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Intermediate Life Solutions Specialist

Company: USAA
Location: Phoenix
Posted on: July 9, 2024

Job Description:

Why USAA?Let's do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!The OpportunityThe Intermediate -Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based in one of the following locations: San Antonio Home Office I, Colorado Springs Campus; Phoenix Campus (Main); Plano Legacy; or Tampa Crosstown . 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, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
  • products and services.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
  • Serves as a resource to less experienced team members on escalated issues of a routine nature.
  • Guides and influences less experienced team members.Work Hours:
    • Monday - Friday / 7:30am - 8:00pm (Central)
    • An 8 hour shift will fall within these hours
    • This role is required to be in office, with potential hybrid opportunity after 6 months.What you have:
      • High School diploma or GED
      • Required maintenance of Life/Health license
      • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
      • 1 year of financial industry and/or life 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 requiredWhat sets you apart:
        • 2+ yrs experience working in Sales with life insurance or financial services products
        • 1+ yrs experience working in a call center environment
        • CLU - - Chartered Life Underwriter or comparable designation
        • US military experience through military service or a military spouse/domestic partnerThe 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.What we offer: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. The salary range for this position is: $47,380.00 - $85,050.00Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.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, please 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.

Keywords: USAA, Buckeye , Intermediate Life Solutions Specialist, Other , Phoenix, Arizona

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