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)
Retention Specialist
At Elite Legal Practice we are committed to empowering our clients to overcome debt and achieve financial stability. Our retention team plays a crucial role in helping our clients stay on track and successfully complete their debt resolution journey.
Job Summary:
The Retention Specialist must strive to make a meaningful impact on clients’ lives by helping them achieve financial freedom. You will play a crucial role in ensuring the satisfaction and loyalty of our existing clients. You will be in contact with clients who may be considering canceling or downgrading their services, and your goal will be to address their concerns, resolve issues, and provide personalized solutions to retain them as a client.
Responsibilities:
Requirements:
Job Type: Full-time
Pay: $19.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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