Life Insurance Sales Agent – Multi-Level Opportunity

USAA•Plano, TX

5d•$48,290 - $111,940•Onsite

About The Position

USAA is hiring a Life Solutions Specialist to help current and prospective members achieve financial security through life insurance and related protection solutions. This is a high-volume, sales-focused inbound contact center role involving consultative sales, relationship building, and exceptional member service. The specialist identifies members’ needs, makes personalized recommendations, and guides them toward solutions suited to their goals. Depending on background, performance, and qualifications, candidates may be considered for a higher-level role with expanded compensation and earning potential. The position is based at USAA’s Plano, Texas campus and requires working onsite five days per week. A transition to a hybrid schedule may be possible after six months. The schedule is an eight-hour shift falling Monday through Friday between 7:30 a.m. and 7:00 p.m. CST. Relocation assistance is not available. The role requires an active life insurance license or the ability to maintain required licensing, and at least one year of life insurance sales, financial services, or related sales experience. The salary range is $48,290 to $111,940, with possible incentives based on corporate and individual performance. USAA does not provide visa sponsorship for this role.

Requirements

High school diploma or GED.
Active life insurance license, or ability to maintain required licensing.
At least one year of life insurance sales, financial services, or related sales experience.
Strong verbal and written communication skills, including the ability to build trust quickly in a virtual environment.
Ability to learn complex concepts and explain them meaningfully to members.
Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously.
Strong problem-solving, negotiation, and objection-handling skills.
Ability to perform effectively in a goal-oriented, metrics-driven environment.
Successful completion of a job-related assessment may be required.

Nice To Haves

Two or more years of life insurance sales experience with a demonstrated track record of success.
One or more years of experience in a contact center or high-volume telephone sales environment.
Experience meeting or exceeding sales goals, conversion metrics, and productivity targets.
CLU® (Chartered Life Underwriter) designation or comparable credential.
Military experience or experience supporting military members and their families as a military spouse or domestic partner.

Responsibilities

Engage with current and prospective members through high-volume inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels.
Build rapport and uncover member needs through fact-finding conversations about life events, financial priorities, and protection goals.
Provide consultative recommendations for life insurance and related protection solutions tailored to members’ circumstances.
Educate members about insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products.
Present recommendations, address objections, and help members take action to protect their financial future.
Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate.
Conduct follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts.
Stay informed about industry trends, economic conditions, and legislative developments that may affect members’ insurance and financial planning needs.
Meet performance expectations for sales, member experience, productivity, quality, and compliance.
Provide guidance, support, and best practices to less experienced team members.