Annuities Retention Specialist jobs in Roseville, 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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Retention Specialist
  • Center for Employment Opportunities
  • Sacramento, CA FULL_TIME
  • RETENTION SPECIALIST - Sacramento, CA

    The Opportunity

    We’re looking to hire a resilient and results-driven Retention Specialist for our Sacramento 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.

    Who We Are

    The Center for Employment Opportunities (CEO) provides employment services to people with recent criminal convictions. Across the United States, over 6,000 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 25,000 formerly incarcerated individuals have secured full-time employment since 1996. In 2016, CEO embarked on a 5-year strategic plan to grow to serve 9,000 participants annually.

    Who You Are: 

    • You’re deeply dedicated to social justice and perhaps are already working in the re-entry space 
    • You come to CEO with at least 1-2 years of related experience 
    • 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're experienced in providing feedback and guidance to clients to encourage their growth and continued development of their knowledge and skills 
    • You have excellent interpersonal and written communication skills with the ability to adjust to particular personalities and interaction styles on the spot 
    • You’re a strong task manager and organized worker with the ability to maintain oversight of all of the details as you coordinate many moving pieces 
    • Knowledge of Sacramento's labor force strongly preferred 

    Key Responsibilities

    Key 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 for this position is $46,288. annually. We also offer a comprehensive benefits package, including medical and dental coverage, paid parental leave, participation in a retirement plan, sick and vacation leave, paid holidays and more. We're a workplace that promotes continual learning and teamwork, offering lunch and learns, team outings, holiday gatherings and more for our staff. CEO is also dedicated to ongoing staff development 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.

    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-racism 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.  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

  • 1 Month Ago

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Customer Reactivation & Retention Representative
  • FieldTRUE
  • West Sacramento, CA FULL_TIME
  • JOB SUMMARY: fieldTRUE is a family-owned farm box service revolutionizing the food system on the West Coast. Through our Farm Fresh to You and Full Circle offerings we deliver organic fruits and veget...
  • 24 Days Ago

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Therapist - $1500 Retention Bonus
  • SAINT JOHNS PROGRAM FOR REAL CHANGE
  • Sacramento, CA OTHER
  • Job Details Job Location: Main Office - Sacramento, CA Position Type: Full Time Salary Range: Undisclosed Job Shift: Day DescriptionWho We Are Since 1985, Saint John’s Program for Real Change has prov...
  • 1 Month Ago

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CLINICAL SUPERVISOR - $1500 Retention Bonus
  • SAINT JOHNS PROGRAM FOR REAL CHANGE
  • Sacramento, CA OTHER
  • Job Details Job Location: CCTRP - Sacramento, CA Salary Range: Undisclosed DescriptionDo you want to be a part of changing women's lives forever? About Saint John’s Program for Real Change Founded on ...
  • 7 Days Ago

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Acting Director of Retention & Student Life
  • Yuba Community College District
  • Yuba, CA FULL_TIME
  • Location: Woodland Community College - Woodland, CA Job Description: Under the direction of an appropriate Administrator, the Director of Retention and Student Life will be responsible for developing ...
  • 21 Days Ago

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Director of Retention and Student Life CATEGORICALLY FUNDED POSITION CONTINGENT UPON CONTINUED FUNDING AND BOARD APPROVAL
  • Yuba Community College District
  • Yuba, CA FULL_TIME
  • Location: Woodland Community College - Woodland, CA Job Description: CATEGORICALLY FUNDED - POSITION CONTINGENT UPON CONTINUED FUNDING AND BOARD APPROVAL Woodland Community College is seeking an equit...
  • 4 Days Ago

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0 Annuities Retention Specialist jobs found in Roseville, CA area

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Human Resources Director
  • LHH
  • Roseville, CA
  • The ideal candidate will act as an employee champion and a leader of change. You will plan, develop, organize, implement...
  • 4/18/2024 12:00:00 AM

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PT Sales Associate
  • Dynamite
  • Roseville, CA
  • We are a global fashion digital retailer with the Garage and Dynamite brands at the heart of our success. With over to 3...
  • 4/17/2024 12:00:00 AM

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Bistro Attendant (AM shift)
  • Courtyard Roseville
  • Roseville, CA
  • Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management compa...
  • 4/16/2024 12:00:00 AM

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Customer Service Advisor
  • Pep Boys Inc
  • Rocklin, CA
  • **** **Customer Service Advisor** **Customer Service Advisor** **Job ID:** 5000780489806 **Category:** Service Desk **Po...
  • 4/16/2024 12:00:00 AM

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Garage Clothing - Sales Associate, Galleria at Roseville
  • Groupe Dynamite
  • Roseville, CA
  • ** Garage Clothing - Sales Associate, Galleria at Roseville** **Job Category****:** Sales Operations & LP **Requisition ...
  • 4/16/2024 12:00:00 AM

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Assistant Store Manager - Garage Clothing
  • Groupe Dynamite
  • Roseville, CA
  • ** Assistant Store Manager - Garage Clothing** **Job Category****:** Sales Operations & LP **Requisition Number****:** A...
  • 4/16/2024 12:00:00 AM

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Seasonal Sales Associate - Galleria at Roseville
  • Groupe Dynamite
  • Roseville, CA
  • ** Seasonal Sales Associate - Galleria at Roseville** **Job Category****:** Sales Operations & LP **Requisition Number**...
  • 4/15/2024 12:00:00 AM

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Customer Quality Manager - Rocklin, CA
  • SMA America
  • Rocklin, CA
  • At SMA America, we believe in Energy that Changes. Since 1981, SMA has been developing innovative solar technology with ...
  • 4/14/2024 12:00:00 AM

Roseville (formerly, Roseville Junction, Junction, and Grider's) is the largest city in Placer County, California, United States, in the Sacramento metropolitan area. As of 2016, the US Census Bureau estimated the city's population to be 132,683. Interstate 80 runs through Roseville and State Route 65 runs through part of the northern edge of the city. According to the Roseville Civic Center, the city has a total area of 42.26 square miles (109.5 km2), of which, 42.24 square miles (109.4 km2) of it is land and 0.002 square miles (0.0052 km2) of it (0.00%) is water. Several streams flow through...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$60,961 to $81,644
Roseville, California area prices
were up 2.5% from a year ago