Annuities Retention Specialist jobs in Pueblo, CO

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)

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Retention and Persistence Coordinator
  • State of Colorado
  • Pueblo, CO FULL_TIME
  • The PACK Center at Colorado State University Pueblo is dedicated to the University’s Vision and to providing accurate, responsive, and respectful service to students that fosters increased matriculation, retention, and student persistence to graduation.

    The main function of the PACK Center is to ensure that students receive a positive and holistic experience during their academic career with regard to advising, policies, coursework, career exploration, and extracurricular activities. The department seeks to provide students with a smooth transition into higher education via personal and regular contact so that they do well academically and socially and stay enrolled at CSU Pueblo.This position coordinates retention, outreach, and support activities with the purpose of increasing the matriculation, retention, and persistence of students who’s GPA has fallen below a 2.0. The Retention and Persistence Coordinator contributes to the coordinating, developing, and monitoring of progress of at-risk students with the goal of helping them return to good academic standing.

    This position is funded by two renewable Title V La Gente and La Calle Department of Education grants. Continuation of the position is contingent on renewal of funding and University fiscal sustainability.


    Primary Duties
    Case Management
    • Coordinate and manage a caseload of students who are on academic probation, academic watch, or academic warning, or who are admitted or re-admitted on probation/watch/warning. Meet individually with students to develop structured Student Success Plans to help them return to good academic standing.
    • Utilize enrollment management systems to track academic progress, provide academic interventions, and make referrals when necessary. This includes regular usage of Slate, Banner, DARS, Starfish, BlackBoard, etc.
    • Conduct individualized follow-up sessions to assist students with identifying what caused their GPA to drop below a 2.0, calculate estimated GPA to return to good academic standing, review the student’s financial aid Satisfactory Academic Status (SAP) and assist with SAP appeal letters.
    • Utilize the Universities Early Alert System (Starfish) in a timely manner to remain informed regarding students’ academic progress and facilitate intervention based on issues and concerns reported by their instructors.
    • Facilitate student connections with other departments on campus including Admissions, the Career Center, Peer Mentors, Financial Aid, Counseling Center, tutoring, and all other student-serving departments.
    • Assist with staffing Enrollment Management events including, Enrollment Extravaganzas, Discover Days, High School Visits, New Student and Transfer Orientation, and other enrollment initiatives.
    • Maintain student files, records, and data in accordance with federal, state, system, and college operating policies and protocols, and stay current on applicable laws, policies and procedures (e.g. FERPA, Title V, and the Code of Federal Regulations).
    Program Coordination
    • Collect data on caseload of probation/watch/warning students. Generate end-of- semester and annual reports based on student success, persistence, and retention. Run semester reports and coordinate communication to students, staff, and faculty.
    • Update student status in Banner to reflect accurate academic standing
    • Maintain and update program documents and forms utilized by coordinator and student.
    Ancillary Duties
    • Other duties as assigned and professional development
    • Serve on the SAP Appeals Committee
    Salary:
    $45,000Minimum Qualifications
    • Bachelor’s degree from a regionally accredited college or university.
    • Experience presenting information both individually and in group settings
    • Experience in a position requiring proficient computer skills, including Microsoft Word, PowerPoint, and Excel
    • Experience in a position requiring excellent communication skills, organizational skills, multitasking skills
    • Experience in a position requiring relationship building and mentoring of students, with attention to detail
    Preferred Qualifications
    • Master’s degree from a regionally accredited institution
    • Experience working successfully in a team environment and with a diverse population of students
    • Experience working with high school or college students
    • Experience advising at an institution of higher education
    • Experience with Family Educational Rights and Privacy Act
    All interested candidates must apply through the on-line application system. No other format of application materials will be accepted.

    Applicants must attach the following documents, in order to be considered for this position: 
    1. a letter of intent (cover letter)
    2. a current resume or CV
    3. unofficial or official transcripts showing degree conferred
    4. current contact information for three professional references either within the on-line application or as an attachment.
    Applications submitted without the required attachments above or an application not completed in its entirety will be considered incomplete and will not move forward in the selection process. Once submitted, applicants will not be able to make changes or add information to their application packet, with the exception of their personal contact and demographic information.

    Early submission of application materials is encouraged. Screening of application materials will begin immediately and continue until the position is filled; applications received by 4 p.m. Wednesday, November 29th, 2023, will receive full consideration.

