Investment Services Counselor

Job Location:  US-TX-San Antonio Job Category:  Accounting/Finance/Insurance Status:  Full Time, Employee Job Reference #:   5277 Share our pride. Join our mission. As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission — to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture. Recently Ranked #1 by Business Week in Customer Service, we are recognized for the superior service we provide to our members, and the exemplary work environment we provide for our employees. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other. USAA is currently seeking a talented Investment Services Counselor for our San Antonio, Texas facility. As an Investment Services Representatives for USAA, you will have one of the most important roles in our company. In this position you'll spend approximately 90% of your day handling in-bound phone calls from our current members. Your goal is to assess our member's financial situations and goals and make appropriate financial product recommendations. You'll advise them on an array of financial issues such as: retirement planning, college funding, and asset allocation. You will recommend appropriate financial strategies based on member's goals and individual needs. 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. Qualified candidates need to possess: FINRA Series 7 & 63. One year of financial services experience (to include Life, Investments, or Financial Planning). Ability to work well independently and in a team environment. Relationship skills are critical to success in this position. Ability to listen, understand and confidently influence others to a positive outcome. Must be able to work extended hours (between the times of 8:00am - 6:00pm, Monday - Friday and Saturdays). Must enjoy working in a fast-paced work environment dedicated to serving USAA's members. Bachelor's degree or equivalent work experience. Preferred experience includes: Successful completion of insurance related self-development course(s). Prior field adjusting experience. Strong problem solving skills. Knowledge of all USAA property contracts, claims computer systems and current adjusting practices. Current residency in Central New York. 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. USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers. Relocation assistance is available for this position. Qualified applicants must successfully complete a pre-employment background and drug screen. USAA is an Equal Opportunity Employer. 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. Qualified applicants must successfully complete a pre-employment background and drug screen.