Annuities Retention Specialist Jobs

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 a ... spects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience. More
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