Director, Retirement Income - Life Company

USAA•Plano, TX

1d•$135,190 - $243,340•Hybrid

About The Position

USAA is seeking a Director, Retirement Income to lead teams of Health, Life, or Retirement Income specialists, Sales/Solutions Consultants, and/or Business Process Owners. The Director is responsible for delivering Life Co. product, member, and financial goals; developing managers and improving sales performance; and organizing resources and systems to improve workflows and operational effectiveness. The role also supports programs to strengthen member acquisition and relationship efforts. The position is based at USAA’s Plano, Texas campus and requires working in the office four days per week. Relocation assistance is not available. The role includes leadership of operational plans, call center performance, continuous improvement, seasonal surge strategies, regulatory support, and risk and compliance practices. USAA does not provide visa sponsorship for this role.

Requirements

Bachelor’s degree, or four years of related experience in addition to the minimum experience requirement may be substituted for the degree; 12 total years of experience are required without a bachelor’s degree.
May be required to obtain a Life/Health license and required Carrier appointments within 90 days of job entry.
For Retirement Income: maintain FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attain them within 90 days of job entry.
At least 8 years of related experience in financial services operations, including process improvement and business analysis.
At least 4 years of direct team lead or management experience providing coaching, development, and/or leadership in a team-oriented environment.
Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income.

Nice To Haves

US military experience through military service or as a military spouse/domestic partner.
Current/active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53).
Current Life and Health (Group 1) license.
MBA or master’s degree in a financial or business-related field.
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
At least 10 years of Retirement Planning and/or Annuity experience.
At least 5 years of direct experience leading a team of investment advisors in a Direct Distribution Channel.
At least 3 years of direct leadership experience over other managers (leader of leaders).
RICP (Retirement Income Certified Professional) designation.
Experience managing a team of investment advisors in a call center environment.

Responsibilities

Lead and develop teams of Health, Life, or Retirement managers, Sales/Solutions Consultants, and/or Business Process Owners, building leadership skills and coaching effectiveness and coordinating complex activities.
Develop and implement operational plans in Health, Life, or Retirement Income areas.
Contribute to Life Co. member, product, and financial goals through team performance; coach managers to improve sales productivity and exceed departmental goals.
Analyze data to influence strategy and achieve business outcomes.
Identify, develop, and execute continuous improvement plans for measurable process, productivity, and acquisition improvements.
As appropriate, fulfill securities principal responsibilities, including coordinating with Securities Counsel and Securities Compliance to research and document responses to regulatory authority inquiries and audits.
Implement and sustain seasonal surge strategies through internal and third-party relationships to serve more members.
Achieve call center KPIs supporting member service, operating efficiency, and employee and member satisfaction.
Coordinate with the Situation Management Team and Incident Management Team to reduce downtime and risks that could harm employees and members.
Partner with Legal, Risk, and Compliance to interpret CMS rules and provide guidance to executive and frontline leadership.
Support senior management in preparing plans, operating environments, regulatory obligations, schedules, communications, and training for projects affecting Life Co. operations and frontline employees.
Build and oversee a team through recruiting, development, retention, coaching, performance management, and other managerial activities.
Ensure business risks are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

Comprehensive medical, dental, and vision plans.
401(k).
Pension.
Life insurance.
Parental benefits.
Adoption assistance.
Paid time off program with paid holidays.
16 paid volunteer hours.
Wellness programs.
Career path planning and continuing education.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.