Insurance (Life, Long-Term Care, Annuity & Disability) Associate

SignatureFD is a privately held financial design and advisory firm in Atlanta, Georgia and Charlotte, North Carolina. We serve high net-worth individuals, families, and related entities. We are passionate about delivering advice, planning, and service, and we use  our clients’ success as a measure of our own. We believe that good investment performance is the cornerstone of meeting our  clients’ financial objectives. But more than that, we believe that financial wealth is only important to the extent that it allows our  clients to accomplish their life goals and determine what matters most to them – what we also like to call Net Worthwhile. 

Mission of the role: 

Utilize annuity, life, disability and LTC asset classes to complement our financial planning process and deliver superior client  experiences. Part of a small team responsible for the growth and development of these insurances through partnerships with  internal teams (operations, client care, financial planners, and advisors) and external strategic relationships (broker general agents,  insurance carriers). Ideal candidate will have attention to detail, ability to create efficiencies, have the mindset to work across a  variety of teams, and proven success with project management, case management, and product servicing. 

Reports to:  

This role reports to the Director of Life, Long-term Care, Annuity & Disability (LLAD) Insurance 

Primary Function 

As an insurance associate, your responsibilities will include, but not be limited to: 

  • Support life, disability, LTC, annuity and PPLI sales and policy servicing. To include coordination of procedures with internal  teams of operations, client care, and financial planning. 
  • Reconcile product commissions.  
  • Provide assistance with new account setups and the management of existing accounts. Review product illustrations and  policies, capture & summarize critical product data for ongoing policy servicing. 
  • Maintain up to date knowledge of product features, underwriting processes, and policy servicing. • Communicate high level overviews of process, products, underwriting and service options to clients and internal teams. • Establish and maintain strong working relationships with internal and external partners and strategic relations, leverage  their skillsets to increase efficiencies and enhance the client experience. 
  • Project management as assigned, may include projects to utilize current technology to streamline overall department  efficiencies. 

Qualifications 

  • Life and health licensed. Additional accreditations such as CFP, CLU or ChFC are helpful. 
  • 5+ years of experience working with advisors within the financial services industry. 
  • Foundational knowledge of annuity, life, LTC and disability products, underwriting, and case management. • Sharp analytical and problem-solving skills; ability to “roll-up your sleeves” and assist teams in meeting deliverables. • Stresses critical thinking and logic when problem-solving; can think creatively and “out of the box”. • Organizational and time management skills; ability to manage multiple priorities. 
  • Proficiency with Microsoft Office suites, CRM (salesforce) and industry technology such as, ipipeline, firelight or annuitynet. • Likes to work hard and have fun in a collaborate environment. Curious to learn more, check out our 6 G’s (Greatness,  Growth, Gratitude, Grace, Grit and Generosity) https://signaturefd.com/people-culture/. 

Please submit resumes to stacy.schurter@signaturefd.com.