Annuities Retention Specialist jobs in San Jose, 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 (Temporary)
  • San Mateo County Community College District
  • Redwood, CA TEMPORARY
  • Retention Specialist (Temporary)

    San Mateo County Community College District

    Posting Number: 20141644S
    Department: Counseling Services CA (DEPT)
    Location: Caada College
    Position Number: 3CC023
    Percentage of Full Time: 100%
    FLSA: Non-Exempt (accrues overtime)
    Months per Year: other
    If other, please specify: Through December 31, 2023.
    Salary Range:
    Note:
    Min Salary: $36.78 (hourly)
    Max Salary: $47.03 (hourly)
    Position Type: Classified, Temporary

    Who We Are:
    The San Mateo County Community College District is committed to achieving educational equity for all students. As outlined in the Districts Strategic Plan, "success, equity, and social justice for our students are longstanding goals." The Districts "Students First" Strategic Plan is focused on "Student Success, Equity and Social Justice." We provide students with a rich and dynamic learning experience that embraces differences - emphasizing collaboration and engaging students in and out of the classroom, encouraging them to realize their goals, and to become global citizens and socially responsible leaders. When you join our team at San Mateo County Community College District, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, classified staff, administration, students and community partners.

    The College and the District:
    Caada College is part of the San Mateo County Community College District and is designated as both a Hispanic Serving Institution (HSI) and an Asian American and Native American Pacific Islander Serving Institution (AANAPISI), enrolling approximately 10,000 students each academic year. Caada College has a diverse student population that reflects the communities that it serves. For more than 50 years, Caada College has provided enriching educational opportunities for the residents of San Mateo County. With the support and guidance from award-winning faculty and staff, residents can pursue certificates and degrees for career training or for transfer to four-year colleges and universities. Located in the heart of Silicon Valley, Caada College offers hundreds of day, evening, and weekend courses in more than 40 quality instructional programs with a variety of innovative student support services. Detailed information about the student population, including data related to student success, can be found on Caada Colleges Office of Planning, Research and Institutional Effectiveness (PRIE) website.

    Who We Want:
    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. The San Mateo County Community College District seeks employees who value mentorship and working in a collegial, collaborative environment, guided by a commitment to helping all students achieve their educational goals.

    The Position:
    The Retention Specialist performs paraprofessional work that involves outreach and the retention of students in the EOPS Program designed to foster student success. Under direction, the employee performs a variety of preparatory work and planning and develops strategies to support and enhance student completion and success. Public contact is extensive and primarily includes students, faculty, and staff, but can also include vendors and staff in other educational institutions and agencies, for the purpose of exchanging subject matter and procedural information. A high degree of independent judgment and creativity are required to resolve a wide variety of minor and occasional major problems that may arise. Consequences of errors in judgment can be moderately costly in public relations and employee time; however, supervisory controls are available to limit the risk of serious error. A Retention Specialist can perform a wide variety of duties within the scope of the classification. A Retention Specialist can direct the work of student assistants, clerical staff, and instructional aides, as assigned.

    Duties and Responsibilities:
    The duties below are representative of the duties of the classification and are not intended to cover all of the duties performed by the incumbent(s) of any particular position. The omission of specific statements of duties does not exclude them from the position if the scope of work is similar, related, or a logical assignment to this classification.
    • Exchanges information with students, faculty and staff regarding subject-matter, resources, materials, policies and procedures associated with the classroom or laboratory setting or college programs and services
    • Confers with faculty regarding curriculum, computer hardware, software and other learning tools, student assignments and progress, tests, student test scores, alternate learning methods and other technical information related to the services and programs provided
    • Attends meetings, conferences and workshops to obtain current subject-matter, procedural and other information
    • Participates in division and department planning activities
    • Makes presentations to small and large groups to publicize the services and programs as assigned
    • Assists with outreach and retention of students into specific programs, including developing strategies to enhance student completion and success
    • Provides encouragement and support to students who are undecided about a major by providing information regarding specific majors
    • Proactively meets with students to monitor their progress
    • Tracks student involvement in on-campus support resources, including academic counseling and development of student educational plans, as well as support services relating to financial aid, scholarships, internships, transfer, including completion of transfer admission guarantees
    • Develops an early alert system to identify students who are under performing in specific coursework, and collaborates with instructional aides and tutors to intervene
    • Assists in planning an academic support structure to include workshops, study groups, tutoring, program activities, accompanying students to off-campus events, and other support services to enhance student retention and success
    • Works with faculty advisors and student leaders of clubs to develop programs that promote academic success
    • Uses a variety of computer software to organize and maintain learning resources and related data, compose and prepare correspondence, reports, publicity and other materials; sets up and maintains online and manual files; enters, modifies and retrieves a variety of statistical and other data for special and regular reports
    • Trains and leads the work of student assistants, clerical and other staff as assigned
    • Performs other related duties as assigned



