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)
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:
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:
Responsibilities:
Requirements:
?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.
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