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)
About Us
We are looking for an office manager with a focus on previous sales experience. We are working to find someone that can be a leader and a fit in a high-volume clinic/wellness center environment. Duties include but are not limited to, managing excel sheets, effective communication with staff, one on one patient interaction.
This position also hyper focuses on making sure patients actually come in for their appointments. That's where you come in!
Who are we looking for?
In order for you to be successful in this role you need the following:
Hours: Monday - Friday (9am-12pm)- (2pm-6pm)
Saturday 9am - 12pm
This is a salary position paid at 40 hours per week at $20/hr. Generous bonuses offered. You can earn up to an additional $15/hr!
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sales associate, office manager, commission, bonus, quota, gym, physical fitness, workout, medical, therapy, wellness, retention, program manager, scheduling, patient, compliance, client service specialist, client success, client retention, CSR, personal trainer, care navigator, patient services, client experience advocate, care advocate, patient coordinator, wellness advisor, health and wellness, practice manager
Job Type: Full-time
Pay: $20.00 - $35.00 per hour
People with a criminal record are encouraged to apply
Ability to Relocate:
Work Location: In person
0 Annuities Retention Specialist jobs found in Gary, IN area