Manager, Life Solutions
Company: USAA
Location: Plano
Posted on: March 11, 2026
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Job Description:
Why USAA? At USAA, our mission is to empower our members to
achieve financial security through highly competitive products,
exceptional service and trusted advice. We seek to be the 1 choice
for the military community and their families. Embrace a fulfilling
career at USAA, where our core values – honesty, integrity, loyalty
and service – define how we treat each other and our members. Be
part of what truly makes us special and impactful. The Opportunity
USAA is seeking a talented Manager, Life Solutions to lead a team
of specialized, licensed professionals dedicated to knowing our
members, understanding their Health, Life or Retirement income
needs, and providing appropriate solutions to facilitate their
financial security. Motivates staff toward the attainment of
acquisition goals and develops employees through regular coaching
and feedback that leads to improved long-term sustainable results.
Executes process improvements and leads organizational process
changes to improve member and employee experiences. We offer a
flexible work environment that requires an individual to be in the
office 4 days per week. This position will be based on the Plano
campus . Relocation assistance is NOT available for this position.
What you'll do: Leads and develops a team of professional licensed
advisors to provide best in class Health, Life, or Retirement
advice and solutions to members to improve their financial
security. Contributes to the achievement of Life Co member,
product, and financial goals through team’s performance.
Effectively coaches employees on sales processes and opportunities
to improve overall sales results. Proactively identifies
opportunities to improve operational effectiveness in Life, Health,
or Retirement Income, resulting in reducing manual processes and
expenses. Works with key stakeholders to implement solutions to
improve operational effectiveness and performance standards to
drive improved acquisition results. Maintains current knowledge of
the competitive landscape, financial services industry trends,
changes in technology, regulations, and/or other industry events
that may impact operational functions and processes, and
effectively communicates this knowledge to their direct reports and
peers within Health, Life or Retirement Income. Develops required
operational tools and processes including workflow development,
systems enhancements, and selection of other technical resources
needed. May fulfill the responsibilities of a securities principal:
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.
Responsible for the resolution of complex operations issues and/or
member escalations. Maintains compliance with company policies,
procedures, and all applicable state and federal laws, rules, and
regulations. Collaborates with strategic third-party vendors that
helps USAA provide brokered products including Final Expense,
Universal Life Insurance, Medicare Advantage & Prescription Drug
Plans. Coordinates training/onboarding/development of third-party
staffing to assist with seasonal call volumes. Responsible for
efficient call center operating model that adheres to employee and
member experience KPIs. Builds and oversees a team of employees for
assigned functional area through ongoing execution of recruiting,
development, retention, coaching and support, performance
management, and managerial activities. 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 10 years of experience without bachelor’s degree) 6 years of
experience in financial services operations to include process
improvement. 2 years of direct team lead, supervisory, or
management experience required. Experience implementing and
managing business process improvements. Extensive sales experience
in the Health, Life, or Retirement industry. Demonstrated knowledge
of financial products and services relevant to life, health
insurance, or retirement income. Knowledge of federal laws, rules,
regulations, and applicable guidance to include NY Regulation 187,
NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid
Services). Ability to complete AHIP (America’s Health Insurance
Plans) and Strategic Partner carrier certifications. What sets you
apart: US military experience through military service or a
military spouse/domestic partner Current Life and Health license 3
or more years of direct management experience leading sales teams
in Insurance and/or Financial Services industries. 1 or more years
of working experience with Life, Health, or retirement income
products Experience working/managing in a call center environment.
Chartered Life Underwriter (CLU) or related industry designation
Compensation range: The salary range for this position is: $90,310
- $162,550 USAA does not provide visa sponsorship for this role.
Please do not apply for this role if at any time (now or in the
future) you will need immigration support (i.e., H-1B, TN, STEM OPT
Training Plans, etc.). 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. Employees may be eligible for
pay incentives based on overall corporate and individual
performance and at the discretion of the USAA Board of Directors.
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. 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, visit our benefits page on
USAAjobs.com. 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.
Keywords: USAA, Keller , Manager, Life Solutions, Accounting, Auditing , Plano, Texas
