Licensing & Contracting Specialist

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 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 130 team members dispersed 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, dispersed team where you can architect your impact and shape the company’s vision?

Join us at Signal!

THE JOB

The Signal Licensing & Contracting Team is one of the first points of contact an Advisor and their firm will have with Signal, setting the tone for the level of service they can expect.

As a Licensing & Contracting Specialist, you will be the primary point person for Advisors as they get licensed in new states and contracted with various carriers through our platform.

You will act as the vital link between insurance carriers, advisors, and internal teams to make the onboarding process as seamless and efficient as possible.

This role is required to be in our Detroit Office 3 days per week.

• WHAT YOU’LL GET TO DO
• Onboard & Data Integrity: Onboard new agents to Signal and manage precise data entry into systems used to contract agents with insurance carriers.
• Contract Management: Proactively follow up on contract submissions to ensure paperwork is processed accurately and in a timely fashion.
• Advisor Support: Act as a subject matter expert, answering emails and phone calls from Advisors and internal departments regarding all things L&C.
• Industry Vigilance: Keep a pulse on ever-changing industry requirements and proactively notify Advisors of changes that may impact their business.
• Process Improvement: Identify inches where we can streamline the handoff between advisors and carriers to reduce friction.
• WHAT WE’RE LOOKING FOR IN TEAM MEMBERS
• Intentional Communicator: You thoughtfully listen to and distill information into clear, digestible updates for a remote-first team.
• Process-Driven: You geek out on workflows and are meticulous enough for quality output without succumbing to indecision.
• Accountable: You grab the jump ball and see it through to the finish line, thriving in a culture of continuous feedback.
• Customer Centric: You view every interaction as an opportunity to amaze the client, leading with compassion and anticipation.
• Extreme Ownership: You embody we are the they, taking proactive steps to fix issues rather than waiting for others.
• WHAT YOU HAVE
• Insurance Industry Experience: Direct knowledge of the insurance landscape is required.
• L&C Expertise: Previous experience managing licensing, contracting, or appointment processes for insurance agents.
• Tech Savvy: Professional experience with CRM systems (Salesforce preferred) and agency management platforms (e. g., Sure LC).
• Attention to Detail: A measure twice, cut once approach to complex regulatory paperwork and digital workflows.
• WHAT WE VALUE @ SIGNAL
• 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.

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
• 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

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.

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