Talent.com
Solutions Management Consultant Life Company Direct Distribution Team

Solutions Management Consultant Life Company Direct Distribution Team

San Antonio StaffingSan Antonio, TX, US
10 hours 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
    • Promoted
    Lactation Consultant

    Lactation Consultant

    University HealthPLEASANTON, Texas, United States
    Full-time
    POSITION SUMMARY / RESPONSIBILITIES.Responsible for the overall coordination, planning and management of patient, family and staff related to Lactation Services for UH. Manages, supervises and coord...Show moreLast updated: 4 days ago
    • Promoted
    Solutions Management Consultant – Life Company Direct Distribution Team

    Solutions Management Consultant – Life Company Direct Distribution Team

    USAASan Antonio, TX, 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: 2 days ago
    • Promoted
    Solutions Management Consultant - Life Company Direct Distribution Team

    Solutions Management Consultant - Life Company Direct Distribution Team

    USAA CareersSan Antonio, Texas, 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 moreLast updated: 2 days ago
    • Promoted
    Solutions Management Consultant Life Company Direct Distribution Team

    Solutions Management Consultant Life Company Direct Distribution Team

    USAASAN ANTONIO, TX, 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
    Delivery Driver - No Experience Needed

    Delivery Driver - No Experience Needed

    DoorDashFloresville, TX, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 8 days ago
    • Promoted
    Solutions Management Consultant - Life Company Direct Distribution Team

    Solutions Management Consultant - Life Company Direct Distribution Team

    USAASan 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 choice for the military co...Show moreLast updated: 2 days ago
    • Promoted
    Director of Dialysis Services

    Director of Dialysis Services

    University HealthPLEASANTON, Texas, US
    Full-time
    University Healthis one of the largest employers in San Antonio.We are a nationally recognized teaching hospital and consistently recognized as a leader in advanced treatment options, new technolog...Show moreLast updated: 3 days ago
    • Promoted
    Subspecialty Medical Consultant

    Subspecialty Medical Consultant

    University HealthPLEASANTON, Texas, US
    Full-time
    POSITION SUMMARY / RESPONSIBILITIES.Provides comprehensive specialty health care to a population that has multiple health care needs in the University Healthnetwork of community-based ambulatory care...Show moreLast updated: 3 days ago
    • Promoted
    Solutions Management Consultant – Life Company Direct Distribution Team

    Solutions Management Consultant – Life Company Direct Distribution Team

    USAA CareersSAN ANTONIO, Texas, 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
    Drive with Doordash - No CDL license needed

    Drive with Doordash - No CDL license needed

    DoorDashPleasanton, TX, United States
    Full-time
    No CDL needed / No commercial drivers license.DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day....Show moreLast updated: 8 days ago
    • Promoted
    Drive with DoorDash - Sign Up in Minutes

    Drive with DoorDash - Sign Up in Minutes

    DoorDashStockdale, TX, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 6 days ago
    • Promoted
    CDL-A Refrigerated Truck Driver in Floresville, TX

    CDL-A Refrigerated Truck Driver in Floresville, TX

    AllTruckJobsFloresville, TX, US
    Full-time
    Ready for a career upgrade? Join Marten Transport! As a stable, financially healthy carrier – and a 2025 TCA Elite Fleet honoree – we offer the best of both worlds : high miles in your region and th...Show moreLast updated: 30+ days ago
    • Promoted
    Principal Clinical Trials Manager

    Principal Clinical Trials Manager

    University HealthPLEASANTON, Texas, US
    Full-time
    POSITION SUMMARY / RESPONSIBILITIES.The Senior Clinical Research Coordinator leads the evaluation of research protocols and provides clinical and risk assessment expertise on research-related procedu...Show moreLast updated: 3 days ago
    • Promoted
    Dialysis Nursing Director

    Dialysis Nursing Director

    University HealthPLEASANTON, Texas, United States
    Full-time
    University Health is one of the largest employers in San Antonio.We are a nationally recognized teaching hospital and consistently recognized as a leader in advanced treatment options, new technolo...Show moreLast updated: 4 days ago
    • Promoted
    Restaurant Delivery - Sign Up in Minutes

    Restaurant Delivery - Sign Up in Minutes

    DoorDashStockdale, TX, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Solutions Management Consultant Life Company Direct Distribution Team

    Solutions Management Consultant Life Company Direct Distribution Team

    Texas StaffingSan Antonio, TX, US
    Permanent
    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 b...Show moreLast updated: 10 hours ago
    • Promoted
    Delivery Driver - Sign Up in Minutes

    Delivery Driver - Sign Up in Minutes

    DoorDashStockdale, TX, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 6 days ago
    • Promoted
    Delivery Driver - Be Your Own Boss

    Delivery Driver - Be Your Own Boss

    DoorDashStockdale, TX, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 6 days ago