Signal Advisors
51 - 200 employees
💼 Consulting
📣 Marketing
💳 Fintech
Consulting • Marketing • Fintech
Signal Advisors is a venture-backed, Detroit startup that helps independent financial advisors grow their business through technology, financing, coaching, marketing, and more. As the fastest-growing annuity distributor in the country since 2020, Signal is focused on reinventing the Insurance Marketing Organization (IMO) to make advisors' lives easier. The company combines world-class software development with expert analysis to navigate complex insurance strategies.
Inforce Policy Specialist
🕒 June 25
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Signal Advisors
51 - 200 employees
💼 Consulting
📣 Marketing
💳 Fintech
Consulting • Marketing • Fintech
Signal Advisors is a venture-backed, Detroit startup that helps independent financial advisors grow their business through technology, financing, coaching, marketing, and more. As the fastest-growing annuity distributor in the country since 2020, Signal is focused on reinventing the Insurance Marketing Organization (IMO) to make advisors' lives easier. The company combines world-class software development with expert analysis to navigate complex insurance strategies.
📋 Description
• Navigate carrier websites and contact carriers over the phone to gather policy information, check status, and prepare annual reviews • Assist producers with ad hoc policy information requests • Gather annual statements and publish 1-Click Annual Reviews • Data analysis and management of In Force Data • Work with our internal Product Team to drive new features and offerings for our Firms
🎯 Requirements
• Relevant experience with outbound phone calls, emailing, downloading and recording documents, navigating data-base software • Ability to work within short deadlines while managing several projects simultaneously • Experience with annuities, life insurance, and/or securities is strongly preferred
🏖️ Benefits
• Medical, vision, and dental coverage • FSA or HSA-eligible health plans • 3% 401(k) company contribution with no vesting period • Parental leave • Learning & Development stipend • Wellness programs • Flexible PTO Policy • 10 company-wide holidays • $500 for your home office setup • Remote friendly company • Annual all-company retreat • Competitive equity package based on on role and level
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