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. Being an Annuities Retention Specialist 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. Additionally, Annuities Retention Specialist requires a bachelor's degree. Typically reports to a manager. The Annuities Retention Specialist contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Annuities Retention Specialist typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Utah Foster Care (UFC) is seeking a full-time Retention Services Specialist to serve in the Western Region (Juab, Millard, Summit, Utah, and Wasatch Counties) based out of the UFC Orem office. The successful candidate oversees UFC services in the region centered on supporting foster parents and their capacity to care for children in foster care with their associated mental, behavioral, and emotional issues.
Retention Specialist Responsibilities:
Essential Knowledge & Skills
Job Qualifications & Requirements:
Benefits Include:
PLEASE NOTE: Utah Foster Care only accepts applications online. Due to limited staff and time constraints, UFC only contacts those individuals selected for interview.
Apply here: https://utahfostercare.org/blog/open-position-retention-services-specialist-closes-may-27-2024/