Annuities Retention Specialist coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Being an Annuities Retention Specialist reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. Makes recommendations to product line management to improve service and design of products that encourage client retention. Additionally, Annuities Retention Specialist requires a bachelor's degree. Typically reports to a manager. The Annuities Retention Specialist contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Annuities Retention Specialist typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Summary:
To assure customer deliveries are made with accuracy, timeliness. And within set time parameters. Perform job duties in a safe and courteous manner while maintaining an unblemished driving record. Adhere to all company and DOT requirements, including but not limited to daily documentation.
Qualifications:
No Experiment Required. To perform this job successfully, individual must be able to work a flexible schedule including weekends and possibly holidays. Have and maintain a clean driving record with a valid driver's license. MVR background check. Be able to lift up to 50 lbs. and push/pull a wheeled cart of up to 700lbs.
Essential Duties:
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0 Annuities Retention Specialist jobs found in Apple Valley, CA area