Apply on Employer Site

USAA · 2 months ago

Experienced Retirement Income Specialist (Sign-On Bonus)

Tampa Crosstown

Full-time

Hybrid

Mid Level

$70K/yr - $126K/yr

4+ years exp

USAA is committed to empowering its members to achieve financial security. The Retirement Income Specialist will assess members' retirement income needs and provide tailored advice and recommendations to ensure their financial security.

BankingFinancial ServicesInsuranceVenture Capital

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 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

Qualification

Active Life & Health licenseFINRA Series 7 licenseFINRA Series 66 licenseRetirement Income Certified ProfessionalAnnuity Sales ExperienceFinancial industry experienceSales experienceMulti-taskingConflict resolutionTeam leadershipCommunication skills