Director, Life, Health and Retirement Income - Life Company Health Insurance Distribution at USAA in Tampa, Florida

Posted in Other 2 days ago.

Type: full-time

Job Description:


Let's do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

As a dedicated Director, Life, Health and Retirement Income, you will be primarily leading the Health Insurance Distribution teams who support USAA members Medicare insurance needs.

This role will direct multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Process Owners who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position.

What you'll do:
  • Manages and develops a team of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas.
  • Provides research and analysis on strategic initiatives and makes recommendations.
  • Analyzes existing workflow and processes by organizing and integrating resources and systems for Health, Life or Retirement Income areas.
  • Implements changes to promote efficient and effective operations within Health, Life or Retirement Income.
  • Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Health, Life or Retirement Income.
  • Develops, processes and performance standards for Life, Health or Retirement Income.
  • Removes obstacles and champions change.
  • Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives.
  • Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:
  • Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree)
  • May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
  • LIFE SPECIALIZATION / HEALTH SOLUTIONS: Licensing is not required, however, if there is an existing license and a business need, maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) may be required.
  • 8 or more years of related experience in financial services operations to include process improvement and business analysis.
  • 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment.
  • Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income

What sets you apart:
  • US military experience through military service or a military spouse/domestic partner
  • Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
  • Current Life and Health (Group 1) license
  • 8 or more years of experience with Medicare insurance solutions
  • 8 or more years of experience with Life insurance solutions
  • 5 or more years of experience as a leader leading leaders.

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.

What we offer:

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. The salary range for this position is: $109,130 - $208,580.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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, please visit our benefits page on

Applications 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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