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)
Over the last 68 years, SVdP has grown from a volunteer-led non-profit to the largest human services agency in Lane County with more than 600 employees. Our mission is to assist the poor and those in need of consolation, seeking out and utilizing every resource. Being mindful of the sanctity and dignity of all, any charitable work that advances those goals is within the mission of SVdP Lane County.
Since 1988, St. Vincent de Paul has developed multi-family housing for low income families, seniors and people with disabilities. We’ve developed more than 1,600 units so far and operate almost 1,500 of those units. Our Property Management department oversees our rental properties from Waitlist to leasing, including a robust portfolio of manufactured homes.
The Resident Retention Specialist assists and supports the Resident Retention Supervisor with tenant education, notices and reasonable accommodation tasks to ensure consistent operation of properties. The Resident Retention Specialist is called upon to function in the following areas:
SPECIFIC RESPONSIBILITIES:
PHYSICAL AND MENTAL DEMANDS:
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job.
Physical Demands
Mental Demands
HOW TO APPLY
If you feel you are qualified and want to apply for this position submit a St. Vincent De Paul application at http://apply.svdp.us/
All employees and prospective employees of St. Vincent de Paul will receive equal employment opportunity without regard to race, color, religion, sex, age, national origin, disability or any other trait protected by applicable law. Promotions, transfers, training, compensation, benefits and all other employment considerations will be administered without regard to race, color, religion, sex, age, national origin, disability or any other trait protected by applicable law. Veterans are encouraged to apply.
Job Type: Full-time
Pay: $19.00 per hour
Benefits:
Schedule:
Experience:
License/Certification:
Work Location: In person
Clear All
0 Annuities Retention Specialist jobs found in Eugene, OR area