Talent.com
Director, Retirement Income - Life Company
Director, Retirement Income - Life CompanyUSAA Careers • Phoenix, Arizona, US
Director, Retirement Income - Life Company

Director, Retirement Income - Life Company

USAA Careers • Phoenix, Arizona, US
9 days ago
Job type
  • Full-time
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 a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales / Solutions Consultants, and / or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position.

What you'll do :

  • Leads and develops teams of Health, Life or Retirement managers, Sales / Solutions Consultants and / or Business Process Owners to build leadership skills, improve coaching effectiveness, and / or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas.
  • Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals.
  • Conducts data analysis to influence strategy to achieve business outcomes.
  • Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income.
  • Fulfills the responsibilities of a securities principal as appropriate : In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
  • Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members.
  • Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction.
  • Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members.
  • Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership.
  • Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees.
  • Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
  • 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 12 years without bachelor's degree)
  • May be required to have the ability to obtain Life / Health license and any required Carrier appointments within 90 days of job entry.
  • RETIREMENT INCOME ONLY : Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and / or attainment within 90 days of job entry.
  • 8 or more years of related experience in financial services operations to include process improvement and business analysis.
  • 4 or more years direct team lead or management experience providing coaching, development and / or leadership in a team-oriented environment.
  • Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income
  • What sets you apart :

  • US military experience through military service or a military spouse / domestic partner
  • Current / Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
  • Current Life and Health (Group 1) license
  • MBA or master's degree in a financial or business-related field
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • 10 or more years of Retirement Planning and / or Annuity experience.
  • 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel.
  • 3 or more years of direct leadership experience over other managers (leader of leaders)
  • RICP (Retirement Income Certified Professional) Designation
  • Experience managing a team of investment advisors in a call center environment.
  • Compensation range : The salary range for this position is : $114,080 - $218,030

    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

    Director Retirement • Phoenix, Arizona, US

    Related jobs
    Caregiver - $17.50 in Rio Verde

    Caregiver - $17.50 in Rio Verde

    Home Instead • Rio Verde, AZ, US
    Full-time
    Weekly Pay | Benefits Available\n.Earn steady income doing meaningful work as a.We offer competitive pay, consistent hours, and a team that supports your success. What you’ll get as a caregive...Show more
    Last updated: 18 hours ago • Promoted • New!
    Recreation Director – Senior Living

    Recreation Director – Senior Living

    Western States Lodging & Management • Phoenix, AZ, USA
    Full-time
    Quick Apply
    Do you have a passion for bringing joy, purpose, and engagement to seniors? Legacy Retirement Communities is seeking an enthusiastic. This role is ideal for a creative, organized leader who thrives ...Show more
    Last updated: 9 days ago
    Travel Physical Therapist

    Travel Physical Therapist

    Prime Time Healthcare Therapy • Casa Grande, AZ, US
    Full-time
    Prime Time Healthcare Therapy is seeking a travel Physical Therapist for a travel job in Casa Grande, Arizona.Job Description & Requirements. Includes estimated wage of $22 hr - $ 27 hr & no...Show more
    Last updated: 28 days ago • Promoted
    Director, Maintenance

    Director, Maintenance

    Macy’s • Goodyear, AZ, US
    Full-time
    Macy’s is more than just a store.One that’s captured the hearts and minds of America for more than 160 years.A story about innovations and traditions…about inspiring stores and irresistible product...Show more
    Last updated: 2 days ago • Promoted
    Remote Opinion Contributor

    Remote Opinion Contributor

    Prime Insights • Fountain Hills, AZ, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show more
    Last updated: 2 days ago • Promoted
    Director, Retirement Income - Life Company

    Director, Retirement Income - Life Company

    Arizona Staffing • Phoenix, AZ, 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: 16 hours ago • Promoted • New!
    Director Nursing Observation

    Director Nursing Observation

    Tenet Healthcare • Goodyear, AZ, US
    Full-time
    This is the job title and description.The content has been cleaned and formatted to be consistent across the platform.Show more
    Last updated: 23 days ago • Promoted
    Sales Account Representative

    Sales Account Representative

    Alleviation Enterprise LLC • Maricopa, AZ, US
    Full-time
    We’re growing our sales team and looking for a driven, energetic individual to join us and take their career to the next level! While prior experience in sales or leadership is a plus, it'...Show more
    Last updated: 4 days ago • Promoted
    Director, Retirement Income - Life Company (PHOENIX)

    Director, Retirement Income - Life Company (PHOENIX)

    USAA • Phoenix, AZ, United States
    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: 9 days ago • Promoted
    Director Nursing Observation

    Director Nursing Observation

    Abrazo West Campus • Goodyear, Arizona, US
    Full-time
    Welcome to Abrazo Health Network, where making a real difference in people's lives is at the heart of everything we do.Beyond just medical treatments, we believe in the power of genuine relationshi...Show more
    Last updated: 8 days ago • Promoted
    Direct Care Worker - In Home Care

    Direct Care Worker - In Home Care

    Mosaic • Maricopa, AZ, US
    Full-time
    Have you ever been interested in becoming a Contractor? .Are you interested in obtaining more information on becoming a 1099 Contracted Direct Care Worker? (flexible schedule).Are you passionate ab...Show more
    Last updated: 1 day ago • Promoted
    Senior Manager, Retirement Income Solutions (PHOENIX)

    Senior Manager, Retirement Income Solutions (PHOENIX)

    USAA • PHOENIX, AZ, United States
    Full-time
    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...Show more
    Last updated: 3 days ago • Promoted
    Managing Director Healthcare Audit

    Managing Director Healthcare Audit

    RSM • Phoenix, AZ, US
    Full-time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show more
    Last updated: 30+ days ago • Promoted
    Physical Therapist PT Home Health

    Physical Therapist PT Home Health

    Banner Health • Maricopa, AZ, US
    Full-time
    K Hire-On Incentive, plus relocation assistance!.You have a place in the health care industry! One of the most rewarding ways that we can rehabilitate patients is in their own home.Whether re...Show more
    Last updated: 30+ days ago • Promoted
    Physical Therapist PT Home Care

    Physical Therapist PT Home Care

    Banner Health • Maricopa, AZ, US
    Full-time +1
    You have a place in the health care industry! One of the most rewarding ways that we can rehabilitate patients is in their own home. Whether recovering from an acute stay away from home or a s...Show more
    Last updated: 30+ days ago • Promoted
    Director, Retirement Income - Life Company

    Director, Retirement Income - Life Company

    USAA • Phoenix, AZ, 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: 2 days ago • Promoted
    Director, Retirement Income - Life Company - Leading Teams to Empower Military Families (PHOENIX)

    Director, Retirement Income - Life Company - Leading Teams to Empower Military Families (PHOENIX)

    USAA • PHOENIX, AZ, United States
    Full-time
    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...Show more
    Last updated: 3 days ago • Promoted
    Regional Director Phoenix

    Regional Director Phoenix

    Embrace Life Services • Mesa, AZ, USA
    Full-time
    Quick Apply
    The Director is a senior leadership position responsible for overseeing and managing the operations,.Home and Community Based Services (HCBS). This role involves strategic planning, team.Embrace Lif...Show more
    Last updated: 30+ days ago