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We are currently seeking talented Specialized Investment Services Representative for our Addison, TX facility.
As a Specialized Investment Services Representative for USAA, you will have one of the most important roles in our company. In this position, you'll spend approximately 90 percent of your day handling in-bound phone calls from our current members. You'll be responsible for processing simple to complex service transactions while contributing to enterprise business goals through enterprise referrals and relationship building. Some sales skills are required in this position.
PURPOSE OF JOB
Provides member service and/or product acquisition through various channels (e.g. phone, email, fax) for area of expertise. Under direct supervision, uses established procedures to carry out routine work assignments.
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 (9:00am-5:00pm, Monday-Friday for 6-8 weeks).
40 hour work weekly work schedule.
Must be able to work extended hours between the times of 7:30am - 8pm, Monday - Friday & the potential of working every Saturday from 8:00am - 5:00pm.
Schedules may involve working a 4, 4.5 or 5 day work week.
30 percent Shift Premium pay (work scheduled: >6pm, M-F & Saturdays).
1+ years customer contact experience.
High school diploma or GED.
Required acquisition (within 90 days of job entry) and maintenance of FINRA Series 7 license.
Required acquisition (within 90 days of job entry) and maintenance of FINRA Series 63 license.
Intermediate knowledge of investment industry products and services.
Process knowledge of investment accounts, including retirement.
1+ years investment industry customer contact experience.
Series 7 and 63.
FINRA Series 65, 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 servicing/sales position.
Ability to listen, understand and confidently influence others to a positive outcome.
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.
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, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.
Relocation assistance is not available for this position.
Qualified applicants must successfully complete a pre-employment background and drug screen.
USAA is an EEO/AA Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.
Percentage of Travel:
USAA has a decidedly military bearing. The mutual insurance company serves 8.4 million member customers, primarily military personnel,...