Life, Annuity, and Service Specialist - Entry Level

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.

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 and health product or service requests and acquisition.

This role requires an individual to be in the Phoenix, AZ office 5 days per week during our operating hours Monday - Friday, 7:30 am - 6:00 pm MST. A Hybrid work schedule is possible after 6mts. Relocation assistance is not available for this position.

What you'll do:

• Receives and fulfills member service requests for all life policy, annuity and health policy changes through various member contact channels.
• Applies foundational member servicing techniques.
• Asks questions to discover key information and life events in order to understand the member need, and documents relevant information.
• Recognizes member verbal cues and potential opportunities to meet the member’s need through a product or service.
• Encourages member to take action to address needs and opportunities.
• Supports enterprise business goals through the achievement of individual referral and product acquisition goals.

What you have:

• High School Diploma or General Equivalency Diploma
• Up to 1 year of relevant customer service or sales experience.
• Experience multi-tasking within a Windows operating system environment required.
• Successful completion of a job-related assessment may be required.

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.

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.