New Business Specialist, Annuities

Signal Advisors•Detroit, MI

About The Position

At Signal Advisors, New Business Specialists are the main point of contact for advisors submitting new annuities business through our platform. Managing the new business process and the transfer of funds for our advisors and their clients, is at the core of Signal Advisors’ business. You will work with insurance carriers, ceding institutions, and other business partners to make Signal’s new business process the best in the industry.

Requirements

At least 2 years of Annuity specific New Business related experience
Process-Driven
Accountable
Customer Centric
Problem Solver
Collaborative

Responsibilities

Primary owner for resolving any open issues related to a submitted application from the time the case is submitted to the point the case is issued
Review/input applications and transfer requests submitted by advisors
Confirm that applications have been submitted properly and are in good order prior to final submission to the carrier
Communicate with carriers and ceding institutions to monitor and expedite the application process
Maintain application records and statuses in Signal Advisors internal systems
Maintain a thorough understanding of the annuity industry including product knowledge, industry trends, compliance issues, etc.
Develop relationships with key administrative and office support staff to facilitate proper business flow between various business units as well as third party administrators
Continuously find ways to improve business processes and new business functions
Understand the application process and be able to walk the advisor through form completion or questions