Annuities Retention Specialist jobs in Murrieta, CA

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)

U
Retention specialist
  • University of California- Riverside
  • Riverside, CA FULL_TIME
  • Position Information

    The UCR College Corps (Program) is part of the #CaliforniansForAll Governor’s initiative which provides approximately 150 college students (College Corps Fellows) at UCR with opportunities to support and learn from organizations working in three priority areas : K-12 Education, Climate Action and Food Insecurity.

    At UCR, College Corps will be a partnership with California Volunteers; University of California, Riverside (UCR); City of Riverside, and the Riverside Unified School District and funded via contributions from each partner.

    Under the guidance of an Assistant Director (AD), the Fellow Retention Specialist (FRS) maintains a critical role to communicate and monitor retention activities of College Corps Fellows.

    Responsibilities include the annual recruitment and onboarding of College Corps Fellows; collecting, organizing, and analyzing data on Fellow retention;

    and communicating and assisting with Fellow retention meetings and program activities. The FRS builds rapport and relationships with College Corps Fellows to ensure they are actively serving and making timely progress towards their contract total by their end date.

    The AD will provide the FRS guidance and direction on recruitment and retention priorities, the FRS will brief the AD on attendance and data trends indicative of Fellow retention patterns.

    This position is grant funded, starting in July 2024 and expected to run through July 2026 with a possibility of extension based on continued availability of funding, program performance, and program needs.

    The full salary range for the Fellow Retention Specialist position is $20.06 to $32.81 per hour. However, the expected budget for this position is up to $20.

    24 per hour. We base salary offers on a variety of considerations, such as education, licensure and certifications, experience, and other business and organizational needs.

    Applicants must have current work authorization when accepting a UCR staff position. Currently, we are unable to sponsor or take over sponsorship of an employment Visa for staff.

    As a university employee, you will be required to comply with all applicable University policies and / or collective bargaining agreements, as may be amended from time to time.

    Federal, state, or local government directives may impose additional requirements.

    Education

    Education Requirements

    • Coursework or work experience in related area. (Required)
    • Continuing education in related field. (Required)

    Experience Requirements

    0 - 1 years of related experience. (Required)

    Minimum Requirements

    Experience using business software systems in the completion of work assignments; i.e., Word, Excel, Access, PowerPoint. Knowledge or experience in program content and objectives.

    Knowledge of how to deliver educational programs in a variety of settings. Basic effective reading, verbal, written communications and presentation skills to interact with individuals from diverse backgrounds.

    Organizational skills to develop a project plan, monitor plans against established deadlines, and review and analyze results.

    Ability to maintain positive interactions with others and work cooperatively.

    Additional Information

    In the Heart of Inland Southern California, UC Riverside is located on nearly 1,200 acres near Box Springs Mountain in Southern California;

    the park-like campus provides convenient access to the vibrant and growing Inland region. The campus is a living laboratory for the exploration of issues critical to growing communities' air, water, energy, transportation, politics, the arts, history, and culture.

    UCR gives every student, faculty and staff member the resources to explore, engage, imagine and excel.

    UC Riverside is recognized as one of the most ethnically diverse research universities in the country boasting several key rankings of which we are extremely proud.

    • UC Riverside is proud to be ranked No. 12 among all U.S. universities, according to Money Magazine's 2020 rankings, and among the top 1 percent of universities worldwide, according to the 2019-20 Center for World University rankings.
    • UC Riverside is the top university in the United States for social mobility. - U.S. News 2020
    • UCR is a member of the University Innovation Alliance, the leading national coalition of public research universities committed to improving student success for low-income, first-generation, and students of color.
    • Among top-tier universities, UC Riverside ranks No. 2 in financial aid. - Business Insider 2019
    • Ranked No. 2 in the world for research, UCR's Department of Entomology maintains one of the largest collections of insect specimens the nation.
    • Center for World University Rankings
    • UCR's distinguished faculty boasts 2 Nobel Laureates, and 13 members of the National Academies of Science and Medicine.

    The University of California is an Equal Opportunity / Affirmative Action Employer with a strong institutional commitment to the achievement of excellence and diversity among its faculty and staff.

    For information about our generous employee benefits package, visit :

    Employee Benefits Overview

    Last updated : 2024-04-24

  • Just Posted

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Automotive Service Advisor/Writer
  • ROME'S AUTO SPECIALIST INC
  • Riverside, CA FULL_TIME
  • ABOUT ROME’S AUTO SPECIALIST INC Since 2011, Rome’s Auto Specialist Inc has become a recognized industry leader in Automotive & Fleet Maintenance Services. Our goal is to simply provide honest and tru...
  • Just Posted

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Pool Cleaner/Technician
  • Pool & Spa Specialist
  • Rancho Cucamonga, CA FULL_TIME
  • MUST HAVE EXPERIENCE! Pool & Spa Specialist -Highly reliable and self motivated individual wanted -Must have experience in cleaning pools & spas -In depth knowledge & clear understanding of water chem...
  • 10 Days Ago

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Comfort Specialist (Sales)
  • Integrity Air Your Heating & Cooling Specialist
  • Murrieta, CA FULL_TIME
  • INTEGRITY AIR? Are you looking for a place to call home? A place where your skills and passion will be recognized and rewarded? A place to grow and learn with others who have the same mindset? We call...
  • 26 Days Ago

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Systems Administrator - Data Retention
  • Monster Energy
  • Corona, CA FULL_TIME
  • Position Summary: We are seeking a highly skilled and motivated individual to join our team as a Microsoft Mail and Data Retention Administrator. In this role, you will be responsible for managing and...
  • 1 Day Ago

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FNPs and PAs for Urgent Care Medicine - W2 - $80/hr. Plus Sign-On and Retention
  • Accelerated Urgent Care
  • Temecula, CA FULL_TIME
  • Advanced-Level Providers for Urgent Care Medicine Needed in Temecula, CA Full-Time Employed Model with Full Benefits Including Malpractice with Tail Coverage and Retirement Experienced providers will ...
  • 17 Days Ago

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0 Annuities Retention Specialist jobs found in Murrieta, CA area

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Housing Retention Specialist
  • Illumination Foundation
  • Orange, CA
  • "Every person deserves compassion, dignity, and the safety of a place to call home." Homelessness is the largest social ...
  • 4/24/2024 12:00:00 AM

3
Customer Service Representative
  • 3V Expansions
  • Temecula, CA
  • Our company is renowned for top-notch customer service, and it's what separates us from the rest of our competitors. Wha...
  • 4/24/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Irvine, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Irvine, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Irvine, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Irvine, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Sales Associate-PROMENADE AT TEMECULA MALL
  • L Brands, Inc.
  • Temecula, CA
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/22/2024 12:00:00 AM

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Landscape Foreman / Mason Foreman
  • Field View Contractors inc
  • Temecula, CA
  • Job Description Job Description FIELD VIEW CONTRACTORS IS SEARCHING FOR A GREAT PERSON TO LEAD A GROUP OF GUYS. EXPRIENC...
  • 4/21/2024 12:00:00 AM

Murrieta is a city in southwestern Riverside County, California, United States. The population of Murrieta was 103,466 at the 2010 census. Murrieta experienced a 133.7% population increase between 2000 and 2010, according to the most recent census, making Murrieta one of the fastest growing cities in the state. This population boom in 2010 surpassed the population of the historically larger and more commercial city of Temecula to the south for the first time since the incorporation of either city. Temecula and Murrieta together form the southwestern anchor of the Inland Empire region. The Murr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$61,187 to $81,947
Murrieta, California area prices
were up 3.0% from a year ago