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)
Job Summary:
The TRIO/College Success Program is accepting applications for a Retention Mentor at the Northern Wyoming Community College District. The position, under the Director of TRIO will support student success, retention, and progression to graduation. Utilizing an academic mentoring model, the Retention Mentor will conduct individual and group outreach on a regular basis, provide comprehensive support for students, connect students to campus and community resources, monitor and track progress, and maintain communication with TRIO program and institutional faculty and staff. The individual in this position should have the ability to work independently while being part of a team across the college district.
65% - Student Recruitment & Retention:
Per grant expectations, identify, screen, select, and interview possible program participants. Individually provide educational services as well as campus/community resources. Independently conduct individual student and group mentor meetings in accordance with program policies using personal discretion as to which intervention method works best for each students’ needs. Work with students to build positive relationships focused on accountability and personal growth. Develop individual education plans, clear career and personal goals. Maintain individual contacts with program participants on an ongoing basis until their college completion. Tutor program participants in areas of personal academic strengths. Provide students with career/transfer guidance for seamless transitions from NWCCD. Plan, conduct, and transport students to visit 4-year university to increase transfer rates Provide students with financial aid understanding, basic financial literacy information, and teach students success financial planning skills. Teach college success strategies, develop lesson plans for multiple courses and workshops. May be asked to teach a for-credit course to support college needs.
15% Program Requirements:
Participate in all TRIO/CSP meetings, events, and trainings. Independently Carry out program required and permissible services per grant and program director. Facilitate workshops and other events as needed. Maintain program website, portal page, and other technologies used by the program. Participate in continuous TRIO related professional development.
10% Data/Record Keeping:
Manage and maintain accurate, timely, detailed and confidential records and needed paperwork to monitor student progress to success. Generate reports of retention data, student progress, and intervention effectiveness for assigned caseload. Gather individual student retention data to drive institutional policies and efforts.
5% Student Advising:
Serve as an academic advisor for individually assigned caseloads. Serve as a liaison with families in navigating the process of higher education. Help students navigate course selection and on-line databases for registration.
5% Other Duties as Assigned
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0 Annuities Retention Specialist jobs found in Casper, WY area