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USAA

Solutions Management Consultant – Health Solutions

USAA

. applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics .

Posted 4/23/2026full-timeSan Antonio • Arizona, Colorado, Florida, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $103,450 - $197,730 per yearWebsite

About the role

Key responsibilities & impact
  • applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics
  • identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge
  • identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed
  • evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists
  • analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals
  • conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
  • collaborates with specialists to evaluate and/or present solutions and related advice
  • follows defined training routines, effectively reports activity, and manages follow up and sustainment
  • develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations
  • ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Requirements

What you’ll need
  • 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
  • 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience
  • experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans
  • advanced knowledge of life insurance products to include term, permanent, and health solutions
  • knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications
  • demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization
  • knowledgeable in the applications of Agile processes and procedures
  • knowledgeable in the application of risk management framework and regulatory requirements for Life Co.

Benefits

Comp & perks
  • 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
  • various wellness programs
  • career path planning and continuing education

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
retirement income solutionslife insurance productshealth insurance productslong term careinvestment productssales trainingcoachingMedicare SupplementMedicare Advantagerisk management framework
Soft Skills
communicationcollaborationanalytical skillsstrategic thinkinginfluencingtraining developmentperformance monitoringproblem-solvingstakeholder engagementpipeline management