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)
Description
Dakota Milestones is a private non-profit corporation that provides needed services to persons with intellectual disabilities in a community setting. Our primary goal is to provide services to foster work and living skills, Ultimately, services provided will further develop people's skills to their fullest potential, to allow each person to become as independent and as productive members of the community as possible.
Mission Statement: To Empower People and Enhance Lives
Job Description: Employment Specialist will provide support to people served at Dakota Milestones, Inc. to find meaningful employment that matches people's job skills and goals.
Roles / Responsibilities:
* An Employment Specialist will assist people to locate meaning employment that matches their goals, desires, skills and aptitude.
* Employment Specialist will assess job skills
* Provide job coaching as needed for person to learn the job.
* Maintain necessary documentation.
* Employment Specialist will adapt work environment to meet people's needs
* Employment Specialist will provide job coaching as needed for person to learn the job.
Benefits:
* Sign on Bonus
* Health, Dental, Vision, Life Insurance
* 401(k) with potential company match
* PTO vacation time
* 10 Paid Holidays
* 10 Paid Sick Leave days per year
PM22
EOE
Requirements
Must have a High School Diploma/GED
Must have a Valid and in good standing Driver's License
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0 Annuities Retention Specialist jobs found in Pierre, SD area