Talent.com
Solutions Management Consultant - Life Company Direct Distribution Team

Solutions Management Consultant - Life Company Direct Distribution Team

USAA CareersTampa, Florida, United States
2 days ago
Job type
  • Permanent
Job description

Why USAA?

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.

The Opportunity

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 4 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 : The salary range for this position is : $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.).

    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.

    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.

    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, 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.

    Create a job alert for this search

    Solution Consultant • Tampa, Florida, United States

    Related jobs
    • Promoted
    Part-Time Retail Customer Sales Specialist

    Part-Time Retail Customer Sales Specialist

    SPECTRUMCrystal Springs, FL, US
    Part-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $23.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 1 day ago
    • Promoted
    Solutions Management Consultant – Life Company Direct Distribution Team

    Solutions Management Consultant – Life Company Direct Distribution Team

    USAATampa, FL, US
    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 moreLast updated: 1 day ago
    • Promoted
    Manager, Life Company Acquisition – Life Solutions

    Manager, Life Company Acquisition – Life Solutions

    USAA CareersTAMPA, Florida, US
    Full-time +1
    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 moreLast updated: 1 day ago
    • Promoted
    Pathology Anatomic and Clinical Medical Director

    Pathology Anatomic and Clinical Medical Director

    HCA HealthcareHudson, FL, US
    Full-time
    Pathology Anatomic and Clinical.HCA Healthcare Pathology Services and their West Florida Division is seeking a solo pathology medical director to be based at HCA Florida Bayonet Point Hospital whic...Show moreLast updated: 2 days ago
    • Promoted
    Side Hustle Specialist (Evenings & Weekends)

    Side Hustle Specialist (Evenings & Weekends)

    Finance BuzzLithia, Florida, US
    Full-time +1
    We’re seeking dependable individuals who want to build a side income alongside their full-time work.This role offers flexible tasks you can perform outside your regular job hours.You’ll be given st...Show moreLast updated: 27 days ago
    • Promoted
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance BuzzLithia, Florida, US
    Remote
    Temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...Show moreLast updated: 30+ days ago
    • Promoted
    Part-Time Retail Sales Representative

    Part-Time Retail Sales Representative

    SPECTRUMCrystal Springs, FL, US
    Part-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $23.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 1 day ago
    • Promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance BuzzLithia, Florida, US
    Full-time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show moreLast updated: 27 days ago
    • Promoted
    • New!
    Home Health Aide

    Home Health Aide

    Caregiver Services Inc.Lithia, FL, US
    Full-time
    Home Health Aides in your community TODAY!.Start your career and become a hero for someone in your community.Why should you choose Caregiver Services Inc? . Meaningful work with clients who nee...Show moreLast updated: 12 hours ago
    • Promoted
    Vice President of Sales - Wealth Management

    Vice President of Sales - Wealth Management

    Fisher InvestmentsClearwater, FL, US
    Full-time
    Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold call...Show moreLast updated: 30+ days ago
    • Promoted
    Client Solutions Manager

    Client Solutions Manager

    Beemac LogisticsSaint Petersburg, FL, US
    Full-time
    Beemac Logistics Sales Opportunity.Beemac Logistics is looking to build our Salesforce! We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning p...Show moreLast updated: 30+ days ago
    • Promoted
    Onshore EWM Consultant

    Onshore EWM Consultant

    AccentureSt Petersburg, FL, United States
    Full-time
    Accenture Flex offers you the flexibility of local fixed-duration project-based work powered by Accenture, a leading global professional services company. Accenture is consistently recognized on FOR...Show moreLast updated: 5 days ago
    • Promoted
    Solutions Management Consultant - Life Company Direct Distribution Team

    Solutions Management Consultant - Life Company Direct Distribution Team

    USAATampa, FL, 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 choice for the military co...Show moreLast updated: 2 days ago
    • Promoted
    Retail Sales Consultant

    Retail Sales Consultant

    SPECTRUMSun City Center, FL, US
    Full-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $22.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 3 days ago
    • Promoted
    Solutions Management Consultant – Life Company Direct Distribution Team

    Solutions Management Consultant – Life Company Direct Distribution Team

    USAA CareersTAMPA, Florida, US
    Full-time +1
    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 moreLast updated: 2 days ago
    • Promoted
    Remote Side Hustle Developer

    Remote Side Hustle Developer

    Finance BuzzLithia, Florida, US
    Remote
    Full-time +1
    This position is for individuals who want to develop a side income stream while still working full time.You will test different small-scale remote opportunities, learn what works, and grow what pro...Show moreLast updated: 27 days ago
    • Promoted
    Medical Director

    Medical Director

    National Veterinary AssociatesRUSKIN, Florida, United States
    Permanent
    Join the Ruskin Animal Hospital team and make a real impact in a supportive, vibrant community! We’re seeking a dedicated Managing Veterinarian and offer work-life balance, flexible scheduling, and...Show moreLast updated: 30+ days ago
    • Promoted
    Part-Time Retail Sales Consultant

    Part-Time Retail Sales Consultant

    SPECTRUMCrystal Springs, FL, US
    Part-time
    This role requires the ability to work lawfully in the U.Earn $18 / hour base pay, with the potential to earn $23.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...Show moreLast updated: 1 day ago