Job Description

Job Requirements

USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.

In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For®, and we've ranked among Victory Media's Top 10 Military Friendly® Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spousesto apply.

USAA Careers - Award Winning Workplace (17 seconds)

USAA Careers – World Class Benefits (31 seconds)

Primary Responsibilities:

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 understand need or problem. Documents relevant information.

Assesses member financial situation and goals.

Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.

Recommends relevant financial product(s) and services and refers for solutions that they are not trained and/or licensed to recommend or fulfil.

Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing 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.

May be expected to conduct outbound calls to follow up on products and services previously discussed.

Work Schedule: Must be available to work a shift between the hours of 7:30 a.m. - 8 p.m. Monday - Friday.

Shift premium: will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours.

Minimum Requirements:

HS diploma or GED.

Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire.

Up to 1 year financial industry and/or sales experience.

Experience delivering frequent written and oral communication.

Experience acquiring and applying new concepts and information.

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.

When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.

Preferred Experience:

Current Life and Health License

1 year of Annuity Sales Experience

Experience Working in an Inbound/Outbound Call Center

Retirement Income Certified Professional Designation (RICP)