Annuities Retention Specialist jobs in Dayton, OH
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 (Part-Time)
- Goodwill Easterseals Miami Valley
-
Dayton, OH
PART_TIME
-
Do you have a desire to work for an organization driven by empowerment and full inclusion? Goodwill Easterseals Miami Valley is one of the largest employers in the region; with the mission to empower those with disadvantages and disabilities to improve their quality of life. We employ over 600 associates just in our retail stores alone. GESMV also offers over 40 programs and services to the community ranging from job readiness programs to assistive technology services. We offer part-time and full-time positions, with a variety of schedules and hours available. We are always looking for driven, enthusiastic people to join our team.
Retention Specialist
Summary
The Retention Specialist will communicate directly with program participants, employers, and others on the job sites who have direct and indirect contact with individuals on those sites. This position will focus on the program participants' ability to maintain employment and meet employer standards and expectations, while also maintaining a healthy balance of personal and work needs. This position is also responsible for making efforts to market all services available through the Agency when contacting employers or community members.
Essential Duties & Responsibilities
- Maintain necessary records, submit weekly reports, and provide input to referral sources regarding individual retention progress. Provide weekly and monthly reports in required case management system.
- Develop an Individual Service Plan for each participant based upon the Needs Assessments and updates a minimum of quarterly.
- Apply intensive motivational and follow-along services to encourage satisfactory work performance to meet or exceed employer standards.
- Communicate regularly and effectively to referral sources and support network for the program participants.
- Assist program participants in developing work appropriate relationships with supervisors, managers, and peers on the work site.
- Maintain a liaison relationship with referring agencies regarding applicant’s progress.
- Establish and maintain active relationship with participant’s employer, specifically their direct supervisor(s), to proactively identify and correct issues regarding the participant’s performance or additional training needs.
- Demonstrate knowledge of a broad range of occupations and jobs as well as local employment, vocational, and educational resources.
- Maintain interactive and positive contact with employer to determine additional or future personnel needs and share information with the employment specialist teams.
- Other duties as assigned.
- Bachelor's Degree in Vocational Rehabilitation, Business Education, Social Science, or related field. Minimum of one-year experience in field of vocational rehabilitation or job development. Experience in the field may be substituted for Bachelor’s Degree.
- Involvement in implementation and development of training programs for adults with disabling and disadvantaging conditions. Leading candidates will have a strong background in instructing, vocational rehabilitation, vocational assessment, and job placement services.
- Knowledge of business and industry hiring practices.
- Must have working knowledge of Microsoft Office products.
- Ability to market Goodwill Easterseals and explain the mission to the general public.
- Must be able to take initiative, make decisions, and work well with little supervision.
Must maintain a valid driver's license and a driving record acceptable to Goodwill's liability insurance provider.
Must have access to reliable transportation and utilize own transportation routinely for field based assignment.
Must maintain the ability to pass a criminal background check and random drug screens.
The above duties and responsibilities are essential job functions subject to reasonable accommodation. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job and/or apply for the position, absent undue hardship.
This job description is not to be interpreted as an all-inclusive list of duties, responsibilities, or requirements. Employees may be required to perform additional job- related tasks as assigned, subject to reasonable accommodation.
Goodwill Easterseals Miami Valley is firmly committed to Equal Employment Opportunity (EEO) and Affirmative Action (AA) compliance with all Federal, State, and local laws that prohibit employment discrimination on the basis of age, sex, color, race, creed, national origin, religion, marital status, citizenship status, ancestry, sexual orientation, gender identity and/or expression, genetic information, disability status, protected veteran status, membership or activity in a local human rights commission, status with regard to public assistance, or any other classification protected by applicable law. This policy applies to all employment decisions, including, but not limited to recruiting, hiring, training, promotions, pay practices, benefits, disciplinary actions, and terminations. - 20 Days Ago
Client Retention Specialist
- Stretto
-
Dayton, OH
FULL_TIME
- The Client Retention Specialist is responsible for developing and maintaining professional relationships with the primary objective of retaining clients and increasing their adoption of additional Str...
