rüyabet
Mid-Level Retirement Income Specialist job at USAA Colorado Springs, CO, US - darpl.co.in

Mid-Level Retirement Income Specialist Job at USAA, Colorado Springs, CO

WkxiZWFBeVVadXNEWFV0akdMK1ZyU0dSTkE9PQ==
  • USAA
  • Colorado Springs, CO

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 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 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:

  • 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 plans, as well as executive and retirement benefits for federal and military employees.
  • 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 and evaluates the factors to consider when determining an appropriate retirement age.
  • 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. Implements recommendation(s).
  • 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, as well as USAA's financial products and services.
  • 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 and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
  • Guides and influences less experienced team members.
  • 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:
  • High School Diploma or General Equivalency Diploma required.
  • Required maintenance of Life/Health license.
  • 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. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
  • 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 - $133,620.00. 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.

Job Tags

Holiday work, Relocation package, Flexible hours,

Similar Jobs

Ameri-Star Homes

Virtual Assistant Job at Ameri-Star Homes

The role involves listing my house for rental on various platforms such as Facebook Marketplace and Craigslist, as well as managing all inbound messaging. The payment for this position is set at $450 on a weekly basis. Fill out the form if interested in the position and...

Belmark

Conventional Graphics Internship - Summer of 2025 Job at Belmark

Looking to gain hands on experience at a growing company?Come join our graphics team! In this role, you will not only learn how to review and understand graphics order layout instructions, but also be trained on a wide variety of tasks within print technology.~Hours...

Geisinger

Patient Safety Monitoring Specialist - Part Time Nights Job at Geisinger

Job Title: Patient Safety Monitoring Specialist - Part Time NightsLocation: Waverly, PennsylvaniaJob Category: Patient Support, Nursing and Nursing SupportSchedule: NightsWork Type: Part timeDepartment: Addictions Specialist TeamDate Posted: 08/20/2024Job ID: R-... 

Gobble Stop

Retail Employee - GS03 Job at Gobble Stop

 ...Gobble Stop is looking for a friendly, energetic, responsible individual for a full-time or part-time sales associate position at a locally-owned convenience store. Benefits: Quarterly bonus Holiday pay Vacation pay Parental leave Semi-annual evaluations... 

National Health Partners

Rheumatology - Florida Job at National Health Partners

 ...& long-term disability, supplemental & dependent life) Other: fitness center membership, childcare services, paid vacation, education stipend, relocation allowance, relocation bonus, employee assistance, and many other optional benefits Eric Rubin National Health...