Life, Annuity, and Service Specialist - Entry Level

Location: Phoenix Campus (Main)

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As a dedicated Life, Annuity, and Health Service Specialist, you will support company goals to become the financial services provider of choice and ensure financial security for our members by building relationships when assisting members with life, annuity, and health product or service requests and acquisition.

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. This position will be based in the Phoenix, AZ campus.

Relocation assistance is not available for this position.

What you'll do

Acquires and applies foundational knowledge of complex life insurance, health insurance, and annuity products to assist with member requests and policy changes across channels while delivering on our service excellence commitments.

Asks questions to understand member's service request, discover key information and life events to understand the member need, and documents relevant information.

Utilizes the tools and resources available to process transactions accurately and compliantly to create exceptional member service experiences while minimizing transfers, escalations, and call backs with assistance as needed.

Recognizes member cues and opportunities to meet the member's needs through additional products or services and motivates member to act on recommendation(s). Overcomes objections using basic sales techniques and developing persuasion skills.

Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have

Up to 1 year of relevant customer service or sales experience.

Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system.

Strong interpersonal and communication skills.

Successful completion of a job-related assessment may be required.

Experience acquiring and applying new concepts and information.

What sets you apart

At least 6 months of Life Insurance and/or Annuity Service experience

Bachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university.

Current Group 1 Life/Health License

2+ years of customer contact experience in a call center environment where multi-tasking is required.

Experience cross selling or up-selling products

US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $43,680.00 - $59,980.00

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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. The actual salary for this role may vary by location.

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

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

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. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. 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.