Director, Retirement Income - Life Company
Core
Lead teams of Health, Life, and Retirement Income Specialists to provide financial solutions and drive operational efficiency for USAA members.
Role type
Director, Retirement Income (Life Company)
Builds
Operational plans, process improvements, and team performance in Health, Life, and Retirement Income areas.
Domain
Financial Services / Insurance / Retirement Planning
Required skills
Team leadership, process improvement, data analysis, regulatory compliance, securities principal responsibilities, call center management, risk management
Preferred skills
Military experience, FINRA Series 7/66/24/51 licenses, Life/Health licensing, MBA, CFP designation, RICP designation, investment advisor leadership
Technologies
None explicitly stated
Responsibilities
Lead and develop managers and sales staff; coach managers to improve sales productivity; conduct data analysis to influence strategy; execute continuous improvement plans; fulfill securities principal responsibilities; implement seasonal surge strategies; achieve call center KPIs; coordinate with incident management teams; partner with Legal/Risk/Compliance on CMS rules; support senior management on project implementation; build and oversee teams through recruiting and performance management; ensure risk identification and control.
Seniority
Director, strategic leadership with hands-on team management