How much does an Annuities Retention Specialist make in the United States? The average Annuities Retention Specialist salary in the United States is $56,590 as of April 24, 2024, but the range typically falls between $52,661 and $62,352. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, helps you determine your exact pay target. 

Annuities Retention Specialist Salaries by Percentile
Percentile Salary Location Last Updated
10th Percentile Annuities Retention Specialist Salary $49,084 US April 24, 2024
25th Percentile Annuities Retention Specialist Salary $52,661 US April 24, 2024
50th Percentile Annuities Retention Specialist Salary $56,590 US April 24, 2024
75th Percentile Annuities Retention Specialist Salary $62,352 US April 24, 2024
90th Percentile Annuities Retention Specialist Salary $67,599 US April 24, 2024
25% $52,661 10% $49,084 90% $67,599 75% $62,352 $56,590 50%(Median) Didn’t find job title? Click
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What skills does an Annuities Retention Specialist need?

Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.


Customer Service: Customer service is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees "who can adjust themselves to the personality of the guest". Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback. From the point of view of an overall sales process engineering effort, customer service plays an important role in an organization's ability to generate income and revenue. From that perspective, customer service should be included as part of an overall approach to systematic improvement. One good customer service experience can change the entire perception a customer holds towards the organization.


Client Relationship: Client relationship managemen is focused on building relationships with clients to ensure that their needs are met, they are satisfied with the services and/or products provided by the company.


Quality Assurance: Verifying the adherence of product with required specifications and expectations to track and resolve deficiencies prior to product release.

Customer Service 10.45%
Client Relationship 1.78%
Quality Assurance 1.48%
Others 86.29%

Job Description for Annuities Retention Specialist

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 View full job description

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Job Openings for Annuities Retention Specialist
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Pamela J. Shelley-Kessler, Co-President, Chief Financial Officer and Corporate Secretary
LTC is a real estate investment trust (REIT) investing in seniors housing and health care properties primarily through sale-leasebacks, mortgage financing, joint-ventures and structured finance solutions including preferred equity and mezzanine lending. LTC's investment portfolio includes 208 properties in 27 states wi... More
Fiscal Year Ended in 2022
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Annuities Retention Specialist salary varies from city to city. Compared with national average salary of Annuities Retention Specialist, the highest Annuities Retention Specialist salary is in San Francisco, CA, where the Annuities Retention Specialist salary is 25.0% above. The lowest Annuities Retention Specialist salary is in Miami, FL, where the Annuities Retention Specialist salary is 3.5% lower than national average salary.

City, State Compared to national average
City, State San Francisco, CA Compared to national average
+ 25.0%
City, State Washington, DC Compared to national average
+ 11.3%
City, State Miami, FL Compared to national average
City, State Chicago, IL Compared to national average
+ 4.9%
City, State Boston, MA Compared to national average
+ 12.1%
City, State New York, NY Compared to national average
+ 16.8%
City, State Dallas, TX Compared to national average

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These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Annuities Retention Specialist in the United States. The base salary for Annuities Retention Specialist ranges from $52,661 to $62,352 with the average base salary of $56,590. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $56,679 to $75,906 with the average total cash compensation of $63,079.
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Skills associated with Annuities Retention Specialist: Customer Retention, Upselling, Insurance Products, Customer Lifecycle Management ...More

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Annuities Retention Specialist Salary in United States
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