Annuities Retention Specialist jobs in Appleton, WI

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)

U
Retention Specialist
  • University of Wisconsin System
  • Stevens, WI FULL_TIME
  • ATTENTION:


    Internal/External


    External


    Position Title


    Retention Specialist


    TTC Title and Code


    Retention Specialist AE107


    FTE


    100%


    Position Information


    Principal Work Location: UW-Stevens Point Main Campus

    Supervisor: Becky Konietzki, Director, Student Success Center in the School of Health Sciences and Wellness


    Total Rewards


    Pay Schedule-range: minimum $45,000.00 annually; salary will be based on qualifications and experience

    UW Stevens Point provides a competitive benefits package including monthly premiums starting at $32, deductibles starting at $250, auto-enrollment in the Wisconsin Retirement System (pension) with employer contributions, and 17 days of paid time off (PTO)*. Additional benefits and more information available on our Total Rewards page. Relocation assistance is not available for this position.


    Department


    School of Health Sciences and Wellness


    Department Description


    The School of Health Sciences and Wellness has 1200 students and offers 8 undergraduate majors, 8 graduate degree programs, and several certificate programs. Visit www.uwsp.edu/health/ for more information about the School of Health Sciences and Wellness (SHSW).


    University Description


    Through the discovery and dissemination of knowledge, UW-Stevens Point stimulates intellectual growth, provides a liberal education, and prepares students for a diverse sustainable world. The university is committed to creating a safe, inclusive learning community for all faculty and staff from a variety of backgrounds. Visit https://www.uwsp.edu/join-uw-stevens-point/ for more information about UW-Stevens Point.


    JOB DETAILS:


    Position Summary


    The Retention Specialist is responsible for the management of School retention efforts, enrollment management, and academic advising, and is a SHSW liaison with UWSP Admissions and is responsible for management and coordination of healthcare and wellness program recruitment.

    On a day-to-day basis, the Retention Specialist is responsible for managing collaborative initiatives that impact outreach and recruitment, retention, and student success. The work of this individual is highly complex and ever-changing to best meet the needs of students in various academic programs. The Retention Specialist collaborates and connects with college and campus constituents and external constituents to leverage program efforts and School initiatives. The Retention Specialist serves as the primary academic adviser to a select group of students and provides advising support when needed for students across the entire School.

    Shift: Monday-Friday, 7:45am-4:30pm. Sometimes varied and evening hours may be required to meet the needs of students and recruitment events.


    QUALIFICATIONS:


    Required Qualifications


    • Master's degree
    • Professional work experience in advising, career services, admissions, and/or student services in a school, college, or university setting or equivalent skills and experience
    • Demonstrated effective written and verbal communication skills


    Preferred Qualifications


    • Demonstrated effectiveness encouraging and motivating students with a strong commitment to student success
    • Excellent interpersonal skills and ability to work collaboratively in a team environment
    • Attentive to detail and strong record-keeping and data management skills
    • Demonstrated use of technology

    SPECIAL NOTES:


    Special Notes


    The University of Wisconsin-Stevens Point is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with a disability. UW-Stevens Point's mission is, "Through the discovery, dissemination and application of knowledge, UW-Stevens Point fosters intellectual growth, provides a broad-based education, models community engagement and prepares students for success in a diverse and sustainable world."

    Individuals with disabilities who need a reasonable accommodation during the application or interview process should contact Human Resources and Affirmative Action at 715-346-2606 or hr@uwsp.edu.

    The safety and success of students, faculty, and staff at the University of Wisconsin-Stevens Point is paramount. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act requires the distribution of an annual security report to all current and prospective students, faculty, and staff. You may obtain the complete report at https://www3.uwsp.edu/protsv/Pages/Clery.aspx

    The University of Wisconsin-Stevens Point will not reveal the identities of applicants who request confidentiality in writing, except the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).

    An offer of employment will require a criminal background check and authorization to work within the United States as required by the Immigration Reform and Control Act of 1986.

    • PTO offering prorated based on start date and hours worked.

    TO APPLY:


    How To Apply


    This position and instructions on how to apply are located on our website. Please be sure to complete all required fields and include all required documents before submitting your application. To return to a draft application, click on the My Activities link at the top of the screen after logging in. Once you click on Submit Application, you will not be able to edit or attach any application materials. After submitting the application, you will receive an Application Confirmation email from the application system. Refer to the How To Apply document for more information.


    Anticipated Appointment Date


    June 2024


    Terms of Employment


    This is an Academic Staff annual appointment, exempt from the Fair Labor Standards Act. Salary is commensurate with qualifications and experience.

    The successful applicant will be responsible for ensuring eligibility for employment in the United States on or before the effective date of the appointment. University sponsorship is not available for this position.


    Deadline and

    Required Materials


    TO ENSURE CONSIDERATION: Applications received by Tuesday 4/30/2024 are ensured full consideration.
    Applications received after that date may be given consideration at the discretion of the search committee. Application materials will be evaluated and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration.

    Files must be complete to be considered. Submission in PDF format is preferred for all attachments. Please include the following documents:

    • Cover letter addressing qualifications and experience
    • Resume or Curriculum Vitae
    • Contact information for three professional references


    (Official Transcripts will be required of finalist)

    Employment will require a criminal background check. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.


    Position Contact


    For additional information regarding the position, please call or email:

    Danelle Smith, Chair, Search and Screen Committee

    Email: dasmith@uwsp.edu

    Phone: 715-346-2956


    Human Resources Contact


    If you have any questions regarding the application process, need special arrangements, or if you submitted your application with missing materials, please call or email:

    Human Resources

    Email: human.resources@uwsp.edu

    Phone: 715-346-2606

  • 7 Days Ago

F
Cook- Retention Bonus
  • Fond du Lac County
  • Fond Du Lac, WI PART_TIME
  • Under general supervision, prepares and cooks variety of foods in accordance with planned menus and special diets and assists in assigning work to food service workers as may be necessary.The followin...
  • 8 Days Ago

F
Certified Nursing Assistant- Retention Bonus
  • Fond du Lac County
  • Fond Du Lac, WI OTHER
  • The nursing assistant works under the supervision of the unit charge nurse, performing resident care duties and nonprofessional services that assist the residents in meeting their activities of daily ...
  • 30 Days Ago

F
Registered Nurse - Retention Bonus- AM &PM Shift & Weekend Warrior
  • Fond du Lac County
  • Fond Du Lac, WI OTHER
  • Under the general direction of the Director of Nursing, ensures quality nursing care to residents on an assigned unit. Directs the planning of individual nursing care plans, directs staff involved in ...
  • 22 Days Ago

W
Family Medicine in Waupun Wisconsin-great physician engagement and retention
  • Wisconsin Office of Rural Health
  • Waupun, WI FULL_TIME
  • Join this multi-specialty clinic serving the greater Fon du Lac region! Fulltime position consisting of 8 half days per week. Outstanding physician engagement and retention, as well as reasonable phon...
  • 2 Days Ago

F
LPN - Retention Bonus- AM & PM Shift & Weekend Warrior
  • Fond du Lac County
  • Fond Du Lac, WI OTHER
  • Join a work environment that provides you with an opportunity to fulfill your care giving ambitions. We need your talents and abilities in providing care to disabled, chronically mentally ill and geri...
  • 14 Days Ago

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0 Annuities Retention Specialist jobs found in Appleton, WI area

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$54,797 to $73,389
Appleton, Wisconsin area prices
were up 1.3% from a year ago