Annuity Services Director jobs in Petaluma, CA

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

S
Client Services Director
  • Solarius
  • Petaluma, CA FULL_TIME
  • General Description

    Client Services Director must have expertise formulating and instituting policies, procedures, and controls to assure efficient aircraft management for Solairus Aviation’s nationwide fleet. The Client Services Director is involved in all aspects of the flight department. During the onboarding of a new account, the CSD acts as a project manager as well as the recruiter for new employees. Client Service Directors are responsible for maintaining a strong relationship with the Client Aviation Manager while also performing various projects for the account. The CSD is responsible for proficient communication between the crew and all internal departments to ensure a high level of service to the client.

    Essential Duties

    • Act as a liaison between the Executive team, Client Aviation Manager and the Client. Advise departments and Senior Management promptly of all critical issues pertaining to the account
    • Client retention - liaison between aircraft principle and the dedicated crew/CAM and internal departments. Field and respond to client questions to include but not limited to operations, maintenance, insurance claims, and invoicing issues.
    • Perform account related research, generate reports and annual budgets. Assist with maintenance planning and reviewing maintenance issues with principle.
    • Oversight of aircraft onboarding to ensure a smooth transition.
    • Build relationships with FBO managers, develop knowledge of which airports have hangar availability.
    • Work with the Solairus Safety Manager to ensure compliance with safety standards.
    • Human Resources Responsibilities: Manage hiring and recruiting for accounts, interviewing, salary and bonus analytics, identify and monitor crew dynamics, sourcing and hiring per diem crews. Ensure performance evaluations are complete, monitor overall crew spending, general check in on crew morale.
    • Managing and sustaining the Light Jet Program and Charter Ally accounts and acting as the main client services contact.
    • Support the Executive Management team in developing proposals, researching hangar costs and availability

    Minimum Qualifications

    • Bachelor’s degree in marketing, business, or related field
    • Proficient with Microsoft Excel, Word, Outlook, Adobe, SharePoint, Avianis, Oracle and Paycom.
    • Strong relationships within the industry, and a network of vendors and pilots
    • Minimum of 8 years of aviation experience preferred
    • Experience working with Human Resources with confidential material
    • Dynamic personality able to effectively engage and influence a variety of audiences
    • Passion about business – always thinking of ways to improve relationship with clients
    • Strong listening skills and attention to detail
    • Excellent verbal, written, presentation and interpersonal skills
    • Travel is required



    Why work with Solairus?


    Solairus Aviation is a private aviation services company assisting aircraft owners with the safe, reliable, and efficient management and operation of their aircraft. Headquartered in the beautiful California Wine Country, Solairus is a destination employer offering nationwide operating bases, a stimulating work environment, and an array of modern benefits to employees. From a generous 401K matching structure to employee wellness programs and top-notch health benefits, Solairus firmly believes our team members are our greatest asset and we are committed to providing an exceptional employment experience.

    Solairus Aviation embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

    Salary range: $90,000-$115,000

    To comply with regulations by the American with Disabilities Act (ADA), the principal duties in job descriptions must be essential to the job. To identify essential functions, focus on the purpose and the result of the duties rather than the manner in which they are performed. The following definition applies: a job function is essential if removal of that function would fundamentally change the job.

  • 16 Days Ago

S
Regional Director Outpatient Services
  • Serenity Knolls
  • Forest, CA FULL_TIME
  • We are hiring a Regional Director, Outpatient Services to lead outpatient programs across the 5 northern California facilities. This is part of an organization-wide pilot to support outpatient growth ...
  • 2 Months Ago

B
Regional Director Outpatient Services
  • Bayside Marin
  • Forest, CA FULL_TIME
  • PURPOSE STATEMENT: The Regional Director of Outpatient Services is accountable for the development and execution of strategies to achieve and exceed budgeted census and drive increased patient access ...
  • 2 Months Ago

C
Hospice Palliative Care Services Director
  • Clinical Management Consultants
  • Novato, CA FULL_TIME
  • A reputable non-profit, healthcare system in northern California is seeking a Nurse Director for Hospice Services. The Hospice Director will play a pivotal role in planning, organizing, and directing ...
  • 16 Days Ago

I
Director of Patient Care Services - RN
  • Impact Solutions
  • Petaluma, CA FULL_TIME
  • We are looking for a fantastic nurse to lead and manage our growing home heath team. This Director position will have oversight of of talented clinicians who are committed to delivering quality patien...
  • 20 Days Ago

R
Director of Rehabilitation – PT - Novato
  • Rockport Healthcare Services
  • Novato, CA FULL_TIME
  • GENERAL PURPOSE: The Director of Rehabilitation is responsible for internal departmental communication and operations, facilitating and coordinating patient care, and quality assurance. ESSENTIAL JOB ...
  • 6 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Annuity Services Director jobs found in Petaluma, CA area

F
Director/Associate Director, Biology
  • Firefly Bio
  • About Firefly Bio: Firefly Bio is a Bay Area venture-backed company. Our mission is to unlock the full potential of bioc...
  • 4/24/2024 12:00:00 AM

B
Director of Hospice
  • By The Bay Health
  • Larkspur, CA
  • We are seeking a full-time Hospice Director to direct and manage the daily operation of our hospice service line. This i...
  • 4/24/2024 12:00:00 AM

F
Executive Director
  • Family Works
  • Novato, CA
  • Organization Overview: Family Works employs 25 full and part-time staff members. Family Works has offices in Novato and ...
  • 4/24/2024 12:00:00 AM

U
SIL Associate Program Director
  • UHC Solutions
  • Oakland, CA
  • Job Title: Program Director (Licensed Clinical Social Worker) Schedule: Mondays-Fridays 8 am-5 pm Program Director - Lic...
  • 4/24/2024 12:00:00 AM

8
Director of Operations
  • 80Twenty
  • San Rafael, CA
  • Our client, a wholesale distribution company based in San Rafael is looking for an ambitious operations lead to join the...
  • 4/23/2024 12:00:00 AM

S
Director of Development
  • SHE-CAN
  • Mill Valley, CA
  • Director of Development Mill Valley, CA, USA Exempt Full-Time/Onsite SHE-CAN (Supporting Her Education Changes A Nation)...
  • 4/22/2024 12:00:00 AM

F
Executive Director
  • Family Works
  • Novato, CA
  • Organization Overview: Family Works employs 25 full and part-time staff members. Family Works has offices in Novato and ...
  • 4/20/2024 12:00:00 AM

B
Director of Hospice
  • By The Bay Health
  • Larkspur, CA
  • We are seeking a full-time Hospice Director to direct and manage the daily operation of our hospice service line. This i...
  • 4/20/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$152,815 to $206,407
Petaluma, California area prices
were up 2.5% from a year ago

Annuity Services Director in Helena, MT
The amount of time you pay into the annuity can vary from a one-time payment to several smaller payments over a long time period.
December 22, 2019
Annuity Services Director in Rock Hill, SC
D.  Make recommendations, and provide detailed analysis and reports to management on traditional insurance and annuity sales trends E.
December 15, 2019
Annuity Services Director in Santa Rosa, CA
Dalbar recognizes these elite institutions with the Annuity Service Award.
January 16, 2020