Annuities Retention Specialist jobs in San Diego, CA

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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Administrative Assistant
  • Soil Retention Systems, Inc.
  • Carlsbad, CA FULL_TIME
  • We are an engineering firm and manufacturer of concrete products. We need an experienced, self-motivated administrative assistant/customer service specialist to join our team. We are looking for someone with a positive attitude, great communication, organizational skills, and excellent time management to keep our office running smoothly.

    The ideal candidate would be able to:
    • Oversee and support day-to-day administrative tasks and ensure the office is operating smoothly
    • Contributes support to all office employees and construction crew
    • Answer multi-line phone system, take messages, and receive incoming calls regarding our products and services
    • Performs clerical duties such as sorting mail, filing, typing, and operating a variety of general office equipment.
    • Prepare communications, such as memos, emails, reports, and other correspondence
    • Order and keep an inventory of office supplies as needed
    • Manage all needs for the building, vendors, and office equipment
    • Greet office visitors, prepare conference room for meetings
    • Oversee company calendar
    • Run local errands

    Qualifications needed:
    • 3 years of work experience in an administrative/customer service role
    • Construction experience preferred
    • Exceptional attention to detail
    • Strong organizational and time management skills, and ability to prioritize
    • Must be a self-starter and driven
    • Excellent communication and interpersonal skills
    • Strong problem-solving skills and analytical abilities
    • Proficient with Microsoft Office

    This will be M-F 8 am-5 pm Full time, in-office position
  • 24 Days Ago
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Call Center Retention Specialist
  • Ultimate
  • San Diego, CA FULL_TIME
  • Job Description Position: Call Center Retention SpecialistLocation: Santee, CAPay Rate: $23 to $25 per hour.Schedule: Hybrid, Monday - Friday 8:00 AM-5:00 PM ResponsibilitiesHandle incoming phone call...
  • 27 Days Ago
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Product Owner - Insurance/Annuities
  • TEKsystems c/o Allegis Group
  • San Diego, CA FULL_TIME
  • Job DetailsWe are looking for a Product Owner for a financial services client. Needs to come from Annuities/Insurance industry as they must have experience with Acord XML.Job Description: Meet with St...
  • 1 Day Ago
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Automations & Controls Engineer-Specialist
  • Specialist - Tetra Tech Careers
  • San Diego, CA FULL_TIME
  • Discover your full potential. At Tetra Tech, we collaborate with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and tech...
  • 12 Days Ago
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Auto Parts Specialist
  • Auto Specialist Warehouse
  • Vista, CA FULL_TIME
  • ASW Auto Parts is in need of a knowledgeable hard working Counter Sales Person Must have at least 5 years experience as an auto parts counter person ASW is a well established auto parts wholesaler wit...
  • 5 Days Ago
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Customer Service Retention
  • Ultimate
  • San Diego, CA OTHER
  • Job Description Ultimate Staffing is looking for an excellent Customer Service Retention Representative -In this position you will perform a variety of customer support activities. You will need to be...
  • 2 Days Ago
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0 Annuities Retention Specialist jobs found in San Diego, CA area

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Attorney (Remote - Washington State licensed)
  • Huron Law Group PLLC
  • San Diego, CA
  • Huron Law Group is an established and rapidly growing national debt defense law firm focused on providing cost-effective...
  • 4/19/2024 12:00:00 AM
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Customer Service Representative
  • Tandem Diabetes Care Inc.
  • San Diego, CA
  • ** Customer Service Representative** **Job Category****:** Technical Service **Requisition Number****:** CALLC03987 Show...
  • 4/19/2024 12:00:00 AM
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Journeyman Electrician
  • VectorUSA
  • San Diego, CA
  • CCPA disclosure notice below VectorUSA is looking for experienced Licensed Journeyman Electrician with the State of Cali...
  • 4/18/2024 12:00:00 AM
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Patient Service Representative
  • ZOLL LifeVest
  • San Diego, CA
  • Position Title: Patient Service Representative (PSR) Remote independent contract worker position Competitive fee for ser...
  • 4/18/2024 12:00:00 AM
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Retention Associate (Customer Relations)
  • ChiroTouch
  • San Diego, CA
  • **IPS- Integrated Practice Solutions** **Retention Associate (Customer Relations)** **San Diego, CA - Full Time** Integr...
  • 4/18/2024 12:00:00 AM
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Regional Project Manager
  • Enscicon Corporation
  • San Diego, CA
  • Duties & Responsibilities: Represent the company in a positive and enthusiastic way Responsible for safe working practic...
  • 4/18/2024 12:00:00 AM
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Area Sales Manager
  • Star Cashola Bingo
  • San Diego, CA
  • Job Description Job Description Personal Sales Experienced Primary Focus on Sales With Personal Customer Service To Clie...
  • 4/17/2024 12:00:00 AM
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Financial Planner
  • AlphaCore Wealth Advisory
  • San Diego, CA
  • About AlphaCore Wealth Advisory: AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing h...
  • 4/15/2024 12:00:00 AM
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About San Diego, California

According to SDSU professor emeritus Monte Marshall, San Diego Bay is "the surface expression of a north-south-trending, nested graben". The Rose Canyon and Point Loma fault zones are part of the San Andreas Fault system. About 40 miles (64 km) east of the bay are the Laguna Mountains in the Peninsular Ranges, which are part of the backbone of the American continents. The city lies on approximately 200 deep canyons and hills separating its mesas, creating small pockets of natural open space scattered throughout the city and giving it a hilly geography. Traditionally, San Diegans have built the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$60,734 to $81,341
San Diego, California area prices
were up 2.6% from a year ago
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