Mid-Level Life Solutions Specialist - Phoenix

**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** The Mid-Level 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. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be **in the office 5 days per week.** This position can be based at the Phoenix, AZ Campus . Relocation assistance is **not** available for this position. **What you'll do:** + 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. + 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. **Work Hours:** + Monday - Friday / 6:30am - 6:00pm (MST) + An 8 hour shift will fall within these hours + This role is required to be in office, with potential hybrid opportunity after 6 months. **What you have:** + High School diploma or GED + Required maintenance of Life/Health license + Required annual completion of AHIP and Broker/Carrier appointments when applicable. + 2 years 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 **What sets you apart:** + 4+ 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 Compensation range: The salary range for this position is: $62,470.00 - $105,420.00. **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection ( here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.