New Business Specialist, Annuities

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country.

We are:
Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

At Signal Advisors, New Business Specialists are the main point of contact for advisors submitting new annuities business through our platform. Managing the new business process and the transfer of funds for our advisors and their clients, is at the core of Signal Advisors’ business. You will work with insurance carriers, ceding institutions, and other business partners to make Signal’s new business process the best in the industry.

• 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

You’re someone that geeks out on processes and is a sucker for making sure things stay on track. The goal is to be meticulous enough for quality output but not meticulous to the point of indecision.

Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.

You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.

Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward.

You understand how to collaborate with a variety of different people and roles, and you celebrate opportunities to reach out and work together cross-functionally and with people from diverse backgrounds.

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

These are the values that drive how we operate and make decisions.

We’re obsessed with finding a better way
. Never settle for less.

We act with a sense of urgency
. We use our best judgment to…