Annuity Planning Analyst

Annuity Planning Analyst

Job Summary:

Contribute to the financial well-being of military members and their families by working as a Mid-level Retirement Income Specialist for USAA. Assess members' retirement income needs, provide expert guidance, and make prudent recommendations to help them achieve financial stability.

Job Duties and Responsibilities:

• Supply guidance on retirement planning via various channels such as phone consultations or text communications.
• Formulate individualized retirement income strategies that reflect members' objectives for income growth, stability, and preservation.
• Discuss the potential advantages and disadvantages of rolling over retirement accounts from previous employers into an IRA or Roth IRA.
• Use outbound communication to support team members with various tasks and follow up on past discussions.
• By prioritizing the adherence to compliance policies and regulations, organizations can project an image of trustworthiness and reliability to stakeholders and customers.

Qualifications and Experience:

• A High School Diploma or General Equivalency Diploma is a must-have for this vacancy.
• Those who wish to offer financial advice are required to have the necessary licenses, namely the Maintenance of Life/Health license, FINRA Series 7 license, and FINRA Series 66 license (or 63 and 65).
• Applicants must show evidence of having obtained a minimum of four years of experience in either finance or sales.
• With the right blend of communication skills, analytical thinking, and multitasking abilities, individuals can thrive in a variety of professional roles.
• My expertise in conflict resolution, negotiation, and team leadership enables me to navigate complex and challenging situations with ease.

What sets you apart:

• While not without its challenges and difficulties, the US military experience can be a transformative and rewarding one for those who choose to pursue it.
• The job requires at least three years of experience in directly selling annuities.
• Experienced in managing outbound telemarketing campaigns, lead generation, and customer outreach programs with optimal success rates.
• The Retirement Income Certified Professional (RICP) designation is designed to help financial professionals achieve greater integration in financial planning for their clients and assist them in meeting their retirement income goals.

Benefits of the Position:

• A highly-competitive compensation package, ranging from $65,090.00 to $124,330.00, will be offered to the selected candidate.
• When employees are aware that they can increase their income through excellent job performance, it motivates them to work harder and become more committed to achieving company goals.
• A wide selection of benefits, including life insurance, pension, 401(k), and comprehensive medical, dental, and vision plans, is offered to all employees.
• The measures available to assist parents, provisions for adoption, and an arrangement for paid leave.
• Balancing work and continuing education can be challenging, but it is important to prioritize self-care and find a schedule that works for you.

About USAA:

USAA provides comprehensive investment, banking, and insurance services that are designed to support the financial security of military personnel and their families. The company operates on a foundation of honesty, loyalty, integrity, and service, leveraging cutting-edge technology and best practices to make a difference in the lives of its members. Apply now to be part of a team that is committed to serving those who served