Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)
$63,590–$121,530 year
On-sitePhoenix, Arizona, United States
Job Summary
Conduct outbound and inbound calls to assess members' retirement needs, uncover key events, and evaluate factors for determining appropriate retirement age. Develop and communicate personalized retirement income strategies, including tax-efficient distributions, health budgets, insurance solutions, and estate planning. Motivate members to act on recommendations, overcome objections using advanced sales techniques, and integrate risk management tools to create effective financial plans. Monitor legislative initiatives and economic trends to educate membership on threats to retirement income while ensuring compliance with risk and control policies.
Required Qualifications
- High School Diploma or General Equivalency Diploma
- Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire
- Required maintenance of FINRA Series 7 license
- Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license
- Must be able to successfully pass background check and meet all USAA and regulatory requirements
- Ability to be licensed and registered in all required states and jurisdictions
- 4 years of financial industry experience to include retirement income planning and/or sales experience
- Experience delivering frequent 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
- Successful completion of a job-related assessment
Desired Qualifications
- US military experience through military service or a military spouse/domestic partner
- 3+ years of direct Annuity/ Life Insurance Sales Experience
- Experience working in an Inbound/Outbound Call Center
- Industry Designations: CFP, RICP, ChFC
- Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM
- Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices
- Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles
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