Associate Life Solutions Specialist - Tampa

USAA

Tampa, FL, USA
Base: $45,470 - $76,730; bonus/equity: not specifi...
Hybrid
Assess member life insurance needs
Provide advice and recommendations
Handle inbound and outbound calls
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals

Job Summary

  • The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals.
  • We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months.
  • At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness.

Matching Summary

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals.

Salary

Base: $45,470 - $76,730; Bonus/Equity: Not specified; Benefits: Comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.

Skills & Requirements

Must-have

  • Assess member life insurance needs
  • Provide advice and recommendations
  • Handle inbound and outbound calls
  • Document member information
  • Motivate member to take action

Nice-to-have

  • Financial security focus
  • Military community support
  • Flexible work environment
  • Team collaboration
  • Develop persuasion skills

Key Requirements

  • High School diploma or GED
  • Life/Health license required
  • Up to 1 year of financial industry experience
  • Experience delivering 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 an operating systems environment
  • Experience participating in a team environment

Work Rights

Not specified

Tailored Resume

Cover Letter