Annuities Retention Specialist jobs in Oklahoma
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)
Recently Added Annuities Retention Specialist jobs
Retention Specialist I
- Mid-America Christian University
-
Oklahoma, OK
FULL_TIME
-
Job Title: Retention Specialist I
Division/Department: CAGS Student Services
Location: Main CampusTitle: Retention Specialist
Position Type: Full-Time
FLSA Status: Exempt
Hours worked Per Week:Approximately 40-45
POSITION SUMMARY:The Retention Specialist I is responsible for the re-recruitment of previously enrolled MACU students who have left the university prior to graduating from their chosen program of study. The primary focus for the Retention Specialist I will be students who have been exited from the University longer than one calendar year. The position serves as a liaison between the student and all necessary University Departments for the purposes of student readmission. This position reports to the Director of Student Services.
STANDARD DUTIES AND RESPONSIBILITIES:- Actively recruits previous MACU students for the purpose of reentry with a focus on those absent from the University for more than one calendar year.
- Allocates and spends a substantial amount of time communicating with and contacting prospective students daily.
- Conducts daily activities to ensure department retention and reentry goals are met.
- Serves as a liaison between the student and the University throughout the retention process.
- Coordinates with all University Departments as necessary to accomplish retention efforts.
- Counsels and advises students regarding University policies.
- Reaffirms student expectations and advises on best practices for success.
- Advises and assists students in identifying long-term goals, motivations, and career plans.
- Advises students regarding their academic progress and guides them to meet graduation requirements in a timely fashion.
- Gathers all retention documentation for academic, admissions, and financial clearance to attend the University.
- Follows MACU’s policies and procedures in working with students while maintaining the confidentiality of educational records in accordance with FERPA regulations.
- Maintains a thorough knowledge of MACU’s financial and academic policies.
- Provides general information and resources about financial aid requirements, standing, processes, documents, and alternative funding options.
- Coordinates the preparation of Payment Arrangements as necessary to ensure candidates have an assurance of funding.
- Participates annually in the University’s commencement ceremony and may be asked to represent the department at other university-sponsored events.
- Performs University exit interviews for students who leave MACU.
- Assumes other duties as assigned.
QUALIFICATIONS:Skills: Ability to interact comfortably and appropriately with students, staff and alumni; excellent customer service skills including positive phone demeanor; comfortable with spending a significant portion of the day on the phone; strong problem-solving and critical thinking skills required; preferred experience with motivational interviewing and sales.
Abilities: Able to work on multiple projects simultaneously; willingness to adapt to changes in policy and procedure; exemplary time management skills; excellent interpersonal skills, including the ability to defuse confrontational situations; ability to work independently with minimal instruction, and must demonstrate initiative and flexibility.
EDUCATION and/or EXPERIENCE:Bachelor degree from an accredited university or a minimum of five years of either professional experience in a college, university, or professional office environment.Preferred experience in customer service, sales, counseling, or leadership.
COMPUTER SKILLS:Keyboarding skills along with reasonable proficiency in the Microsoft Office suite, especially Excel and Word.
PHYSICAL DEMANDS:Requires repetitive motions and sitting at computer keyboard; hearing and speaking on the telephone; able to conduct business at other offices on campus; able to lift, bend, grasp, reach, and lift up to 20 lbs. occasionally.
WORK ENVIRONMENT:Office environment requiring business casual. - 4 Days Ago
Retention Specialist, Tahlequah
- Northeastern State University
-
Tahlequah, OK
FULL_TIME
- A critical step in completing your application process is creating a profile. This option is at the end of the application. Notice to applicants It is Northeastern State University’s policy that all n...
- 23 Days Ago
Veteran Retention Specialist (Temp)-SSS
- HigherEdJobs
-
Edmond, OK
FULL_TIME
- Veteran Retention Specialist (Temp)-SSS University of Central Oklahoma in Edmond, OK Type: Full-Time Posted: 03/15/2024 Category: Academic Advising; 1 Student Affairs and Services Job Location: Main C...
- 21 Days Ago
Veteran Retention Specialist (Temp)-SSS
- UNIVERSITY OF CENTRAL OKLAHOMA
-
Edmond, OK
OTHER
- Job Details Job Location: Main Campus - Edmond, OK Position Type: Staff Salary Range: $15.00 - $15.75 Hourly Job Category: OTRS Classified DescriptionPosition Title: Veteran Retention Specialist (Temp...
- 26 Days Ago
Senior Customer Retention Specialist (Work from Home)
- Varsity Tutors
-
Oklahoma, OK
FULL_TIME
- Overview: Varsity Tutors, a Nerdy company, is looking for Senior Retention Specialists based in the USA to join our team! Varsity Tutors is transforming how people learn with new and innovative techno...
- 2 Days Ago
Commercial retention
- Vyve Broadband
-
Shawnee, OK
FULL_TIME
- Residential services include high-speed Internet with speeds up to Vyve Gig, all-digital, high-definition video and fully featured digital voice. Vyve Business Services provides optical Ethernet, PRI,...
- 18 Days Ago
Annuities Retention Specialist jobs at Popular Companies
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...
- 6/11/2024 12:00:00 AM
Retention Specialist
- Center for Employment Opportunities
-
San Jose, CA
- Retention Specialist San Jose, CAIn Person Anticipated deadline to submit application: June 10, 2024 before 12:00 pm PST...
- 6/11/2024 12:00:00 AM
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...
- 6/10/2024 12:00:00 AM
Retention Specialist
- Allstate Insurance Agency - Heidi Rowan
-
Happy Valley, OR
- Job Description Job Description Benefits: Bonus based on performance Dental insurance Health insurance Paid time off Vis...
- 6/10/2024 12:00:00 AM
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...
- 6/9/2024 12:00:00 AM
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...
- 6/9/2024 12:00:00 AM
Recruiting and Retention Specialist
- Charter Homes & Neighborhoods
-
Lancaster, PA
- Job Description Job Description You can Make Your Mark at Charter Homes & Neighborhoods. If you have recruiting and rete...
- 6/8/2024 12:00:00 AM
Customer Retention Specialist
- VAYAN GROUP, LLC
-
Sterling Heights, MI
- Job Description Job Description Job Description for Customer Retention Specialist: Vayan Group “Vayan” is a leading prov...
- 6/7/2024 12:00:00 AM
About Oklahoma
Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$52,539 to $70,373