New Business Specialist - Life

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 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 130+ 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!

THE JOB

As a New Business Specialist at Signal Advisors, you will be the primary operational point of contact for financial advisors transacting new Life Insurance business through the Signal platform. You are essential to our mission, as delivering a seamless, efficient new business experience is at the core of the value Signal provides.

You are a process-driven and customer-centric expert who works diligently with advisor office staff, advisors, and insurance carrier partners. Your success ensures the Signal new business process stands out as the best in the industry.

WHAT YOU’LL GET TO DO

• Serve as the primary owner for resolving any open issues related to submitted applications, from the point of application entry to successful coverage placement.
• Review, input, and audit life insurance applications and supporting documentation provided by advisors to ensure they are “in good order” prior to final submission to the carrier.
• Communicate proactively and professionally with carriers and/or ceding institutions to monitor and expedite the application and fund transfer process.
• Maintain meticulous application records, statuses, and notes in Signal Advisors' internal systems (CRM).
• Maintain a thorough understanding of the life insurance and annuity industries, including product knowledge, industry trends, and compliance issues.
• Develop relationships with key administrative and office support staff to facilitate proper business flow between business units and third-party administrators.
• Continuously find ways to improve business processes and new business functions, living our value: "We’re obsessed with finding a better way."
• Understand the application process deeply and be able to walk the advisor through form completion or complex questions with clarity and ease.

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

• Customer-Centric: You are obsessed with creating an unparalleled customer experience, leading with compassion and bringing ease and calm to all interactions.
• Intentional Communicator: You utilize multiple communication methods effectively, thoughtfully listening, distilling, and presenting information that is clear and easily digestible.
• Executer: You can independently translate high-level ideas into action, dig into the details, and make progress toward goals quickly.
• Problem Solver: Challenges invigorate you! You explore creative solutions and take ownership to keep moving forward when you encounter friction or roadblocks.
• Accountable: You work independently, grab the jump ball, and get it past the finish line, comfortable with a culture of continuous feedback.

WHAT YOU HAVE

• At least 2 years of Life-specific New Business related experience within an insurance agency, BGA/IMO, or carrier environment.
• Demonstrable experience ensuring applications are "not-in-good-order" (NIGO) free and processed quickly.
• Excellent written and verbal communication skills, especially in a professional, remote environment.
• Proven ability to work independently, manage a high volume of cases, and prioritize work based on urgency.
• High level of proficiency with CRM software (e.g., Salesforce) and process management tools.

WHAT WE VALUE @ SIGNAL

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