Licensed Retirement Income Advisor Sales Planning
Overview
USAA seeks a strategic client focused financial professional passionate about empowering individuals to achieve long-term financial security. This dynamic Retirement Income Advisor role guides members toward lasting prosperity through personalized financial strategies and consultative approaches. The position offers a flexible work environment with potential for hybrid scheduling after twelve months.
What You'll Do11
- 1Receive advice requests via multiple channels and uncover retirement events to understand member needs
- 2Assess financial situations and develop tailored retirement income strategies
- 3Provide advanced retirement planning advice and tax-efficient distribution options
- 4Recommend products including long term care solutions and refer unlicensed services
- 5Motivate members to act on recommendations and overcome objections
- 6Implement recommendations and integrate risk management tools
- 7Conduct outbound calls to follow up on discussed products
- 8Serve as a resource for less experienced team members
- 9Ensure compliance with risk and regulatory policies
- 10Process applications requiring background checks and state licensing
- 11Maintain FINRA Series 7 and Series 66 licenses throughout employment
Requirements9
- 1High School Diploma or GED required
- 2Active Group 1 Life license or ability to obtain within ninety days
- 3FINRA Series 7 license maintenance requirement
- 4Minimum four years financial industry experience including retirement planning or sales
- 5Proven communication skills and ability to analyze information
- 6Experience with deadline management and conflict resolution
- 7Multi-tasking proficiency in operating systems environments
- 8Team leadership experience or participation in collaborative settings
- 9Successful completion of job-related assessments may be required
Salary Insight
$64 - $122k per year
Location
Required Skills
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