Job Description
## Why USAA?
Let’s do something that really matters.
At USAA, we have an important mission: facilitating the financial security of
millions of U.S. military members and their families. Not all of our employees
served in our nation’s military, but we all share in the mission to give back
to those who did. We’re working as one to build a great experience and make a
real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service.
They’re what guides everything we do – from how we treat our members to how we
treat each other. Come be a part of what makes us so special!
## The Opportunity
**USAA is seeking a dedicated Manager, LifeHealthRetirement Income to join
the Life Company Retirement Income Team**. As a Manager,
LifeHealthRetirement Income, you will manage a team of specialists dedicated
to knowing our members, understanding their Health, Life or Retirement income
needs, and providing appropriate solutions. Motivates staff toward the
attainment of goals and develops employees through regular coaching and
feedback that leads to improved results. Executes process improvements and
leads organizational process changes. Maintains compliance with policies,
procedures, and all applicable regulatory requirements.
We offer a flexible work environment that requires an individual to be **in
the office 4 days per week.** This position will be based in San Antonio, TX,
campus. Relocation assistance is **not** available for this position.
- *What youll do:**
- Builds and oversees a team through recruiting, developing, retaining, coaching, guiding, performance management and managerial activities.
- Ensures employees understand how the tasks they perform support the organizational goals.
- Proactively identifies opportunities to improve operational effectiveness in Life, Health or Retirement Income.
- Implements and monitors processes and performance standards for Life, Health or Retirement Income.
- Provides feedback for improvements to process and product owners within Life Company.
- Removes obstacles and champions change.
- Achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate solutions.
- Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, andor other industry events that may impact operational functions and processes, and effectively communicates this knowledge to others 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.
- Responds to executive complaints as necessary.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
- *What you have:**
- Bachelors 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)
- May be required to have the ability to obtain LifeHealth license and any required Carrier appointments within 90 days of job entry.
- RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), andor attainment within 90 days of job entry.
- 6 or more years of related experience in financial services operations to include process improvement.
- 2 or more years direct team lead or management experience providing coaching, development andor leadership in a team-oriented environment.
- Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income
- *What sets you apart:**
- US military experience through military service or a military spousedomestic partner
- CurrentActive FINRA Series 7, 66 (or 63 and 65), 24, and 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 workingmanaging in a call center environment.
The above description reflects the details considered necessary to describe
the principal functions of the job and should not be construed as a detailed
description of all the work requirements that may be performed in the job.
- *What we offer:**
- *Compensation:** USAA has an effective process for assessing market data and
establishing ranges to ensure we remain competitive. You are paid within the
salary range based on your experience and market data of the position. **_The
actual salary for this role may vary by location._** The salary range for this
position is: **$85,040 - $153,080.**
Employees may be eligible for pay incentives based on overall corporate and
individual performance and at the discretion of the USAA Board of Directors.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support
their physical, financial, and emotional wellness. These benefits include
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, and various wellness programs.
Additionally, our career path planning, and continuing education assists
employees with their professional goals.
For more details on our outstanding benefits, please visit our benefits page
on USAAjobs.com
_Applications for this position are accepted on an ongoing basis, this
posting will remain open until the position is filled. Thus, interested
candidates are encouraged to apply the same day they view this posting._
- _
- USAA is an equal opportunity and affirmative action employer and gives
consideration for employment to qualified applicants without regard to race,
color, religion, sex, sexual orientation, gender identity or expression,
pregnancy, national origin, age, disability, genetic information, protected
veteran status, or any other legally protected characteristic._
Job Tags
Holiday work, Full time, Work experience placement, Relocation package, Flexible hours,