Associate Life Solutions Specialist - Plano

USAA

Plano, TX, USA
Base: $48,290 - $81,490; bonus/equity: not specifi...
Hybrid
Financial security assessment
Life insurance product recommendation
Member needs discovery
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.
  • The Associate Life Solutions Specialist assesses member life insurance needs, provides advice, and makes recommendations based on individual goals, potentially supporting Health Solutions acquisition and retention.
  • Employees enjoy best-in-class benefits supporting physical, financial, and emotional wellness, including comprehensive health plans, retirement plans, paid time off, and wellness programs.

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

Base: $48,290 - $81,490; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial security assessment
  • Life insurance product recommendation
  • Member needs discovery
  • In-office work environment

Nice-to-have

  • Chartered Life Underwriter designation
  • US military experience
  • Team collaboration skills
  • Persuasion and objection resolution

Key Requirements

  • High School diploma or GED
  • Life/Health license acquisition within 90 days
  • Up to 1 year financial industry/life sales experience
  • Experience with written and oral communication
  • Experience acquiring and applying new concepts
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in operating systems
  • Experience participating in a team environment

Work Rights

Not specified

Tailored Resume

Cover Letter