Planning Specialist

About the role

Signal Advisors is seeking a Planning Specialist to elevate the technical planning acumen of our advisor community. This role involves translating client data into structured planning proposals, designing clear, modular recommendations, and guiding advisors through technical questions.

Responsibilities

• Translate advisor-submitted client data into structured planning proposals addressing various client objectives.
• Create clear, modular planning recommendations that advisors can present to clients.
• Evaluate advisor goals and client constraints to identify suitable product strategies.
• Guide advisors through technical questions related to planning logic, case design, suitability considerations, and the strategic role of individual solutions.
• Support field underwriting diligence by helping advisors understand risk factors and set appropriate expectations with applicants.
• Create and refine planning deliverables such as summaries, scenario comparisons, and plan modules to enhance advisor professionalism and client trust.
• Provide technical support via platform messaging, live phone support, and case consultations, ensuring clarity and direction for sales-oriented advisors.
• Collaborate with the Planning team to evolve tools, templates, workflows, and internal knowledge bases as the offering grows.

Requirements

• A deep knowledge of insurance products, particularly annuities.
• 1-2 years of experience in financial planning or paraplanning.
• Excellent verbal and written communication skills with a keen attention to detail.

Qualifications

• Strong problem-solving skills.
• Ability to work independently and execute tasks with minimal supervision.
• Customer-centric approach, focusing on creating an exceptional customer experience.
• Experience with financial planning software and tools.

Skills

• Financial planning and analysis.
• Product knowledge, especially annuities.
• Technical writing and presentation skills.
• Attention to detail and accuracy.

Benefits

• 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.
• Competitive equity package based on role and level.
• Flexible, hybrid working environment.
• Annual all-company retreat.

Pay

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.

Schedule

Our team operates in a flexible, hybrid working environment, allowing for remote work options while maintaining regular communication and collaboration.