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)
The Safer Foundation is a social service provider to individuals with arrest and conviction records. Through a full range of services, including case management, educational instruction and advocacy, we focus on preparing individuals for the world of work by helping them find and keep productive and meaningful employment.
General Summary:
The Retention Specialist is responsible for completing registrations, assessments, individual employment plans, providing appropriate internal and external referrals, delivering employment preparation and retention services to clients that meet the funder's eligibility requirements, to enhance their focus in reaching employment benchmarks of 30, 90, 180 and 365 days. Retention Specialist maintain client engagement once enrolled, to ensure clients remain engaged and facilitate groups centered in pre-employment groups. Retention Specialist provide services appropriate to the client's service. Support Employment Pathway requires troubleshooting, critical thinking and problem solving to clients whose overall assessment for employment is vulnerable to high risk for employment, recidivism, low-skilled and have no-to little work history. Job Ready Transitional Employment Pathway and Job Ready Permanent Pathway whose overall assessment for employment is moderate to thriving, requires the shaping of career paths and working to implement those plans with clients who have one year or more of work experience. The Retention Specialist will report to the Employment Retention Manager. The funding for the Retention Specialist comes from the Illinois Department of Human Services and the Department of Family Supportive Services. These required outcomes are determined by the Standard Operating procedures of both funding sources and the Safer Foundation as applicable.
Performance Results Description
The Position is properly performed when all essential duties and responsibilities are executed by following the Safer Values.
Exceeding Expectations, Communication and Collaboration, Integrity and Evidence Based Innovation.
Essential Duties and Responsibilities:
Stakeholder Interface and Service:
Stakeholder Outreach and Recruitment:
Tracking, Document, and Reporting:
Required Knowledge, Skills and Abilities:
Education and Experience:
Safer Foundation is a drug-free workplace.
Equal Opportunity Employer/Affirmative Action/Minorities/Females/Veterans
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