Solutions Management Consultant - Life Company Direct Distribution Team

Company: USAA
Location: Phoenix
Posted on: January 31, 2025

Job Description:

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 OpportunityUSAA is seeking a talented Solutions Management Consultants to join the Life Company Direct Distribution Team. - As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals.We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.What you'll do:

• Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics.
• Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge.
• Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed.
• Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
• Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
• Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management.
• Collaborates with specialists to evaluate and/or present solutions and related advice.
• Follows defined training routines, effectively reports activity, and manages follow up and sustainment.
• Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have:
  • Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)
  • Required acquisition and/or maintenance of Life/Health license within 90 days of job entry.
  • Required maintenance of FINRA Series 7
  • 6 years of experience with wholesaling, sales training, and coaching, or related financial services -experience.
  • Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts.
  • Advanced knowledge of life insurance products to include term, permanent, and health solutions.
  • Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications.
  • Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
  • Knowledgeable in the applications of Agile processes and procedures.
  • Knowledgeable in the application of risk management framework and regulatory requirements for Life CompanyWhat sets you apart: -
    • US military experience through military service or a military spouse/domestic partner
    • CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
    • 10 or more years of experience with wholesaling, sales training, and coaching on financial service products.
    • Previous leadership experience with strong feedback delivery skills
    • Proven track record of coaching others and driving successful behaviors.
    • Working experience with Life, Health and Annuity products and ability to articulate complex concepts.
    • Experience building relationships and working in a matrixed environment.
    • Strong facilitation skills and experience building presentations.
    • Experience utilizing financial planning tools (i.e. Life or Retirement income calculations).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.Compensation Range: The salary range for this position is: $103,450 - $197,730.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.

Keywords: USAA, Prescott , Solutions Management Consultant - Life Company Direct Distribution Team, Professions , Phoenix, Arizona