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)
Embark on a rewarding journey as a Field Onboarding and Retention Specialist for our fast-growing commercial property services company. You will play a pivotal role in shaping the employee experience and culture across CAM Property Services’s footprint. This dynamic position combines traditional office responsibilities with an exciting field component where you’ll directly impact our team members’ engagement, retention, and overall success.
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0 Annuities Retention Specialist jobs found in Long Beach, CA area