Signal Advisors · 2 months ago
New Business Specialist - Life
Detroit, MI
Full-time
Hybrid
Entry, Mid Level
2+ years expSignal Advisors is on a mission to solve the retirement crisis by reimagining the financial advisory industry. As a New Business Specialist, you will be the primary operational point of contact for financial advisors transacting new Life Insurance business, ensuring a seamless and efficient new business experience.
Financial ServicesInsuranceLife Insurance
Responsibilities
Serve as the primary owner for resolving any open issues related to submitted applications, from the point of application entry to successful coverage placement
Review, input, and audit life insurance applications and supporting documentation provided by advisors to ensure they are 'in good order' prior to final submission to the carrier
Communicate proactively and professionally with carriers and/or ceding institutions to monitor and expedite the application and fund transfer process
Maintain meticulous application records, statuses, and notes in Signal Advisors' internal systems (CRM)
Maintain a thorough understanding of the life insurance and annuity industries, including product knowledge, industry trends, and compliance issues
Develop relationships with key administrative and office support staff to facilitate proper business flow between business units and third-party administrators
Continuously find ways to improve business processes and new business functions, living our value: 'We’re obsessed with finding a better way.'
Understand the application process deeply and be able to walk the advisor through form completion or complex questions with clarity and ease
Qualification
Required
At least 2 years of Life-specific New Business related experience within an insurance agency, BGA/IMO, or carrier environment
Demonstrable experience ensuring applications are 'not-in-good-order' (NIGO) free and processed quickly
Excellent written and verbal communication skills, especially in a professional, remote environment
Proven ability to work independently, manage a high volume of cases, and prioritize work based on urgency
High level of proficiency with CRM software (e.g., Salesforce) and process management tools
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
Flexible, hybrid working environment
Annual all-company retreat
Competitive equity package based on on role and level
Company
Signal Advisors
Signal Advisors is an evolution in annuity and life insurance distribution company.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$16MKey Investors
General Catalyst
2021-10-28Series B
2020-12-01Series A· $10M
2020-07-01Seed· $6M
Leadership Team
Patrick Kelly
Co-Founder and CEO
Recent News
2025-06-21
2022-03-11
Company data provided by crunchbase