Investment Services Representative

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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.

USAA is currently seeking talented Investment Services Representative for our Tampa, FL location to start in November 2009.

As an Investment Services Representative for USAA, you will have one of the most important roles in our company. In this position you will 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 will advise our members on an array of financial issues such as: retirement planning, college funding, and asset allocation. You will also recommend appropriate financial strategies based on member's goals, individual needs.

*Must be able to work extended hours (between the times of 7:00am - 9:00pm Monday - Friday & Saturdays 7:00am - 5:00pm).*

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.

Minimum Requirements:

• High school diploma (or equivalent).
• 2 years of relevant customer contact experience OR successful completion of military service OR college equivalency.
• FINRA Series 7 & 63.

*Qualifications may warrant placement in a different job level.

Preferred Skills:

• 1 year of financial services experience (to include Sales, Life, Investments, or Financial Planning).
• Bachelor's degree or equivalent work experience.
• 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 enjoy working in a fast-paced work environment dedicated to serving USAA's members.

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; and wellness and wealth-building programs. Additionally, our career planning and continuing education services will help you meet your professional goals. Additional benefits can be found below.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, a cafeteria, company stores, fitness centers, a childcare development center, and a health service facility.

Qualified applicants must successfully complete a pre-employment background and drug screen.