New Business Specialist – Annuities

🕒 Junho 25

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Signal Advisors

Signal Advisors

51 - 200 funcionários

💼 Consultoria

📣 Marketing

💳 Fintech

Consulting • Marketing • Fintech

A Signal Advisors é uma startup de Detroit, apoiada por empreendimentos, que ajuda consultores financeiros independentes a expandirem seus negócios de diversas maneiras — por meio de tecnologia, financiamento, coaching peer-to-peer, marketing e mais. A Signal está reinventando o IMO através de tecnologia que facilita a vida dos consultores. Desde 2020, nos tornamos o distribuidor de anuidades de mais rápido crescimento no país. Mas, seja desenvolvendo software de classe mundial ou oferecendo análises especializadas sobre estratégias complexas de seguro, são nossas pessoas que fazem a diferença. Para saber mais sobre as oportunidades de carreira atuais na Signal, visite: www.signaladvisors.com/careers

Descrição

• Primary owner for resolving any open issues related to a submitted application from the time the case is submitted to the point the case is issued • Review/input applications and transfer requests submitted by advisors • Confirm that applications have been submitted properly and are in good order prior to final submission to the carrier • Communicate with carriers and ceding institutions to monitor and expedite the application process • Maintain application records and statuses in Signal Advisors internal systems • Maintain a thorough understanding of the annuity industry including product knowledge, industry trends, compliance issues, etc. • Develop relationships with key administrative and office support staff to facilitate proper business flow between various business units as well as third party administrators • Continuously find ways to improve business processes and new business functions • Understand the application process and be able to walk the advisor through form completion or questions

🎯 Requisitos

• At least 2 years of Annuity specific New Business related experience

🏖️ Benefícios

• Medical, vision, and dental coverage • FSA or HSA-eligible health plans • 3% 401k company contribution with no vesting period • Paid parental leave • Learning & Development stipend • Wellness Programs • Flexible vacation policy • 10 company-wide holidays • $500 for your home office setup • Annual all-company retreat • Competitive equity package based on role and level

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