Solutions Management Consultant - Life Company Direct Distribution Team Job at USAA, Phoenix, AZ

b25TT21PekExd1dWKzlpbTRqY0JHOXh3VlE9PQ==
  • USAA
  • Phoenix, AZ

Job Description

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 USAA is seeking a talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management. Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor’s degree) Required acquisition and/or 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 risk management framework and regulatory requirements for Life Company What sets you apart: US military experience through military service or a military spouse/domestic partner CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). 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. Compensation Range: The salary range for this position is: $103,450 - $197,730. 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.

Job Tags

Holiday work, Permanent employment, Work experience placement, Immediate start, Relocation package, Flexible hours,

Similar Jobs

Fisher Industries

Heavy Haul CDL Truck Driver - $1,000 Sign-On Bonus Job at Fisher Industries

 ...that encompasses all aspects of the aggregate production and heavy civil construction industries. Our unique, vertically integrated...  ..., visit our website at .POSITION SCOPEThe Class A Heavy Haul Truck Driver will be responsible for transporting oversize and overweight... 

Insight Global

Design Engineer Job at Insight Global

 ...Defense (DoD) experience Programming experience Interest in RC cars, drones, or similar hobbies Experience with electro-...  .... Responsibilities Collaborate with team to receive CAD designs and modify them for manufacturability. Take design responsibility... 

Albuquerque Elite Security

Security Officer Job at Albuquerque Elite Security

 ...depending on experience. ONLY serious inquiries PLEASE. Come be a part of an outstanding group of Officers both men and women in...  ...application. Opt out anytime. Msg & data rates may apply. Powered by Homebase . Free employee scheduling, time clock and hiring tools.

General Dynamics Information Technology

NCIS ServiceNow Administrator | Top Secret clearance Job at General Dynamics Information Technology

 ...organization of over 2,200 personnel of which 700 serve at HQ and the remaining staff serve at offices worldwide. NCIS is the Department of Navy (DON) component with primary responsibility for criminal investigation, law enforcement (LE), counter-terrorism (CT),... 

XPO Logistics

Dedicated Team Driver - Home Weekly Job at XPO Logistics

 ...What youll need to succeed as a Team Driver at XPO Minimum qualifications: Be a member of an existing team. We are only recruiting existing teams, and both team members must apply to this position Able to partner with another driver in a sleeper tractor on extended...