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USAA · 3 hours ago

Solution Management Consultant - Life Insurance Sales Coach

Tampa Crosstown

Full-time

Onsite

Mid, Senior Level

$103K/yr - $198K/yr

6+ years exp

USAA is a company dedicated to empowering its members to achieve financial security. They are seeking a Solutions Management Consultant to serve as a primary sales coach and training coordinator, enhancing product knowledge and developing compliant sales strategies for the Life Co. distribution channels.

BankingFinancial ServicesInsuranceVenture Capital

No H1B

Responsibilities

Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics

Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge

Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed

Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists

Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals

Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management

Collaborates with specialists to evaluate and/or present solutions and related advice

Follows defined training routines, effectively reports activity, and manages follow up and sustainment

Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations

Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Qualification

Life Insurance ProductsSales TrainingCoaching ExperienceFinancial Services ExperienceRisk Management FrameworkAgile ProcessesSalesforceCRM ApplicationsPresentation SkillsCommunication SkillsRelationship Building

Required

Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)

6 years of experience with wholesaling, sales training, and coaching, or related financial services experience

Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts

Advanced knowledge of life insurance products to include term, permanent, and health solutions

Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications

Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization

Knowledgeable in the applications of Agile processes and procedures

Knowledgeable in the application of risk management framework and regulatory requirements for Life Co