Director, Retirement Income - Life Company
Company: USAA
Location: Phoenix
Posted on: October 2, 2024
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 OpportunityAs a dedicated Director,
Retirement Income, you will be primarily leading the Retirement
Income teams who support USAA members with annuities and other
retirement income products.This role will direct multiple teams of
Retirement Income Specialists who are responsible for providing
appropriate solutions to our members. Analyzes existing workflow
and processes by organizing and integrating resources and systems.
Implements changes to promote efficient and effective operations.
Assists in the developing of programs to maximize effectiveness of
member acquisition and relationship efforts. Maintains compliance
with policies, procedures, and 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; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. -
-Relocation assistance is not available for this position.What
you'll do:
- Manages and develops a team of Retirement managers,
Sales/Solutions Consultants and/or Process Owners to build
leadership skills, improve coaching effectiveness, and/or plan,
direct and coordinate activities for complex processes. Responsible
for development and implementation of operational plans in
Retirement Income areas.
- Provides research and analysis on strategic initiatives and
makes recommendations.
- Analyzes existing workflow and processes by organizing and
integrating resources and systems for Retirement Income areas.
- Implements changes to promote efficient and effective
operations Retirement Income.
- Identifies, develops, and executes detailed continuous
improvement plans to achieve measurable process and productivity
improvements with Retirement Income.
- Develops, processes and performance standards for Retirement
Income.
- Removes obstacles and champion's change.
- Ensures appropriate coordination and implementation of Life
Company specific programs, projects, and initiatives.
- Fulfills the responsibilities of a securities principal as
appropriate: 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.
- 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:
- 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 12 years without bachelor's
degree)
- May be required to have the ability to obtain Life/Health
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), and/or attainment within 90
days of job entry.
- 8 or more years of related experience in financial services
operations to include process improvement and business
analysis.
- 4 or more years direct team lead or management experience
providing coaching, development and/or leadership in a
team-oriented environment.
- Demonstrated knowledge of financial products and services
relevant to life or health insurance or retirement incomeWhat sets
you apart: -
- US military experience through military service or a military
spouse/domestic partner
- Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51
(or 53)
- Current Life and Health (Group 1) license
- MBA or master's degree in a financial or business-related
field
- CERTIFIED FINANCIAL PLANNER--- (CFP -) designation
- 10 or more years of Retirement Planning and/or Annuity
experience
- 5 or more years of working experience directly leading a team
of investment advisors.
- 3 or more years of direct leadership experience over other
managers (leader of leaders)
- RICP (Retirement Income Certified Professional) Designation
-
- Experience managing 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: $109,130 - $208,580.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
Employer. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, or
status as a protected veteran.
Keywords: USAA, Tempe , Director, Retirement Income - Life Company, Executive , Phoenix, Arizona
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