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)
Working with us takes a certain kind of person; we want someone who identifies with our values and is willing to challenge themselves both personally and professionally.
We seek employees who are passionate about serving and making a difference in the lives of others. Join our Team as a Workforce Retention Specialist in Casa Grande, Arizona!
Make more than a Living, Make a Difference
Our Benefits :
Duties & Responsibilities
Maintain accurate participant records, perform filing and general clerical functions. Track and report on placement activities.
Organize and run workshops integrated with labor market information, in-demand occupations, and trends in employment for our clients regarding employability and career pathways.
Qualifications
Travel up to 40% of the time.
This job description is intended to describe the general nature and level of work being performed by a person assigned to this job.
It is not to be construed as an exhaustive list of all job duties that may be performed by a person so classified.
About Our Workforce Programs :
Eckerd Connects provides Workforce Innovation and Opportunity Act (WIOA) services through contracts with the U.S. Department of Labor and local workforce boards, partnerships, and strategies to provide and create a career pathway for youth, adults, and dislocated workers.
Training services include occupational skills training, customized training, on-the-job training, incumbent worker training, and transitional employment opportunities.
We provide youth with development, academic instruction, career & technical education, and access to the 14 WIOA Youth Elements.
We establish and develop relationships and networks with large and small employers and their intermediaries as well as develop, convene, or implement industry or sector partnerships.
Our Program Location :
820 E. Cottonwood Lane Bldg E
Casa Grande, AZ 85122
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In compliance with the Americans with Disabilities Act, the employer will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Auxiliary aids and services are available upon request to individuals with disabilities. Relay Services Dial 711. Submit Request :
Know Your Rights : Workplace Discrimination is Illegal
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Eckerd Youth Alternatives, Inc. ("Eckerd Connects") is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identify, national origin, age, disability, or status as a protected veteran.
Eckerd Connects is a drug-free workplace and utilizes E-verify to confirm employment eligibility.
Last updated : 2024-05-31