Annuities Retention Specialist jobs in Daly City, 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)

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Retention Specialist
  • San Mateo County Community College District
  • San Mateo, CA FULL_TIME
  • Retention Specialist

    San Mateo County Community College District

    Posting Number: 20141595S
    Department: Academic Support & LT CSM (DEPT)
    Location: College of San Mateo
    Position Number: 4C0421
    Percentage of Full Time: 100%
    FLSA: Non-Exempt (accrues overtime)
    Months per Year: 12
    If other, please specify:
    Salary Range:
    Note:
    Min Salary: $68,304 (annual)
    Max Salary: $87,348 (annual)
    Position Type: Classified Positions

    Who We Are:
    The San Mateo County Community College District is committed to achieving educational equity for all students. As outlined in the Districts Strategic Plan, "success, equity, and social justice for our students are longstanding goals." The Districts "Students First" Strategic Plan is focused on "Student Success, Equity and Social Justice." We provide students with a rich and dynamic learning experience that embraces differences - emphasizing collaboration and engaging students in and out of the classroom, encouraging them to realize their goals, and to become global citizens and socially responsible leaders. When you join our team at San Mateo County Community College District, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, classified staff, administration, students and community partners.

    The College and the District:
    College of San Mateo (CSM) is part of the San Mateo County Community College District and is a Hispanic Serving Institution and Asian American Native American Pacific Islander Serving Institution. The college enrolls approximately 15,000 students each academic year. CSM has a diverse student population that is a reflection of the communities that it serves. Detailed information about the student population, including data related to student success, can be found on College of San Mateos Office of Planning, Research and Institutional Effectiveness (PRIE) website.

    The President has called for the college community to be student-focused, always find a way to get to "yes" as one team, and serve local communities to the best of our abilities. The college recognizes the need for all students to achieve their goals and recognizes that as an institution we are stronger together. To learn more about CSMs antiracism and justice-centered efforts, please read our Solidarity Statement.

    Who We Want:
    We value the ability to serve students from a broad range of cultural heritages, socioeconomic backgrounds, genders, abilities and orientations. Therefore, we prioritize applicants who demonstrate they understand the benefits diversity brings to a professional educational community. The successful candidate will be an equity-minded individual committed to collaborating with faculty, classified staff, administration, students and community partners who are also committed to closing equity gaps. The San Mateo County Community College District seeks employees who value mentorship and working in a collegial, collaborative environment, guided by a commitment to helping all students achieve their educational goals.

    The Position:
    The Retention Specialist performs paraprofessional work that involves outreach and the retention of students in the Project Change Program designed to foster student success. Under direction, the employee performs a variety of preparatory work and planning and develops strategies to support and enhance student completion and success. Public contact is extensive and primarily includes students, faculty, and staff, but can also include vendors and staff in other educational institutions and agencies, for the purpose of exchanging subject matter and procedural information. A high degree of independent judgment and creativity are required to resolve a wide variety of minor and occasional major problems that may arise. Consequences of errors in judgment can be moderately costly in public relations and employee time; however, supervisory controls are available to limit the risk of serious error. A Retention Specialist can perform a wide variety of duties within the scope of the classification. A Retention Specialist can direct the work of student assistants, clerical staff, and instructional aides, as assigned.

    Duties and Responsibilities:
    The duties below are representative of the duties of the classification and are not intended to cover all of the duties performed by the incumbent(s) of any particular position. The omission of specific statements of duties does not exclude them from the position if the scope of work is similar, related, or a logical assignment to this classification.
    • Exchanges information with students, faculty and staff regarding subject-matter, resources, materials, policies and procedures associated with the classroom or laboratory setting or college programs and services
    • Confers with faculty regarding curriculum, computer hardware, software and other learning tools, student assignments and progress, tests, student test scores, alternate learning methods and other technical information related to the services and programs provided
    • Attends meetings, conferences and workshops to obtain current subject-matter, procedural and other information
    • Participates in division and department planning activities
    • Makes presentations to small and large groups to publicize the services and programs as assigned
    • Assists with outreach and retention of students into specific programs, including developing strategies to enhance student completion and success
    • Provides encouragement and support to students who are undecided about a major by providing information regarding specific majors
    • Proactively meets with students to monitor their progress
    • Tracks student involvement in on-campus support resources, including academic counseling and development of student educational plans, as well as support services relating to financial aid, scholarships, internships, transfer, including completion of transfer admission guarantees
    • Develops an early alert system to identify students who are under performing in specific coursework, and collaborates with instructional aides and tutors to intervene
    • Assists in planning an academic support structure to include workshops, study groups, tutoring, program activities, accompanying students to off-campus events, and other support services to enhance student retention and success
    • Works with faculty advisors and student leaders of clubs to develop programs that promote academic success
    • Uses a variety of computer software to organize and maintain learning resources and related data, compose and prepare correspondence, reports, publicity and other materials; sets up and maintains online and manual files; enters, modifies and retrieves a variety of statistical and other data for special and regular reports
    • Trains and leads the work of student assistants, clerical and other staff as assigned
    • Performs other related duties as assigned



