Retirement Income Advisor (sign-on Bonus)

USAA

Tampa, FL, USA
Base: $63,590.00 - $114,450.00; bonus/equity: $2,5...
Hybrid
Assess member retirement needs
Provide retirement advice
Recommend financial products
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 an Intermediate Retirement Income Specialist, you will assess member needs, provide advice, and recommend strategies and products to ensure their financial security.
  • USAA offers best-in-class benefits including comprehensive medical, dental, vision plans, 401(k), pension, 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: $63,590.00 - $114,450.00; Bonus/Equity: $2,500 signing bonus; Benefits: Comprehensive medical, dental, vision, 401(k), pension, life insurance, parental benefits, PTO

Skills & Requirements

Must-have

  • Assess member retirement needs
  • Provide retirement advice
  • Recommend financial products
  • Sales techniques and persuasion
  • Risk management integration

Nice-to-have

  • Military community focus
  • Flexible work environment
  • Continuous learning and development

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
  • 1 year financial industry/sales experience
  • Ability to be licensed in all required states

Work Rights

Not specified

Tailored Resume

Cover Letter