Monday, 4 November 2013

Job: Financial Foundation Associate - Property & Casualty

Job Title:Financial Foundation Associate - Property & Casualty
Job Reference Number:18160
City:Colorado Springs
State:Colorado
Position Type:Full Time
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USAA is currently seeking talented Financial Foundation Associate - Property & Casualty for our January 2014 training classes in our Colorado Springs, CO location.
As a Financial Foundations Associate - Property & Casualty for USAA you will provide member onboarding, servicing and/or facilitation of product sales through various channels (e.g phone, mail, e-mail, face-to-face). Deepens and retains member relationships through needs assessment and solution offerings from USAA products and services.
Job Duties
  • Gathers information and close on product sales demonstrating intermediate skills and knowledge of USAA products and benefits.
  • Identifies member events to provide solutions on products and close on product sales that meet the member's needs and facilitate the member's financial security.
  • Empathizes with members and provide offers & solutions to make it easy for members to acquire a USAA product.
  • In the Financial Center, interacts with members face to face to close on product sales.
  • Responds to and complete member requests.
Training Hours
  • Training schedule is Monday through Friday 8:00am - 5:00pm.
  • The total amount of training time lasts 12 weeks, this includes New Employee Orientation, Licensing, Enterprise Knowledge, Pipeline training and On-the-job-training.
  • You must successfully complete a training program which is primarily a self-paced computer based learning environment to include system simulations. Training is supplemented by Instructor-directed activities.
Work Schedule
  • Availability to work Monday through Saturday between the hours of 7:00am - 6:00pm for a full time, 4 day or 4 ½ day or 5 day, 40 hour work week, to include every Saturday or every other Saturday, depending on business need.
  • A 30 percent Shift Premium pay would apply to work hours schedule after 6pm Monday-Friday and Saturdays.
Minimum Requirements
  • High School diploma (or GED).
  • 2 years of customer contact experience in a sales, military, or call center environment to include a minimum of 1 year frequent (e.g. daily) communication with customers via telephone, e-mail and/or face-to-face or Bachelor's degree or successful completion of USAA MX Financial Foundations seasonal program.
  • 1+ years experience multi-tasking in a Windows operating system environment.
  • Successful completion of job-related assessment may be required.
  • Current applicable license or ability to obtain within a designated number of attempts and maintenance of applicable licenses.
Preferred
  • Bachelors degree.
  • 2 years of customer contact experience in a Financial Services Call Center to include 6+ months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face.
*Qualifications may warrant placement in a higher job level.*
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 Equal Opportunity/Affirmative Action Employer.
Percentage of Travel:None
Relocation Approved:No
Work Days:Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Work Hours:7:00am-6:00pm

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