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

SignatureFD is a leading privately held financial design and advisory firm based in Atlanta, Georgia. With $9B+ in assets  for over 1,800 client families, we serve high-net-worth individuals, families, and related entities. We believe that people  are motivated to have a bigger impact with their wealth. We help clients simplify their financial lives, make better  decisions, and bring focus to help maximize their time, money, relationships and ultimately, their impact.

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 Chief Service Officer. 

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. 
  • Track and communicated submitted, pending and paid cases via department pipeline and CRM (salesforce).  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. 
  • Support Director of LLAD with sales, underwriting and service of LLAD products. To include project management. 

Qualifications 

  • Bachelor’s degree. 
  • Life and health license preferred but not required to start.  
  • 1+ years of experience working with advisors within the financial services industry or Risk  Management/Insurance degree in lieu of 1+ years. 
  • Foundational knowledge of annuity, life, LTC and disability products, underwriting, and case management. • 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 jessica.soto@signaturefd.com.