Life Solutions Specialist - Insurance Sales (Inbound)

USAA Life Insurance Company; United States; On-site; USD 48,000 - 112,000; Full time

Job summary

USAA Life Insurance Company in Plano, TX seeks a Life Solutions Specialist to help members identify life insurance needs and deliver personalized recommendations in a high-volume, sales-focused contact center.

You'll build trust through consultative conversations, educate on coverage options and long-term care products, and drive sustainable sales while maintaining member service quality. This role requires an active life insurance license and at least 1 year of related sales experience.

Qualifications

• Active Life insurance license (or ability to maintain required licensing).
• At least 1 year of life insurance sales, financial services, or related sales experience.
• Strong verbal and written communication skills in a virtual environment.
• Ability to learn complex concepts and translate them into meaningful member conversations.
• Experience handling multiple priorities, meeting deadlines, and navigating multiple systems.

Responsibilities

• Engage with members through a high-volume inbound/outbound interactions.
• Build rapport and uncover member needs through fact-finding conversations.
• Deliver consultative recommendations for life insurance and related solutions.
• Educate members on products, coverage options, and long-term care products.
• Drive sales by presenting recommendations and overcoming objections.
• Identify opportunities to cross-sell or refer to additional financial solutions.
• Complete follow-up outreach to nurture opportunities and support retention.
• Stay informed on industry trends, economic conditions, and regulatory developments.
• Consistently meet performance expectations in sales, experience, productivity, quality, and compliance.
• Serve as a resource and mentor to less experienced team members.

Skills

Verbal and written communication

Relationship building

Consultative sales

Objection handling

Time management

Mentoring others

Education

High School diploma or GED

CLU designation or comparable credential

Job description

USAA Life Insurance Company in Plano, TX seeks a Life Solutions Specialist to help members identify life insurance needs and deliver personalized recommendations in a high-volume, sales-focused contact center.

You'll build trust through consultative conversations, educate on coverage options and long-term care products, and drive sustainable sales while maintaining member service quality. This role requires an active life insurance license and at least 1 year of related sales experience.