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)
Imperial Monumental Solutions (IMS) , we are a marketing firm partnered with Fortune 500 companies such as Spectrum, AT&T, DirecTV ,ADT, Frontier and also now Walmart retailers
We handle billing for small business accounts and assist business owners with renewals and give them specialized pricing. Our aim is to lower their rates once they are out of promotion.
Requirements
- Proficiency in English is required, Spanish is a plus
- Strong communication skills, both verbal and written in English
- Excellent interpersonal skills with the ability to build rapport with customers
- Detail-oriented with strong organizational skills to maintain accurate records
- Ability to work independently as well as collaboratively in a team environment
- Previous experience in a customer service or sales role is a plus
- Provide exceptional customer service and address any concerns or questions
- Utilize sales techniques to upsell products or services to customers
- Maintain accurate records of customer profile
Job Types: Full-time, Part-time
Pay: $17.00 - $25.00 per hour
Expected hours: 35 – 50 per week
Benefits:
Experience level:
Shift:
Weekly day range:
Ability to Relocate:
Work Location: In person
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0 Annuities Retention Specialist jobs found in Phoenix, AZ area