Annuities Retention Specialist jobs in Charlotte, NC

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)

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Retention Specialist
  • Highmark Residential, LLC
  • Charlotte, NC FULL_TIME
  • Overview

    Location:

    Charlotte, NC

     

    Why Highmark Residential?

    Because every position is considered critical to Highmark’s success and reputation, we take care to employ those who aspire to become the best in their field. Those who succeed at Highmark will do so because they enjoy an empowered, challenging, fulfilling and financially rewarding workplace!

     

    Why we need you:

    The Retention Specialist oversees administration of the renewal and certification processes at an affordable community, as well as providing leasing support to the community and associates.

     

    What Highmark can do for YOU:

    • Help you achieve your goals by continuous professional development and regular career progression sessions
    • Competitive pay for the market
    • Monthly bonus opportunities for all site associates
    • 30% associate rent discount
    • Medical, Dental & Vision benefits the 1st of the month following 30 days of full-time employment
    • Company-provided life insurance, short term and long term disability coverage
    • Flexible Spending accounts
    • 401(k) eligibility after 90 days, with 4% Highmark match
    • Professional Certification & Tuition reimbursement
    • Vacation, Sick and Personal Time off available to use after 90 days
    • 10 paid holidays
    • Paid parental leave

    Responsibilities

    What your day to day might look like:

    • Assists with planning and implementing resident retention and renewal programs
    • Stays informed and up to date with compliance and affordable processes
    • Submit certification paperwork to third party compliance partners for review and approval
    • Maintains organized community office files
    • Maintains working knowledge of laws, rules, and regulations concerning apartment leasing and management, i.e. Fair Housing, collections, evictions, towing and pool enclosures
    • Handles or assists in the receiving, recording, preparation and follow-up of work orders to facilitate residents’ service requests

    Qualifications

    We’re looking for you if:

    • Interested in the above
    • You dot your I’s and cross your T’s 
    • You have a "can-do" attitude 
    • You like to think outside the box 

    Some things we can’t live without:

    • 1-3 years of Leasing/Property Management experience 
    • Valid driver’s license
    • Excellent verbal and written communication skills
    • High school diploma or equivalent to
    • Strong proficiency in using property management software (preferably Yardi)

    #CARO

    Req ID: 2024-5794

     

  • Just Posted

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Customer Retention Specialist
  • Top Turf Inc
  • Charlotte, NC FULL_TIME
  • Top Turf is the Southeast's leading independently owned lawn care and pest control company, serving our customer for over twenty years. Our longevity is due to our devotion to our customers and provid...
  • 14 Days Ago

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Membership Sales and Retention Specialist
  • Kline Franchising Inc
  • Cornelius, NC FULL_TIME
  • BURN BOOT CAMP CULTURE Burn Boot Camp is one of the fastest growing fitness franchises in the nation and has experienced rapid growth since its founding in 2015. We move like our members - with purpos...
  • 2 Months Ago

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Managing Principal - Life Insurance and Annuities
  • CAPCO
  • Charlotte, NC FULL_TIME
  • About the Team: CAPCO - US Insurance Practice: A successful insurance business is only as strong as the strategy, technology, operations and people behind it. Acquisitions, organizational change, and ...
  • 11 Days Ago

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Managing Principal - Life Insurance and Annuities
  • CAPCO
  • Charlotte, NC FULL_TIME
  • About the Team: CAPCO - US Insurance Practice: A successful insurance business is only as strong as the strategy, technology, operations and people behind it. Acquisitions, organizational change, and ...
  • 11 Days Ago

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Annuities/Life Insurance Supervision Principal-IV
  • Bank of America
  • Charlotte, NC FULL_TIME
  • Job Description:Annuities/Life Insurance Supervision Principal IVJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...
  • 6 Days Ago

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0 Annuities Retention Specialist jobs found in Charlotte, NC area

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Charlotte, NC
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 5/8/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Charlotte, NC
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 5/8/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Charlotte, NC
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 5/8/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Charlotte, NC
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 5/8/2024 12:00:00 AM

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Relationship Executive- Middle Market Banking- Executive Director
  • JPMorgan Chase
  • Charlotte, NC
  • You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relat...
  • 5/8/2024 12:00:00 AM

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Personal Lines Rater - Remote MNN9575
  • Capstone Search Group
  • Charlotte, NC
  • Job Description Job Description About the Role A specialty insurance agency based in Atlanta has an opportunity to join ...
  • 5/8/2024 12:00:00 AM

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Call Center Sales Retention Rep (Forest Point) - $18 per Hour Plus Commission & Incentives
  • SPECTRUM
  • Charlotte, NC
  • Our agents earn an hourly base pay of $18.00 along with lucrative commission and incentives for a target hourly earnings...
  • 5/6/2024 12:00:00 AM

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Call Center Sales Retention Rep (Sardis Rd) - $18 per Hour Plus Commission & Incentives
  • SPECTRUM
  • Charlotte, NC
  • Our agents earn an hourly base pay of $18.00 along with lucrative commission and incentives for a target hourly earnings...
  • 5/6/2024 12:00:00 AM

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$54,978 to $73,629
Charlotte, North Carolina area prices
were up 1.5% from a year ago