Annuities Retention Specialist jobs in Salinas, 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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Director of Outreach and Retention
  • Monterey Peninsula College
  • Monterey, CA FULL_TIME
  • Monterey Peninsula College

    Director of Outreach and Retention

    Salary: $7,896.00 - $8,540.00 Monthly

    Job Type:
    Job Number: 2021-00069
    Closing: 4/22/2022 11:59 PM Pacific
    Location: Monterey, CA
    Division: Student Services

    Description

    Director of Outreach and Retention

    The successful candidate will plan, organize, direct, and provide leadership of all aspects of the Welcome Center, Student Outreach and Recruitment (SOAR), and the First-Year Experience (FYE) departments. This includes creating a vision for and leading the development and implementation of campus-wide activities, strategies, evaluating the effectiveness, and providing oversight and supervision of faculty and staff assigned to these various departments.

    Example of Duties

    Overall:
    Administer, develop, organize, coordinate, implement and supervise the operation and activities for the Welcome Center, SOAR, and FYE

    Establish and evaluate progress towards program target outcomes and drive planning through data-driven assessment and improvement for all three areas/departments

    Select, orient, train, supervise, schedule, and evaluate contract employees and faculty

    Oversee the work of staff and faculty involved in the delivery of services for all three areas

    Participates in the development, administration, and oversight of the program's annual budget; monitors program expenditures to ensure compliance with established laws and regulations, as well as funding requirements

    Establishes and maintains relationships with school district officials, community leaders, various organizations, and public agencies to encourage participation, stimulate interest, and coordinate campus projects with assigned programs and activities; participates in developing strategic plans for outreach, recruitment, and retention by coordinating with other divisions to implement related outreach and retention plans

    Maintains program compliance with state, county, and federal regulations and laws; provides accurate reporting of program data to state and county regulatory agencies

    Develops, analyzes, and assesses Service Area Outcomes (SAOs) to ensure the measurement and improvement of program effectiveness, and implements program modifications as necessary

    Be an integral team player with campus and community partners, which involves flexibility, cooperation, and communication

    Attend and participate in professional group meetings and various committees and advisory groups; stay abreast of new trends and innovations in the field of outreach and retention resources, programs, and other services as they relate to the area of assignment

    Perform other related duties as assigned

    Welcome Center:
    Develop and implement an institutional plan that addresses the needs of Student Services in creating a "One-Stop-Shop" for prospective and continuing students in the Welcome Center

    Work collaboratively with other departments to establish first-tier responsibilities that serve students thus reducing referring a student to another department

    Manage day-to-day operations including, but not limited to, scheduling, staffing, and safety protocols

    Foster a welcoming environment that embraces diversity, integrity, trust, and respect

    SOAR:
    Develop an institutional outreach, recruitment, and onboarding plan and corresponding timeline; evaluate and revise regularly

    Collaborate closely with Dual Enrollment, First Year Experience, Student Services (especially Admissions & Records, Counseling, and Financial Aid), and Academic Affairs to coordinate and centralize outreach, recruitment, and onboarding efforts, practices, and processes

    Design and implement clear connections between outreach and FYE activities (e.g., Summer Bridge)

    Plan, prepare and facilitate campus-wide outreach, recruitment, onboarding, and retention workshops, and events

    Proactively engage and collaborate with CAP Completion Teams and other academic and student services areas to ensure accurate understanding and knowledge of institutional programs, opportunities, resources, and activities for the purpose of outreach and recruitment

    First-Year Experience:
    Proactively engage and collaborate with CAP Completion Teams and other academic and student services areas to ensure accurate understanding and knowledge of institutional programs, opportunities, resources, and activities for the purpose of onboarding and retention

    Plan, prepare and facilitate and support outreach, recruitment, onboarding, and retention workshops and event

    Plan and develop a First-Year Experience that increases transfer rates while creating a Transfer Culture experience

    Develop and implement strategies to improve placement and progression for all incoming, with particular attention to underserved students

    Develop activities and relationships that promote transfer and career opportunities.

    Background Information Related to the Director of SOAR

    College and Career Guidance (CCG) Work Team Recommendations (Spring 2021)

    The Guided Pathways College and Career Guidance (CCG) Work Team, consisting of faculty, classified, and administrators, conducted a comprehensive inquiry into key Guided Pathways Essential Practices that fall under Pillar 2: Entering the Path and Pillar 3: Staying on the Path. The inquiry process included internal and external sources including student feedback and culminated in a set of recommendations to address the team's key findings. A significant component of these recommendations pertains to the college's outreach and recruitment processes. "Based on the analysis of these inquiries and discussion with stakeholders, the CCG work team has recommended the establishment of a Student Outreach and Recruitment (SOAR) Department . The proposed SOAR department would allow for centralized and dedicated outreach, recruitment, and onboarding efforts." (CCG Work Team) The CCG Work Team's recommendations include targeted outcomes for SOAR as well as key department responsibilities and calls for the creation of a Director to lead the functions of the SOAR department.

