New Business Specialist – Annuities

🔥 0 minutes ago

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

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Signal Advisors

WebsiteLinkedInAll Job Openings

51 - 200 employees

Signal Advisors is a venture-backed, Detroit startup that helps independent financial advisors grow their business in various ways—through technology, financing, peer-to-peer coaching, marketing, and more.

📋 Description

• 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

🎯 Requirements

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

🏖️ Benefits

• 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