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)
Retention Specialist
At Reno-based Inc. Authority (www.incauthority.com), we consult with, and help register, over 1000 new startups a week, across all fifty states. We promote an environment that is fun, energetic, and creates a positive work culture. Currently, we are growing by leaps and bounds and are excited about helping entrepreneurs!
We are seeking a confident, enthusiastic Retention Specialist who wants to be part of a high-performance organization. Our great work environment rewards you for superior communication skills and puts you on the fast-track to a long-term career. If you are ready to be on a team of top producers, earning top incomes, with limitless growth potential, Inc. Authority is the place for you!
Awesome benefits will include:
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About Inc. Authority:
Inc Authority has been the corporate formation specialist for over twenty years. Founded in 1989, Inc Authority, and its associated companies, have formed and represented over 70,000 Corporations and LLCs worldwide. We offer the most comprehensive range of services under one roof, including corporate business formation and strategy, tax planning, bookkeeping, estate and retirement planning. We are dedicated to providing the highest standard of customer service.
Our Mission Statement:
It is our mission to empower our clients with the tools they will need to succeed in the business world. We bridge the gap between doing business online and face-to-face. Our customer service team is dedicated to providing you with the resources you need to successfully run your business. Your success is our success.