Annuities Retention Specialist jobs in Texas
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)
Recently Added Annuities Retention Specialist jobs
Retention Specialist
- Texas A&M University - San Antonio
-
San Antonio, TX
FULL_TIME
- Job TitleRetention Specialist Agency Texas A&M University - San Antonio Department Student Success Proposed Minimum Salary$17.50 hourly Job LocationSan Antonio, Texas Job TypeStaff Job Description Reporting to the Assistant Director for Retention Initiatives, the Retention Specialist will provide support services to students and special student populations in order to promote persistence towards graduation. The Retention Specialist will assist in coordinating various initiatives that involve working directly and indirectly with students who face barriers to graduation. This position will work in collaboration with faculty and various student support services offices to identify trends and best practices that promote student success Responsibilities: Provides academic program consultation, referral, and follow-ups on a regular basis for students and special populations. Meets one-on-one to build rapport and develops an academic and personal plan to promote student success on their caseload. Coordinates group academic skills instruction programs. Responds and monitors early alerts submitted by faculty/staff submitted and supports students in establishing goals to promote success. Works as a liaison with faculty and academic advisors to case manage students facing barriers to graduation. Supports students’ acclimation to college. Educates undergraduate students about university wide resources. Monitors and conducts outreach to students identified as needing assistance through the university's midterm grading process Gathers and analyzes data and information each semester that is related to academic alerts and retention efforts to disseminate to campus stakeholders. Organize and outreach to students who are not enrolled for the following term. Organize and outreach to students who are at risk of being dropped from classes. Participate and support other retention efforts on campus. Performs other duties as assigned. Required Education: Bachelor's degree in applicable area. Preferred Education and Experience: Master’s degree in Student Personnel Services, Education, or Guidance and Counseling One (1) year of experience in academic services in higher education primarily working with at-risk student populations. Knowledge, Skills, and Abilities: Ability to use the student information systems, BANNER. Ability to use early alerts systems, scheduling systems, and CRM systems. Ability to use good judgment and work effectively under pressure. Ability to work as a member of the team. Ability to work individually or in groups to complete projects. Ability to maintain a high level of confidentiality. Demonstrated experience in and commitment to working with a diverse population. Ability to develop and deliver presentations to students and faculty. Ability to work cooperatively with others and provide excellent customer service to students, employees, and the community. Ability to multi task. Ability to gather, track, and analyze data. Demonstrated experience using Excel or other MS Office software. Excellent verbal and communication skills Applicant Instructions: Please make sure to provide the following documents: Cover Letter Resume / CV References – at least two-three professional references For detailed instructions on how to apply for any position on our website, please use the following link: http://www.tamusa.edu/humanresources/job-opportunities/index.html Summary of Employee Benefits: https://www.tamusa.edu/human-resources/documents/summary-of-employees-benefits.pdf Texas A&M University-San Antonio values community engagement and encourages applicants who are committed to advancing the well-being and prosperity of our communities. Please ensure that all required documents are uploaded prior to submitting the application. Once the application is submitted, no changes or revisions can be made. If you have issues with adding documents to your application, please contact HR at 210-784-2058. In compliance with ADA, if accommodations are needed for the application process, please contact HR at (210) 784-2058. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check. Equal Opportunity/Affirmative Action/Veterans/Disability Employer. Established as a standalone university in 2009, Texas A&M University-San Antonio (A&M-San Antonio) is a comprehensive four-year public university that reflects the heritage-rich community it serves. Situated on nearly 700 acres in South San Antonio, A&M-SA is a Military Embracing institution offering over 40 undergraduate and graduate programs to close to 7000 students. A&M-San Antonio is quickly expanding to fill its campus grounds in South San Antonio. Due to the rapid growth, the University's footprint is transforming with Esperanza Hall, the first residence hall having opened in fall 2017, the Science & Technology Building, which opened in spring 2018, Classroom Hall which opened in fall 2020 and our newest building for the College of Business and University Library scheduled to open fall 2022. The University's core values of being “student centered, equity minded, inclusive and respectful, visionary, a catalyst for opportunity, collaborative and committed to excellence”, provide a foundation for its world-class faculty to inspire graduates to be lifelong learners and responsible global citizens. A&M-San Antonio will continue growing as an economic and social catalyst while becoming nationally recognized for student and academic success. Texas A&M University-San Antonio values community engagement, and encourages applicants who are committed to advancing the well-being and prosperity of our communities. Texas A&M University-San Antonio is an Equal Opportunity/ Affirmative Action/ Veterans/ Disability Employer. If you need assistance in applying for this job, please contact (210) 784-2058. The following links will open in a new tab Texas A&M - San Antonio Home Page Human Resources Home Page Annual Security Report Americans with Disabilities Act Benefit Programs Overview of TRS and ORP Summary of New Employee Benefits Cost of Living Calculator Notice of Nondiscrimination and Abuse
- 6 Days Ago
Retention Specialist
- TAH Operations LLC (1LT)
-
Houston, TX
FULL_TIME
- Tricon Residential Inc. (NYSE: TCN, TSX: TCN) is an owner and operator of a growing portfolio of more than 36,000 single-family rental homes in the U.S. Sun Belt and multi-family apartments in Canada....
