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Licensing & Contracting Specialist

Signal Advisors

Signal Advisors

Remote · United States
Posted on Monday, April 1, 2024
Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members distributed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, distributed team where you can architect your impact and shape the company’s vision? Join us at Signal!

LICENSING & CONTRACTING SPECIALIST

The Signal Licensing & Contracting Team is one of the first points of contact an Advisor and their firm will have with Signal Advisors, setting the tone for the level of service an Advisor can come to expect from Signal. This individual will be the point person for Advisors as they get licensed in new states and contracted with the various carriers through our Signal platform. Managing Licensing & Contracting for new and existing advisors is a vital part of operations, as you work closely with insurance carriers, advisors, and other business partners to make the process as efficient as possible.

WHAT YOU’LL GET TO DO

  • Onboard new agents to Signal Advisors and enter data into our systems used to contract agents with insurance carriers
  • Follow up on contract submissions to ensure paperwork is processed in a timely fashion
  • Answer emails and phone calls from Advisors and internal departments regarding all things L&C
  • Keep up with the ever changing requirements of the industry and keep Advisors aware of anything that may impact their business

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.
🎡 Process-Driven
You’re someone that geeks out on processes and is a sucker for making sure things stay on track. The goal is to be meticulous enough for quality output but not meticulous to the point of indecision.
🔄 Accountable
Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.
💁 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.

MUST HAVES

  • Insurance Industry Experience

WHAT WE VALUE @ SIGNAL

🌔 We’re obsessed with finding a better way. Never settle for less.
🪄 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.
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.

COMPENSATION & BENEFITS

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
  • Parental leave
  • Learning & Development stipend
  • Wellness programs
  • Unlimited vacation
  • 10 company-wide holidays
  • $500 for your home office setup
  • Remote-first company
  • Annual all-company retreat
  • Competitive equity package based on on role and level
Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We’re imperfect communicators, 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 the job description.