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 Opportunity
USAA is seeking a talented Director, Life/Health/Retirement Income to lead the Life Company Life Specialization Team. As a Director, Life/Health/Retirement Income, you will Directs multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Process Owners 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 on the Plano, TX or Tampa, FL, campus. Relocation assistance is not available for this position.
What you'll do:
Manages and develops a team of Health, Life or 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 Health, Life or 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 Health, Life or Retirement Income areas.
Implements changes to promote efficient and effective operations within Health, Life or Retirement Income.
Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Health, Life or Retirement Income.
Develops, processes and performance standards for Life, Health or Retirement Income.
Removes obstacles and champions 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 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.
LIFE SPECIALIZATION: Licensing is not required, however, if there is an existing license and a business need, maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) may be required.
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 income
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Group 1 Life and Health license
CLU or CFP designation
5 or more years of working experience with Life Insurance products
Compensation range: The salary range for this position is: $114,080 - $218,030
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
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.
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.