Military Community Financial Planner (Hiring Immediately)
USAA
Phoenix, AZ
1 month ago
$69,920.00 - $133,620.00
Job Description
Join USAA as a Military Community Financial Planner, where you'll empower military members to achieve financial security through tailored retirement strategies. This full-time role offers a chance to make a meaningful impact while enjoying a supportive work environment and comprehensive benefits.
Key Responsibilities
Assess member's retirement income needs and provide advice
Document information for retirement income portfolios
Develop and communicate retirement income strategies
Provide advanced retirement planning advice
Motivate members to take action on recommendations
Educate members on economic and financial implications
Conduct follow-up outbound calls
Required Qualifications
High School Diploma or General Equivalency Diploma
Life/Health license
FINRA Series 7 license
FINRA Series 66 (or 63 and 65) license
4 years of financial industry and/or sales experience
Experience in written and oral communication
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
Preferred Qualifications
US military experience
3+ years of direct Annuity Sales Experience
Experience working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
Benefits & Perks
Comprehensive medical, dental and vision plans401(k) and pensionLife insuranceParental benefits and adoption assistancePaid time off with paid holidays and 16 paid volunteer hoursWellness programsCareer path planning and continuing education