Life Insurance Sales Agent – Multi-Level Opportunity

USAA•Plano, TX

3d•$45,470 - $105,420•Onsite

About The Position

USAA is seeking a Life Solutions Specialist to help members protect what matters most while building a rewarding career in insurance sales. This role is crucial in helping members achieve financial security by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals. It is a high-volume, sales-focused inbound contact center role where success is achieved through consultative sales skills, relationship building, and a commitment to exceptional member service. The opportunity offers a meaningful and rewarding career path for individuals who thrive in a fast-paced environment and are motivated by sales performance. Based on background, performance, and qualifications, candidates may be considered for a higher-level role with expanded compensation and earning potential. The role requires employees to work onsite five days per week, with the opportunity to transition to a hybrid schedule after six months. This position is based in either our Tampa, FL or Phoenix, AZ campus. Relocation assistance is not available.

Requirements

High School diploma or GED.
Active Life insurance license (or ability to maintain required licensing).
At least 1 year of life insurance sales, financial services, or related sales experience.
Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment.
Proven ability to learn complex concepts and translate them into meaningful member conversations.
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

2+ years of life insurance sales experience with a demonstrated track record of success.
1+ year 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 a high volume of inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels.
Build rapport and uncover member needs by conducting thorough fact-finding conversations focused on life events, financial priorities, and protection goals.
Deliver consultative recommendations for life insurance and related protection solutions tailored to each member's unique circumstances.
Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products.
Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action to protect their financial future.
Identify opportunities to cross-sell or refer members to additional financial solutions when appropriate.
Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts.
Stay informed on industry trends, economic conditions, and legislative developments that may impact members' insurance and financial planning needs.
Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance.
Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices.