Retirement Income Advisor (Sign-On Bonus)
USAA(8 days ago)
Phoenix, AZOnsiteFull TimeMedior$67,520 - $121,530Financial Services
Apply NowAbout this role
The Intermediate Retirement Income Specialist at USAA provides retirement income advice and develops strategies to meet members' financial security needs. They assess individual situations, recommend appropriate plans, and educate members on relevant financial and legislative developments. The role involves engaging with members through calls and collaborating with team members to deliver tailored retirement solutions.
Required Skills
- Retirement Planning
- Financial Advisory
- Sales Techniques
- Legislative Monitoring
- Risk Management
- Customer Service
- Financial Analysis
- Communication
- Annuity Sales
- Financial Products
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