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Financial Solutions Advisor
USAA | San Antonio, TX | 7/31/2014
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JOB DESCRIPTION

We are currently seeking talented Financial Advisor (Outbound Call Center) for our San Antonio, TX facility.

PURPOSE OF JOB

The Financial Advisor helps to ensure the financial security of our membership by assessing member current financial situations, providing advice, and making appropriate financial product recommendations based on the member's individual needs and goals.

JOB DUTIES

  • Receives request for advice from current members through various channels, including inbound and outbound phone calls, emails, and faxes.
  • Asks questions to discover key information and life events and understand need or problem. Documents relevant information.
  • Assesses member financial situation and goals.
  • Develops and communicates appropriate financial strategies based on individual member needs. Provides basic financial planning advice, including insurance protection, college funding, investments/asset allocation, debt management, retirement planning, estate planning, and income distribution strategy recommendations.
  • Recommends relevant financial product and services.
  • Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's financial products and services.
  • Supports enterprise business goals through the achievement of individual referral and product acquisition goals.
  • Acquires and applies basic knowledge of industry products and services.
  • Seeks guidance from team members to resolve issues and to identify appropriate issues for escalation.
  • Other duties as assigned.


JOB REQUIREMENTS

  • High School diploma or GED.
  • 6+ months customer service and/or 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.
  • Life/Health license.
  • FINRA Series 7 license.
  • FINRA Series 63 license.

*Qualifications may warrant placement in a different job level.*

Preferred

  • FINRA 66 or 63 and 65. 
  • Up to 2 years life and investment experience.
  • Demonstrated proficiency in the areas of life insurance and investment products and services.
  • Outbound calling experience preferred as position requires extensive outbound calling.
  • Ability to manage inbound calling as needed.

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, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.

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 and three fitness centers.

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: US-19845
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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