Intermediate Life Solutions Specialist - Phoenix

USAA

Phoenix, AZ, USA
Base: $48,340.00 - $81,580.00; bonus/equity: not s...
Hybrid
Financial security assessment
Life insurance product recommendation
Member needs and goals analysis
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 Intermediate Life Solutions Specialist assesses member life insurance needs, provides advice, and makes recommendations, potentially supporting Health Solutions acquisition and retention.
  • 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

Base: $48,340.00 - $81,580.00; Bonus/Equity: Not specified; Benefits: Comprehensive medical, dental, vision, 401(k), pension, life insurance, PTO, volunteer hours, wellness programs

Skills & Requirements

Must-have

  • Financial security assessment
  • Life insurance product recommendation
  • Member needs and goals analysis
  • In-office work environment

Nice-to-have

  • Chartered Life Underwriter designation
  • Military community focus
  • Team guidance and influence

Key Requirements

  • High School diploma or GED
  • Life/Health license maintenance
  • 1 year financial industry/life sales experience
  • Call center experience preferred
  • CLU® or comparable designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter