Intermediate Retirement Planner

Intermediate Retirement Planner

Job Summary:

Join the ranks of the USAA team and assist in securing the financial stability of numerous military personnel and their loved ones. In this role, you will assess members' retirement income requirements, recommend solutions, and provide expert financial advice to help them achieve their long-term goals.

Job Duties and Responsibilities:

• Give attention to member inquiries from various communication channels, including inbound and outbound phone calls, and provide appropriate responses.
• Determine the retirement needs, financial situation, and objectives of customers to establish customized retirement income strategies tailored to their needs.
• Provide advice and recommendations for financial products and services based on your unique circumstances, and refer to solutions beyond the scope of traditional offerings.
• Plan for unexpected expenses, such as medical emergencies or job loss, by building an emergency fund. Aim to have at least three to six months' worth of living expenses saved to help you weather any financial storms.
• Collaborate with team members to address challenges and ensure compliance with established policies and procedures.

Qualifications and Experience:

• A high school diploma or GED is a prerequisite for applying for this position.
• An active Group 1 Life & Health license provides job security, career growth opportunities, and a chance to make a difference in people's lives by offering them financial protection through insurance policies.
• The financial industry only considers individuals with valid FINRA 7 and Series 66 (or 63 & 65) licenses as active professionals.
• Candidates must possess a background of working in finance or sales for a minimum of a year to qualify for this job opening.
• Excelling at multitasking, analyzing, and communicating effectively.
• Satisfying regulatory demands and meeting background check qualifications is important.

What sets you apart:

• The candidate has had more than two years in the trenches of annuity sales, accumulating invaluable expertise along the way.
• Overall, my experience working in an inbound/outbound call center provided me with invaluable skills that I continue to carry with me in my professional life.
• The RICP designation is a valuable credential for financial planners who want to specialize in retirement income planning and help their clients achieve a financially secure retirement.
• US military experience.

Benefits of the Position:

• Employee salaries are set within a range of $59,070.00 - $112,920.00 to attract and retain high-quality talent and maintain competitiveness in the industry.
• A pay system that rewards individual and organizational progress is a powerful way to promote achievement and exceed targets.
• Thorough health care coverage including medical, dental, and vision plans.
• Three essential benefits offered by many companies are 401(k), pension, and life insurance.
• The program of parental benefits, adoption support, and paid time off is one way in which companies can demonstrate their commitment to an inclusive and supportive workplace culture.
• Overall, integrating robust wellness programs and comprehensive career path planning can promote a positive and productive work environment where employees are motivated to excel and grow professionally.
• This position does not come with any relocation benefits or assistance.

About USAA:

At USAA, the objective is to ensure the financial stability of service members and their families, prioritizing values of loyalty, integrity, honesty, and service. USAA provides an expansive range of services, including banking, insurance, and investment, catering to the diverse needs of its members. Join USAA, and be part of dedicated team striving towards the success of its members