Annuities Retention Specialist jobs in Carlsbad, CA

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)

Recently Added Annuities Retention Specialist jobs

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Administrative Assistant
  • Soil Retention Systems, Inc.
  • Carlsbad, CA FULL_TIME
  • We are an engineering firm and manufacturer of concrete products. We need an experienced, self-motivated administrative assistant/customer service specialist to join our team. We are looking for someone with a positive attitude, great communication, organizational skills, and excellent time management to keep our office running smoothly.

    The ideal candidate would be able to:
    • Oversee and support day-to-day administrative tasks and ensure the office is operating smoothly
    • Contributes support to all office employees and construction crew
    • Answer multi-line phone system, take messages, and receive incoming calls regarding our products and services
    • Performs clerical duties such as sorting mail, filing, typing, and operating a variety of general office equipment.
    • Prepare communications, such as memos, emails, reports, and other correspondence
    • Order and keep an inventory of office supplies as needed
    • Manage all needs for the building, vendors, and office equipment
    • Greet office visitors, prepare conference room for meetings
    • Oversee company calendar
    • Run local errands

    Qualifications needed:
    • 3 years of work experience in an administrative/customer service role
    • Construction experience preferred
    • Exceptional attention to detail
    • Strong organizational and time management skills, and ability to prioritize
    • Must be a self-starter and driven
    • Excellent communication and interpersonal skills
    • Strong problem-solving skills and analytical abilities
    • Proficient with Microsoft Office

    This will be M-F 8 am-5 pm Full time, in-office position
  • 1 Day Ago
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Automations & Controls Engineer-Specialist
  • Specialist - Tetra Tech Careers
  • San Diego, CA FULL_TIME
  • Discover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and tech...
  • 17 Days Ago
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Auto Parts Specialist
  • Auto Specialist Warehouse
  • Vista, CA FULL_TIME
  • ASW Auto Parts is in need of a knowledgeable hard working Counter Sales Person Must have at least 5 years experience as an auto parts counter person ASW is a well established auto parts wholesaler wit...
  • 10 Days Ago
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Customer Service Retention
  • Ultimate
  • San Diego, CA OTHER
  • Job Description Ultimate Staffing is looking for an excellent Customer Service Retention Representative -In this position you will perform a variety of customer support activities. You will need to be...
  • 7 Days Ago
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Retention Marketing Strategist
  • Fidelitas Development
  • San Diego, CA FULL_TIME
  • As a Retention Marketing Strategist at Fidelitas, you will play a crucial role in developing and executing strategies to enhance customer retention and maximize the lifetime value of our client base, ...
  • 23 Days Ago
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Rad Tech - 8K New Hire Retention Incentive
  • Scripps Health
  • San Diego, CA FULL_TIME
  • Description At Scripps Health, you will experience the pride, support, and respect of an organization that has been repeatedly recognized as one of the nation's Top 100 Places to Work. You'll be surro...
  • 1 Month Ago
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0 Annuities Retention Specialist jobs found in Carlsbad, CA area

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Electrical Engineer
  • Butler America
  • Carlsbad, CA
  • Electrical Engineer Location: Carlsbad, CA Job ID: #69120 Pay Range: $61.17-$71.97 Job Description FPGA Firmware Enginee...
  • 4/24/2024 12:00:00 AM
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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • San Diego, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM
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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • San Diego, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM
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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • San Diego, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM
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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • San Diego, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM
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Journeyman Electrician
  • VectorUSA
  • San Diego, CA
  • CCPA disclosure notice below VectorUSA is looking for experienced Licensed Journeyman Electrician with the State of Cali...
  • 4/23/2024 12:00:00 AM
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Sales Associate-NORTH COUNTY FAIR
  • Limited Brands
  • Escondido, CA
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/23/2024 12:00:00 AM
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Sales Associate-Escondido Promenade
  • Limited Brands
  • Escondido, CA
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/22/2024 12:00:00 AM
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About Carlsbad, California

Carlsbad is a city in North County, San Diego County, California, United States. The city is 87 miles (140 km) south of Los Angeles and 35 miles (56 km) north of downtown San Diego and is part of the San Diego-Carlsbad, CA Metropolitan Statistical Area. Referred to as "The Village by the Sea" by locals, Carlsbad is a tourist destination. The city's estimated 2014 population was 112,299. Among the nation's top 20 wealthiest communities, Carlsbad is the 5th richest city in the state of California with a median household income close to US$105,000. According to the United States Census Bureau, t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$60,395 to $80,887
Carlsbad, California area prices
were up 2.6% from a year ago
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