Retirement Specialist

About the role

Signal Advisors is seeking a Retirement Specialist to join Signal Plus, our inside sales and client engagement team. This role partners with financial advisors to identify life insurance, long-term care, and annuity opportunities for their clients.

Responsibilities

• 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.
• Cook up insurance and annuity cases from application through underwriting, delivery, and funding.
• Drive client outreach on outstanding underwriting requirements—scheduling and completing exams, ordering medical records, and verifying information for the underwriter.
• Help clients through policy delivery—locating the delivery email and signing—and 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.
• Manage ongoing premium-payment notices so firms have clear expectations on every future payment.
• 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 Plus—including the potential to manage a personal book of business over time.

Requirements

• 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.

Qualifications

• Experience in the insurance industry.
• Ability to build and maintain relationships with clients and advisors.
• Strong organizational and time management skills.
• Proficiency in Salesforce.
• Knowledge of insurance policies and procedures.

Skills

• Consultative selling techniques.
• Client relationship management.
• Underwriting and policy delivery processes.
• Effective communication and interpersonal skills.
• Organizational and time management skills.
• Proficiency in Salesforce.

Benefits

In addition to a competitive salary, Signal Advisors offers:

• 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.
• A flexible, hybrid working environment.
• An 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 company offers a flexible, hybrid working environment.