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)
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:
What your day to day might look like:
We’re looking for you if:
Some things we can’t live without:
#CARO
Req ID: 2024-5794
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