Position: Solutions Management Consultant – Life Company Direct Distribution Team
About: 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 core values – honesty, integrity, loyalty, and service – define how the company treats each other and its members.
Requirements: Bachelor’s degree or 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of a degree (Total of 10 years of experience without a bachelor’s degree); Required acquisition and maintenance of Life/Health license within 90 days of job entry; Required maintenance of FINRA Series 7; 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience; Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate), and individual retirement accounts; Advanced knowledge of life insurance products to include term, permanent, and health solutions; Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE, and other industry-related applications; Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization; Knowledgeable in the applications of Agile processes and procedures; Knowledgeable in the application of the risk management framework and regulatory requirements for the Life Company
Benefits: 401(k), comprehensive medical insurance, dental insurance, paid time off
