Annuities Retention Specialist jobs in Oklahoma City, OK
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 I
- Mid-America Christian University
-
Oklahoma, OK
FULL_TIME
-
Job Title: Retention Specialist I
Division/Department: CAGS Student Services
Location: Main CampusTitle: Retention Specialist
Position Type: Full-Time
FLSA Status: Exempt
Hours worked Per Week:Approximately 40-45
POSITION SUMMARY:The Retention Specialist I is responsible for the re-recruitment of previously enrolled MACU students who have left the university prior to graduating from their chosen program of study. The primary focus for the Retention Specialist I will be students who have been exited from the University longer than one calendar year. The position serves as a liaison between the student and all necessary University Departments for the purposes of student readmission. This position reports to the Director of Student Services.
STANDARD DUTIES AND RESPONSIBILITIES:- Actively recruits previous MACU students for the purpose of reentry with a focus on those absent from the University for more than one calendar year.
- Allocates and spends a substantial amount of time communicating with and contacting prospective students daily.
- Conducts daily activities to ensure department retention and reentry goals are met.
- Serves as a liaison between the student and the University throughout the retention process.
- Coordinates with all University Departments as necessary to accomplish retention efforts.
- Counsels and advises students regarding University policies.
- Reaffirms student expectations and advises on best practices for success.
- Advises and assists students in identifying long-term goals, motivations, and career plans.
- Advises students regarding their academic progress and guides them to meet graduation requirements in a timely fashion.
- Gathers all retention documentation for academic, admissions, and financial clearance to attend the University.
- Follows MACU’s policies and procedures in working with students while maintaining the confidentiality of educational records in accordance with FERPA regulations.
- Maintains a thorough knowledge of MACU’s financial and academic policies.
- Provides general information and resources about financial aid requirements, standing, processes, documents, and alternative funding options.
- Coordinates the preparation of Payment Arrangements as necessary to ensure candidates have an assurance of funding.
- Participates annually in the University’s commencement ceremony and may be asked to represent the department at other university-sponsored events.
- Performs University exit interviews for students who leave MACU.
- Assumes other duties as assigned.
QUALIFICATIONS:Skills: Ability to interact comfortably and appropriately with students, staff and alumni; excellent customer service skills including positive phone demeanor; comfortable with spending a significant portion of the day on the phone; strong problem-solving and critical thinking skills required; preferred experience with motivational interviewing and sales.
Abilities: Able to work on multiple projects simultaneously; willingness to adapt to changes in policy and procedure; exemplary time management skills; excellent interpersonal skills, including the ability to defuse confrontational situations; ability to work independently with minimal instruction, and must demonstrate initiative and flexibility.
EDUCATION and/or EXPERIENCE:Bachelor degree from an accredited university or a minimum of five years of either professional experience in a college, university, or professional office environment.Preferred experience in customer service, sales, counseling, or leadership.
COMPUTER SKILLS:Keyboarding skills along with reasonable proficiency in the Microsoft Office suite, especially Excel and Word.
PHYSICAL DEMANDS:Requires repetitive motions and sitting at computer keyboard; hearing and speaking on the telephone; able to conduct business at other offices on campus; able to lift, bend, grasp, reach, and lift up to 20 lbs. occasionally.
WORK ENVIRONMENT:Office environment requiring business casual. - 1 Month Ago
Veteran Retention Specialist (Temp)-SSS
- HigherEdJobs
-
Edmond, OK
FULL_TIME
- Veteran Retention Specialist (Temp)-SSS University of Central Oklahoma in Edmond, OK Type: Full-Time Posted: 03/15/2024 Category: Academic Advising; 1 Student Affairs and Services Job Location: Main C...
