Annuities Retention Specialist jobs in North Carolina

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
  • Akram & Associates
  • Cary, NC FULL_TIME
  • Annuities

    Today’s longer life expectancy is certainly worth celebrating, but it can pose a challenge when it comes to retirement planning. With an increasing span of retirement years and the potential for unexpected expenses, it may seem difficult to save up enough money to meet all your needs. For some, the answer to this predicament is an annuity.

    We help you to navigate annuities and choose the best option for working toward the financial security of your future.

    Akram Annuity Services

    When properly utilized, especially in combination with other financial investments like Social Security and pensions, annuities can be an excellent way to supplement a retiree’s income. However, the many types of annuities available and the complex nature of retirement investing means that trying to make sense of things without guidance could leave you open to making uninformed decisions that may not actually be to your benefit.

    At Akram | Assurance, Advisory & Tax Firm, we help you to understand all of your financial options, including annuities, and can advise you into which types and plans are most likely to benefit you. We facilitate purchase and payout and help you keep tabs on the stages and development of your annuity, so you know your financial status at any given moment. We recommend annuities as part of a custom-built investment plan, allowing our clients the opportunity to grow their funds while maintaining the flexibility to deal with changing life circumstances.

    Types of Annuities

    Annuity types can vary in how you pay into them, how you receive money from them, and how the funds may be invested in the interim period. The most common types of annuities include:

    • Single-Premium Annuities: In which you pay the investment all at once.
    • Flexible-Premium Annuities: In which you pay the investment in installments, requiring less money up front.
    • Immediate Annuities: This type begins repayment immediately after the annuity is fully funded (often with a single premium). It is most often used by new retirees looking to grow their retirement funds.
    • Deferred Annuities: Payout begins at a designated time many years after the contract is made. Payments may be given in a lump sum, or in a series of regular payments over a guaranteed period. These are often used as long-term investment vehicles, and benefit from being tax-deferred.
    • Fixed Annuities: The funds are placed into a fixed income investment (such as a bond), providing a guaranteed principal with a fixed interest for a specified period. Because of these guarantees, this investment vehicle is considered low-risk.
    • Variable Annuities: This annuity offers the flexibility of choice, allowing you to designate your money to multiple managed funds, namely stocks, bonds, and cash-equivalents. It is higher risk than a fixed annuity, but offers the benefit of a tax deferral on any earnings.

    Fixed Index Annuities

    This annuity falls somewhere between a fixed and a variable annuity. These annuities provide tax deferrals as well as principal protection, ensuring that the original deposit will not decrease if the index performs poorly. *

    Fixed index annuities can offer greater opportunity for growth than a standard fixed annuity, but the principal protection provides less risk than a variable annuity. Spousal opportunities or beneficiary options may also be available, giving you the ability to financially protect your loved ones as well as yourself. For many working toward retirement, this balanced option provides a useful tool to supplement their income.

    Contact Us Today for a Consultation

    Our focus is on helping clients meet their financial goals and work toward the retirement they can look forward to. We use our years of experience to make informed recommendations, and steer clear of extravagant trades that pose a high risk to your hard-earned capital. Contact us today to

  • 23 Days Ago

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Record Retention Specialist
  • Johnston County Public Schools
  • Smithfield, NC FULL_TIME
  • TITLE: Record Retention Specialist FLSA STATUS: Exempt PAY GRADE: 12 Month/Grade 70 ($3488/month - $4864/month, based on experience) REPORTS TO: Executive Director of Communication JOB GOAL: The Recor...
  • 20 Days Ago

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Gym Manager/Retention Specialist
  • V Holdings LLC
  • Charlotte, NC FULL_TIME
  • Job Overview:We are seeking a highly motivated and patient-focused individual to join our team as a Office Manager/Retention Specialist. As a Retention Specialist/Office Manager, you will be responsib...
  • Just Posted

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Customer Retention Specialist
  • Top Turf Inc
  • Charlotte, NC FULL_TIME
  • Top Turf is the Southeast's leading independently owned lawn care and pest control company, serving our customer for over twenty years. Our longevity is due to our devotion to our customers and provid...
  • 1 Day Ago

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Membership Sales and Retention Specialist
  • Kline Franchising Inc
  • Cornelius, NC FULL_TIME
  • BURN BOOT CAMP CULTURE Burn Boot Camp is one of the fastest growing fitness franchises in the nation and has experienced rapid growth since its founding in 2015. We move like our members - with purpos...
  • 17 Days Ago

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Membership Sales and Retention Specialist
  • Burn Boot Camp (Kline Franchising Inc)
  • Cornelius, NC FULL_TIME
  • BURN BOOT CAMP CULTURE Burn Boot Camp is one of the fastest growing fitness franchises in the nation and has experienced rapid growth since its founding in 2015. We move like our members - with purpos...
  • 1 Month Ago

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Retainer Operator
  • Timken
  • Lebanon, NH
  • Your Career Begins at Timken If you're ready for a challenging career that provides you with the ability to advance pers...
  • 3/29/2024 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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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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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

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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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Housing Retention Specialist
  • Lifting Up Westchester (Formerly Grace Church Community Center)
  • White Plains, NY
  • Job Description Job Description The Housing Retention Specialist is a critical member of the Supportive Services team of...
  • 3/25/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$54,181 to $72,564