Retirement Specialist

🕒 Julho 28

🚗 Michigan – Remoto

🚗 Michigan – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Signal Advisors

SiteLinkedInTodas as Vagas

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

• Partner with advisors and producers to identify opportunities and generate leads, including sending client name lists to partner firms for right-of-refusal approval. • Create leads in Salesforce for cleared clients, mining each client's records for opportunities and updating lead notes before the first meeting. • Set appointments for producers and maintain a strong pipeline, managing rescheduling and reminders for upcoming meetings. • Engage with clients throughout the sales process, providing a seamless and professional experience. • Coordinate insurance and annuity cases from application through underwriting, delivery, and funding. • Drive client outreach on outstanding underwriting requirements—scheduling and completing exams, ordering medical records, and verifying information for the underwriter. • Help clients through policy delivery—locating the delivery email and signing—and set clear expectations on funding and next steps. • Coordinate with the firm and advisor to request funds on approved cases. • Partner with clients, advisors, carriers, and internal teams to keep cases moving efficiently and resolve outstanding requirements. • Support ongoing client needs, including policy servicing and communication with partner firms. • Process Agent of Record (AOR) changes when applicable. • Manage ongoing premium-payment notices so firms have clear expectations on every future payment—client name, carrier, product name, policy number, effective date, premium amount, premium mode, premium due date, premium duration, auto-pay or manual payment, and instructions for future payments. • Maintain accurate records and activity tracking in Salesforce, including appointments set, show rate, cases advanced, and deals funded. • Work qualified inside sales opportunities as capacity allows, developing the skills to grow within Signal Plus—including the potential to manage a personal book of business over time.

🎯 Requisitos

• Active Life & Health insurance license (or ability to obtain one within 15 days of hire). • Strong phone presence and experience with client outreach or appointment setting. • A consultative, advisor-first communication style. • Excellent organization and follow-through across underwriting, delivery, funding, and servicing tasks. • Familiarity with insurance new-business and in-force workflows, including underwriting requirements, policy delivery, and AOR changes. • Comfort working in Salesforce and adapting within a growing, evolving program.

🏖️ Benefícios

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