    About Colorado State University Pueblo
    Colorado State University Pueblo is a comprehensive state university with an enrollment of 4,000 students.  CSU Pueblo provides relevant professional coursework and superior instruction with a small student-to-faculty ratio for an ever-changing global economy. Students can choose from 38 undergraduate programs with 70 fields of study in the College of Science, Technology, Engineering and Mathematics; the Hasan School of Business, the College of Humanities, Arts and Social Sciences; and the College of Health, Education, and Nursing; and 15 graduate programs.
     
     CSU Pueblo is dedicated to interdisciplinary learning and entrepreneurship that elevates our people and our community, creates educational opportunities, fosters unique collaborations, and supports inclusion, access, and affordability as a gateway to the world. CSU Pueblo is equally committed to serving the diverse population of the region; this emphasis is reflected in the demographic characteristics of the student body. Because more than 25 percent of our students are Hispanic, the Federal Government has designated CSU Pueblo a Hispanic Serving Institution.  Besides reflecting our commitment to serve this critically important and rapidly growing segment of the student population, that designation also allows the University to compete for certain federal grant funds to support its ability to better serve all students.  
     
     Among its unique features, CSU Pueblo is one of seven schools in the nation to offer a degree in mechatronics, which combines electrical and mechanical engineering. The Hasan School of Business ranks among the top 15 percent of all business schools internationally with graduate and undergraduate programs in business administration accredited by the AACSB International Board of Directors. The College of STEM houses an undergraduate engineering program that was ranked in the nation's top 100 by U.S. News and World Report.  CSU Pueblo has an ever-changing campus landscape that features a newly renovated Library, a new general academic classroom building, and a newly renovated and expanded student center.
     
     At CSU Pueblo, Student Life offerings have increased significantly with the transition of the campus from a commuter environment to a more traditional collegiate experience.  Competing at the NCAA Division II level, CSU Pueblo is a member of the Rocky Mountain Athletic Conference and offers 22 varsity intercollegiate sports and also has active intramural and club sports teams that allow students to get involved in campus life.

    Colorado State University Pueblo offers a comprehensive benefits package including:
    • Medical Insurance and Prescription Drugs 
    • Dental Insurance 
    • Vision Insurance 
    • Flexible Benefit Plan 
    • Basic Term Life Insurance 
    • Voluntary Term Life and AD&D Insurance 
    • Long-Term Disability Insurance 
    • Employee Assistance Plan (EAP) 
    • Travel Accident Insurance 
    • Voluntary Critical Illness and Accident Insurance 
    • Wellness Incentive Program
    • Annual & Sick Leave 
    • Retirement Plans
    About Pueblo, Colorado 
    The city of Pueblo is a historically and culturally rich, diverse city of more than 100,000, located in the southern part of the state along the Arkansas River near the Wet Mountains and the majestic Sangre de Cristo range. Pueblo enjoys ideal year-round climate with four distinct mild seasons, crisp mountain air and 300 days of sunshine per year. Pueblo attracts outdoor enthusiasts to a full slate of summer and winter recreational activities, encompassing water sports at Lake Pueblo, biking or running along Pueblo's beautiful river trail system, golfing, tennis, hiking or skiing in the mountains to the west.  The region is heavily agricultural, with large and small-scale farming and ranching, and a diverse mix of service, manufacturing, and technology industries.
     
     CSU Pueblo is committed to providing a safe and productive learning and living community. To achieve that goal, we conduct background investigations for all final candidates being considered for employment. Background checks may include, but are not limited to, criminal history (felony and misdemeanor), national sex offender search, and/or motor vehicle history. Candidates who are extended an offer of employment must submit to and pass a background check prior to beginning employment. Some positions depending on the job duties may be required to complete a DMV and/or credit check.
     
    The University reserves the right to check additional references, with prior notification given to the candidate.
     
     Note: The successful candidate must provide official transcripts of academic work completed and, under U.S. Citizenship and Immigration Services regulations, be able to submit evidence of the ability to accept work in the U.S. by the day employment begins.
     
     It is the policy of Colorado State University Pueblo to provide reasonable accommodations for employees and applicants with disabilities.  If you need accommodations, please contact the Office of Human Resources and Institutional Equity at (719) 549-2441 or 
    hr@csupueblo.edu.
     
     In compliance with the Clery Act of 1990, the University's annual security report is available at: https://www.csupueblo.edu/campus-safety. 
     
     Colorado State University Pueblo is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status. Additionally, the University complies with all other relevant, federal, state, and local laws regarding employment practices.

