Life Insurance Sales Agent – Multi-Level Opportunity

USAA•Tampa, FL

4d•$45,470 - $105,420•Hybrid

About The Position

USAA is hiring a Life Solutions Specialist to help 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 member service. The specialist identifies members’ life insurance needs, provides personalized recommendations, and guides them toward solutions aligned with 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 Tampa, Florida, or Phoenix, Arizona, campus. Employees work onsite five days per week, with the possibility of transitioning to a hybrid schedule after six months. The work schedule is Monday through Friday, with an eight-hour shift scheduled within 7:30 a.m.–7:00 p.m. Central Time. 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, including the ability to build trust quickly in a virtual environment.
Ability to learn complex concepts and translate them into meaningful member conversations.
Experience managing 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.
Must not require immigration support now or in the future; USAA does not provide visa sponsorship for this role.

Nice To Haves

2 or more years of life insurance sales experience with a demonstrated track record of success.
At least 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 current and prospective members through high-volume inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels.
Build rapport and identify 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 appropriate opportunities to cross-sell or refer members to additional financial solutions.
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.
Serve as a resource and mentor to less experienced team members by providing guidance, support, and best practices.

Benefits

Comprehensive medical, dental, and vision plans.
401(k) plan.
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 to support professional goals.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.