Manager, Retirement Income – Life Company

USAA•Plano, TX

3d•Hybrid

About The Position

USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. This role motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. The Manager will execute process improvements and lead organizational process changes to improve member and employee experiences. This position offers a flexible work environment that requires an individual to be in the office 4 days per week and will be based on the Plano, TX. Campus. Relocation assistance is available for this position.

Requirements

Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of relevant experience without bachelor’s degree)
6 years of experience in financial services operations to include process improvement.
2 years of direct team lead, supervisory or management experience required.
RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.
Experience implementing and managing business process improvements.
Extensive sales experience in the Health, Life, or Retirement industry.
Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.

Nice To Haves

US military experience through military service or a military spouse/domestic partner
Current/Active FINRA Series 7, 66 (or 63 and 65) and 24
Current / Active FINRA 51 (or 53)
Current Life and Health (Group 1) license
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
RICP (Retirement Income Certified Professional) Designation
3 or more years of direct management experience within a financial service industry
1 or more years of working experience with Life, Health, or retirement income products
Experience working/managing in a call center environment.

Responsibilities

Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.
Contributes to the achievement of Life Co member, product, and financial goals through team's performance.
Effectively coaches employees on sales processes and opportunities to improve overall sales results.
Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses.
Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results.
Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income.
Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed.
May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
Responsible for the resolution of complex operations issues and/or member escalations.
Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations.
Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans.
Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes.
Responsible for efficient call center operating model that adheres to employee and member experience KPIs.
Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.