| Annuities Retention Specialist Job Description |
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| The following is a full job description for Annuities Retention Specialist. Here are the requirements and responsibilities for Annuities Retention Specialist along with statistics. If after reading this page you determine that Annuities Retention Specialist is not the position you are looking for, you may want to try one of these similar titles: Annuities Supervisor (New Business), Annuities Representative (New Business), Customer Retention Representative III, Customer Retention Manager, Annuities Customer Service Supervisor, Annuities Customer Service Representative, Public Relations Specialist IV, Customer Retention Supervisor, Annuities Director (New Business) |
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| Requirements and Responsibilities For 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. 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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| Also referred to as: Customer Satisfaction and Retention Specialist- Annuities, Retention Specialist - Annuity Policies |
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| Similar Jobs: Annuities Supervisor (New Business), Annuities Representative (New Business), Customer Retention Representative III, Customer Retention Manager, Annuities Customer Service Supervisor, Annuities Customer Service Representative, Public Relations Specialist IV, Customer Retention Supervisor, Annuities Director (New Business) |
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| 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 |
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| Industries: Business Services, Financial Services, Insurance | |
