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)
Details
Posted : 04-Jun-24
Location : Remote
Type : Full Time (Remote Only)
Salary : Categories :
Categories :
Customer Service and Support Membership
Salary Details :
NODA staff are employees of the University of Minnesota, Twin Cities and receive benefits through the UMN system. Please visit the Office of Human Resources website ( for more information regarding benefits.
Required Education : 4 Year Degree
4 Year Degree
Additional Information :
Telecommuting is allowed.
Internal Number :
The individual in this position must be able to make complex decisions with authority and understand the risk, liability and implications that could impact NODA, the University, and constituents / stakeholders.
This is a %, 12-months Civil Service appointment (classification CD, Marketing & Communications Pro 2-Community Relations).
Priority review of applications will begin Friday, June 21.
JOB DUTIES :
Membership Recruitment (40%) :
Membership Engagement (40%) :
Corporate Relations & Grants (20%) :
This position will require occasional travel (i.e. NODA Annual Conference, student affairs conferences, Regional Conferences, staff retreat), on overnight trips to attend events and flexibility to conduct work on evenings and weekends (approximately 5-10% travel required).
This position will be remote with the expectation to meet in-person with Association staff as required.
REQUIRED QUALIFICATIONS :
PREFERRED QUALIFICATIONS :
About NODA : Association for Orientation, Transition, & Retention in Higher Education As an inclusive community, NODA enhances and elevates orientation, transition, and retention practices in higher education that cultivate the professional development and education of student leaders, graduate students, practitioners, and scholars.
Last updated : 2024-06-09