- 8 Days Ago
Retention Specialist
- Moxie Pest Control
-
Irving, TX
FULL_TIME
- Play Your Part In Our Team Succeeding!The Account Care Expert is someone passionate about talking to customers and resolving their issues quickly and efficiently. A self-starter who is able to roll up...
- 19 Days Ago
Retention Specialist
- Merchant Services
-
Hurst, TX
FULL_TIME
- About us IMG is a leading player in the merchant services industry, providing innovative payment solutions to businesses of all sizes. With a commitment to excellence and a focus on delivering value t...
- 22 Days Ago
Data Retention Specialist
- Capgemini
-
Plano, TX
FULL_TIME
- Duration: 1 months Job Description: Data Privacy / Retention Specialist Onshore Opportunity For a major insurance/financial services client, we are leading development of an enterprise solution for Da...
- 4 Days Ago
Customer Retention Specialist
- Guardian Network Solutions
-
Fort Worth, TX
FULL_TIME
- Are you a confident, competitive self-starter that excels in being the best sales person in the room? Are you made for succeeding and influencing others? Do you enjoy mentoring and helping others stay...
- 5 Days Ago
Annuities Retention Specialist jobs at Popular Companies
Housing Retention Specialist
- Lifting Up Westchester (Formerly Grace Church Community Center)
-
White Plains, NY
- Job Description Job Description The Housing Retention Specialist is a critical member of the Supportive Services team of...
- 4/19/2024 12:00:00 AM
Retention Specialist
- Christian Care Ministry
-
Melbourne, FL
- Start date of 04/29/2024 The starting hourly rate for this role is $20 for the Melbourne, FL location. This role also in...
- 4/19/2024 12:00:00 AM
Housing Retention Specialist
- Illumination Foundation
-
Orange, CA
- "Every person deserves compassion, dignity, and the safety of a place to call home." Homelessness is the largest social ...
- 4/19/2024 12:00:00 AM
Client Retention Specialist
- RENT ONE
-
Madisonville, KY
- CLIENT RETENTION SPECIALIST Rent One is proud to provide our customers with affordable home furnishings and appliances. ...
- 4/19/2024 12:00:00 AM
Retention Specialist
- Buffalo Biodiesel, Inc.
-
- Buffalo Biodiesel is in growth mode and currently seeking a Retention Specialist to join our fast-growing team! Who We A...
- 4/18/2024 12:00:00 AM
Customer Service Retention Specialist
- Admin Tasco LLC
-
Stuart, FL
- Job Description Job Description We are looking for a dynamic retention specialist to help us retain our core customer ba...
- 4/18/2024 12:00:00 AM
Customer Retention Specialist (Remote)
- N&A Enterprises and Solutions
-
Atlanta, GA
- Description: Position Overview: As a Remote Customer Retention Specialist, you will play a crucial role in ensuring the ...
- 4/18/2024 12:00:00 AM
Customer Retention Specialist (Remote)
- N&A Enterprises and Solutions
-
Tampa, FL
- Description: Position Overview: As a Remote Customer Retention Specialist, you will play a crucial role in ensuring the ...
- 4/18/2024 12:00:00 AM
About Texas
Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast.
Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$55,362 to $74,146