New Business Specialist, Annuities

New Business

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.

• 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

Values

At Signal Advisors, these values 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.
• 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.

Benefits

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401k company contribution with no vesting period
• Paid parental leave
• Learning & Development stipend
• Wellness Programs
• Flexible vacation policy
• 10 company-wide holidays
• $500 for your home office setup
• Anual all-company retreat
• Competitive equity package based on on role and level

Qualifications

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