Intermediate Pension Planner

Intermediate Pension PlannerJob Summary:Join the USAA team and play an important part in safeguarding the financial futures of U.S. military members and their families. Your job as a retirement income advisor will involve analyzing members' finances, proposing improvements, and providing sound financial advice.Job Duties and Responsibilities:• Provide feedback to member inquiries using different communication channels, like inbound and outbound calls.• Evaluate the retirement necessities, financial status, and objectives of participants to develop personalized retirement income strategies.• Recommend financial products and services that align with your goals for capital preservation, growth and income, and explore innovative avenues.• Maximize your retirement savings by contributing to retirement accounts like 401(k)s and IRAs. Take advantage of any employer matching contributions and consider increasing your contributions as you near retirement age.• Work together with colleagues to rectify problems and conform to company policies and procedures.Qualifications and Experience:• A high school diploma or GED is a compulsory requirement.• With an active Group 1 Life & Health license, insurance professionals can work with insurance companies, brokers, or as independent agents, offering competitive rates and coverage options to their clients.• To be a certified and active participant in the financial industry, individuals must hold valid FINRA 7 and Series 66 (or 63 & 65) licenses.• The job necessitates a candidate with at least a year's worth of experience working in finance or sales.• Proficient in utilizing strong communication, analytical, and multitasking skills.• Complying with regulatory standards and meeting background check criteria is vital.What sets you apart:• With two years plus of direct experience in annuity sales, the candidate is a reliable expert in their field.• One of the most rewarding aspects of working in a call center was being able to assist customers in finding solutions to their problems.• The RICP program provides financial professionals with specialized training on topics such as social security, retirement account distributions, and pension planning.• US military experience.Benefits of the Position:• Compensation within the range of $59,070.00 - $112,920.00 is offered to retain and attract top talent within the organization.• The utilization of an incentive program that is rooted in performance evaluation of both the company and employees would encourage productivity.• Wide-ranging health plans providing dental, medical, and vision coverage.• Among the employee benefits offered, 401(k), pension, and life insurance tend to be the most important.• Companies may choose to offer parental benefits, adoption assistance, and a paid time off program to show their commitment to supporting employees’ family needs.• By offering personalized support and career development opportunities, employers can attract and retain top talent and drive productivity and innovation.• If you're planning to relocate, you may want to consider another job as this one doesn't provide assistance.About USAA:By prioritizing core values of honesty, loyalty, integrity, and service, USAA is committed to delivering financial security to military members and their families. USAA provides comprehensive banking, investment, and insurance services, catering to diverse needs. By becoming a part of USAA, you can be part of a team that is dedicated to assisting members in meeting their financial goals