Life Solutions Specialist Intern

USAA

. Support members through inbound and outbound communications, including phone calls and other communication channels .

Posted 9/21/2026full-timeUnited StatesEntry Level💰 $25 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong communication and relationship-building skills while providing life insurance education and consultative sales support. Capable of adhering to regulatory requirements and collaborating effectively to enhance member experiences.

Highest-signal resume keywords

Customer Service ExperienceLife Insurance KnowledgeFinancial Planning CourseworkStrong Verbal CommunicationMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Life Insurance EducationConsultative Sales SkillsFinancial PlanningRisk ManagementProblem-Solving

Soft Skills

Relationship-BuildingTeamworkAdaptabilityLeadershipEffective Communication

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointBusiness Productivity Tools

Industry Keywords

Financial ServicesInsuranceMember-Facing SalesComplianceRisk Management

About the role

Key responsibilities & impact

Support members through inbound and outbound communications, including phone calls and other communication channels
Receive requests from current and prospective members and identify opportunities to meet their life insurance needs
Understand members' financial situations, life events, goals, and insurance needs while documenting relevant information accurately
Provide basic life insurance education and protection strategies aligned with member needs
Develop foundational consultative and sales skills by helping members understand available solutions and act on recommendations
Handle member objections and questions using effective communication and relationship-building techniques
Conduct follow-up outreach to assist members in completing acquisition of previously discussed products and services
Adhere to regulatory, compliance, and risk management requirements
Collaborate with teammates, leaders, and business partners to support organizational objectives and enhance the member experience
Participate in training, development, and mentorship activities
Make outbound calls to schedule appointments for Life Solutions Specialists
Handle inbound calls to triage member needs and transfer members to appropriate resources
Greet members, verify identity, and ensure account authentication before servicing requests
Partner with Business Process Owners to observe workflows and provide feedback
Learn operational processes, member journeys, and business outcomes through structured experiences
Participate in Pipeline Classes and other training opportunities
Share insights and recommendations supporting continuous improvement initiatives

Requirements

What you’ll need

Currently pursuing a bachelor's degree or higher from an accredited college or university
Pursuing a degree in Financial Planning, Finance, Business, Economics, Risk Management, Insurance, or a related field
Expected graduation date after August 13, 2027
Expected graduation date between August 2027 and June 2028
Strong verbal and written communication skills
Demonstrated leadership, teamwork, or involvement through coursework, extracurricular activities, work experience, or community engagement
Ability to learn quickly, adapt to change, and work in a fast-paced environment
Basic proficiency with Microsoft Office applications
Demonstrated interest in financial services, insurance, financial planning, or member-facing sales roles
Coursework in financial planning, personal finance, insurance, investments, economics, or related disciplines
Previous customer service, sales, call center, financial services, or leadership experience
Strong relationship-building, communication, and problem-solving skills
Ability to effectively communicate complex concepts in a simple and understandable manner
Proven ability to work independently while contributing to a team environment
Experience using Microsoft Excel, PowerPoint, and other business productivity tools
Must not require immigration support or visa sponsorship, including H-1B, TN, or STEM OPT Training Plans

Benefits

Comp & perks

Intern stipend to assist with expenses
Comprehensive medical, dental and vision plans
401(k)
Pension
Life insurance
Parental benefits
Adoption assistance
Paid time off program
Paid holidays
16 paid volunteer hours
Various wellness programs
Career path planning
Continuing education assistance
Coaching and mentorship
Training and development opportunities