Annuities Retention Specialist jobs in Pennsylvania

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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Retention Specialist
  • Center for Employment Opportunities
  • Philadelphia, PA FULL_TIME
  • Retention Specialist
    Philadelphia, Pennsylvania
    In Person

    Anticipated deadline to submit application: January 31, 2024 before 6 pm ET. Position may close early if application limit is met. Apply promptly for full consideration.

    The Opportunity

    We’re looking to hire a resilient and results-driven Retention Specialist for our local program who will keep our program participants fully engaged in the labor force for at least twelve months after they’ve secured full-time employment. 

    Successful Retention Specialists understand customer relationship management and work to build strong and trusting relationships with participants; strategically manage their caseloads, balancing the needs of individual participants with organizational needs to achieve programmatic outcomes; and hold themselves accountable for capturing a running record of participant interactions and milestone achievements within CEO’s case management system.

    As part of our mission, we strongly encourage individuals who have lived experience of incarceration or involvement in the justice system to apply for this role.

    Who We Are

    The Center for Employment Opportunities (CEO) provides employment services to people recently released from incarceration. Across the United States, 8,000-9,000 people participate in CEO each year, transitioning to employment that supports themselves, their families, and their communities.

    What began as a demonstration project of the Vera Institute of Justice in the 1970s to address employment barriers facing the formerly incarcerated following release in New York City has grown into the leading reentry employment organization in the country, where over 30,000 formerly incarcerated individuals have secured full-time employment since 1996.

    Who You Are

    • You’re deeply dedicated to social justice and perhaps are already working in the re-entry space
    • You're experienced in providing feedback and guidance to clients to encourage their growth and continued development of their knowledge and skills
    • You’re passionate about making an impact on people's lives and interested in guiding them to achieving their career goals through a balance of accountability and empathy
    • You are a people-person and love to inspire others to reach a goal and perform to the best of their ability
    • You have strong customer service skills and take a human-centered approach when communicating with participants
    • You have strong time management and prioritization skills
    • You’re able to anticipate problems, evaluate them, and determine and implement solutions
    • You’re computer savvy (demonstrated word processing skills, ability to use the Internet to research job opportunities, familiarity with Salesforce preferred)
    • You come to CEO with 1-2 years of related experience

    Major Responsibilities

    Responsibilities of the Retention Specialist include but are not limited to:

    • Maintaining frequent contact with participants;

    • Researching and connecting participants to educational and vocational opportunities as related to their short- and long-term goals;

    • Providing participants with continued life skills education and relevant resources;

    • Advocating for participant needs with parole officers and other constituencies;

    • Distributing retention incentives to participants

    • Using motivational interviewing techniques as appropriate to help guide participants to goal achievement

    • Maintaining accurate client records in Salesforce; updating progress notes in Salesforce during and after each meeting with participants 

    Compensation and Benefits

    The salary range for this position is $46,288/annually. In an effort to be both equitable and transparent, CEO's compensation philosophy considers a variety of factors, including, but not limited to, experience, internal equity, and home office location in making a final determination on our salary offer.

    We recognize that salary is a part of the overall compensation package and also provide a comprehensive benefits package, including medical and dental coverage, as well as professional development opportunities and training, including regular training opportunities in Motivational Interviewing (MI). MI is one evidence-based skill that reentry and human service professionals can utilize when supporting participants to achieve their goals.

    We also offer paid parental leave, participation in a retirement plan, sick and vacation leave, paid holidays and more. We are a workplace that promotes continual learning and teamwork, offering lunch and learns, team outings, holiday gatherings and more for our staff.

    More About Us

    The Center for Employment Opportunities believes that everyone deserves the chance to shape a stronger future for themselves, their families, and their communities. Our commitment to being an anti-racist organization that is inclusive across all identities and experiences drives us forward every day. We exist to create greater opportunities for people who face multiple barriers to personal and professional success, and we’re passionate about being agents of change who promote diversity, equity, inclusion, and access to opportunities for all.

    People who are justice involved, people of color, people who identify as LGBTQ , and people with disabilities are highly encouraged to apply for vacant positions at all levels. CEO’s commitment to DEI aligns with the CROWN Act, creating an open space where our employees can present as their true authentic selves. We are an equal employment opportunity for all regardless of race, color, citizenship, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, veteran or reservist status, or any other category protected by federal, state, or local law.

    Please note that due to the volume of resumes received, we are unable to contact each applicant regarding the status of each position or reply to candidates' inquiries via phone or email.

    IND 1

  • 10 Days Ago

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Retention Specialist
  • Phone Company Inc
  • Philadelphia, PA PART_TIME
  • $$$$$ PERFECT PART TIME OPPORTUINITY $$$$$Now you can represent the #1 Auto Club NationwideAAABecome on our Retention Specialist'sFlexible hours, Great Atmosphere, No computer use required.Convenient ...
  • 1 Month Ago

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Retention Specialist - Remote
  • PCNA
  • Kensington, PA FULL_TIME
  • Who are we? Polyconcept North America (PCNA) is the industry’s biggest and most diverse offering of promotional products and decoration services. Our employees are spread across six locations. What we...
  • 7 Days Ago

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Service & Retention Specialist
  • PPL Center & Lehigh Valley Phantoms
  • Allentown, PA FULL_TIME
  • SUMMARY:The Service & Retention Specialist is responsible for supporting the day-to-day operations of the Lehigh Valley Phantoms Premier Members, Membership events and benefits, as well as overall eff...
  • 2 Months Ago

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Placement and Retention Specialist (Full-time) Uniontown, PA.
  • Goodwill of Southwestern Pennsylvania
  • Uniontown, PA FULL_TIME
  • Company DescriptionGoodwill of Southwestern Pennsylvania and North Central West Virginia is a nonprofit organization that funds job training, education, and other community programs by selling donated...
  • 1 Month Ago

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Placement and Retention Specialist (Full-time) Lawrenceville/Pittsburgh, PA.
  • Goodwill of Southwestern Pennsylvania
  • Pittsburgh, PA FULL_TIME
  • Company DescriptionGoodwill of Southwestern Pennsylvania and North Central West Virginia is a nonprofit organization that funds job training, education, and other community programs by selling donated...
  • 15 Days Ago

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Retention Specialist
  • Vivent Health
  • Chicago, IL
  • Get ready for something extraordinary! Picture this You've got 6 weeks of paid time off in your first year, plus 12 days...
  • 4/24/2024 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...
  • 4/24/2024 12:00:00 AM

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Retention Specialist
  • Buffalo Biodiesel, Inc.
  • Buffalo Biodiesel is in growth mode and currently seeking a Retention Specialist to join our fast-growing team! Who We A...
  • 4/23/2024 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...
  • 4/23/2024 12:00:00 AM

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Customer Retention Specialist (Remote)
  • N&A Enterprises and Solutions
  • Tampa, FL
  • Description: Position Overview: As a Remote Customer Retention Specialist, you will play a crucial role in ensuring the ...
  • 4/23/2024 12:00:00 AM

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Retention Specialist
  • Kenect
  • Pleasant Grove, UT
  • About Us Kenect is based in the "Silicon Slopes" of Utah. Our team is committed to helping businesses grow and succeed t...
  • 4/22/2024 12:00:00 AM

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Retention Specialist
  • Pestie
  • Lehi, UT
  • Join the Pestie team full-time as a Retention Specialist. This role is pivotal in ensuring the long-term satisfaction an...
  • 4/22/2024 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...
  • 4/21/2024 12:00:00 AM

Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east. Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$56,437 to $75,585