Experienced Retirement Income Advisor (sign-on Bonus)

USAA

Plano, TX, USA
Base: $74,240.00 - $133,620.00; bonus/equity: $2,5...
Hybrid
Retirement income strategies
Annuity product knowledge
Financial product recommendations
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice

Job Summary

  • At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.
  • As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.
  • At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness.

Matching Summary

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.

Salary

Base: $74,240.00 - $133,620.00; Bonus/Equity: $2,500 signing bonus; Benefits: Comprehensive medical, dental, vision, 401(k), pension, life insurance, parental benefits, adoption assistance, PTO

Skills & Requirements

Must-have

  • Retirement income strategies
  • Annuity product knowledge
  • Financial product recommendations
  • Risk management integration
  • Outbound call campaigns

Nice-to-have

  • Military community focus
  • Trusted advice provider
  • 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