Manager, Retirement Income – Life Company

About the role

USAA is seeking a Manager, Retirement Income to lead a team of specialized, licensed professionals dedicated to providing best in class Health, Life, or Retirement advice and solutions to members to improve their financial security.

Responsibilities

• Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results.
• Executes process improvements and leads organizational process changes to improve member and employee experiences.
• 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.
• 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.

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.
• 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.

Qualifications

• 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.

Skills

• Knowledge of financial products and services relevant to life, health insurance, or retirement income.

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.
• Variety of wellness programs.
• Career path planning and continuing education.

Pay

The salary range for this position is: $90,310 - $162,550

Schedule

This position will be based on the Plano, TX. Campus. Relocation assistance IS available for this position.