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 2020

Smithsonian Benefits Specialist - Not a Telework position
  • STG International
  • Washington, DC
  • Calculate and furnish retirement estimates of annuities and provide counseling to employees ... STG International, Inc. is committed to hiring and retaining a diverse workforce. We are proud to ...
  • 13 hours ago

Income Estimation for Annuities Retention Specialist jobs
$51,104 to $68,455