Annuities Retention Specialist
Also referred to as: Annuities Retention Specialist, Retention Specialist - Annuity
Requirements and Responsibilities
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. 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. Requires a bachelor's degree. Typically reports to a manager. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience.
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Years of Experience Education Level
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Similar Jobs:  Customer Retention Manager, Security Specialist, Annuities Supervisor (New Business), Annuities Customer Service Supervisor, Annuities Representative (New Business), Annuities Customer Service Representative, Technical Sales Support Specialist IV, Public Relations Specialist IV, Customer Retention Supervisor
Level of Education:  Annuities Retention Specialist Salaries with a Bachelor's Degree, Annuities Retention Specialist Salaries with a Master's Degree or MBA, Annuities Retention Specialist Salaries with a JD, MD, PhD or Equivalent
Categories:  Financial Services, Customer Services, Insurance
Industries:  Business Services, Financial Services, Insurance,
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