anticipate the application window for this opening will close on - 15 Dec 2025.At Medtronic you can begin a life-long career of exploration and innovation while helping champion healthcare acces...Show more
    Last updated: 1 day ago • Promoted
    Life Actuarial Solutions Analyst II

    Life Actuarial Solutions Analyst II

    USAA • San Antonio, Texas, USA
    Full-time
    At USAA our mission is to empower our members to achieve financial security through highly competitive products exceptional service and trusted advice. We seek to be the #1 choice for the military c...Show more
    Last updated: 1 day ago • Promoted
    Solutions Management Consultant Life Company Direct Distribution Team (Hiring Immediately)

    Solutions Management Consultant Life Company Direct Distribution Team (Hiring Immediately)

    USAA • SAN ANTONIO, TX, United States
    Permanent
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...Show more
    Last updated: 18 days ago • Promoted
    Change Management Lead, Associate Director Consulting

    Change Management Lead, Associate Director Consulting

    JLL • San Antonio, Texas, USA
    Full-time
    JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services advisory and technology fo...Show more
    Last updated: 26 days ago • Promoted
    Director, End-to-End Technical Program Management – Data Center Infrastructure Delivery

    Director, End-to-End Technical Program Management – Data Center Infrastructure Delivery

    Oracle • San Antonio, Texas, USA
    Full-time
    The Data Center Infrastructure Delivery team at Oracle Cloud Infrastructure is a high-performing organization dedicated to delivering state-of-the-art data center facilities at scale and speed.This...Show more
    Last updated: 19 days ago • Promoted
    Sales Consultant

    Sales Consultant

    Brightland Homes Ltd. • San Antonio, TX, US
    Full-time
    Top Tier Builder Looking to Build Bench Strength! The nation's 3rd largest private homebuilder is looking to grow its sales leadership bench. If you are a New Home Sales Leader with at least one yea...Show more
    Last updated: 17 days ago • Promoted
    CEM

    CEM

    Ryder • San Antonio, Texas, USA
    Full-time
    Job Seekers can review the Job Applicant Privacy Policy by clicking.The Customer Engagement Manager (CEM) position is responsible for the management of assigned accounts in the Business Unit (BU); ...Show more
    Last updated: 26 days ago • Promoted