INTERMEDIATE LIFE SOLUTIONS SPECIALIST
Company: USAA
Location: Colorado Springs
Posted on: October 30, 2024
Job Description:
Why USAA?Let's do something that really matters.
At USAA, we have an important mission: facilitating the financial
security of millions of U.S. military members and their families.
Not all of our employees served in our nation's military, but we
all share in the mission to give back to those who did. We're
working as one to build a great experience and make a real impact
for our members.
We believe in our core values of honesty, integrity, loyalty and
service. They're what guides everything we do - from how we treat
our members to how we treat each other. Come be a part of what
makes us so special!The OpportunityThe Intermediate -Life Solutions
Specialist helps to ensure the financial security of our membership
by assessing member life insurance needs, providing advice and / or
referrals for advice, and making the appropriate recommendations
based on members' individual needs and goals. May provide support
to Health Solutions acquisition and retention based on member
demand.We offer a flexible work environment that requires an
individual to be in the office 5 days per week. This position can
be based in one of the following locations: San Antonio Home Office
I, Colorado Springs Campus; Phoenix Campus (Main); Plano Legacy; or
Tampa Crosstown . Relocation assistance is not available for this
position.What you'll do:
- 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.Work Hours:
- Monday - Friday / 7:30am - 8:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid
opportunity after 6 months.What you have:
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier
appointments when applicable.
- 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral
communication
- Experience acquiring and applying new concepts and
information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems
environment
- Experience participating in or leading teams
- Successful completion of a job-related assessment may be
requiredWhat sets you apart:
- 2+ yrs experience working in Sales with life insurance
- 1+ yrs experience working in a call center environment
- CLU - - Chartered Life Underwriter or comparable
designation
- US military experience through military service or a military
spouse/domestic partnerThe above description reflects the details
considered necessary to describe the principal functions of the job
and should not be construed as a detailed description of all the
work requirements that may be performed in the job.What we
offer:Compensation: USAA has an effective process for assessing
market data and establishing ranges to ensure we remain
competitive. You are paid within the salary range based on your
experience and market data of the position. The actual salary for
this role may vary by location. The salary range for this position
is: $47,380.00 - $85,050.00Employees may be eligible for pay
incentives based on overall corporate and individual performance
and at the discretion of the USAA Board of Directors.Benefits: At
USAA our employees enjoy best-in-class benefits to support their
physical, financial, and emotional wellness. These benefits include
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, and
various wellness programs. Additionally, our career path planning
and continuing education assists employees with their professional
goals.For more details on our outstanding benefits, please visit
our benefits page on USAAjobs.com.Applications for this position
are accepted on an ongoing basis, this posting will remain open
until the position is filled. Thus, interested candidates are
encouraged to apply the same day they view this posting. -USAA is
an Equal Opportunity Employer. All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.
Keywords: USAA, Aurora , INTERMEDIATE LIFE SOLUTIONS SPECIALIST, Other , Colorado Springs, Colorado
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