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

Solutions Management Consultant - Life Company Direct Distribution Team

USAA CareersTampa, Florida, US
4 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, US

    Related jobs
    • Promoted
    Clinic Manager - Physical Therapist - Outpatient - Monthly Incentive

    Clinic Manager - Physical Therapist - Outpatient - Monthly Incentive

    CORA Physical TherapyLithia, FL, US
    Full-time
    Clinic Manager - Physical Therapist (Full-Time).Looking to build a meaningful career as a.Clinic Manager - Physical Therapist. Make real connections and see your impact.Early shifts, late shifts, or...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: 3 days ago
    • Promoted
    Treatment Plan Coordinator

    Treatment Plan Coordinator

    Watts Dental - Lithia, FLLithia, FL, US
    Full-time
    A Place to Learn, Grow, and Love What You Do.As the bridge between our clinical team and our patients, you'll guide people through their treatment options, explain costs and insurance coverage,...Show moreLast updated: 30+ days ago
    • Promoted
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    Biltmore Insurance Services, LLCSpring Hill, FL, US
    Full-time
    Client Management & Support.Independently manage new client submissions, applications, renewals, endorsements, and audits. Lead Biltmore's efforts to provide best in class client service by ...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Home Health Consultant

    Home Health Consultant

    Residential Home Health and HospiceSun City, Florida, US
    Full-time
    At Residential Home Health and Hospice ('Residential') , we're looking to add to our extraordinary care team.Grounded by our belief that outstanding care is best delivered in a team-based environme...Show moreLast updated: 16 hours ago
    • Promoted
    Lead Sales Consultant

    Lead Sales Consultant

    Alleviation Enterprise LLCPalmetto, FL, US
    Full-time
    We are currently seeking to incorporate a seasoned and assertive sales professional who demonstrates a resolute aspiration for leadership. The role will encompass selling and cultivating a strong cl...Show moreLast updated: 15 days ago
    • Promoted
    Solutions Management Consultant – Life Company Direct Distribution Team

    Solutions Management Consultant – Life Company Direct Distribution Team

    USAATampa, FL, 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: 4 days ago
    • Promoted
    Medical Director

    Medical Director

    National Veterinary AssociatesRuskin, FL, US
    Full-time
    Join the Ruskin Animal Hospital team and make a real\nimpact in a supportive, vibrant community! We’re seeking a dedicated Managing Veterinarian\nand offer work-life balance, flexible schedul...Show moreLast updated: 30+ days ago
    • Promoted
    Pathologist – MD or DO

    Pathologist – MD or DO

    Florida Medical ClinicWesley Chapel, US
    Full-time
    Florida Medical Clinic Orlando Health invites you to explore a Pathology opportunity in Wesley Chapel with a thriving physician-led, professionally managed healthcare system.Established in 1993, Fl...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Help a childless couple and get paid per surrogacy journey for your good deed

    Help a childless couple and get paid per surrogacy journey for your good deed

    Surrogacy4AllCrystal Springs, FL, US
    Full-time
    We are currently hiring Surrogate Mothers throughout the USA and Canada to join our team.No waiting! You can start today!. Surrogacy4All founded in 2006, is a professional, friendly, surrogate-focus...Show moreLast updated: 14 hours ago
    • Promoted
    Solutions Management Consultant - Life Company Direct Distribution Team

    Solutions Management Consultant - Life Company Direct Distribution Team

    USAA CareersTampa, Florida, 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: 3 days ago
    • Promoted
    • New!
    Director, Clinical Performance Oversight

    Director, Clinical Performance Oversight

    Molina HealthcareSt. Petersburg, FL, US
    Full-time +1
    Leads and directs a team supporting clinical performance improvement activities.Responsible for continuous improvement and successful execution of clinical transformation, and performance and proce...Show moreLast updated: 8 hours 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: 4 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: 4 days ago
    • Promoted
    • New!
    CDL-A Truck Drivers - Home Weekly - Earn $1,650 / Week + Benefits

    CDL-A Truck Drivers - Home Weekly - Earn $1,650 / Week + Benefits

    Kottke TruckingLithia, FL, US
    Full-time
    Now Hiring CDL-A Truck Drivers for Home Weekly Produce Route.Earn $1,650 per Week + Overtime Pay.OT pay : $75 paid at the 6th hour past end time of schedule & every 6 hours until restart.Medical, de...Show moreLast updated: 5 hours ago
    • Promoted
    Value Stream Manager

    Value Stream Manager

    PallNew Port Richey, Florida, United States of America
    Full-time +1
    Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology?. At Pall Corporation, one of Danaher’s 15+ operating companies, our work sa...Show moreLast updated: 2 days ago
    • Promoted
    Retail Sales Consultant

    Retail Sales Consultant

    SPECTRUMSt. Petersburg, 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: 4 days ago
    • Promoted
    Leadership Track - Remote Life Insurance Sales

    Leadership Track - Remote Life Insurance Sales

    Unlock Potential 360Clearwater, FL, US
    Remote
    Full-time
    Remote Insurance Sales Representative — Unlock Potential.Commission-based (Average $75,000 – $250,000+ annually, uncapped). We’re one of the fastest-growing independent agencies in...Show moreLast updated: 13 days ago