Solutions Management Consultant – Life Company Health Solutions Team
About The Position
At USAA, the mission is to empower members to achieve financial security through competitive products, exceptional service, and trusted advice, aiming to be the #1 choice for the military community and their families. The company's core values are honesty, integrity, loyalty, and service. This opportunity is for a Solutions Management Consultant to join the Life Company - Health Solutions Team. In this role, the consultant will serve as the primary sales coach and on-the-job training coordinator for the Life Co. MSR distribution channels. The position involves working with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions. The goal is to develop and deliver compliant sales strategies through training and sustainment activities, thereby increasing specialist effectiveness to meet member needs and business goals. USAA offers a flexible work environment requiring individuals to be in the office 4 days per week. This position can be based in San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available.
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 experience without bachelor’s degree)
- 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.
- Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans.
- Advanced knowledge of life insurance products to include term, permanent, and health solutions.
- Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications.
- Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
- Knowledgeable in the applications of Agile processes and procedures.
- Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
Nice To Haves
- US military experience through military service or a military spouse/domestic partner
- Current / Active Life/Health license
- CFP Designation
- 10 or more years of experience with Medicare sales training and coaching on financial service products.
- Previous leadership experience with strong feedback delivery skills
- Proven track record of coaching others and driving successful behaviors.
- Working experience with Life, Health and Annuity products and ability to articulate complex concepts.
- Experience building relationships and working in a matrixed environment.
- Strong facilitation skills and experience building presentations.
- Experience utilizing financial planning tools (i.e. Life or Retirement income calculations).
Responsibilities
- Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics.
- Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge.
- Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed.
- Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
- Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
- Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
- Collaborates with specialists to evaluate and/or present solutions and related advice.
- Follows defined training routines, effectively reports activity, and manages follow up and sustainment.
- Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations.
- Ensures risks associated with business activities are effectively 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 plus 16 paid volunteer hours
- various wellness programs
- career path planning
- continuing education assists employees with their professional goals
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What This Job Offers
Job Type
Full-time
Career Level
Senior
