Experienced Retirement Income Advisor (sign-on Bonus)

USAA

Tampa, Florida, US
Base: $69,920.00 - $125,850.00; bonus/equity: $2,5...
Hybrid
Retirement income strategies
Annuity role in plans
Risk management tools
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.
  • As a Mid-level Retirement Income Specialist, you will assess member needs, provide advice, and make recommendations for retirement income plans, including annuities, executive, and retirement benefits.
  • Employees enjoy best-in-class benefits including comprehensive medical, dental, and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, 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: $69,920.00 - $125,850.00; Bonus/Equity: $2,500 signing bonus; Benefits: Comprehensive medical, dental, vision, 401(k), pension, life insurance, PTO, etc.

Skills & Requirements

Must-have

  • Retirement income strategies
  • Annuity role in plans
  • Risk management tools
  • Outbound call campaigns
  • Financial product recommendations

Nice-to-have

  • Military community focus
  • USAA core values
  • Team guidance and influence

Key Requirements

  • High School Diploma or GED
  • Active Group 1 Life & Health license
  • FINRA Series 7 license
  • FINRA Series 66 (or 63 and 65) license
  • 4 years financial industry/sales experience
  • Ability to be licensed in all required states

Work Rights

Not specified

Tailored Resume

Cover Letter