Director, Life/Health/Retirement Income - Life Company Life Specialization

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 t