    Minimum Qualifications:
    • Possession of a Bachelors degree from an accredited institution OR an equivalent combination of education and experience
    • Successful experience of increasing responsibility that has included event planning, assessment, and evaluation
    • Demonstrated cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA backgrounds of community college students, faculty and staff
    • Demonstrated oral and written communication skills, including public speaking
    • Experience with the use of a variety of computer software to compose and prepare correspondence, forms, reports, presentations, and other written materials
    • Experience with research and compiling data for, formatting, and preparing statistical, financial and other reports
    • Skill in setting up and maintaining online and manual files






    Physical Requirements:
    This classification requires communication with individuals, small groups and large groups; work in close proximity with individuals; comparing data, and interpreting data to others; flexibility, tact and patience; manual dexterity; bending; pulling; pushing; and reaching in order to perform the essential functions.

    Equivalence to Minimum Qualifications:

    Knowledge, Skills and Abilities:
    • Skill in working with diverse adult learning styles
    • Skill in multi-tasking and workload prioritizing under deadline pressure, using independent judgment for decision-making
    • Skill in use of the Microsoft Office Suite and web-based content management systems to compose and prepare a variety of correspondence, reports, publicity and other materials
    • Skill in establishing and maintaining respectful and sensitive working relationships with people who are diverse in their academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA backgrounds
    • Skill in oral communication, including public speaking
    • Skill in written communication
    • Skill in organizing data, setting up, tracking and maintaining data in electronic and manual files
    • Skill in directing the work of others
    • Skill in performing research in a designated subject matter area
    • Skill in designing lesson plans using original research, subject-matter knowledge and materials



    Preferred Qualifications:

    Benefits:
    Due to the temporary nature of this position, benefits are not included.

    Open Date: 09/07/2023
    First Review Date: 09/21/2023
    Close Date:
    Open Until Filled: Yes

    Special Instructions Summary:
    Required Application Materials All applicants are required to submit:

    1. A completed online District application form (go to https://jobs.smccd.edu to complete the application and to apply for this position).

    2. A resume that details all relevant education, training, and other work experience.

    3. A cover letter of no more than 3 pages that addresses the applicants cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA backgrounds of community college students, faculty and staff as well as the applicants qualifications as they relate to the requirements, knowledge, skills, and abilities listed in this announcement.

    Candidates for interview will be selected from among those who most closely meet the requirements and knowledge, skills and abilities. Meeting the minimum qualifications does not guarantee an interview. As part of the interview process, candidates may be asked to demonstrate job-related knowledge and skills.

    For questions related to this posting, please contact:
    SMCCCD Office of Human Resources
    3401 CSM Drive
    San Mateo, CA 94402
    Tel.: (650) 574-6555
    Fax: (650) 574-6574
    Email: smccdjobs@smccd.edu
    Web Page: www.smccd.edu/hr

    Conditions of Employment:
    Prior to employment, the selected candidate will be required to complete the following:

    1. Submit official transcripts (applies to all faculty or educational administrative positions)

    2. Submit verifications of prior employment

    3. Satisfactory references

    4. Successfully being cleared for employment through the background checking process
    In addition to background checks, the District may review publicly available information about a candidate on the Internet. If a candidate is aware of incorrect or inaccurate information that is available on the Internet, the candidate is welcome to address such an issue with the Office of Human Resources.

