Full-Time

Mid-Level Life Solutions Specialist

Confirmed live in the last 24 hours

USAA

USAA

10,001+ employees

Financial services for military members and families

Fintech
Financial Services

Compensation Overview

$62.5k - $111.9kAnnually

+ Pay Incentives

Junior, Mid

Tampa, FL, USA + 4 more

More locations: Colorado Springs, CO, USA | Plano, TX, USA | San Antonio, TX, USA | Phoenix, AZ, USA

Relocation assistance is not available for this position.

Category
Insurance
Finance & Banking
Required Skills
Sales
Operating Systems

You match the following USAA's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • High School diploma or GED
  • Required maintenance of Life/Health license
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • 2 years 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 required
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.
  • 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.
Desired Qualifications
  • 4+ 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 partner

USAA provides financial services specifically for the military community, including active-duty members, veterans, and their families. They offer a variety of products such as auto, home, life, and health insurance, as well as banking services like checking and savings accounts, credit cards, loans, and mortgages. Their retirement services include investment options and personalized financial planning. USAA's membership model means that only military members and their families can access their services, allowing them to tailor their offerings to the unique financial needs of this community. This focus on military families sets USAA apart from other financial service providers. The company's goal is to promote financial wellness among its members by providing resources and advice to help them manage their finances effectively.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

San Antonio, Texas

Founded

1922

Simplify Jobs

Simplify's Take

What believers are saying

  • USAA's focus on digital transformation enhances online banking tools and member experience.
  • Personalized financial planning tools using AI can improve customer satisfaction and retention.
  • Telematics in auto insurance allows USAA to offer more personalized insurance products.

What critics are saying

  • Increased competition from fintechs could erode USAA's market share.
  • USAA's $3.25M settlement over a data breach highlights cybersecurity vulnerabilities.
  • OCC criticism for operational flaws could lead to regulatory penalties.

What makes USAA unique

  • USAA exclusively serves military members, veterans, and their families, ensuring specialized services.
  • The company offers competitive auto insurance rates and banking services with no monthly fees.
  • USAA's leadership team has strong military backgrounds, aligning with its mission and values.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Parental Leave

Adoption Assistance

Paid Vacation

Paid Holidays

Wellness Program

Professional Development Budget

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