Intermediate Life Solutions Specialist - Plano

Summary: USAA is dedicated to empowering its members to achieve financial security through competitive products and exceptional service. The Intermediate Life Solutions Specialist plays a key role in assessing member life insurance needs and providing tailored advice and recommendations. This position involves direct communication with members to understand their financial situations and goals, while also collaborating with team members to resolve issues. Responsibilities: - Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures - Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information - Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations - Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations - Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations - Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s) - Monitors legislative initiatives that may impact economy, society, and personal financial situation - Educates membership on implications of economic, investment market and 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 - Collaborates with team members to resolve issues and to identify appropriate issues for escalation 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 a team environment - 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 License, AHIP Certification, Broker/Carrier Appointments, Financial Industry Experience, Life Insurance Sales, Call Center Experience, Chartered Life Underwriter (CLU), Multi-tasking 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