Intermediate Life Solutions Specialist - Plano

USAA

Plano, TX, USA
Base: $51,340 - $86,630; bonus/equity: not specifi...
Hybrid
Assess member life insurance needs
Provide foundational protection planning advice
Motivate member to take action
The Intermediate 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 Intermediate 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 Intermediate 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: $51,340 - $86,630; 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

  • Assess member life insurance needs
  • Provide foundational protection planning advice
  • Motivate member to take action
  • Collaborate with team members

Nice-to-have

  • Empower members for financial security
  • Embrace fulfilling career at USAA
  • Support Health Solutions acquisition and retention

Key Requirements

  • High School diploma or GED
  • Required maintenance of Life/Health license
  • 1 year of financial industry and/or life sales experience
  • Experience delivering frequent 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 an operating systems environment
  • Experience participating in a team environment

Work Rights

Not specified

Tailored Resume

Cover Letter