New Business Specialist

As a New Business Specialist at Signal Advisors, you will be the primary operational point of contact for financial advisors transacting new Life Insurance business through the Signal platform. You are essential to our mission, as delivering a seamless, efficient new business experience is at the core of the value Signal provides.

You are a process-driven and customer-centric expert who works diligently with advisor office staff, advisors, and insurance carrier partners. Your success ensures the Signal new business process stands out as the best in the industry.

• 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.

• Customer-Centric: You are obsessed with creating an unparalleled customer experience, leading with compassion and bringing ease and calm to all interactions.
• Intentional Communicator: You utilize multiple communication methods effectively, thoughtfully listening, distilling, and presenting information that is clear and easily digestible.
• Executer: You can independently translate high-level ideas into action, dig into the details, and make progress toward goals quickly.
• Problem Solver: Challenges invigorate you You explore creative solutions and take ownership to keep moving forward when you encounter friction or roadblocks.
• Accountable: You work independently, grab the jump ball, and get it past the finish line, comfortable with a culture of continuous feedback.

• 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.

These are the values that drive how we operate and make decisions.

 We're obsessed with finding a better way. Never settle for less.
 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
 We raise our level of awareness. Everything starts with awareness. We're curious and alert to what is happening around us.
 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
 We do the right thing. Sticking to the highest standard of integrity is not optional.
 We have strong opinions, loosely held. It's not about WHO is right, it's about WHAT is right.
Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.
 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.

We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
We launch big ideas and then obsess over feedback to learn how we can make it even better. 

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

• 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

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.