Manager, Retirement Income – Life Company

USAA
United States
Workplace: HybridFull timeUSD 90,310 - 162,550 annuallyFunction: SalesExperience: 6+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Stakeholder management","Process improvement","Compliance management"]

Lead a team of licensed advisors focused on Health, Life, and/or Retirement income needs, coaching staff to improve acquisition goals and sustainable long-term results. Drive process and operational improvements to reduce manual work and expenses, while partnering with stakeholders and third-party vendors to enhance member and employee experiences. Manage complex operational issues and escalations, maintain compliance with laws and policies, and ensure an efficient call-center operating model tied to experience KPIs.

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FursaFursa
USAA
USAA
1 day ago

Manager, Retirement Income – Life Company

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Lead a team of licensed advisors focused on Health, Life, and/or Retirement income needs, coaching staff to improve acquisition goals and sustainable long-term results. Drive process and operational improvements to reduce manual work and expenses, while partnering with stakeholders and third-party vendors to enhance member and employee experiences. Manage complex operational issues and escalations, maintain compliance with laws and policies, and ensure an efficient call-center operating model tied to experience KPIs.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Lead and develop a team of professional licensed advisors to provide Health, Life, or Retirement advice and solutions to members.
  • •Coach employees on sales processes and opportunities to improve overall sales results and achieve member/product/financial goals.
  • •Identify and implement operational effectiveness improvements across Life, Health, or Retirement Income, reducing manual processes and expenses.
  • •Maintain current knowledge of industry trends, technology, regulations, and communicate impacts to direct reports and peers.
  • •Build and oversee operational tools/processes and manage complex operational issues and member escalations while ensuring compliance with policies and applicable laws.

Pay and Benefits

Salary: USD 90,310 - 162,550 annually
Perks:Health InsuranceDentalVision401kPensionLife InsuranceParental LeaveAdoption AssistancePaid LeavePaid HolidaysVolunteer HoursWellness Stipend

Key Requirements

  • •Bachelor’s degree OR 4 years of related experience (with up to 10 years total relevant experience without a bachelor’s degree).
  • •6 years of experience in financial services operations with process improvement experience.
  • •2 years of direct team lead, supervisory, or management experience.
  • •FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) maintenance/attainment within 90 days for Retirement Income.
  • •Extensive sales experience in the Health, Life, or Retirement industry with demonstrated knowledge of relevant financial products and services.
Experience:6+ yearsFinancial servicesCall center
Education:Bachelor's
Skills:LeadershipCoachingStakeholder managementProcess improvementCompliance management
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA Series 24FINRA Series 51FINRA Series 53CFP®RICP (Retirement Income Certified Professional)Life and Health (Group 1) license

Eligibility

Visa:H1BTNSTEM OPT
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

USAA
Provides insurance, banking, investment, and financial services to U.S. military members, veterans, and their families. Best known for auto, home, life insurance, and member-focused digital banking products.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: San Antonio, United States
Founded: 1922
WebsiteLinkedIn