Manager, Retirement Income – Life Company
Core
Lead a team of licensed professionals to provide Health, Life, and Retirement income solutions to USAA members, driving acquisition goals and operational efficiency.
Role type
Manager, Retirement Income (Life Company)
Builds
Health, Life, and Retirement income products and services for military members and families
Domain
Financial Services / Insurance / Retirement Planning
Required skills
Team leadership, process improvement, sales coaching, regulatory compliance, call center operations, vendor management, risk management
Preferred skills
US military experience, FINRA Series 7/66/24/51 licenses, CFP designation, RICP designation, Life and Health licensing, call center management experience
Technologies
Call center systems, workflow development tools, compliance documentation systems
Responsibilities
Lead and develop a team of licensed advisors to provide best-in-class financial advice; Coach employees on sales processes to improve results; Identify opportunities to improve operational effectiveness and reduce manual processes; Maintain knowledge of industry trends and regulations; Develop operational tools and processes; Resolve complex operations issues and member escalations; Collaborate with third-party vendors for brokered products; Oversee call center operating model; Manage recruiting, development, and retention; Ensure risk and compliance adherence
Seniority
Manager, hands-on leadership