Retirement Income Advisor (Sign-On Bonus)

As an Intermediate Retirement Income Specialist at USAA, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. This role requires 1 year of financial industry and/or sales experience, a High School Diploma or General Equivalency Diploma, and a Group 1 Life & Health license.

Requirements

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
• Assesses member's current retirement income needs and provides advice on retirement income strategies.
• Develops and communicates appropriate retirement income strategies based on individual member needs.
• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
• Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills.
• Integrate risk management tools, products, and strategies to create an effective retirement income plan.

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