Life Insurance Solutions Specialist (Hybrid/Remote)

USAA Life Insurance Company

Tampa (FL)

On-site

USD 45,000 - 105,000

Full time

3 days ago
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Job summary

USAA Life Insurance Company is hiring a Life Solutions Specialist in Tampa, FL. This role focuses on identifying life insurance needs, delivering personalized recommendations, and guiding members toward suitable solutions.

It combines consultative sales with a focus on exceptional member service in a high-volume contact center environment. The position emphasizes sales performance, member experience, and the potential for career growth within the Life Solutions path.

Qualifications

  • High School diploma or GED.
  • Active Life insurance license.
  • CLU® designation or equivalent credential may be required.

Responsibilities

  • Engage with current and prospective members through a high volume of inbound and outbound interactions via phone, email, and other channels.
  • Build rapport and uncover member needs by conducting fact-finding conversations focused on life events and protection goals.
  • Deliver consultative recommendations for life insurance and related protection solutions tailored to each member’s circumstances.
  • Educate members on insurance products, coverage options, and enhanced protection solutions, including long-term care products.
  • Drive sales by presenting recommendations, overcoming objections, and guiding members to take action to protect their financial future.
  • Cross-sell or refer members to additional financial solutions when appropriate.

Education

High School diploma or GED
Active Life insurance license
CLU® designation

Job description

USAA Life Insurance Company is hiring a Life Solutions Specialist in Tampa, FL. This role focuses on identifying life insurance needs, delivering personalized recommendations, and guiding members toward suitable solutions.

It combines consultative sales with a focus on exceptional member service in a high-volume contact center environment. The position emphasizes sales performance, member experience, and the potential for career growth within the Life Solutions path.

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