Experienced Retirement Income Advisor (sign-on Bonus)

USAA

Phoenix, AZ, US
$74,240.00 - $133,620.00; not specified; not speci...
Hybrid
Retirement income strategies
Annuities in retirement plans
Financial product recommendations
USAA's mission is to empower members to achieve financial security through competitive products, exceptional service, and trusted advice, aiming to be the #1 choice for the military community

Job Summary

  • USAA's mission is to empower members to achieve financial security through competitive products, exceptional service, and trusted advice, aiming to be the #1 choice for the military community.
  • As a Mid-level Retirement Income Specialist, you will assess member needs, provide advice, and recommend strategies for retirement income, including annuities, executive benefits, and tax-efficient distributions.
  • Employees enjoy best-in-class benefits including comprehensive medical, dental, and vision plans, 401(k), pension, life insurance, and paid time off.

Matching Summary

USAA's mission is to empower members to achieve financial security through competitive products, exceptional service, and trusted advice, aiming to be the #1 choice for the military community.

Salary

$74,240.00 - $133,620.00; Not specified; Not specified

Skills & Requirements

Must-have

  • Retirement income strategies
  • Annuities in retirement plans
  • Financial product recommendations
  • Risk management tools
  • Outbound call campaigns

Nice-to-have

  • Military community focus
  • Trusted advice delivery
  • Team guidance and influence

Key Requirements

  • High School Diploma or GED
  • Active Group 1 Life & Health license
  • FINRA Series 7 license
  • FINRA Series 66 (or 63 and 65) license
  • 4 years financial industry/sales experience
  • Ability to be licensed in all required states

Work Rights

Not specified

Tailored Resume

Cover Letter