Annuities Retention Specialist jobs in Rialto, 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)

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Merchant Retention Specialist
  • Kafene
  • San Bernardino, CA FULL_TIME
  • Kafene is a leading point-of-sale financing partner dedicated to empowering flexible ownership solutions for underserved customers nationwide. By enabling our retail partners to offer flexible lease-to-own (LTO) purchase options for prime and nonprime consumers, Kafene helps merchants grow their customer base and meet the growing demand for furniture, appliances, electronics, tires, and other durable goods. Utilizing more than 20,000 data inputs in tandem with cutting-edge AI and machine learning technologies, our platform creates a best-in-class experience for both merchants and customers. With over $150 million in sales since inception, we are rapidly growing and looking to expand our team.


    We take pride in fostering a dynamic workplace culture that values collaboration, innovation, and mutual support. Our team of 100 is spread between a NYC headquarters, a Wilmington office, and fully remote staff across the country. Last year, we were selected for Built In Startups to Watch and Forbes' Best Startup Employers.

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    Responsibilities:
    • Ensure merchants are equipped to grow their businesses and operate seamlessly with Kafene’s platforms. 
    • Build relationships with merchants during customer escalations to retain business, and proactively reach out to inactive merchants to regain their business.
    • Assess whether new features, enhancements, and processes are providing the expected benefits to our Merchants. 
    • Manage assigned merchant systems, databases, and functions. 
    • Be a fierce advocate for our Merchant’s experience, working directly with them to uncover pain points, and prioritize them based on the level of impact. 
    • Collaborate with other teams, including Sales, Rev Ops, and Merchant Support, to ensure seamless Merchant operations.
    • Participate in the merchant onboarding process, working closely with the Sales team to ensure a smooth transition.


    Qualifications:
    • You have 3-5 years of experience in Consulting, Strategy, Business Development, Customer Success, and/or Operations. 
    • You’re highly analytical and love taking a data-driven approach to solutions and can independently translate high-level goals into actionable go-forward plans. 
    • You’re a strong communicator and thrive in environments where you need to build strong relationships internally and externally. 
    • You have a bias towards action and can adapt to a fast-paced, constantly changing environment. 
    • You’re naturally curious and will always seek to refine processes and identify opportunities to mitigate risk. 
    • You are proficient in spoken and written Spanish and demonstrate fluency and comprehension in both formal and informal contexts.


    Preferred Qualifications:
    • Prior experience in a high-growth or early-stage start-up environment. 
    • Prior experience with Hubspot CRM expertise and Sigma Reporting
    • Prior experience in FinTech or Lease to Own.


    Compensation and Benefits:
    • Base Salary: Earn a competitive base salary ranging from $60,000 to $65,000, along with monthly commission potential.
    • Healthcare: We prioritize your well-being by covering 80% of medical, dental, and vision insurance costs. Additionally, we contribute 75% of the premium for your spouse and/or dependents.
    • Retirement Benefits: Begin planning for your future from day one with our 401k plan.
    • Paid Time Off: We understand the importance of work-life balance. That's why we offer flexible paid time off days starting from day one of your employment.


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    Kafene is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you are applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an e-mail to jobs@kafene.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

  • 1 Month Ago

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Driver - Non-CDL **$1000** Retention Bonus (Home Every Night)
  • Crothall Laundry Services
  • Coachella, CA FULL_TIME
  • Driver - Non-CDL **$1000** Retention Bonus (Home Every Night) Coachella, CA, USA * Desert Hot Springs, CA, USA * Indio, CA, USA * Joshua Tree, CA 92252, USA * La Quinta, CA, USA * Mecca, CA 92254, USA...
  • 7 Days Ago

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Driver - Non-CDL $1000 Retention Bonus (Home Every
  • Crothall Laundry and linen Services
  • Mecca, CA FULL_TIME
  • Core Linen Services is a leader in hospital and hospitality laundry processing services around the country. Our focus is on service, quality and safety which enable our clients to provide essential se...
  • 19 Days Ago

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Driver - Non-CDL **$1000** Retention Bonus (Home Every Night)
  • Crothall Laundry Services
  • Rancho Mirage, CA FULL_TIME
  • Summary: To assure customer deliveries are made with accuracy, timeliness. And within set time parameters. Perform job duties in a safe and courteous manner while maintaining an unblemished driving re...
  • 22 Days Ago

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Nurse Practitioner, Physician Assistant, & Certified Nurse Midwife opportunity! ~45k Retention Bonus~
  • Planned Parenthood of the Pacific Southwest
  • Rancho Mirage, CA FULL_TIME
  • As a Nurse Practitioner or a Physician Assistant or a Certified Nurse Midwife you will play a critical role in providing quality healthcare to a diverse patient population. This will include exams, di...
  • 16 Days Ago

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Nurse Practitioner, Physician Assistant, & Certified Nurse Midwife opportunity! ~45k Retention Bonus~
  • Planned Parenthood of the Pacific Southwest
  • Coachella, CA FULL_TIME
  • As a Nurse Practitioner or a Physician Assistant or a Certified Nurse Midwife you will play a critical role in providing quality healthcare to a diverse patient population. This will include exams, di...
  • 4 Days Ago

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0 Annuities Retention Specialist jobs found in Rialto, 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 ...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative
  • Fadeaway Marketing
  • Riverside, CA
  • Fadeaway Marketing is the engine room for success! Our Customer Service Representative team helps us drive sales and cre...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative
  • Bunzl Distribution NA
  • Fountain Valley, CA
  • ** Customer Service Representative** **Job Category****:** Telesales & Customer Service **Requisition Number****:** USA2...
  • 4/19/2024 12:00:00 AM

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Life Insurance agent
  • z & z massoud inc
  • Fontana, CA
  • Job Description Job Description Special Offer Try Betterteam Post your jobs to 100+ job boards Post a Job Reach over 250...
  • 4/19/2024 12:00:00 AM

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Veterans Employment & Retention Specialist (HRVP)
  • JVS SoCal
  • South El Monte, CA
  • Job Type Full-time Description ABOUT JVS SOCAL & VETERANS FIRST Founded in 1931, JVS-SoCal is a nonprofit, non-sectarian...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Bunzl Distribution NA
  • Anaheim, CA
  • ** Customer Service Representative** **Job Category****:** Telesales & Customer Service **Requisition Number****:** USA2...
  • 4/18/2024 12:00:00 AM

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Associate Attorney
  • Ascendion
  • Riverside, CA
  • We're seeking an experienced attorney licensed in California with 2-5 years of experience to join our clients team. You'...
  • 4/17/2024 12:00:00 AM

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Associate Attorney
  • Ascendion
  • Riverside, CA
  • We're seeking an experienced attorney licensed in California with 2-5 years of experience to join our clients team. You'...
  • 4/17/2024 12:00:00 AM

Rialto is a city in San Bernardino County, California, United States. The population was 99,171 with the 2010 Census. Rialto is home to four major regional distribution centers: Staples Inc., which serves stores across the entire West Coast of the United States, Toys "R" Us, Under Armour and Target in the northern region of the city, in the Las Colinas community. One of the United States' largest fireworks companies, Pyro Spectaculars, is also headquartered in Rialto. Rialto is located at 34°6′41″N 117°22′57″W / 34.11139°N 117.38250°W / 34.11139; -117.38250 (34.111360, −117.382403). Accordi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$59,717 to $79,978
Rialto, California area prices
were up 3.0% from a year ago