Retirement Specialist

The Job

Signal Advisors is seeking a Retirement Specialist to join Signal Plus, our inside sales and client engagement team. In this role, you'll partner with financial advisors to identify life insurance, long-term care, and annuity opportunities for their clientssupporting producers by generating opportunities, coordinating the client experience from initial outreach through policy placement, and helping move cases efficiently to completion.

This is a role for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to grow within the organization, including the potential to manage their own book of business over time. Signal Plus is one of Signal's fastest-growing initiatives, backed by a technology-forward IMO doing over $2B in annual annuity business on a platform built by more than 40 engineersthis role offers the opportunity to make an immediate impact while developing toward a producing position with long-term career growth.

What You'll Get To Do

• 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 requirementsscheduling and completing exams, ordering medical records, and verifying information for the underwriter.
• Help clients through policy deliverylocating the delivery email and signingand 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 paymentclient 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 Plusincluding the potential to manage a personal book of business over time.

What We're Looking For In Team Members

• Executer: We're currently building out many new initiatives and programs. You'll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team's goals.
• Customer Centric: 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 interactionsknowing every customer interaction is an opportunity to amaze.
• Problem Solver: 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 skillsexploring creative solutions and taking ownership to keep moving forward.

What You Have

• 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.

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. We use our best judgment to act urgently on the right things at the right time. We raise our level of awareness. Everything starts with awareness. We're curious and alert to what is happening around us. We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act. We do the right thing. Sticking to the highest standard of integrity is not optional. We have strong opinions, loosely held. It's not about WHO is right, it's about WHAT is right. Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple. Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.

We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution. We launch big ideas and then obsess over feedback to learn how we can make it even better.

Compensation & Benefits

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

• 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

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.