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Unlicensed Specialized Investment Services Representative
USAA | Phoenix, AZ | 7/12/2014
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JOB DESCRIPTION

We are currently seeking talented Unlicensed Specialized Investment Services Representative for our Phoenix, AZ facility. 

The start date for this class is Monday, August 25th, 2014.

As a Splzd Investment Services Representative for USAA, you will have one of the most important roles in our company. In this position you'll spend approximately 90 percent of the handling in-bound phone calls from our current members. Your goal is to assess our member's financial situations and goals and make appropriate financial product recommendations. You'll advise them on an array of financial issues such as: retirement planning, college funding, and asset allocation. You will recommend appropriate financial strategies based on member's goals, individual needs.

PURPOSE OF JOB

Provides member service and/or product acquisition through various channels (e.g. phone, email, fax) for area of expertise. Under direct supervision, uses established procedures to carry out routine work assignments.

USAA's advantages include:

  • No cold calling.
  • No driving throughout the city because we are an in-bound call center environment.
  • Structured training (8:00am-4:30pm, Monday-Friday for 6-8 weeks). 
  • 40 hour work weekly work schedule. 
  • Must be able to work extended hours between the times of 7am - 6pm, Monday - Friday & the potential of working every Saturday from 6:00am - 3:00pm. 
  • Schedules may involve working a 4, 4.5 or 5 day work week. 
  • 30 percent Shift Premium pay (work scheduled: >6pm, M-F & Saturdays).


JOB REQUIREMENTS

  • 1+ years customer contact experience in Financial Services industry
  • High school diploma or GED.
  • Required acquisition (within 90 days of job entry) and maintenance of FINRA Series 7 license.
  • Required acquisition (within 90 days of job entry) and maintenance of FINRA Series 63 license.
  • Basic knowledge of investment industry products and services.

Preferred

  • Bachelor's Degree
  • FINRA Series 6 & 63 License
  • Life & Health licenses
  • Process knowledge of investment accounts, including retirement.
  • 1+ years investment industry customer contact experience.
  • Ability to work well independently and in a team environment.
  • Relationship skills are critical to success in this servicing/sales position.
  • Ability to listen, understand and confidently influence others to a positive outcome.

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.

Share our pride. Join our mission.
As a Fortune 200 financial services organization, USAA is on a mission - to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide by providing a full range of financial services and products. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 26,000 employees. They are the heart and soul of our member-service culture.

Recently Ranked #17 in Fortune's 100 Best Companies to Work For in 2014 and marking our fifth straight year in the list's Top 50, we are proud to receive consistently outstanding awards and ratings for member service, employee well-being and financial strength. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other.

At USAA our employees enjoy one of the best benefits packages in the business, including: business casual dress environment; comprehensive medical, dental and vision plans; and wellness and wealth-building programs. Additionally, our career planning and continuing education services will help you meet your professional goals. Additional benefits can be found below.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores, three fitness centers, a childcare development center, a health service facility, and a pharmacy.

Relocation assistance is not available for this position.

Qualified applicants must successfully complete a pre-employment background and drug screen.

USAA is an EEO/AA Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.

JOB SNAPSHOT

Employment Type: Full-Time
Base Pay: N/A
Other Pay: N/A
Industry: Insurance
Education: High School
Experience: Not Specified
Manages Others: Not Specified
Relocation: Not Specified
Required Travel: Not Specified
Job ID: 20082
COMPANY OVERVIEW
USAA

Share our pride. Join our mission.

As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission — to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture.

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