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Mid-Level Life Solutions Specialist - San Antonio/ ColoradoSprings
Converse, TXMarch 25th, 2026
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
OpportunityThe Mid-Level Life
Solutions Specialist helps to ensure the financial security of our
membership by assessing member life insurance needs, providing
advice and / or referrals for advice, and making the appropriate
recommendations based on members’ individual needs and goals. May
provide support to Health Solutions acquisition and retention based
on member demand.We offer a
flexible work environment that requires an individual to be
in the office 5 days per week, with the opportunity to
move to a hybrid schedule after 6 months. This position
can be based at the following locations: San Antonio, TX, Colorado
Springs, CO Campus . Relocation assistance is
not available for this
position.What you'll
do:Receives
request for advice from current and prospective members through
various channels, including inbound and outbound phone calls,
emails, faxes, and video telephony. Special Acquisitions Team
employees will primarily place outbound calls triggered from
underwriting work
items.Asks questions to
discover key information, including life events, and to understand
member needs. Documents relevant
information.Uncovers and
recognizes life events, understands and assesses the member's
needs, financial situation, and
goals.Develops and
understands appropriate life insurance strategies based on
individual member needs. Provides intermediate protection planning
advice, including insurance protection, estate planning and
enhanced solutions like long term care
products.Recommends
relevant life insurance product and solutions and refers members
who may need financial advice to the respective
department.Motivates member
to take action on recommendation(s) and resolves objections using
intermediate sales techniques and intermediate persuasion skills.
Implements
recommendation(s).Monitors
legislative initiatives that may impact economy, society, and
personal financial
situation.Educates
membership on implications of economic, industry trends and tax law
changes, as well as
USAA'sproducts and
services.May conduct
outbound follow-up calls to complete member acquisition of products
and services previously
discussed.Serves as a
resource to less experienced team members on escalated issues of a
routine nature.Guides and
influences less experienced team
members.Work
Hours:Monday –
Friday / 7:30am – 7:00pm
(Central)An 8 hour shift
will fall within these
hoursThis role is required
to be in office, with potential hybrid opportunity after 6
months.What
you have:High
School diploma or
GEDRequired maintenance of
Life/Health licenseRequired
annual completion of AHIP and Broker/Carrier appointments when
applicable.2 years of
financial industry and/or life sales
experienceExperience
delivering frequent written and oral
communicationExperience
acquiring and applying new concepts and
informationExperience
processing and analyzing
informationExperience
fulfilling requests and meeting
deadlinesExperience
resolving conflict and
negotiatingExperience
multi-tasking in an operating systems
environmentExperience
participating in or leading
teamsSuccessful completion
of a job-related assessment may be
requiredWhat
sets you apart:4+
years experience working in Sales with life
insurance1+ years
experience working in a call center
environmentCLU® - Chartered
Life Underwriter or comparable
designationUS military
experience through military service or a military spouse/domestic
partnerCompensation
range: The salary range for this position is: $62,470.00
-
$108,680.00.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.comApplications
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.
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