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 Lead Housing Retention Specialist will provide lead direction and training to the Housing Retention Specialist in Orange County. The Lead HRS will engage with the other HRS to ensure the roles, responsibilities and expectations are met. Additionally, the Lead HRS will work closely with clients to maintain and sustain safe newly assigned housing by focusing on creating an individualized sustainability plan and establishing manageable goals.
The pay range for this position is $27.00 - $29.00 per hour, depending on experience.
Responsibilities
Preferred Experience/Minimum Qualifications
Required:
Preferred:
Benefits
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0 Annuities Retention Specialist jobs found in Irvine, CA area