    In consideration of the need for intentional, structured, seamless, and proactive student support from pre-college through the first year of college (GP Pillars 2 and 3), there exists a strong relationship between the work of the proposed SOAR department, Welcome Center, and First-Year Experience (FYE). Though each department or program maintains a distinct charge, identity, and set of objectives and responsibilities, the intrinsic links between these areas illustrate the need for a high level of ongoing coordination and collaboration, which would result not only in strengthened relationships with high school and community partners and the resulting enhancement of college enrollment but also in more targeted and robust retention resources and activities at scale. This could be achieved through the establishment of a Director of Outreach and Retention.

    Qualifications

    Minimum Qualifications:
    Possession of a master's degree from an accredited college or university or equivalent; and

    Two (2) years of formal training, internship, or leadership experience reasonably related to the administrator's assignment; and

    Demonstrate sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds of community college students.

    Proof of Vaccination

    New employees may begin working in their assignments only after the District has received proof that the person is fully vaccinated or an exemption has been approved.

    Work Schedule / Supplemental Information

    Salary

    $7,896 (Step I)- $8,540 (Step III) Great Health Package (no additional costs for benefits).

    MPC provides eligible employees with valuable benefits options, including medical, dental, vision, life/AD&D, and long-term disability.

    Assi g ned Shift

    40 hours per week; this position is exempt from overtime

    This is an in-person position

    For further inquiries, please email recruitment@mpc.edu

    How to A pp l y

    Visit www.mpc.edu/employment and select "classified and other positions." Here you will find the announcement and the "apply" button in the upper right-hand corner. You will be asked to log in or create a new user account.

    Complete all required fields of the application:
    Attach your cover letter which describes your interest in and qualifications for the position, specifically addressing the desirable qualifications (.pdf).

    Attach your resume (.pdf)

    A diversity statement including a detailed explanation of your experience working with, sensitivity to, and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds of community college students.

    All undergraduate and graduate academic transcripts. Unofficial copies may be submitted with the application; official copies will be required at the time of the interview.

    Foreign Education completed outside of the United States must be deemed equivalent to that gained in conventional/accredited U.S. education programs in order for it to be considered for the satisfaction of minimum qualifications. For a list of agencies, please refer to the link below.

    https://www.mpc.edu/home/showdocument?id=24165

    Only items listed above will be reviewed by the screening committee. Human Resources does not accept additional materials such as: letters of reference, test scores from other institutions, certificates of courses/programs completed, letters of commendation from schools, or transcripts with your application. Such items, if included, will not be forwarded to the selection committee. If you are a finalist, HR will request any reference information that is required. Monterey Peninsula College reserves the right to close or continue the recruitment at any time.

    Conditions of Em p lo y ment

    Monterey Peninsula Community District is committed to achieving educational equity for all students. As outlined in the District's Governing Board Goals, Educational Master Plan, Equal Employment Opportunity Plan, and Student Equity Plan. We provide students with a rich and dynamic learning experience that embraces differences - emphasizing collaboration, engaging students in and out of the classroom, and encouraging them to realize their goals and become global citizens and socially responsible leaders. When you join our team at Monterey Peninsula College, you can expect to be part of an inclusive, innovative, and equity-focused community that approaches higher education as a matter of social justice requiring broad collaboration among faculty, classified staff, administration, students, and community partners.

    Monterey Peninsula College is designated as a Hispanic Serving Institution (HSI) and is an affiliate of the statewide Umoja Community of California Community Colleges. Monterey Peninsula College has a diverse student population that is a reflection of the communities it serves.

    We value the ability to serve students from a broad range of cultural heritages, socioeconomic backgrounds, genders, abilities, and orientations. Therefore, we prioritize applicants who demonstrate they understand the benefits diversity brings to a professional educational community. The successful candidate will be an equity-minded individual committed to collaborating with faculty, classified staff, administration, students, and community partners who are also committed to closing equity gaps. An equity-minded individual is a person who already does or has demonstrated the desire to:

    (1) Understand the importance of holding ourselves accountable as educators for closing equity gaps and engaging inequitable practices;

    (2) Reframe inequities as a problem of practice and view the elimination of inequities as an individual and collective responsibility;

    (3) Encourage positive race-consciousness and embrace human difference;

    (4) Reflect on institutional and teaching practices and aim to make them more culturally responsive; and

    (5) Strategically build buy-in and participation among colleagues for equity-related initiatives.

