Annuities Retention Specialist jobs in South Dakota

What you can expect as a Customer Retention Specialist:

Assist the Customer Retention Consultant in communicating with orphan policy owners in a retention capacity. Provide assistance while utilizing SLS concepts/tools that support the Corporate Shared Values and Divisional Vision Statement. Responsibilities include providing administrative support through written and phone communication, generation of product proposals, and preparation of required paperwork. Primary focus is on providing high quality customer service that retains the policy owner..

What we are looking for:

• Proven excellence in Customer Service
• Excellent oral and written communication skills
• Possess excellent interpersonal skills including: participatory listening skills needed to assist policy owners with requests and issues of dissatisfaction, effective relational skills, strong initiative, and high energy
• Ability to develop a rapport with policy owners over the phone to develop trust and provide knowledgeable and caring service
• Possess analytical skills; exposure to needs analysis and product illustration software
• Disciplined, organized, and self-motivated and able to work efficiently and independently or in a team environment
• Ability to be proactive in addressing policy owner needs and identifying solutions as they arise
• Well versed in TAMRA/TEFRA and other applicable tax laws
• High degree of professionalism and decision making ability
• Detail oriented, strong organizational skills important
• Must have knowledge of and ability to maneuver through multiple information screens
• Strong problem solving skills
• Able to adapt to frequent change
• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
• FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.

Sammons Financial Group Companies offers some of today’s most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we’re focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

What you can expect when you join Sammons Financial Group:

• A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture
• A healthy balance between work and personal life to do your best work. Workplace flexibility options may be available.
• Friday afternoons off, competitive Paid Time Off, volunteer time off and a generous number of paid holidays!
• Great benefits including medical, dental, vision, wellness, charitable giving programs, education assistance… to name a few!
• A generous, 100% company funded, Employee Stock Ownership Retirement Plan!
• A casual dress code, including jeans!