Talent.com
Mid-Level Retirement Income Specialist
Mid-Level Retirement Income SpecialistUSAA • Tampa, FL, US
Mid-Level Retirement Income Specialist

Mid-Level Retirement Income Specialist

USAA • Tampa, FL, US
16 hours ago
Job type
  • Full-time
Job description

Mid-Level Retirement Income Specialist

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

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 the following location : 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 calls.
  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan.
  • 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.
  • 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 products.
  • Recommends relevant financial product and services and refers for solutions that they are not trained and / or licensed to recommend or fulfill.
  • 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.
  • 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.
  • Guides and influences less experienced team members.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

What You Have

  • High School Diploma or General Equivalency Diploma required.
  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
  • 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.
  • 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 required.

    • What Sets You Apart

  • US military experience through military service or a military spouse / domestic partner.
  • 3+ years of direct Annuity Sales Experience.
  • Experience working in an Inbound / Outbound Call Center.
  • Retirement Income Certified Professional Designation (RICP).

    • Compensation range : The salary range for this position is : $69,920.00 - $125,850.00.

    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.

    At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness.

    Create a job alert for this search

    Retirement Specialist • Tampa, FL, US