Mid-Level Retirement Income Specialist
Company: USAA
Location: Glendale
Posted on: August 3, 2022
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Job Description:
Purpose of JobEnsures the financial security of our membership
by assessing member current retirement income needs, providing
advice, and making the appropriate recommendations based on member
needs.Job RequirementsLet's do something that really matters. We
have an important mission: serving the members of the military
community and their families. It's both a chance to say thank you
and the opportunity to put your talents to work in a meaningful
way. To do it right, we need the right people. We're looking for
those who share our values of honesty, integrity, loyalty and
service. Because what we do is just as important as how we do it.
Come be a part of what makes us so special!It is all about learning
and growing.Our Retirement Income Specialist role may be a new
career for you, but the journey is mapped out. There's a lot to
learn. Our comprehensive, fully paid training program including
class discussions, hands-on training, e-learning modules, and the
instructor led guidance will help you to support our membership
with their questions about annuities and retirement income
planning.Our in-office program provides the training you need and
the encouragement to create a proactive and independent support
style to assist our members with choosing the best products for
their needs.We are currently seeking dedicated professionals for
future retirement income opportunities in 2022 with the desire to
work a full time schedule. Work schedules times will vary.Military
veterans and spouses are highly encouraged to apply.Primary
Responsibilities:?Identifies and manages existing and emerging
risks that stem from business activities and the job role.Ensures
risks associated with business activities are effectively
identified, measured, monitored, and controlled.Follows written
risk and compliance policies, standards, and procedures for
business activities.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.Work ScheduleDuring
training, your schedule is 8:30am - 5:00pm (subject to change)After
successful training, availability to work an 8 hour shift anytime
during our operating hours Monday - Friday, 7:30 am to 8:00pm CST
Minimum RequirementsHigh 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.4 years of
relevant financial services experience.Preferred US military
service or a military spouse3+ years of Direct Annuity Sales
ExperienceExperience Working in an Inbound/Outbound Call
CenterRetirement Income Certified Professional Designation
(RICP)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 position. The salary range for this position
is: $60,300.00 - $108,600.00 (this does not include geographical
differential, it may be applied based on your work
location)Employees may be eligible for pay incentives based on
overall corporate and individual performance or at the discretion
of the USAA Board of Directors. *Geographical Differential:
Geographic pay differential is additional pay provided to eligible
employees working in locations where market pay levels are above
the national average. Shift premium will be addressed on an
individual-basis for applicable roles that are consistently
scheduled for non-core hours. 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. Please
click on the link below for more details.To see details on our
outstanding benefits, visit USAA Total RewardsRelocation assistance
is not available for this position.
Keywords: USAA, Glendale , Mid-Level Retirement Income Specialist, Other , Glendale, Arizona
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