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USAA · 1 week ago

Intermediate Life Solutions Specialist - Plano

Plano Legacy

Full-time

Onsite

Entry, Mid Level

$51K/yr - $87K/yr

1+ years exp

USAA is dedicated to empowering its members to achieve financial security through exceptional service and trusted advice. The Intermediate Life Solutions Specialist is responsible for assessing member life insurance needs, providing tailored advice, and making recommendations based on individual goals and financial situations.

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. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures

Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information

Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations

Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations

Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations

Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s)

Monitors legislative initiatives that may impact economy, society, and personal financial situation

Educates membership on implications of economic, investment market and 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

Collaborates with team members to resolve issues and to identify appropriate issues for escalation

Qualification

Life/Health licenseFinancial industry experienceLife insurance salesCLU® designationCall center experienceMulti-taskingWritten communicationOral communicationConflict resolutionTeam collaboration