What are the responsibilities and job description for the New Business Specialist, Annuities position at Signal Advisors?
New Business Specialist, Annuities
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, seeding institutions, and other business partners to make Signal’s new business process the best in the industry.
WHAT YOU’LL GET TO DO
- 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 seeding 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
WHAT WE’RE LOOKING FOR IN TEAM MEMBERS
🗣 Intentional Communicator
Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible.
💁 Customer Centric
You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.
👻 Entrepreneurial Spirit
Entrepreneurial by nature, you are able to take a broad set of inputs, act in a self-directed manner, and take ownership of your projects end-to-end. No task is too big or too small. You can roll with the punches and adapt to changes in a fast-paced environment.
MUST HAVES
- At least 2 years of New Business related experience
- Strong communication skills with the ability to work with different personality types
- Ability to take initiative and push projects and work flows forward
- Strong problem solving and decision making skills
WHAT WE VALUE @ SIGNAL
🌔 We’re obsessed with finding a better way. Never settle for less.
💯 We own it. Taking things from 0 to 1, and then from 1 to 100.
🪄 We amaze every client, every time. A great company is built one client at a time.
🏃 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.
