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)
The role of the Direct Marketing Associate is to evolve new client relationships and to be an advocate for our client's product offerings and potentials in their industries.
We are looking for outgoing, driven individuals to join our team as Direct Marketing Associates. Direct Marketing Associates possess winning attitudes and the ability to make our clients' customers feel welcomed in-store. Direct Marketing Associates will help identify client needs, present and answer questions about our client's latest products and services, and recommend solutions and current promotions available to them.
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Qualifications:
Job Types: Full-time, Internship
Pay: $39,701.46 - $47,812.52 per year
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Schedule:
Work Location: In person
0 Annuities Retention Specialist jobs found in Omaha, NE area