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)
As Americas number one lawn care company, TruGreen is dedicated to using our science-based expertise and local experience to create beautiful, healthy properties across the nation.
Through our lawn and tree & shrub services, we help improve the health and beauty of outdoor spaces everywhere, so people can live life outside.
The ability to speak, read, and write fluently in English is required0 Annuities Retention Specialist jobs found in Lima, OH area