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USAA · 7 hours ago

Mid-Level Life Solutions Specialist - Tampa

Tampa, FL

Full-time

Onsite

Entry, Mid Level

$62K/yr - $105K/yr

2+ years exp

USAA is dedicated to empowering its members to achieve financial security through exceptional service and trusted advice. The Mid-Level Life Solutions Specialist plays a crucial role in assessing member life insurance needs, providing tailored advice, and recommending appropriate insurance solutions based on individual goals.

BankingFinancial ServicesInsuranceVenture Capital

Responsibilities

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

Qualification

Life/Health licenseLife insurance salesFinancial industry experienceCLU® designationMulti-taskingConflict resolutionNegotiation skillsTeam leadershipOral communicationWritten communication