Annuities Retention Specialist jobs in Vallejo, CA

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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Coordinator - Sales / Client Retention
  • Signal Security
  • Vallejo, CA FULL_TIME
  • Post Location: Signal North Bay main office, Vallejo CA

    Schedule: Monday through Friday 9am-5pm

    Pay Rate: $25 per hour plus potential bonus, commission

    Requirements: Age 21 or over, Valid Driver License, Sales training and skills, Customer Service skills

    Benefits:

    • Tuition Assistance for PT/FT/Immediate Family Members (Bellevue University – online)
    • Paid training
    • Flexible Schedule
    • Career advancement opportunities
    • Veteran and First Responder Friendly

    Position Summary

    The Sales Coordinator is responsible for planning, coordinating, directing and managing all day-to-day sales and client retention activities of the Franchise. The coordinator will assist the Director in maintaining a healthy growing franchise through sales and client retention. Sales Coordinator must exhibit good customer service skills while working with clients and prospects in numerous business portfolios. Listed below, but not limited to, are some areas of individual responsibilities. This is not a comprehensive list and responsibilities are contingent upon additional needs and requirements of the business and subject to change.

     

    Soft Skills:

    • Visioning: Understanding the big picture and requirements necessary to deliver services that reflect company values, goals, and purpose.
    • Strategic Planning: Effective engagement, planning and execution of daily Franchise responsibilities while meeting established deadlines.
    • Financial Acumen: Understanding company measurements while executing the necessary behaviors to drive performance. Can you effectively manage the delivery of the Signal business model through key performance indicators while controlling company resources?
    • Team Development: Communicate with clients, team members and management effectively and in a timely manner, receiving and relaying feedback and executing follow up as needed.
    • Project Management: Complete understanding and execution of daily tasks and efficiently delivering services that meet the needs of the business. Can properly manage proposal pipeline, while reviewing and following up on incidents to maintain client relationships?


    Responsibilities:

    • The Sales Coordinator will be responsible and accountable for new revenue by conducting sales visits and focusing on our sales process to target profitable, recurring revenue
    • Maximize existing client relationships to grow revenue by contract extensions, expanding services with affiliated properties, and annual rate increases to keep up with the growing labor wages and dynamic changes of the business.
    • Maintain and develop a client and prospect database utilizing our proprietary CRM to assist with follow up and actively manage your sales pipeline.
    • Follow our 8 Week Plan to identify all vertical targets (Apartments, Food Processing, Walmart, Supply Chain, BOMA contacts, and many more) to determine the market opportunities and execute on your sales accountabilities activities to generate new lead opportunities directly impacting revenue. Perform market research also includes competitors and current/past client analysis.
    • Delivering presentations in front of small and large groups (i.g. training sessions, webinars, and conference calls)
    • KPI responsibility and accountability: Net Revenue Growth, Revenue Per Owned Population, Same Customer Sales, Customer Retention, Daily Sales Outstanding, and A.R Over 90 days.


    Requirements:

    • High school diploma or GED
    • 2-5 years of Sales experience preferred
    • Proven ability to achieve sales targets
    • Excellent organization, oral, and written communication skills
    • Must be self-motivated and comfortable working independently or in a team environment
    • Ability to multi-task and manage priorities
    • Adapt to established procedures and to help identify and solve problems
    • Ability to get along with other employees, follow directions, work under stress, add value and continuously improve
    • Demonstrates a commitment to service, organization values and professionalism through appropriate conduct and demeanor.
    • Employment is contingent upon the results of background check and drug screen


    ?Signal is an equal opportunity employer.  Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

     

     

  • 22 Days Ago

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Sales Specialist
  • Wise Auto Group
  • VACAVILLE, CA FULL_TIME
  • About Kia of Vacaville: Kia of Vacaville is a leading automotive dealership committed to providing exceptional customer service and high quality vehicles. Join our dynamic team and be part of a thrivi...
  • 11 Days Ago

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Contracts Specialist
  • Partnership HealthPlan of California
  • Fairfield, CA FULL_TIME
  • Overview To assist in the negotiation, development, implementation, and maintenance of new and existing professional, facility, and ancillary contracts for the PHC provider network. The Contract Speci...
  • 11 Days Ago

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Education Specialist
  • Partnership HealthPlan of California
  • Fairfield, CA FULL_TIME
  • Overview To develop provider and member educational opportunities for internal departments, external agencies, training, and materials to support PHC providers, community partners, and members. Provid...
  • 11 Days Ago

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Marketing Specialist
  • DuMOL
  • Napa, CA FULL_TIME
  • DuMOL’s Marketing Associate will have an aptitude for member acquisition and an affinity for storytelling to become an integral part of our team. The role’s focus is on long-term sustainable sales, ac...
  • 11 Days Ago

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Environmental Specialist
  • ecovyst
  • Martinez, CA FULL_TIME
  • Ecovyst is on the hunt for an Environmental Engineer to be based at our Martinez, California plant. This position will provide direct compliance support to the Martinez, CA and remote support to our P...
  • 13 Days Ago

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0 Annuities Retention Specialist jobs found in Vallejo, CA area

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Senior Global Strategic Product Manager
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Pleasanton, CA
  • The Job Opportunity: The Global Strategic Sr Product Manager will be shaping the future of connected care for heart fail...
  • 4/18/2024 12:00:00 AM

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Head of Engineering | Next Gen Biosensor/Proteomics Start-Up | Report to Founder/CEO | San Francisco-based | Retained Search
  • Cornerstone Search Group
  • Head of Engineering | Next Gen Biosensor/Proteomics Start-Up | Report to Founder/CEO | San Francisco-based | Retained Se...
  • 4/18/2024 12:00:00 AM

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Territory Manager
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • San Francisco, CA
  • The Territory Manager is accountable for the sales development within his/her designated territory. Responsibilities inc...
  • 4/18/2024 12:00:00 AM

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Legal Managing Director - Stealth Start Up Technology Company
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Contact Whitney Forbes for additional details: wforbes@gatewayrecruiting.com
  • 4/18/2024 12:00:00 AM

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Senior Global Strategic Product Manager
  • Gateway Recruiting - Gateway To Global Careers - Contingent Retained Contract Recruiting Services
  • Pleasanton, CA
  • The Job Opportunity: The Global Strategic Sr Product Manager will be shaping the future of connected care for heart fail...
  • 4/18/2024 12:00:00 AM

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Enrolled Agent
  • Wentworth Executive Recruiting
  • Oakland, CA
  • Job Description Job Description Career opportunity - ENROLLED AGENT Tax Preparations | Established Delayed Exchange Acco...
  • 4/17/2024 12:00:00 AM

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Customer Service Representative (R3 Safety)
  • Bunzl Distribution NA
  • Fairfield, CA
  • ** Customer Service Representative (R3 Safety)** **Job Category****:** Telesales & Customer Service **Requisition Number...
  • 4/16/2024 12:00:00 AM

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Customer Service Representative
  • Bunzl Distribution NA
  • Fairfield, CA
  • ** Customer Service Representative** **Job Category****:** Telesales & Customer Service **Requisition Number****:** CUST...
  • 4/16/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$63,618 to $85,204
Vallejo, California area prices
were up 2.5% from a year ago