    Monterey Peninsula College seeks employees who value mentorship and working in a collegial, collaborative environment, guided by a commitment to helping all students achieve their educational goals. All departments strongly encourage collaboration across disciplines to create inclusive, integrated, and interdisciplinary learning experiences. College faculty are expected to be knowledgeable about, and willing to use, different learning and teaching methods appropriate to the students they serve.

    Offers of employment are contingent upon Governing Board approval. Employment with Monterey Peninsula College is not complete or official until applicants meet all pre-employment requirements. All new employees are required to submit proof of freedom from tuberculosis and proof of eligibility to work in the United States. Employees must sign the Oath of Affirmation of Allegiance, and submit fingerprints for California Department of Justice clearance. California School Employees Association Membership or an approved alternative is required.
  • 10 Days Ago

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Student Disability Resources Retention Advisor
  • California State University, Monterey Bay
  • Seaside, CA FULL_TIME
  • Student Disability Resources Retention Advisor Job no: 515186 Work type: Staff Location: Monterey Bay Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, Student ...
  • 21 Days Ago

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Educational Opportunity Program Retention Advisor
  • California State University, Monterey Bay
  • Seaside, CA FULL_TIME
  • Educational Opportunity Program Retention Advisor Job no: 530829 Work type: Staff Location: Monterey Bay Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, Stude...
  • 24 Days Ago

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Educational Opportunity Program Admissions and Retention Advisor
  • California State University, Monterey Bay
  • Seaside, CA FULL_TIME
  • Educational Opportunity Program Admissions and Retention Advisor Job no: 530828 Work type: Staff Location: Monterey Bay Categories: Unit 4 - APC - Academic Professionals of California, Probationary, F...
  • 24 Days Ago

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AP Specialist
  • Latitude 36 Foods
  • Salinas, CA FULL_TIME
  • Reports To: AP Supervisor Department: Finance/Accounting Location: Salinas, CA Position Type: Full Time Shift: 1st shift Schedule: 8AM – 5PM (OT and weekends, as required. *May vary, depending on busi...
  • 19 Days Ago

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Resident Specialist
  • The Michaels Organization
  • Monterey, CA FULL_TIME
  • Overview Our business is real estate, but our organization is so much more than bricks and mortar, beautiful buildings and well-managed properties. Our business is about people who need a place to cal...
  • 19 Days Ago

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0 Annuities Retention Specialist jobs found in Salinas, CA area

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Marketing Assistant
  • Tidal Management
  • Santa Clara, CA
  • We are actively seeking a motivated Entry Level Marketing Assistant to work on groundbreaking campaigns with an advertis...
  • 3/28/2024 12:00:00 AM

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General Manager
  • Grocery Outlet
  • Salinas, CA
  • Job Description Job Description Grocery Outlet is one of the fastest growing discount grocery chains in America. Were se...
  • 3/28/2024 12:00:00 AM

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CNC Mill Operator
  • Infinity Staffing
  • Hollister, CA
  • Job Description Job Description Setup DMG Mori vertical mills 3+1 axes in production-oriented shop Use Zoller tool pre-s...
  • 3/28/2024 12:00:00 AM

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Courtesy Clerk $16.00/hr -$16.78/hr
  • Vallarta Supermarkets
  • Salinas, CA
  • Description: California Minimum Wage is $16.00/hr effective 1/1/2024 Some Cities have higher Minimum Wages (LA City curr...
  • 3/27/2024 12:00:00 AM

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Client Services Representative
  • Janus of Santa Cruz
  • Santa Cruz, CA
  • Job Type Full-time Description Summary We believe the role would place you in a highly energized environment where you w...
  • 3/26/2024 12:00:00 AM

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Packaging Associate
  • Infinity Staffing
  • Gilroy, CA
  • Job Description Job Description Position: Production/ Packing Associate Shift: Mon- Fri (2:30pm-11:00pm) Location: Gilro...
  • 3/26/2024 12:00:00 AM

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Nurse Director of Women's and Children's Services
  • Clinical Management Consultants
  • Saratoga, CA
  • A fantastic career opportunity for an experienced Nurse Director of Labor and Delivery Perinatal Services is now availab...
  • 3/24/2024 12:00:00 AM

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Patient Service Representative
  • ZOLL LifeVest
  • San Jose, CA
  • Position Title: Patient Service Representative (PSR) Remote independent contract worker position Competitive fee for ser...
  • 3/24/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 23.2 square miles (60 km2), 99.84% of it land and 0.16% of it water. Prior to mass agricultural and urban development, much of the city consisted of rolling hills bisected by wooded creeks and interspersed with marsh land. Today, the city is located mostly on leveled ground, with some rolling hills and wooded gulches with creeks remaining in the north-eastern Creekbridge and Williams Ranch neighborhoods, as well as the Laurel Heights section of East Salinas. The natural ecosystems accompanying the area's topography and ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$62,530 to $83,746
Salinas, California area prices
were up 2.5% from a year ago