Annuities Retention Specialist jobs in Jacksonville, FL
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)
Recently Added Annuities Retention Specialist jobs
Retention Specialist
- Tim Tebow Foundation
-
Jacksonville, FL
FULL_TIME
-
Purpose:As a Retention Specialist at TTF, you will play a pivotal role in nurturing and strengthening relationships with our valued recurring communities. Your focus will be on our recurring giving family, making sure they feel appreciated, valued, and connected to our mission. Through strategic digital and non-digital touch points, you will create personalized experiences that enhance giving family satisfaction, increase loyalty, and ultimately drive retention. This role requires meticulous attention to detail, strong organizational skills, and the ability to prioritize tasks effectively.Responsibilities:
- Help develop and implement comprehensive recurring giving family retention strategies to enhance the giving family experience and maximize retention/churn rates.
- Help create personalized communication plans tailored to each segment, utilizing various channels such as email, social media, direct mail, and phone calls.
- Coordinate with multiple teams to ensure consistent messaging and branding across all giving family touchpoints.
- Conduct regular feedback surveys and analyze data to identify areas for improvement in the recurring community journey.
- Collaborate with the fundraising team to identify opportunities for engagement and cultivation events.
- Serve as the primary point of contact for recurring giving family inquiries, feedback, and concerns, ensuring timely and personalized responses.
- Implement strategies to recognize and acknowledge giving family members for their contributions, including personalized thank-you notes, recognition events, and giving family appreciation campaigns.
- Monitor recurring giving family patterns and behavior to identify at-risk members and develop targeted strategies for re-engagement.
- Utilize software to maintain accurate records, track interactions, and report on key metrics related to retention and churn rates.
- Stay informed about industry best practices and emerging trends in recurring giving family relations and retention, continuously seeking opportunities to enhance our approach.
- Manage and monitor shared email inboxes, ensuring prompt response and appropriate routing of incoming communications.
- Prioritize and escalate urgent matters to the relevant team members for timely resolution.
- Maintain organized email archives for easy reference and retrieval of information.
Qualifications:- Bachelor's degree in communications, marketing, nonprofit management, or related field.
- Proven experience in recurring donor community relations, fundraising, or customer relationship management within the nonprofit sector.
- Excellent interpersonal and communication skills, with the ability to build rapport and trust with giving family members from diverse backgrounds.
- Strong project management skills, with the ability to prioritize tasks, manage deadlines, and multitask effectively.
- Analytical mindset, with experience in data analysis and reporting to inform decision-making.
- Creative thinker with a passion for developing innovative strategies to engage and retain giving family members.
- Familiarity with giving family management software and digital marketing tools preferred.
- Commitment to the mission and values of our organization, with a genuine passion for making a difference in the community.
- Ability to work effectively in a fast-paced, dynamic environment and meet tight deadlines.
- Previous experience in nonprofit fundraising or donor relations is a plus.
- 6 Days Ago
Retention Specialist
- Florida State College at Jacksonville
-
Jacksonville, FL
FULL_TIME
- Florida State College at Jacksonville (FSCJ) is committed to our employees and is pleased to offer challenging and fulfilling careers, as well as an excellent benefits package. As part of FSCJ's overa...
- 10 Days Ago
Medical Office Specialist
- HCA Florida Memorial Hand Specialist
-
Jacksonville, FL
FULL_TIME
- Introduction Do you have the career opportunities as a(an) Medical Office Specialist you want with your current employer? We have an exciting opportunity for you to join HCA Florida Memorial Hand Spec...
- 10 Days Ago
Project Manager/Estimator
- CNM Specialist Recruitment Limited
-
Jacksonville, FL
FULL_TIME
- My client is a multifaceted medium-sized general contractor with offices and operations in Jacksonville, FL. They are looking for a Project manager/Estimator with experience in Multifamily exterior Pa...
- 22 Days Ago
Estimator
- CNM Specialist Recruitment Limited
-
Orange Park, FL
FULL_TIME
- My client is a privately owned, well-established commercial construction general contractor focusing locally on construction for Education clients. They take on projects between $100k- $20 million in ...
- 10 Days Ago
Field Service Technician
- Southeast Pump Specialist, Inc
-
Jacksonville, FL
FULL_TIME
- Industrial Pump and Rotating Equipment www.sepump.net Southeast Pump Specialist, Inc. is a 20 year old industrial pump company. We offer a safety-first work environment with friendly team members. Our...
- 30 Days Ago
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0 Annuities Retention Specialist jobs found in Jacksonville, FL area
PT CUSTOMER SERVICE REP 103rd st
- Planet Fitness Inc.
-
Jacksonville, FL
- Job Summary The Member Services Representative will be responsible for creating a positive member experience by providin...
- 4/24/2024 12:00:00 AM
Customer Relationship Advocate Career Development Experience- Jacksonville, FL
- Fidelity TalentSource LLC
-
Jacksonville, FL
- Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
- 4/23/2024 12:00:00 AM
Customer Relationship Advocate Career Development Experience- Jacksonville, FL
- Fidelity Investments
-
Jacksonville, FL
- Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
- 4/22/2024 12:00:00 AM
Customer Service Representative
- Fidelity Investments
-
Jacksonville, FL
- Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
- 4/22/2024 12:00:00 AM
Call Center Representative
- Fidelity Investments
-
Jacksonville, FL
- Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
- 4/22/2024 12:00:00 AM
Customer Service Case Advisor (Temporarily Remote)
- LendingTree LLC
-
Jacksonville, FL
- **Customer Service Case Advisor (Temporarily Remote)** at LendingTree Jacksonville, Florida, United States **WHO WE ARE:...
- 4/22/2024 12:00:00 AM
Customer Experience Rep
- Fidelity Investments
-
Jacksonville, FL
- Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
- 4/22/2024 12:00:00 AM
Full time Member Service Rep 103rd street
- Planet Fitness Inc.
-
Jacksonville, FL
- Job Summary The Member Services Representative will be responsible for creating a positive member experience by providin...
- 4/21/2024 12:00:00 AM
About Jacksonville, Florida
Jacksonville is the most populous city in Florida, the most populous city in the southeastern United States and the largest city by area in the contiguous United States. It is the seat of Duval County, with which the city government consolidated in 1968. Consolidation gave Jacksonville its great size and placed most of its metropolitan population within the city limits. As of 2017 Jacksonville's population was estimated to be 892,062. The Jacksonville metropolitan area has a population of 1,523,615 and is the fourth largest in Florida.
Jacksonville is centered on the banks of the St. Johns ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$53,496 to $71,647
Jacksonville, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago