Annuities Retention Specialist jobs in the United States

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 2022 Salary.com)

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Annuities Product Specialist
  • Raymond James Financial
  • Saint Petersburg, FL FULL_TIME
  • Under general supervision, the Annuity Product Specialist utilizes knowledge of annuity, insurance and investment concep...
  • 3 Months Ago

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HYBRID Service Specialist-Individual Annuities
  • The Standard
  • Remote in Portland, OR FULL_TIME
  • At The Standard, you’ll join a team focused on putting our customers first. Our continued success is driven by a high-pe...
  • 13 Days Ago

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Annuities Product Specialist
  • Raymond James Financial
  • Saint Petersburg, FL FULL_TIME
  • Under general supervision, the Annuity Product Specialist utilizes knowledge of annuity, insurance and investment concep...
  • 3 Months Ago

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HYBRID Service Specialist-Individual Annuities
  • The Standard
  • Remote in Portland, OR FULL_TIME
  • At The Standard, you’ll join a team focused on putting our customers first. Our continued success is driven by a high-pe...
  • 13 Days Ago

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Accountant
  • Soil Retention
  • Carlsbad, CA FULL_TIME
  • We are looking for an experienced accountant (A/P, A/R, intercompany transactions, credit card reconciliations, etc.) fo...
  • 19 Days Ago

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Case Manager
  • The Retention Group
  • Tustin, CA FULL_TIME
  • Legal Group looking for motivated and results driven individuals with telephone sales experience for a full-time positio...
  • 1 Month Ago

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Retention Specialist
  • Nebraska State College System
  • Chadron, NE FULL_TIME
  • Nature of Work Plans programs and supervises individuals involved in proficiency/evaluation testing. Supervises special ...
  • Just Posted

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Retention Specialist
  • Miami Beach Medical Group
  • Tampa, FL FULL_TIME
  • Retention Specialist deliver high-quality customer service, listening to members’ requests and working to find the appro...
  • Just Posted

Income Estimation for Annuities Retention Specialist jobs
$54,015 to $72,358