Intermediate Life Solutions Specialist - Colorado Springs

Summary: USAA is dedicated to empowering its members to achieve financial security through exceptional products and services. The Intermediate Life Solutions Specialist plays a crucial role in assessing member life insurance needs and providing tailored advice and recommendations to ensure their financial security. Responsibilities: - Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony - Asks questions to discover key information, including life events, and to understand member needs - Documents relevant information - Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals - Develops and understands appropriate life insurance strategies based on individual member needs - Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products - Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department - Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills - Implements recommendation(s) - Monitors legislative initiatives that may impact economy, society, and personal financial situation - Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services - May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed - Serves as a resource to less experienced team members on escalated issues of a routine nature - Guides and influences less experienced team members Required Qualifications: - High School diploma or GED - Required maintenance of Life/Health license - Required annual completion of AHIP and Broker/Carrier appointments when applicable - 1 year of financial industry and/or life sales experience - Experience delivering frequent written and oral communication - Experience acquiring and applying new concepts and information - 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 or leading teams - Successful completion of a job-related assessment may be required Preferred Qualifications: - 2+ years experience working in Sales with life insurance - 1+ years experience working in a call center environment - CLU® - Chartered Life Underwriter or comparable designation - US military experience through military service or a military spouse/domestic partner Required Skills: Life/Health insurance license, Life insurance sales, Financial industry knowledge, AHIP certification, Broker/Carrier appointments, Chartered Life Underwriter (CLU) designation, Call center experience, Multi-tasking, Team participation 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, Various wellness programs, Career path planning and continuing education