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 involves partnering with financial advisors to identify life insurance, long-term care, and annuity opportunities for their clients, supporting producers by generating opportunities, coordinating the client experience from initial outreach through policy placement, and helping move cases efficiently to completion.

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 a similar role, preferably in the insurance or financial services industry.
• Proven track record of success in sales and client engagement.
• Ability to build and maintain strong relationships with clients and partners.
• Strong analytical and problem-solving skills.
• Self-motivated and able to work independently with minimal supervision.

Skills

• Exceptional communication and interpersonal skills.
• Proficiency in Salesforce and other CRM tools.
• Knowledge of insurance policies and procedures.
• Ability to handle multiple tasks and prioritize effectively.
• Strong attention to detail and organizational skills.

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 company offers a flexible, hybrid working environment.