    Minimum Qualifications:
    • Possession of a Bachelors degree from an accredited institution OR an equivalent combination of education and experience
    • Successful experience of increasing responsibility that has included event planning, assessment, and evaluation
    • Demonstrated cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA backgrounds of community college students, faculty and staff
    • Demonstrated oral and written communication skills, including public speaking
    • Experience with the use of a variety of computer software to compose and prepare correspondence, forms, reports, presentations, and other written materials
    • Experience with research and compiling data for, formatting, and preparing statistical, financial and other reports
    • Skill in setting up and maintaining online and manual files






    Physical Requirements:
    This classification requires communication with individuals, small groups and large groups; work in close proximity with individuals; comparing data, and interpreting data to others; flexibility, tact and patience; manual dexterity; bending; pulling; pushing; and reaching in order to perform the essential functions.

    Equivalence to Minimum Qualifications:

    Knowledge, Skills and Abilities:
    • Skill in working with diverse adult learning styles
    • Skill in multi-tasking and workload prioritizing under deadline pressure, using independent judgment for decision-making
    • Skill in use of the Microsoft Office Suite and web-based content management systems to compose and prepare a variety of correspondence, reports, publicity and other materials
    • Skill in establishing and maintaining respectful and sensitive working relationships with people who are diverse in their academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA backgrounds
    • Skill in oral communication, including public speaking
    • Skill in written communication
    • Skill in organizing data, setting up, tracking and maintaining data in electronic and manual files
    • Skill in directing the work of others
    • Skill in performing research in a designated subject matter area
    • Skill in designing lesson plans using original research, subject-matter knowledge and materials



    Preferred Qualifications:

    Benefits:
    Benefits include paid holidays, vacation and sick leave. The District pays all or a portion of monthly medical plan premiums (depending on the coverage) and pays all of the monthly dental and vision plan premiums for employees and eligible dependents. Additional paid benefits include life insurance, salary continuance insurance, and an Employee Assistance Program. Classified employees participate in the Public Employees Retirement System, a defined-benefit retirement plan through the State of California. Optional tax-deferred 403(b) and 457 retirement plans are also available.

    Open Date: 06/23/2023
    First Review Date: 07/26/2023
    Close Date:
    Open Until Filled: Yes

    Special Instructions Summary:
    Required Application Materials All applicants are required to submit:

    1. A completed online District application form (go to https://jobs.smccd.edu to complete the application and to apply for this position).

    2. A resume that details all relevant education, training, and other work experience.

    3. A cover letter of no more than 3 pages that addresses the applicants cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA backgrounds of community college students, faculty and staff as well as the applicants qualifications as they relate to the requirements, knowledge, skills, and abilities listed in this announcement.

    Candidates for interview will be selected from among those who most closely meet the requirements and knowledge, skills and abilities. Meeting the minimum qualifications does not guarantee an interview. As part of the interview process, candidates may be asked to demonstrate job-related knowledge and skills.

    For questions related to this posting, please contact:
    SMCCCD Office of Human Resources
    3401 CSM Drive
    San Mateo, CA 94402
    Tel.: (650) 574-6555
    Fax: (650) 574-6574
    Email: smccdjobs@smccd.edu
    Web Page: www.smccd.edu/hr

    Conditions of Employment:
    Prior to employment, the selected candidate will be required to complete the following:

    1. Submit official transcripts (applies to all faculty or educational administrative positions)

    2. Submit verifications of prior employment

    3. Satisfactory references

    4. Successfully being cleared for employment through the background checking process
    In addition to background checks, the District may review publicly available information about a candidate on the Internet. If a candidate is aware of incorrect or inaccurate information that is available on the Internet, the candidate is welcome to address such an issue with the Office of Human Resources.

