Retirement Specialist

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Collaborate with advisors and producers to pinpoint opportunities and generate leads, including submitting client name lists to partner firms for right-of-refusal approval.

• Generate leads in Salesforce for cleared clients, exploring each client's records for opportunities and updating lead notes prior to the initial meeting.

• Schedule appointments for producers and maintain a robust pipeline, managing rescheduling and reminders for forthcoming meetings.

• Interact with clients throughout the sales process, ensuring a seamless and professional experience.

• Oversee insurance and annuity cases from application through underwriting, delivery, and funding.

• Propel client outreach on pending underwriting requirements—organizing and completing exams, ordering medical records, and verifying information for the underwriter.

• Assist clients during policy delivery—finding the delivery email and signing—and setting clear expectations regarding funding and subsequent steps.

• Collaborate with the firm and advisor to request funds on approved cases.

• Partner with clients, advisors, carriers, and internal teams to facilitate the efficient progress of cases and address outstanding requirements.

• Address ongoing client needs, including policy servicing and communication with partner firms.

• Process Agent of Record (AOR) changes when necessary.

• Manage ongoing premium-payment notifications so firms have clear expectations for 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.

• Keep accurate records and activity tracking in Salesforce, including scheduled appointments, show rates, advanced cases, and funded deals.

• Handle qualified inside sales opportunities as capacity permits, honing skills for advancement 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 telephone presence and experience with client outreach or appointment scheduling.

• A consultative, advisor-first communication approach.

• Exceptional 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 in using Salesforce and adapting within a dynamic, evolving program.

🏝️ 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 role and level