Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice

We seek to be the 1 choice for the military community and their families

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members

Be part of what truly makes us special and impactful

The Opportunity The Mid-Level 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 at the Tampa, FL. (Crosstown) Campus

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

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 What sets you apart: 4 years experience working in Sales with life insurance 1 years 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 Compensation range: The salary range for this position is: $62,470

00 – $105,420.00

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

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors

The 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

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, 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.