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)
Are you a person who believes in providing great care? Do you believe in having a positive impact on other people's lives?
Are you a team-player, quick-thinker, and ready to be a part of an organization that supports your growth?
WHAT WE'RE ABOUT
We believe care goes beyond a medical chart. With kindness and integrity as our guide, we strive for excellence in every interaction.
Requirements : You care.
You care.
Activities Specialist Perks :
POSITION SUMMARY
Assists in the planning, implementation and evaluation of recreational social, intellectual emotional and spiritual programs in accordance with the resident's assessment and care plan.
Essential Duties and Responsibilities :
Qualifications
Benefits :
Last updated : 2024-03-02
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