Retirement Specialist

Signal Advisors•Detroit, MI

4d•Hybrid

About The Position

Signal Advisors is seeking a Retirement Specialist to join Signal Plus, our inside sales and client engagement team. In this role, you'll partner 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. This is a role for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to grow within the organization, including the potential to manage their own book of business over time. Signal Plus is one of Signal's fastest-growing initiatives, backed by a technology-forward IMO doing over $2B in annual annuity business on a platform built by more than 40 engineers—this role offers the opportunity to make an immediate impact while developing toward a producing position with long-term career growth.

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.

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.
Coordinate 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.
Support ongoing client needs, including policy servicing and communication with partner firms.
Process Agent of Record (AOR) changes when applicable.
Manage ongoing premium-payment notices so firms have clear expectations on every future payment—client name, carrier, product name, policy number, effective date, premium amount, premium mode, premium due date, premium duration, auto-pay or manual payment, and instructions for future payments.
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.