Retirement Specialist

🕒 il y a 25 jours

🚗 Michigan – Distant

🚗 Michigan – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

👻 Score fantôme 12%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Signal Advisors

Site WebLinkedInTous les Emplois

51 - 200 employés

💼 Conseil

📣 Marketing

💳 Fintech

Consulting • Marketing • Fintech

Signal Advisors est une startup de Detroit soutenue par des investisseurs, qui aide les conseillers financiers indépendants à développer leur activité de diverses manières grâce à la technologie, au financement, au coaching d’égal à égal, au marketing, et plus encore. Signal réinvente l'IMO grâce à une technologie qui facilite la vie des conseillers. Depuis 2020, nous sommes devenus le distributeur de rentes à la croissance la plus rapide du pays. Que nous construisions des logiciels de classe mondiale ou que nous fournissions une analyse experte sur des stratégies d'assurance complexes, ce sont nos collaborateurs qui font la différence. Pour en savoir plus sur nos opportunités de carrière actuelles chez Signal, visitez : www.signaladvisors.com/careers

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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