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)
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:
Key Responsibilities
Key responsibilities of the Retention Specialist include but are not limited to:
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.
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