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)
“Every person deserves compassion, dignity, and the safety of a place to call home.”
Homelessness is the largest social and public health crisis in California. Illumination Foundation (IF) is a growing non-profit organization dedicated towards disrupting the cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters, housing services and children's and family programs. IF currently has 13 facilities with 22 micro-communities scattered across Orange County, Los Angeles County and the Inland Empire.
Job Description
The primary purpose of the Housing Retention Specialist is to provide newly and unstably housed clients with retention-focused case management services. Housing Retention Specialists (HRS’s) will assist clients by developing individualized sustainability plans to address any barriers or uncertainties present in their living situation. This may include providing support and education regarding life-skills such as financial management and budgeting, IADL’s, resource navigation, landlord communication, prompt upkeep of fixed expenses, diet, nutrition, and cookery, insurance and healthcare understanding, and any other such need or insufficiency experienced by the client that may impact their ability to retain housing. This can also include care coordination, which may consist in the retention specialist linking clients to additional outside services that may reinforce their effort to bring stability and longevity to their living situation.
The pay range for this position is $23.00 - $26.00 per hour, depending on experience.
Responsibilities
Preferred Experience/Minimum Qualifications
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