Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)

USAA
Plano, Phoenix
Workplace: OnsiteFull timeUSD 63,590 - 121,530 annuallyFunction: SalesEducation: high_schoolSkills: ["Communication","Conflict resolution","Negotiation","Multi-tasking","Adaptability"]

Advise current and prospective USAA members on retirement income planning through inbound and outbound phone conversations. Assess members’ retirement needs, goals, and financial situations, then build and communicate tax-efficient retirement strategies using annuities and other insurance solutions. Educate members on market, tax, and estate considerations, document recommendations, handle objections with advanced sales techniques, and follow risk and compliance requirements while monitoring legislative changes that may impact clients.

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FursaFursa
USAA
USAA
1 day ago

Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)

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Last checked: 4 hours agoStatus: Live

Job Summary

Advise current and prospective USAA members on retirement income planning through inbound and outbound phone conversations. Assess members’ retirement needs, goals, and financial situations, then build and communicate tax-efficient retirement strategies using annuities and other insurance solutions. Educate members on market, tax, and estate considerations, document recommendations, handle objections with advanced sales techniques, and follow risk and compliance requirements while monitoring legislative changes that may impact clients.
Location: Plano, Phoenix
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Receive member advice requests through inbound and outbound phone channels.
  • •Discover retirement needs and events; document information to build a retirement income portfolio.
  • •Develop and communicate retirement income strategies, including tax-efficient distribution options and insurance/estate planning solutions.
  • •Recommend appropriate products and refer to others when not licensed or trained to fulfill solutions.
  • •Conduct outbound follow-ups, motivate members to take action, and use sales techniques to overcome objections while following risk and compliance requirements.

Pay and Benefits

Salary: USD 63,590 - 121,530 annually
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High School Diploma or General Equivalency Diploma required.
  • •Active Group 1 Life license required (or ability to acquire within 90 days of hire) and required maintenance of FINRA Series 7.
  • •Required maintenance of FINRA Series 66 (or both 63 and 65).
  • •4 years of financial industry experience including retirement income planning and/or sales experience.
  • •Successfully pass background check and meet USAA and regulatory requirements; be able to be licensed and registered in required states and jurisdictions.
Experience:Retirement income planningSalesAnnuitiesLife insuranceInbound/outbound call centerFinancial services
Education:High School
Skills:CommunicationConflict resolutionNegotiationMulti-taskingAdaptability
Licenses:Active Group 1 Life licenseFINRA Series 7 licenseFINRA Series 66 licenseFINRA Series 63 licenseFINRA Series 65 license
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63CFPRICPChFC
Tech Stack:Salesforce CRMMoney Guide

Eligibility

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