Inforce Policy Specialist

Inforce Policy Specialist

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.

MUST HAVES

• Relevant experience with outbound phone calls, emailing, downloading and recording documents, navigating data-base software.
• Able to work within short deadlines while managing several projects simultaneously.
• Experience with annuities, life insurance, and/or securities is strongly preferred.

WHAT WE VALUE @ SIGNAL

• 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.
• 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% 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

About the role

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!