Mid-level Life Solutions Specialist - Plano

USAA

Plano, TX, USA
$66,340 - $111,940; not specified; not specified p...
Hybrid
Financial security for members
Assess member life insurance needs
Provide advice and recommendations
The Mid-Level 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 Mid-Level 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 Mid-Level 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

$66,340 - $111,940; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial security for members
  • Assess member life insurance needs
  • Provide advice and recommendations
  • Handle inbound and outbound calls
  • Discover member needs and goals
  • Develop life insurance strategies

Nice-to-have

  • Empower members financially
  • Support military community
  • Honesty, integrity, loyalty, service
  • Flexible work environment
  • Team resource and guide

Key Requirements

  • High School diploma or GED
  • Life/Health license required
  • 2 years financial industry/life sales experience
  • Experience with frequent 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 or leading teams

Work Rights

Not specified

Tailored Resume

Cover Letter