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)
Create and update all candidate self-evaluation forms.Conduct regular wage data research to included other area employer’s information and benefits package offered.
Research and execute new outlets for job listing placements and opportunities.Proactively recruit potential candidatesSet up all interviews for candidates as well as attending some.
Perform reference checks & background checks as necessary.Follow up on interview status with candidates.Follow up on interview with CA Interviewers to provide constructive feedback.
Serve as liaison with area employment agencies, college, and industry associations.Assist or administer pre-employment activities and do regular check-ins with new employees after start.
Create job offer letters and execute with candidate to include full package offered.Attend job fairs and other networking events to attract talent.
Build relationships with school representatives for co-ops, internships, or graduating students looking for employment.Assist in outreach to former employees.
Help with retention by looking at trends and determining key facets to retaining good employees.Create more employee recognition programs as it relates directly to retention.
Create, update, and maintain all communication with anyone interested in a career with Cape Associates, Inc.Conduct exits interviews.
Assist VP of Human Resources in any way to ensure department is seamless.Report on activitiesEqual Opportunity Employer, including disabled and veterans.#J-18808-Ljbffr
Last updated : 2024-04-07