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)
The Admissions and Retention Specialist for Graduate and Professional Studies at Colby-Sawyer College actively seeks out prospective students for graduate and professional studies programs, including those in the Workforce Readiness Institute (WRI). Utilizing a range of methods such as telephone outreach, email communication, interviews, counseling sessions, and application review, this role plays a pivotal part in attracting potential students. Participation in recruitment-related events and projects is a crucial aspect of the position.
With a focus on achieving tangible results, the Admissions and Retention Specialist represents Colby-Sawyer College, effectively promoting its offerings to advance the institution's enrollment and retention objectives.
A significant facet of this role involves collaboration with Dartmouth Health (DH) in supporting students enrolled in the Workforce Readiness Institute. Working closely with DH administrators, faculty, students, and colleagues at Colby-Sawyer College, this role assists in the enrollment process by providing guidance on course selection, monitoring academic progress, and reporting analysis to key stakeholders.
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