Intermediate Life Solutions Specialist - Phoenix
$45,470–$105,420 year
Hybrid · Phoenix, Arizona, United States
Job Summary
Assess member life insurance needs and provide intermediate protection planning advice (including life insurance, estate planning, and enhanced solutions like long-term care). Recommend relevant life insurance products and solutions, and refer members to financial advisors as appropriate. Educate members on implications of economic and tax law changes and USAA products/services; may conduct outbound follow-up to complete member acquisition of products and services. Serve as a resource to less experienced team members and guide others. Role requires in-office presence in Phoenix with potential hybrid scheduling after 6 months; 6:30am–6:00pm MST schedule; in-office work with hybrid option.
Required Qualifications
- High School diploma or GED
- Required maintenance of Life/Health license
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- 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
- Successful completion of a job-related assessment may be required
Desired Qualifications
- CLU® - Chartered Life Underwriter or comparable designation
- 2+ years experience working in Sales with life insurance
- 1+ years experience working in a call center environment
- US military experience through military service or a military spouse/domestic partner
- High School diploma or GED
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