Annuities Retention Specialist jobs in Helena, MT

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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Territory Retail Lead - Retention Bonus!
  • Anderson Merchandisers LLC
  • Bozeman, MT FULL_TIME
  • WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you!

    Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun?

    We offer flexible hours, competitive pay, and great benefits for both full and part-time associates.

    If this sounds like a good fit for you, come join our team!

    The majority of responsibility for the Territory Sales Lead is the supervision and development of the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the areas we are responsible for, and store communication. This responsibility is demonstrated by effectively selling and educating customers and store personnel about product lines and other project (s) deemed necessary. The Territory Sales Lead reports directly to the Market Sales Manager.

    What would you do in this role?

    DUTIES and RESPONSIBILITIES include but are not limited to the following:

    • Build rapport through daily communication with store associates and management
    • Train, supervise, and develop skills of Sales Merchandisers, fellow Territory Sales Leads, and seasonal associates
    • Educate customers and store personnel on the features and benefits of our client's brands and product lines
    • Maintain accuracy and high quality of work in all areas of the store to meet or exceed client expectations
    • Have detailed knowledge of all company policies
    • Communicate successes or potential barriers to the Market Sales Manager
    • Knowledgeable, detailed understanding and consistent use of all available functions of handheld device
    • Maintain company, client and retailer confidentiality

    REQUIREMENTS and QUALIFICATIONS, including but not limited to the following:

    • Lifting objects and product up to a maximum of 50 lbs. with frequent lifting and/or carrying of objects/product up to 35 lbs, in addition, the ability to lift heavy objects up to 100lbs with assistance from another associate
    • Work performed could be while sitting, standing, or walking
    • Work performed will entail fine manipulation of hands or fingers, bending, twisting, squatting, and climbing as well as upper and lower body mobility
    • Experience/comfort level with electronics/technical products
    • Independent and self-motivated
    • Must be able to work a flexible schedule, including nights, overnights and weekends
    • High School diploma or equivalency certification required
    • Valid driver's license is required as travel to additional locations may be necessary
    • Automobile liability insurance is required to be maintained
    • Computer, printing capability, internet access, and email required
    • Customer service or sales experience required

    Rate of Pay

    $16.50

    As an Anderson Merchandisers Associate, you may be eligible for these benefits*.

    * Flexible work schedules
    * 401(k) retirement plan
    * Health Insurance - including Dental and Vision

    * Telehealth

    * Health Savings Account
    * Accident Insurance
    * Critical Illness Insurance
    * Life Insurance

    * Long Term Care
    * Short Term Disability
    * Long Term Disability
    * Associate Assistance Fund

    * Anderson Cares Natural Disaster Fund
    * Associate Savings Plan

    * Anderson Cares Fund
    * Paid Time Off

    * Discounts - Cell Phone, Vehicle, Pet Insurance
    * Training & Career Development

    *All benefits subject to eligibility per company policy.

    IND-123


    Individuals seeking employment are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

     

  • 3 Days Ago

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Driver CDL (A) | $28/hr + $2,500 Retention Bonus!
  • Republic Services
  • Bozeman, MT FULL_TIME
  • POSITION SUMMARY: A Driver – CDL (A) is responsible for safely operating a heavy commercial truck, a tractor trailer or a straight truck with a pup trailer, or other vehicle requiring a class A CDL, t...
  • 16 Days Ago

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CDL B Driver | $28/hr + $2,500 Retention Bonus!
  • Republic Services
  • Bozeman, MT FULL_TIME
  • DriverAs a Driver, you will be responsible for safely operating a collection truck while driving through neighborhoods and communities across the country. You will get the chance to provide reliable, ...
  • 16 Days Ago

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Housing specialist
  • HELENA HOUSING AUTHORITY
  • Helena, MT FULL_TIME
  • HELENA HOUSING AUTHORITY Housing Choice Voucher Specialist HELENA , Montana Apply Now Working at Helena Housing Authority (HHA) offers the opportunity to positively impact the lives of residents and t...
  • 9 Days Ago

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Prevention specialist
  • Western Montana Mental Health Center
  • Hamilton, MT FULL_TIME
  • Looking for a career that makes a difference in the lives of others, offering hope, meaningful life choices, and better outcomes? Who we are : Since 1971 Western Montana Mental Health Center (WMMHC) h...
  • 10 Days Ago

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Dealer specialist
  • Lincoln Financial Group
  • Helena, MT FULL_TIME
  • Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO 46122 ). City and state must be separated by a comma followed by a space (e.g., Houston, TX )Lincol...
  • 10 Days Ago

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0 Annuities Retention Specialist jobs found in Helena, MT area

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Vocational Rehabilitation Counselor
  • Department of Veterans Affairs
  • Fort Harrison, MT
  • Summary Vocational Rehabilitation Counselors (VRCs) provide and coordinate a wide range of rehabilitation, counseling, a...
  • 4/18/2024 12:00:00 AM

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Registered Nurse - Labor and Delivery
  • TotalMed
  • Helena, MT
  • We are seeking a Registered Nurse-Labor and Delivery for a travel assignment in Helena Montana.
  • 4/18/2024 12:00:00 AM

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Full/Part Time Member Services Representative
  • Planet Fitness, Inc.
  • Helena, MT
  • The Member Services Representative will be responsible for creating a positive member experience by providing a superior...
  • 4/18/2024 12:00:00 AM

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Vocational Rehabilitation Counselor
  • Department of Veterans Affairs
  • Fort Harrison, MT
  • Summary Vocational Rehabilitation Counselors (VRCs) provide and coordinate a wide range of rehabilitation, counseling, a...
  • 4/18/2024 12:00:00 AM

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A Plus Personal Care Aide Self Directed
  • ambercare
  • Helena, MT
  • New Rates: Earn up to $19.96 per hour to start!! A Plus offers medical benefits and flexible hours. We are hiring now, s...
  • 4/18/2024 12:00:00 AM

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Furniture Assembly Technician
  • SFS, Inc.
  • Helena, MT
  • Overview: Opportunity is part-time, on-going Assembly work for both in-store (Nationwide Office supply chain) and in-hom...
  • 4/18/2024 12:00:00 AM

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Administrative ^ Transaction Processor ^ Jnr
  • Veterans Sourcing Group
  • Helena, MT
  • Job Title: Transaction Processor Job Location: Helena, MT Pay Rate:$15/hr on W2 Job Duration: 6 Months Hours will be bet...
  • 4/17/2024 12:00:00 AM

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Retail Store Customer Service Specialist
  • Sherwin-Williams
  • Helena, MT
  • This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
  • 4/11/2024 12:00:00 AM

Helena (/ˈhɛlɪnə/) is the state capital of the U.S. state of Montana and the county seat of Lewis and Clark County. Helena was founded as a gold camp during the Montana gold rush, and was established in 1864. Over $3.6 billion of gold was extracted in the city limits over a duration of two decades, making it one of the wealthiest cities in the United States by the late nineteenth century. The concentration of wealth contributed to the city's prominent, elaborate Victorian architecture. At the 2010 census Helena's population was 28,190, making it the fifth least populous state capital in the Un...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$49,142 to $65,815
Helena, Montana area prices
were up 3.1% from a year ago