Licensed Retirement Advisor – Sales & Planning Tampa Crosstown

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply.

In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following locations:
Tampa, FL (Crosstown).

Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
• Documents relevant information as it relates to building a retirement income portfolio.
• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
• Develops and communicates appropriate retirement income strategies based on individual member needs.
• Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
• Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
• Integrate risk management tools, products, and strategies to create an effective retirement income plan.
• Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.
• 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:

• High School Diploma or General Equivalency Diploma…