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 needed for workforce program in Detroit. Our program focuses on providing adults with job search guidance and assisting them in their job search. The Retention Specialist is responsible for verifying all customers in retention achieve all placement benchmarks. Job duties include follow up with all customers and employers to obtain employment verification, utilizing incentives for encouragement to report, and follow up for all customers identified as employed. Must have knowledge of funding agency and funding stream goals and objectives. Results oriented with a commitment to customer success. BA Degree Preferred. If interested email salary requirements and resume. Equal Opportunity Employer/Program
Job Type: Full-time
Pay: $20.00 - $23.00 per hour
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Work Location: In person