    5. Present original documents for proof of eligibility to work in the United States

    6. Approval of your employment by the SMCCCD Board of Trustees

    7. Provide a certificate of Tuberculosis exam for initial employment.

    8. Have fingerprints taken by a Live Scan computer (Clearance must be received prior to first day of employment). Please note that the California Education Code requires, in part, that community college districts shall not employ or retain in employment persons in public school service who have been convicted of certain felonies, a misdemeanor drug charge (including alcohol offenses) or misdemeanor moral turpitude (sexual offense) crime. However, consideration may be given to those whose drug convictions occurred more than five years ago. A conviction for other crimes may not necessarily disqualify you from the job for which you may be applying.
  • 9 Days Ago

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Retention Specialist (Temporary)
  • San Mateo County Community College District
  • Redwood, CA TEMPORARY
  • Retention Specialist (Temporary) San Mateo County Community College District Posting Number: 20141644S Department: Counseling Services CA (DEPT) Location: Caada College Position Number: 3CC023 Percent...
  • 9 Days Ago

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Local Merchandising Rep/Laborer
  • Apollo Retail Specialist
  • San Jose, CA PART_TIME
  • BT Retail Solutions (BTR), a division of Apollo Retail Specialists, has served America’s most respected brands as a leading construction and fixture installation company for three decades, and we are ...
  • 3 Days Ago

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Local Merchandising Rep/Laborer (PT)
  • Apollo Retail Specialist
  • San Jose, CA PART_TIME
  • $18/hr Local Merchandising Reps & Laborers- Willing to Train!BT Retail Solutions (BTR), a division of Apollo Retail Specialists, has served America’s most respected brands as a leading construction an...
  • 4 Days Ago

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Cosmetic Merchandiser (2023-30851)
  • Apollo Retail Specialist
  • San Jose, CA PART_TIME
  • As a cosmetic merchandiser, you’ll take on project-based work to ensure cosmetic products, graphics, and displays are visually appealing to attract and engage shoppers, build strong relationships with...
  • 5 Days Ago

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Local Merchandising Reps & Laborers
  • Apollo Retail Specialist
  • San Jose, CA PART_TIME
  • BT Retail Solutions (BTR), a division of Apollo Retail Specialists, has served America’s most respected brands as a leading construction and fixture installation company for three decades, and we are ...
  • 23 Days Ago

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0 Annuities Retention Specialist jobs found in San Jose, CA area

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Financial Analyst II
  • Gateway Recruiting - Gateway To Global Careers - Contingent Retained Contract Recruiting Services
  • Sunnyvale, CA
  • Job Description: This position will support the IS&T Software Finance team in ongoing reporting, analysis, and quarter-e...
  • 4/19/2024 12:00:00 AM

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Manufacturing Engineering Technician and Drafter
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Santa Clara, CA
  • Job Summary: The Manufacturing Engineer Technician will work closely with the company’s Product Development Team and out...
  • 4/19/2024 12:00:00 AM

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Diagnostic Software QA
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Cupertino, CA
  • Job Summary: The Field Diagnostics Tools & Systems Engineering team is seeking candidates with solid Software Quality As...
  • 4/18/2024 12:00:00 AM

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Retention Specialist (Temporary)
  • San Mateo Community College District
  • Redwood City, CA
  • Posting Details Position Information Posting Number 20141644S Position Title Retention Specialist (Temporary) Location C...
  • 4/18/2024 12:00:00 AM

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Senior Global Strategic Product Manager
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Pleasanton, CA
  • The Job Opportunity: The Global Strategic Sr Product Manager will be shaping the future of connected care for heart fail...
  • 4/18/2024 12:00:00 AM

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Test Engineer II
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Cupertino, CA
  • Job Summary: Monitor team adherence to required evidence collection requirements and escalate any missing items. Execute...
  • 4/17/2024 12:00:00 AM

2
Project Manager
  • 24 Seven Talent
  • San Jose, CA
  • As a Project Manager, you’ll lead the day to day relationships & projects from our membership and ad-hoc client accounts...
  • 4/17/2024 12:00:00 AM

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Financial Analyst II
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Sunnyvale, CA
  • Job Description: This position will support the IS&T Software Finance team in ongoing reporting, analysis, and quarter-e...
  • 4/16/2024 12:00:00 AM

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$70,970 to $95,050
San Jose, California area prices
were up 2.9% from a year ago