- 30 Days Ago
Veteran Retention Specialist (Temp)-SSS
- UNIVERSITY OF CENTRAL OKLAHOMA
-
Edmond, OK
OTHER
- Job Details Job Location: Main Campus - Edmond, OK Position Type: Staff Salary Range: $15.00 - $15.75 Hourly Job Category: OTRS Classified DescriptionPosition Title: Veteran Retention Specialist (Temp...
- 1 Month Ago
Auto Body Painter
- Johnson's Collision Specialist
-
Norman, OK
FULL_TIME
- Now taking applications experienced auto body painter.Must be ready to workMust have dependable transportationMust have 5 years experienceSign On Bonus Available*High School Diploma or EquivalentSerio...
- 1 Month Ago
Nurse Practitioner
- ALLIED WOUND CARE SPECIALIST PLLC
-
Oklahoma, OK
FULL_TIME
- Master's Degree in Nursing Must obtain or maintain licensure in the state of Oklahoma Eligible for Federal DEA Registration A minimum of 3 years of clinical experience preferred Wound Care Nurse Certi...
- 16 Days Ago
Customer Retention Representative
- Cox Communications
-
Oklahoma, OK
FULL_TIME
- Job Description Our customers are the lifeblood of our business. In this role, you are the last line of defense, and the reason our customers stay with us. Through building meaningful relationships th...
- 1 Month Ago
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0 Annuities Retention Specialist jobs found in Oklahoma City, OK area
Pharmacy Relationship Manager
- Healthcare Marketing Group Llc
-
Oklahoma City, OK
- Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or lo...
- 4/23/2024 12:00:00 AM
Customer Service Representative
- Workatfirst
-
Oklahoma City, OK
- **Customer Service Representative** CAROUSEL_PARAGRAPH * 5700 SW 44th St., Oklahoma City, Oklahoma, US, 73179 * 405-310-...
- 4/23/2024 12:00:00 AM
Member Services Representative
- Planet Fitness
-
Oklahoma City, OK
- THE PLANET FITNESS MISSION We at Planet Fitness are here to provide a unique environment in which anyone, and we mean an...
- 4/23/2024 12:00:00 AM
Client Retention Specialist (Bilingual)
- RENT ONE
-
Oklahoma City, OK
- CLIENT RETENTION SPECIALIST (Bilingual) Rent One is proud to provide our customers with affordable home furnishings and ...
- 4/22/2024 12:00:00 AM
Customer Advocate Associate - APL
- American Fidelity
-
Oklahoma City, OK
- This position requires the ability and flexibility to work an 8-hour shift between the hours of 7am through 7pm Central ...
- 4/22/2024 12:00:00 AM
Retail Sales Support-OKC OUTLETS
- L Brands, Inc.
-
Oklahoma City, OK
- 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
Patient Service Representative
- ZOLL LifeVest
-
Norman, OK
- Position Title: Patient Service Representative (PSR) Preferred Candidates include (not limited to): RN, EMT, Paramedic, ...
- 4/22/2024 12:00:00 AM
Technical Services Inspector
- OKLAHOMA CITY HOUSING AUTHORITY
-
Oklahoma City, OK
- Job Details Job Location Oklahoma City Housing Authority - Oklahoma City, OK Salary Range $36,292.00 - $54,438.00 Salary...
- 4/22/2024 12:00:00 AM
About Oklahoma City, Oklahoma
Oklahoma City lies along one of the primary corridors into Texas and Mexico, and is a three-hour drive from the Dallas-Fort Worth metroplex. The city is in the Frontier Country region in the center of the state, making it an ideal location for state government.
According to the United States Census Bureau, the city has a total area of 620.34 square miles (1,606.7 km2), of which 601.11 square miles (1,556.9 km2) is land and 19.23 square miles (49.8 km2) is water.
Oklahoma City lies in the Sandstone Hills region of Oklahoma, known for hills of 250 to 400 feet (120 m) and two species of oak: blac...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$51,630 to $69,148
Oklahoma City, Oklahoma area prices
were up 1.2% from a year ago
were up 1.2% from a year ago