Annuities Retention Specialist jobs in Maryland

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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Annuities Specialist
  • Thompson Financial Group
  • Baltimore, MD FULL_TIME
  • Are you a knowledgeable financial advisor or insurance professional who has expertise in the annuities industry handling an assortment of annuity products? Are you passionate about providing mentorship and collaborating with fellow advisors, seeking an active leadership role in an organization? If so, then submit your application to join our team! You will be aiding other advisors in comprehending the vast range of annuity options through on-site training, one-on-one coaching, and joint work experiences. While supporting others in creating their own book of business, you will still be able to work with your own. Compensation is outcome-dependent and takes into account effort expended plus an additional salary depending on qualifications. Additionally, you will be eligible for a generous benefits package, consisting of health benefits, such as medical, dental, vision, life, and disability insurance, as well as retirement savings plans.

    Compensation:

    $90,000 at plan commission DOE

    Responsibilities:

    • Promote annuity products within our firm internally to advisors
    • Collaborate with other advisors by providing training, annuity solution strategies, and joint work.
    • Nurture and build your own book of business.
    • Working with firm leadership to grow the overall annuity business

    Qualifications:

    • A minimum of 5 years prior experience in financial services
    • US Work Authorization
    • Series 7 and 66 preferred
    • Knowledge of annuity products and solutions
    • Strong interpersonal, oral, and written communication skills
    • Willingness to collaborate and work on-site
    • Prospecting and lead generation background

    About Company


    Thompson Financial Group
    is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.

  • 20 Days Ago

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Retention specialist
  • DealerOn, Inc.
  • Rockville, MD FULL_TIME
  • DealerOn, Inc. Business Retention Specialist Rockville , Maryland Apply Now The Business Retention and Cancellation Specialist will be responsible for devising ways to increase customer loyalty while ...
  • 18 Days Ago

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Business Retention Specialist
  • DealerOn, Inc.
  • Rockville, MD FULL_TIME
  • Job Description: The Business Retention and Cancellation Specialist will be responsible for devising ways to increase customer loyalty while proposing solutions to extend the customer’s lifecycle. Thi...
  • 25 Days Ago

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Student Success/Retention Specialist - PTVS
  • Frederick Community College
  • Frederick, MD FULL_TIME
  • Position Summary Position Summary: Reporting to the Director of Student Success and Retention, the Student Success/Retention Specialist performs a broad range of responsibilities to meet the needs of ...
  • 9 Days Ago

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Office Specialist, Now Hiring
  • TruGreen - Lawn Specialist
  • Columbia, MD FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!00 per Hour - Comprehensive Benefits 00 per hour Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying spec...
  • 20 Days Ago

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Office Specialist - Medical Office
  • TruGreen - Lawn Specialist
  • Beltsville, MD FULL_TIME
  • TruGreen is Now Hiring Lawn Specialists!00 per Hour - Comprehensive Benefits 00 per hour Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying spec...
  • 20 Days Ago

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Customer Retention Specialist
  • Feyer&Associates
  • Lawrence, KS
  • We are looking for a motivated and empathetic Remote Customer Retention Specialist to join our team. As a Customer Reten...
  • 3/28/2024 12:00:00 AM

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Member Retention Specialist
  • Hand and Stone
  • Fort Lauderdale, FL
  • Benefits: 401(k) Bonus based on performance Employee discounts Flexible schedule Health insurance Opportunity for advanc...
  • 3/28/2024 12:00:00 AM

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Retention Specialist
  • The Judge Group
  • Selbyville, DE
  • Job Description Bilingual (Creole)Day ShiftPrimary PurposeCoordinates programs focused on new employee training/onboardi...
  • 3/27/2024 12:00:00 AM

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Client Retention Specialist
  • Boats Group
  • Miami, FL
  • Job Description Job Description Retention Sales Consultant, Core Business Central or East Coast Time Zones Boats Group i...
  • 3/26/2024 12:00:00 AM

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Merchant Retention Specialist
  • Kafene
  • San Bernardino, CA
  • Kafene is a leading point-of-sale financing partner dedicated to empowering flexible ownership solutions for underserved...
  • 3/26/2024 12:00:00 AM

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Retained Search Consultant
  • Insure National, LLC
  • Dana Point, CA
  • Job Description Job Description Job Title: Retained Search Consultant Company: Insure National Location: Remote or Hybri...
  • 3/25/2024 12:00:00 AM

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Retention Specialist
  • Christian Care Ministry
  • Melbourne, FL
  • Start date of 04/22/2024 The starting hourly rate for this role is $18.75 for the Melbourne, FL location. This role also...
  • 3/25/2024 12:00:00 AM

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Customer Service Retention Specialist
  • Admin Tasco LLC
  • Stuart, FL
  • Job Description Job Description We are looking for a dynamic retention specialist to help us retain our core customer ba...
  • 3/25/2024 12:00:00 AM

Maryland (US: /ˈmɛrələnd/ (listen) MERR-əl-ənd) is a state in the Mid-Atlantic region of the United States, bordering Virginia, West Virginia, and the District of Columbia to its south and west; Pennsylvania to its north; and Delaware to its east. The state's largest city is Baltimore, and its capital is Annapolis. Among its occasional nicknames are Old Line State, the Free State, and the Chesapeake Bay State. It is named after the English queen Henrietta Maria, known in England as Queen Mary. Sixteen of Maryland's twenty-three counties border the tidal waters of the Chesapeake Bay estuary and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$58,191 to $77,935