  • 2 Days Ago

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Merchandising specialist
  • O'Reilly Auto Parts
  • Alamosa, CO FULL_TIME
  • Compensation Pay Range : $14.42 - $19.00 The Merchandising Specialist will keep front sales floor / showroom area stocked, fronted, and clean. The Specialist will also complete sales preparations, gre...
  • 19 Days Ago

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Operation specialist
  • Farm Credit of Southern Colorado
  • La Junta, CO FULL_TIME
  • Farm Credit of Southern Colorado (FCSC) is seeking an Operations Specialist to join our team. The chosen candidate will be responsible for providing excellent customer service to the La Junta office. ...
  • 19 Days Ago

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Promotional specialist
  • Team Enterprises
  • Weston, CO FULL_TIME
  • WHY YOU'LL DIG YOUR GIGIn short, our purpose at TEAM is to blow people’s minds and steal their hearts with incredible brand experiences. We want you to help us help our brands do amazing, unprecedente...
  • 19 Days Ago

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Maintenance Specialist
  • VOESTALPINE RAILWAY SYSTEMS NORTRAK LLC
  • Pueblo, CO FULL_TIME
  • Get Your Career On TrackCompany profilevoestalpine Railway Systems Nortrak, with ten production facilities across Canada, US and Mexico, is North America’s leading designer and manufacturer of special...
  • 23 Days Ago

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Production specialist
  • Product Connections
  • Pueblo, CO FULL_TIME
  • Job Posting Overview Now hiring Event Specialists and Product Demonstrators!! ARE YOU LOOKING FOR AN EXCITING PART-TIME OPPORTUNITY? We offer a flexible schedule and competitive weekly pay! This role ...
  • 24 Days Ago

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0 Annuities Retention Specialist jobs found in Pueblo, CO area

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Physical Therapist (PT)- Pediatric Homecare
  • MGA Homecare
  • Pueblo, CO
  • Company Description Job Title Physical Therapist (PT) - Pediatric Homecare Company Description MGA Homecare is paving th...
  • 3/28/2024 12:00:00 AM

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Landscape Installer
  • Incline Landscaping
  • Colorado Springs, CO
  • We are currently seeking a hardworking and dependable Landscape installer to join our team. As a Landscape installer, yo...
  • 3/28/2024 12:00:00 AM

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Aquatics Attendant
  • Wyndham Hotel Group
  • Colorado Springs, CO
  • ** Aquatics Attendant** Location: Colorado Springs, CO, US Property Name: Cheyenne Mountain Resort Req Id: 13640 Dolce i...
  • 3/28/2024 12:00:00 AM

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Client Service Representative I
  • Canon USA & Affiliates
  • Colorado Springs, CO
  • **About the Role** Responsible for prompt delivery of various on-site work assignments, providing customer service and u...
  • 3/27/2024 12:00:00 AM

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Outside Cart Attendant
  • Wyndham Hotel Group
  • Colorado Springs, CO
  • ** Outside Cart Attendant** Location: Colorado Springs, CO, US Property Name: Cheyenne Mountain Resort Req Id: 14307 Dol...
  • 3/25/2024 12:00:00 AM

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Member Services Representative
  • Planet Fitness
  • Colorado Springs, CO
  • Job Summary The Member Services Representative will be responsible for creating a positive member experience by providin...
  • 3/25/2024 12:00:00 AM

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Speech Language Pathologist (SLP) Clinical Fellow (CF)- Pediatrics
  • MGA Homecare
  • Pueblo, CO
  • Company Description MGA Homecare is paving the way for quality, in-home, pediatric care. We have a dedicated and tenured...
  • 3/24/2024 12:00:00 AM

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Field Service Class A Technician-Power Generation ($3000 SIGN-ON BONUS)
  • Wagner Equipment
  • Pueblo, CO
  • **$3000 SIGN-ON BONUS**Would you like to be part of a focused, dedicated team? Do you want to work and grow with other m...
  • 3/24/2024 12:00:00 AM

Pueblo /ˈpwɛbloʊ/ is a home rule municipality that is the county seat and the most populous city of Pueblo County, Colorado, United States. The population was 106,595 in 2010 census, making it the 267th most populous city in the United States and the 9th largest in Colorado. Pueblo is the heart of the Pueblo Metropolitan Statistical Area, totaling over 160,000 people and an important part of the Front Range Urban Corridor. As of 2014, Pueblo is the primary city of the Pueblo–Cañon City combined statistical area (CSA) totaling approximately 208,000 people, making it the 134th largest in the nat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$52,962 to $70,931
Pueblo, Colorado area prices
were up 2.3% from a year ago