Associate Life Solutions Specialist - Tampa

USAA

Tampa, FL, US
Base: $45,470 - $76,730; bonus/equity: not specifi...
Hybrid
Life insurance product recommendations
Financial situation assessment
Member needs discovery
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

  • Life insurance product recommendations
  • Financial situation assessment
  • Member needs discovery
  • Inbound and outbound calls
  • Documenting relevant information

Nice-to-have

  • Empowering members financially
  • Military community focus
  • Honesty, integrity, loyalty, service
  • Flexible work environment
  • Professional development opportunities

Key Requirements

  • High School diploma or GED
  • Life/Health license required
  • Up to 1 year financial industry 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