Annuities Retention Specialist jobs in Illinois

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)

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Retention Specialist
  • SAFER FOUNDATION
  • Chicago, IL FULL_TIME
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    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:

    • Conducts contacts, registrations, and assesses clients' needs and barriers to employment.
    • Identify client's suitability and eligibility for services and convey results to client.
    • Execute the processes of the (ASCEND) Model as prescribed assessing readiness for employment utilizing Motivational Interviewing.
    • Facilitate pre-employment peer group that support job search activities for clients seeking as well as retention activities for clients employed with a view to advancement.
    • Maintain client engagement following a job start through a variety of means: phone calls, text, email, teams, accession, or social media.
    • Work one-on-one with clients to address issues that arise during the program that threaten employability and refer to appropriate services as needed.
    • Complete special projects along with routine expectations when it is required.

    Stakeholder Outreach and Recruitment:

    • Represent Safer at outreach events.

    Tracking, Document, and Reporting:

    • Maintain ongoing audit ready case files.
    • Maintain relevant and timely data entry in Salesforce (Birdseye) and ECM database systems daily and/or reports as needed.

    Required Knowledge, Skills and Abilities:

    • Must be able to write and communicate clearly and effectively present information in individual, small and large group settings.
    • Knowledge of the employment barriers people with criminal records.
    • Practical and critical thinking skills for servicing challenging and/or resistant clients.
    • Proficiency in word, excel and power point.

    Education and Experience:

    • Bachelor's degree in a related discipline or a minimum of 2yrs experience is preferred.


    Safer Foundation is a drug-free workplace.

    Equal Opportunity Employer/Affirmative Action/Minorities/Females/Veterans

    www.saferfoundation.org Opens a New Window

    No Phone Calls Please

  • 2 Days Ago

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Retention specialist
  • RENT ONE
  • Lincoln, IL FULL_TIME
  • CLIENT RETENTION SPECIALIST Rent One is proud to provide our customers with affordable home furnishings and appliances. Our customer choose us for our unmatched service, large in-stock inventory, flex...
  • 9 Days Ago

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Retention specialist
  • Endurance
  • Northbrook, IL FULL_TIME
  • Bilingual Customer Retention Specialist Job Summary Want to work in a fast-paced environment that has unlimited earning potential?! Then Endurance is the place for you! Endurance is looking for bright...
  • 11 Days Ago

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Retention specialist
  • RENT ONE
  • Belleville, IL FULL_TIME
  • CLIENT RETENTION SPECIALIST We pride ourselves on being part of the reason that our customers can have products they want at a price that they can afford. We're a trusted solution for customers lookin...
  • 11 Days Ago

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Retention Specialist (Grant Funded)
  • CCC Careers
  • Chicago, IL FULL_TIME
  • RETENTION SPECIALIST – FULL-TIME (GRANT FUNDED)OLIVE-HARVEY COLLEGE Olive Harvey College is actively searching for a full-time Retention Specialist to support the Rev Up Grant. This role will primaril...
  • 1 Day Ago

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Client Retention Specialist
  • RENT ONE
  • Belleville, IL FULL_TIME
  • CLIENT RETENTION SPECIALIST Rent One is proud to provide our customers with affordable home furnishings and appliances. Our customer choose us for our unmatched service, large in-stock inventory, flex...
  • 28 Days Ago

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Retention Specialist
  • Realtor.com Careers
  • Scottsdale, AZ
  • At Realtor.com®, we have among the most comprehensive and accurate coverage of real estate listings and the most engaged...
  • 6/2/2024 12:00:00 AM

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Client Retention Specialist
  • Global Payments, Inc.
  • Jeffersonville, IN
  • Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our p...
  • 6/2/2024 12:00:00 AM

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Retention Specialist
  • Buffalo Biodiesel, Inc.
  • Buffalo Biodiesel is in growth mode and currently seeking a Retention Specialist to join our fast-growing team! Who We A...
  • 6/1/2024 12:00:00 AM

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Retention Specialist
  • Realtor.com
  • Scottsdale, AZ
  • At Realtor.com, we have among the most comprehensive and accurate coverage of real estate listings and the most engaged ...
  • 6/1/2024 12:00:00 AM

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Retention Specialist
  • Better Debt Solutions
  • Irvine, CA
  • At Better Debt Solutions, our mission is to nurture a culture of compassion and empowerment. It is rooted in empathy and...
  • 5/31/2024 12:00:00 AM

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Retention Specialist
  • Altice USA Inc.
  • Tyler, TX
  • Retention Specialist Location: Tyler, TX, US, 75701 Brand: Optimum Requisition #: 5737 Are you looking to Optimize your ...
  • 5/30/2024 12:00:00 AM

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Client Retention Specialist
  • Heartland, a Global Payments company
  • Jeffersonville, IN
  • Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers a...
  • 5/30/2024 12:00:00 AM

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RETENTION SPECIALIST
  • Anthony Jordan Health Corp
  • Rochester, NY
  • RETENTION SPECIALIST ROCHESTER, NY (http://maps.google.com/maps?q=214C+Lake+Avenue+ROCHESTER+NY+USA+14608) Quality Impro...
  • 5/30/2024 12:00:00 AM

Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP), the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$57,982 to $77,652