Investment Services Representative: USAA

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As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission — to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture.

Recently Ranked #1 by Business Week in Customer Service, we are recognized for the superior service we provide to our members, and the exemplary work environment we provide for our employees. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other.

We are currently seeking a talented Investment Services Representative for our San Antonio, TX facility.

As an Investment Services Representatives for USAA, you will have one of the most important roles in our company. In this position you'll spend approximately 90% of your day handling in-bound phone calls from our current members. Your goal is to assess our member's financial situations and goals and make appropriate financial product recommendations. You'll advise them on an array of financial issues such as: retirement planning, college funding, and asset allocation. You will recommend appropriate financial strategies based on member's goals, individual needs.

Must be able to work extended hours between the times of 9:30am - 8pm, Monday - Saturday. 38 - hour work week schedules to include weekly Saturday duty.

USAA's advantages include:

• No cold calling.
• No driving throughout the city because we are an in-bound call center environment.
• Base salary plus bonuses leading to greater stability than commission driven compensation plans.
• Structured training (8:00am - 5:00pm, Monday-Friday for 6-8 weeks). Retention of employment is contingent upon passing certification at the end of the training.
• 40 or 38-hour work weekly work schedules (38 Hour Schedule: Three 10-hour days + 8 hours Saturdays. Not eligible for USAA designated holiday pay. Adjusted PTO accrual rate)
• Highly likely a 38 hour Saturday schedule will be assigned based on current business needs.
• 30% Shift Premium pay (work scheduled: after 6pm, M-F & Saturdays).

Minimum Requirements:

• High school diploma (or equivalent).
• 1+ years of industry related customer contact experience and/or relevant internal product proficiency.
• FINRA Series 7 & 63.
• 1 year of financial services experience (to include Life, Investments or Financial Planning).

Preferred:

• FINRA Series 65, Texas Life & Health licenses and Chartered Retirement Planning Counselor (CRPC)/Accredited Asset Management Specialist (AAMS) designation.
• Ability to work well independently and in a team environment. Relationship skills are critical to success in this sales position.
• Ability to listen, understands, and confidently influences others to a positive outcome.

At USAA our employees enjoy one of the best benefits packages in the business, including: business casual dress environment; comprehensive medical, dental and vision plans; and wellness and wealth-building programs. Additionally, our career planning and continuing education services will help you meet your professional goals. Additional benefits can be found below.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores, three fitness centers, a childcare development center, a health service facility, and a pharmacy.

Relocation assistance is available for this position.

Qualified applicants must successfully complete a pre-employment background and drug screen.

Our commitment to people starts with a strong commitment to our own people - an outstanding benefits plan is just the beginning. Visit usaa.com for more information.