- 8 Days Ago
Client Retention Specialist
- Bankruptcy Management Sol
-
Dayton, OH
FULL_TIME
- The Client Retention Specialist is responsible for developing and maintaining professional relationships with the primary objective of retaining clients and increasing their adoption of additional Str...
- 9 Days Ago
Leasing Agent-Retention Specialist
- TurnKey Real Estate Inc
-
Middletown, OH
FULL_TIME
- Do you thrive on building relationships and keeping people happy? Do you have a passion for the property management industry? If so, then this Leasing Agent/Retention Specialist position at Turnkey Re...
- 24 Days Ago
McKinney Vento Retention Navigator
- Dayton Public Schools
-
Dayton, OH
FULL_TIME
- Position: McKinney Vento Retention Navigator Reports To: Director of the Office of Federal Programs Location: All Buildings Salary: $25 hour SUMMARY This position is responsible for removing education...
- 5 Days Ago
McKinney Vento Retention Navigator
- Dayton Public Schools
-
Dayton, OH
FULL_TIME
- Position: McKinney Vento Retention Navigator Reports To: Director of the Office of Federal Programs Location: All Buildings Salary: $25 hour SUMMARY This position is responsible for removing education...
- 5 Days Ago
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0 Annuities Retention Specialist jobs found in Dayton, OH area
Landscape Crew Leader/Crew Member
- more than...curb appeal llc
-
Dayton, OH
- Job Description Job Description Landscape Crew Leader/Team Member Full and/or Part time Dependable, hard working, friend...
- 4/22/2024 12:00:00 AM
Hardscape Contractor
- Archadeck
-
Dayton, OH
- We are Archadeck Outdoor Living, North America's leading designer and builder of outdoor living spaces such as decks, po...
- 4/22/2024 12:00:00 AM
Retail Sales Associate-NORTHPARK CENTER
- L Brands, Inc.
-
Dayton, OH
- At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
- 4/22/2024 12:00:00 AM
Restaurant General Manager
- The Restaurant Zone
-
Dayton, OH
- Job Description Job Description A very well-known and established QSR operator in the Dayton, OH area is actively lookin...
- 4/22/2024 12:00:00 AM
General Manager
- Grocery Outlet
-
Dayton, OH
- Grocery Outlet is seeking experienced grocery and retail managers who understand their stores inside and out to independ...
- 4/21/2024 12:00:00 AM
Customer Support Representative I
- Techmetals, Inc.
-
Dayton, OH
- Job Role Customer Support Representative I Purpose : The Customer Support Representative I position will be responsible ...
- 4/20/2024 12:00:00 AM
Member Services Rep Part Time Weekend Evening
- Planet Fitness Inc.
-
Dayton, OH
- Position: Member Services Rep - Part Time - Weekend/Evening We are searching for a motivated Member Services Representat...
- 4/19/2024 12:00:00 AM
General Manager
- Grocery Outlet
-
Dayton, OH
- Grocery Outlet is seeking experienced grocery and retail managers who understand their stores inside and out to independ...
- 4/19/2024 12:00:00 AM
About Dayton, Ohio
Dayton (/ˈdeɪtən/) is the sixth-largest city in the state of Ohio and the county seat of Montgomery County. A small part of the city extends into Greene County. The 2017 U.S. census estimate put the city population at 140,371, while Greater Dayton was estimated to be at 803,416 residents. This makes Dayton the fourth-largest metropolitan area in Ohio and 63rd in the United States. Dayton is within Ohio's Miami Valley region, just north of Greater Cincinnati.
Ohio's borders are within 500 miles (800 km) of roughly 60 percent of the country's population and manufacturing infrastructure, making t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$54,853 to $73,465
Dayton, Ohio area prices
were up 1.3% from a year ago
were up 1.3% from a year ago