Office Specialist - Medical Office - Tampa Florida

Company: USAA
Location: Tampa, Florida
Posted On: 04/19/2024

Why USAA?

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. Relocation assistance is not available for this position.

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
- Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
- Documents relevant information as it relates to building a retirement income portfolio.
- Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
- Develops and communicates appropriate retirement income strategies based on individual member needs.
- Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
- Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
- Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
- Integrate risk management tools, products, and strategies to create an effective retirement income plan.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Must be able to successfully pass background check and meet all USAA and regulatory requirements. 4 years of financial industry and/or sales experience.
- US military experience through military service or a military spouse/domestic partner.
- Retirement Income Certified Professional Designation (RICP)

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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. 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. More...

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