Associate Life Solutions Specialist - Phoenix

USAA

Phoenix, AZ, USA
Base: $45,470 - $76,730; bonus/equity: not specifi...
Hybrid
Financial security for members
Assess member life insurance needs
Provide advice and recommendations
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 and their families

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 and their families.
  • The Associate Life Solutions Specialist assesses member life insurance needs, provides advice, and makes recommendations, potentially supporting Health Solutions based on member demand.
  • USAA offers best-in-class benefits including comprehensive medical, dental, and vision plans, 401(k), pension, life insurance, and a paid time off program.

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 and their families.

Salary

Base: $45,470 - $76,730; Bonus/Equity: Not specified; Benefits: Comprehensive medical, dental, vision, 401(k), pension, life insurance, PTO

Skills & Requirements

Must-have

  • Financial security for members
  • Assess member life insurance needs
  • Provide advice and recommendations
  • Handle inbound and outbound calls
  • Document member information

Nice-to-have

  • Empower members financially
  • Support military community
  • Develop persuasion skills
  • Monitor legislative initiatives
  • Educate membership on trends

Key Requirements

  • High School diploma or GED
  • Life/Health license required 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