Job Title: Unlicensed Specialized Investment Services Representative

Job Reference Number:	19047
City:	Tampa
State:	Florida
Position Type:	Full Time
Job Preview:	Share our pride. Join our mission. As a Fortune 200 financial services organization, 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 by providing a full range of financial services and products. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 26,000 employees. They are the heart and soul of our member-service culture. Recently Ranked #17 in Fortune's 100 Best Companies to Work For in 2014 and marking our fifth straight year in the list's Top 50, we are proud to receive consistently outstanding awards and ratings for member service, employee well-being and financial strength. 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. We are currently seeking talented Unlicensed Specialized Investment Services Representative for our Tampa, FL facility. (Lakeview Center facility) The start date for this class is April 28, 2014. PURPOSE OF JOB As a Splzd 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 percent of the 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. 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. Structured training (8:30am - 5:00pm, Monday-Friday for 6-8 weeks). Retention of employment is contingent upon passing certification at the end of the training. 40 or 38-hour work weekly work schedules (38 Hour Schedule: Three 10-hour days 8 hours Saturdays. Not eligible for USAA designated holiday pay. Adjusted PTO accrual rate). Schedules are assigned based upon business needs. Must be able to work extended hours between the times of 8:30am - 8pm, Monday - Friday & potentially every Saturday from 9:00am - 6:00pm. Schedules will involve working a 4, 4.5 or 5 day work week. 30 percent Shift Premium pay (work scheduled: >6pm, M-F & Saturdays. Minimum Requirements High school diploma (or equivalent). 2 years relevant customer contact experience OR successful completion of military service OR college equivalency. Acquisition (within 90 days) or maintenance of NASD Series 7 and 63 licenses. Preferred Bachelors degree. 1 year of industry experience. Ability to work in a sales call center environment. Proficiency with navigating through Microsoft Office applications and Windows operating environment. 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; 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, including seven cafeterias, two company stores, three fitness centers, a childcare development center, a health service facility, and a pharmacy. Relocation assistance is not available for this position. Qualified applicants must successfully complete a pre-employment background and drug screen. USAA is an EEO/AA Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.
Percentage of Travel:	None
Relocation Approved:	No
Work Days:	Monday Tuesday Wednesday Thursday Friday Saturday
Work Hours:	M-F 8:30am-8pm & Sat 9am-6pm                                                                   Apply