Manager, Life/Health/Retirement Income

Company: USAA
Location: San Antonio
Posted on: February 3, 2025

Job Description:

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.The OpportunityUSAA is seeking a dedicated Manager, Life/Health/Retirement Income to join the Life Company Retirement Income Team. - As a Manager, Life/Health/Retirement Income, you will manage a team of specialists dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions. Motivates staff toward the attainment of goals and develops employees through regular coaching and feedback that leads to improved results. Executes process improvements and leads organizational process changes. Maintains compliance with policies, procedures, and all applicable 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, campus. Relocation assistance is not available for this position.What you'll do:

• Builds and oversees a team through recruiting, developing, retaining, coaching, guiding, performance management and managerial activities.
• Ensures employees understand how the tasks they perform support the organizational goals.
• Proactively identifies opportunities to improve operational effectiveness in Life, Health or Retirement Income.
• Implements and monitors processes and performance standards for Life, Health or Retirement Income.
• Provides feedback for improvements to process and product owners within Life Company.
• Removes obstacles and champions change.
• Achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate solutions.
• 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 others 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.
• Responds to executive complaints as necessary.
• 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 10 years of experience 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.
  • 6 or more years of related experience in financial services operations to include process improvement.
  • 2 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
    • 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.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: $85,040 - $153,080.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.comCompensation: 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. -Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.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. -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, 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, Austin , Manager, Life/Health/Retirement Income, Healthcare , San Antonio, Texas