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Signal Advisors · 3 months ago

Senior Planning Specialist

Hybrid (Detroit, Michigan, US)

Full-time

Hybrid

Mid, Senior Level

1+ years exp

Signal Advisors is a company focused on solving the retirement crisis by reimagining the financial services industry through new technologies and comprehensive services. They are seeking a Senior Planning Specialist to provide essential planning support to financial advisors, including customized illustrations, guiding through underwriting questions, and curating insurance product solutions.

Financial ServicesInsuranceLife Insurance

Responsibilities

Providing customized illustrations to financial advisors

Guiding advisors through field underwriting questions

Answering product-related questions and helping to provide thoughtful client solutions

Curating the best possible annuity and life insurance product solutions based on advisor/producer details

Guiding producers through the field underwriting process to ensure accurate expectations are set with applicants

Developing relationships with holistic financial professionals, serving as a subject matter resource for life insurance and annuity products and how they contribute to the success of a broader financial plan

Qualification

Certified Financial PlannerFinancial planning experienceInsurance product knowledgeVerbal communicationWritten communicationCustomer serviceAttention to detailProblem solving