Job: 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.

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 talented Investment Services Representatives for our Phoenix, AZ location.

As an 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% 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, individual needs.

Must be able to work extended hours (between the times of 8:00 a.m - 9:00 p.m Monday - Friday & Saturdays).

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.
• Acquisition and/or maintenance of NASD Series 7 (or 6) and 63 licenses.

*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 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, understands, and confidently influences others to a positive outcome.
• Must enjoy working in a fast paced work environment dedicated to serving USAA's members.
• FINRA Series 7 & 63.

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

Smoking and the use of related tobacco products are prohibited in USAA-owned or leased buildings, properties or vehicles.

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 not available for this position.

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

Minimum Requirements:

• High school diploma or equivalent.
• 2 years of relevant customer contact experience OR successful completion of military service OR college equivalency.
• Acquisition and/or maintenance of NASD Series 7 (or 6) and 63 licenses.

*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 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, understands, and confidently influences others to a positive outcome.
• Must enjoy working in a fast paced work environment dedicated to serving USAA's members.
• FINRA Series 7 & 63.