Annuities Retention Specialist jobs in Mesa, AZ

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

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Retention Specialist
  • Aurora Payments LLC
  • Tempe, AZ FULL_TIME
  • Retention Specialist
    Full Time
    Tempe, Tempe, AZ, US

    Who we are:
    Aurora Payments is a united network of technology and processing professionals dedicated to offering our members customizable and reliable solutions perfect for most any business environment. Our service provides an unmatched level of customer care, technical support, and truly low-cost, contract-free, transparent pricing. Best of all, Aurora Payments is one of only a handful of Full-Service Providers in the digital payments landscape and our boutique, members-first business model allows our Association Partners unrivalled flexibility and benefits. We call it the Aurora Advantage!
    Visit www.risewithaurora.com to learn more about us.
    The Opportunity
    This position is full-time, in-office, at our corporate headquarters in Tempe. We have thousands of in-house direct accounts and are looking for an energetic, results driven Product Specialist who will be responsible for placing outbound calls and receiving incoming contacts from SME businesses to offer additional products and enhanced business solutions.
    The Cross Sales / Retention Specialist opening is a professional role that is fully W2, with base pay and per product bonuses. We offer a four-day, 40-hour work week. There are no dialers and an expectation of 90 outbound calls daily.
    You will be well trained to manage the entire sales cycle and utilize your previous professional experience to meet potential members’ needs. Your ability to effectively communicate with people throughout all organizational levels within a business and project strong credibility and industry expertise will enable success in this role.
    The Responsibilities:
    • Develop and maintain relationships with decision makers in the SME landscape
    • Manage your pipeline and day-to-day tasks / appointments using HubSpot
    • Educate members on value added services and build rapport
    • Prepare presentations, proposals, to send to our current house accounts
    • Completing outbound campaigns to our current customer base
    Who you are:
    • 3 years of outbound phone sales using CRM system
    • Previous payments experience preferred
    • Excellent verbal and written communication skills
    • Intellectual curiosity and passion to accomplish new tasks
    • Great attitude, energy, and motivated work ethic
    • Receptive to evaluation, coaching and ongoing training
    • Ethical, collaborative contributor impacting outcome and culture
    What we Offer:
    • 4-day work week (Mon – Thur)
    • Hourly base pay equal to $50,000 annually
    • Per product sold bonus structure up to $25,000 annual
    • Health, dental, and vision insurance
    • 401k plan, paid holidays, and PTO
    • Fun and supportive environment where you are valued

  • 26 Days Ago
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Cross Sales/Retention Specialist
  • Aurora Payments LLC
  • Tempe, AZ FULL_TIME
  • Who we are: Aurora Payments is a united network of technology and processing professionals dedicated to offering our members customizable and reliable solutions perfect for most any business environme...
  • 12 Days Ago
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S
Account Retention Specialist
  • Safe Streets
  • Chandler, AZ FULL_TIME
  • "We exist to enhance the quality of life of people everywhere through protecting what they value most." In staying true to our SAFESTREETS' Mission Statement, we have immediate openings for Account Re...
  • 15 Days Ago
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Customer Service / Retention Specialist
  • Cobblestone Auto Spa
  • Scottsdale, AZ FULL_TIME
  • ***$200 Sign-on Bonus*** Cobblestone Auto Spa is a leading Full-Service Car Wash and Convenience Store with locations all over the Valley! We are rapidly expanding and are seeking a Customer Retention...
  • 1 Month Ago
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Internal Annuities Wholesaler
  • Annexus Group
  • Scottsdale, AZ FULL_TIME
  • Job Description: Wholesaling proprietary products for the largest independent product development company in the annuity industry, the Wholesaler will be primarily responsible for annuity sales result...
  • Just Posted
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Water Restoration Lead Technician IICRC
  • PuroClean Restoration Specialist of Scottsdale
  • Phoenix, AZ FULL_TIME
  • Benefits: Competitive salary Paid time off Training & development Lead Water Damage Technician/ Crew Chief - Restore Lives and Homes! Seeking Lead Water Damage Technician/Crew Chief with IICRC Cert to...
  • 18 Days Ago
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0 Annuities Retention Specialist jobs found in Mesa, AZ area

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Permits Technician II
  • Marathon Staffing
  • Mesa, AZ
  • Job Description Job Description What you need to know Hourly Pay $20.00 Monday – Thursday, 6:45 a.m. to 5:15 p.m. or 7:3...
  • 4/26/2024 12:00:00 AM
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Personal Lines Account Manager - Private Client Group MNN9449
  • Capstone Search Group
  • Phoenix, AZ
  • Job Description Job Description About the Role The Personal Lines Account Manager- Private Client Group job opening is i...
  • 4/26/2024 12:00:00 AM
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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Phoenix, AZ
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM
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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Phoenix, AZ
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM
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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Phoenix, AZ
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM
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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Phoenix, AZ
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM
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Sales Associate-MESA GRAND
  • L Brands, Inc.
  • Arizona City, AZ
  • 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
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Sales Associate-SUPERSTITION SPRINGS
  • L Brands, Inc.
  • Arizona City, AZ
  • 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
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About Mesa, Arizona

Mesa (/ˈmeɪsə/ MAY-sə) is a city in Maricopa County, in the U.S. state of Arizona. It is a suburb located about 20 miles (32 km) east of Phoenix in the East Valley section of the Phoenix Metropolitan Area. It is bordered by Tempe on the west, the Salt River Pima-Maricopa Indian Community on the north, Chandler and Gilbert on the south along with Queen Creek, and Apache Junction on the east. Mesa is the largest suburban city by population in the United States, the third-largest city in Arizona after Phoenix and Tucson, and the 36th-largest city overall in the US. The city is home to 496,401 pe...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$55,871 to $74,828
Mesa, Arizona area prices
were up 2.2% from a year ago
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