USAA - At USAA, the employees are equally as important as the customer. Both are considered critical to the company's success. | Glassdoor
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"At USAA, the employees are equally as important as the customer. Both are considered critical to the company's success."

Star Star Star Star Star
  • Work/Life Balance
  • Culture & Values
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Former Employee - IT Project Manager in San Antonio, TX
Former Employee - IT Project Manager in San Antonio, TX
Recommends
Neutral Outlook
Approves of CEO

I worked at USAA full-time

Pros

Work/Life balance is encouraged and promoted.
Employees are valued for their contributions.

Cons

The insurance industry is very volitile right now.

Other Employee Reviews for USAA

  1. Helpful (7)

    "Does not set expectations"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in Phoenix, AZ
    Current Employee - Financial Advisor in Phoenix, AZ
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I have been working at USAA full-time (More than 3 years)

    Pros

    Benefits are great, facility is top notch, bonus is decent, customers are extremely agreeable. Great place to get your 7 and 66 paid for.

    Cons

    The job is billed as financial advisor, but you will spend more time talking to people regarding their "life event" with the expectation that you sell them an investment or life insurance product. These might as well be cold calls as the customers typically have no idea why they are talking to a financial advisor. It is then up to you to help manage their credit/debt/divorce/car purchase/mortgage refi/etc. just enough to gain their confidence, then pitch them life insurance. Apparently financial advisor means if it has to do with money then you are the go to.

    On a typical day I would say less than 15% of the phone calls taken are even remotely interested in investments or life insurance. Other departments are incentivized to drop calls on FAs in order to provide advice on any ridiculous situation people find themselves in. This job is tele-sales, not financial advice. Portfolios are prepackaged and not competitive.

    Management is to busy trying to manage call center metrics to actually provide support to their advisors. The focus here is all call center numbers, you will spend your entire day attached to your phone. You will be grilled on how long it takes you to notate on a file, research a product offline, or go to the bathroom. Your breaks and lunch times will be watched regularly. And good luck having a weekend off in your first couple of years.

    Advice to Management

    Allow advisors an opportunity to establish an ongoing relationship with customers. Ease off the annuities, manipulation into asking for a product does not make it suitable. Allow advisors the use of their licenses by creating portfolios that match individual need as opposed to an algorithm. Get the expense ratios down. Have someone manage the call center, let 24s manage their people.


  2. Helpful (2)

    "Great Company, Great Mission, too much politics in the Exec Ranks"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Executive Director in San Antonio, TX
    Former Employee - Executive Director in San Antonio, TX
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at USAA full-time (More than 5 years)

    Pros

    Benefits
    Mission
    Focus on the Customer
    Customer Service and Customer Experience literally most important, not just talk
    Serving the Military

    Cons

    Management job are back breakers
    Too many meetings, and to much politics, and it gets worse the more senior you get.
    Long, Long Hours

    Advice to Management

    Empower decisions to a lower level, be careful about having too many layers of management

There are newer employer reviews for USAA
There are newer employer reviews for USAA

See Most Recent

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