    5. Present original documents for proof of eligibility to work in the United States

    6. Approval of your employment by the SMCCCD Board of Trustees

    7. Provide a certificate of Tuberculosis exam for initial employment.

    8. Have fingerprints taken by a Live Scan computer (Clearance must be received prior to first day of employment). Please note that the California Education Code requires, in part, that community college districts shall not employ or retain in employment persons in public school service who have been convicted of certain felonies, a misdemeanor drug charge (including alcohol offenses) or misdemeanor moral turpitude (sexual offense) crime. However, consideration may be given to those whose drug convictions occurred more than five years ago. A conviction for other crimes may not necessarily disqualify you from the job for which you may be applying.
  • 2 Days Ago

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Retention Specialist
  • Center for Employment Opportunities
  • San Rafael, CA FULL_TIME
  • Retention SpecialistMarin, CAIn Person Anticipated deadline to submit application: April 1, 2024 before 6 pm PDT. Position may close early if application limit is met. Apply promptly for full consider...
  • 3 Days Ago

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Job Coach / Retention Specialist
  • Center for Employment Opportunities
  • San Rafael, CA FULL_TIME
  • Job Coach/Retention SpecialistMarin, CA The Opportunity One of CEO’s core program positions is the Job Coach/Retention Specialist (JC/RS). The JC/RS is essential to identifying and addressing our part...
  • 23 Days Ago

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Retention Marketing Specialist
  • Everlane
  • San Francisco, CA FULL_TIME
  • At Everlane, we want the right choice to be as easy as putting on a great T-shirt. That’s why we partner with ethical factories around the world. Work with high-quality and more sustainably sourced ma...
  • 7 Days Ago

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Retention Specialist (Dual Enrollment)
  • San Mateo County Community College District
  • San Mateo, CA FULL_TIME
  • Retention Specialist (Dual Enrollment) San Mateo County Community College District Posting Number: 20141308S Department: Enrollment Services CSM (DEPT) Location: College of San Mateo Position Number: ...
  • 12 Days Ago

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Retention Specialist - Global Learning Programs (Temporary)
  • San Mateo County Community College District
  • San Bruno, CA TEMPORARY
  • Retention Specialist - Global Learning Programs (Temporary) San Mateo County Community College District Posting Number: 20141257S Department: Global Learning SKY (DEPT) Location: Skyline College Posit...
  • 10 Days Ago

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0 Annuities Retention Specialist jobs found in Daly City, CA area

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Retaining Wall Estimator
  • Cowan and Thompson Construction
  • Martinez, CA
  • Job Description Job Description We are looking for an experienced estimator to join our leading retaining wall construct...
  • 3/28/2024 12:00:00 AM

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Patient Service Representative
  • ZOLL LifeVest
  • San Francisco, CA
  • Position Title: Patient Service Representative (PSR) Remote independent contract worker position Competitive fee for ser...
  • 3/27/2024 12:00:00 AM

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Experienced Landscape Professional
  • Seafield Landscaping Inc
  • San Francisco, CA
  • Job Description Job Description Seafield Landscaping Inc. is a locally owned, design/build landscape construction compan...
  • 3/27/2024 12:00:00 AM

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Member Service Representative
  • Planet Fitness
  • Oakland, CA
  • Job Summary Are you excited about health and wellness? Do you thrive in upbeat, energetic environments? Planet Fitness i...
  • 3/27/2024 12:00:00 AM

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Loss Control Consultant - San Francisco Bay Area
  • Hydro-Environmental Technologies, Inc.
  • San Francisco, CA
  • HETI is a national and international risk management consulting firm. We primarily service the insurance industry with f...
  • 3/26/2024 12:00:00 AM

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Enrolled Agent - Post Tax Day Start!
  • Wentworth Executive Recruiting
  • Oakland, CA
  • Job Description Job Description Career opportunity - ENROLLED AGENT and TAX PREPARER positions Tax Preparations | Establ...
  • 3/25/2024 12:00:00 AM

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Structural Estimator (Must be willing to relocate to LA, California)
  • Alpha Structural
  • San Francisco, CA
  • Job Description Job Description Company Overview: Alpha Structural, Inc. is the leading structural, foundation and geote...
  • 3/25/2024 12:00:00 AM

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Associate Wealth Advisor
  • Judson Group
  • San Francisco, CA
  • Judson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor. This i...
  • 3/25/2024 12:00:00 AM

Daly City (/ˈdeɪli/) is the largest city in San Mateo County, California, United States, with an estimated 2014 population of 106,094. Located immediately south of San Francisco, it is named in honor of businessman and landowner John Donald Daly. According to the United States Census Bureau, the city has a total area of 7.7 square miles (20 km2), all land. Daly City is bordered by the cities of San Francisco, Brisbane, Pacifica, South San Francisco, and the town of Colma. The city borders several unincorporated areas of San Mateo County. It surrounds Broadmoor, borders San Bruno Mountain State...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$70,548 to $94,484
Daly City, California area prices
were up 4.5% from a year ago