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)
$22-$28/hr
Helping people reclaim the life they deserve
At Schenectady Community Action Program (SCAP), we believe in supporting one another as we all work collaboratively towards one common goal - eradicating poverty. By joining our team, you will be joining in the mission to help improve communities, alleviate poverty, and change people's lives. SCAP is an anti-poverty agency dedicated to serving low-income individuals and families who "are in economic, educational or social need.". We recognize the importance of employee satisfaction and will provide you with all the tools you need every step of the way. Here at SCAP, we will provide you with competitive wages, work-life balance, career advancement and an amazing benefits package.
We believe that empowering people is the best way to help families move out of poverty. Come join our team if you're looking to make a positive impact on our local community.
What SCAP offers for you!
Responsibilities
Requirements
If you are a motivated individual and see yourself in this role, please complete our application and we will follow up with you on the next steps of the interview process.
Schenectady Community Action Program is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, veteran status, or any other basis prohibited by law.
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