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)
Sick of hopping from job to job? Want to turn your job into a career? At The Health Insurance Guy, LLC (HIG), we create an environment where individuals can achieve financial success, personal and professional growth, and live a life filled with unforgettable experiences. We are not just an insurance marketing organization, we are a catalyst for change, growth, and extraordinary living.
We will turn your retention job into a career growing into an Assistant Manager and eventually Director of Customer Service
Compensation:$45,000 - $60,000
Responsibilities:
Benefits:
We believe in investing in our employees' professional development and providing growth opportunities. As a team member, you will have the chance to:
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0 Annuities Retention Specialist jobs found in Fort Lauderdale, FL area