Retirement Specialist

Job not on LinkedIn

🔥 45 minutes ago

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Signal Advisors

WebsiteLinkedInAll Job Openings

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

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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