Retention Specialist - Annuity Policies Jobs

The Retention Specialist - Annuity Policies provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Coordinates with service representatives and clients to assist with retaining the client's annuity business. Being a Retention Specialist - Annuity Policies makes recommendations to product line management to improve service and design of products that encourage client retention. Reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. In ad ... dition, Retention Specialist - Annuity Policies requires a bachelor's degree. Typically reports to a manager. Being a Retention Specialist - Annuity Policies contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Working as a Retention Specialist - Annuity Policies typically requires 4 to 7 years of related experience. More
Show Less