USAA · 3 months ago
Director, Retirement Income - Life Company
Scottsdale, AZ
Full-time
Hybrid
Senior Level, Lead/Staff
$114K/yr - $218K/yr
8+ years expUSAA is seeking a talented Director, Retirement Income to lead multiple teams responsible for providing appropriate solutions to members for their financial security. The role involves driving product, member, and financial goals while improving performance and implementing efficient operations.
Financial Services
No H1B
Responsibilities
Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas
Contributes to the achievement of Life Co. member, product, and financial goals through teams’ performance. Effectively coaches managers to improve sales productivity and exceed departmental goals
Conducts data analysis to influence strategy to achieve business outcomes
Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income
Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits
Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members
Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction
Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members
Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership
Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees
Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Qualification
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 12 years without bachelor's degree)
May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry
RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry
8 or more years of related experience in financial services operations to include process improvement and business analysis
4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment
Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income
Preferred
US military experience through military service or a military spouse/domestic partner
Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
Current Life and Health (Group 1) license
MBA or master's degree in a financial or business-related field
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
10 or more years of Retirement Planning and/or Annuity experience
5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel
3 or more years of direct leadership experience over other managers (leader of leaders)
RICP (Retirement Income Certified Professional) Designation
Experience managing a team of investment advisors in a call center environment
Benefits
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
Various wellness programs
Career path planning and continuing education
Company
USAA
At USAA, our mission is more than just words – it’s the reason we do what we do.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase