Senior Planning Specialist at ARL Incorporated

Minneapolis, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jan, 26

Salary

0.0

Posted On

03 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Paraplanning, Life Insurance, Annuities, Communication Skills, Customer Service, Problem Solving, Field Underwriting, Relationship Building, Attention To Detail, Execution, Customer Centricity, Creative Solutions, Holistic Financial Planning, Insurance Solutions

Industry

Description

THE JOB Signal Advisors is seeking a Senior Planning Specialist to join our Planning team. This role is crucial in providing comprehensive planning support to our users. The ideal candidate will have a deep understanding of the broader financial services industry, including annuities, life insurance, and managed money to meet our evolving departmental needs. You will be responsible for delivering essential support to financial advisors as they work to provide insurance solutions to their clients. This includes day-to-day phone coverage, platform messaging, and request fulfillment. WHAT YOU’LL GET TO DO Providing customized illustrations to financial advisors. Guiding advisors through field underwriting questions. Answering product-related questions and helping to provide thoughtful client solutions. Curating the best possible annuity and life insurance product solutions based on advisor/producer details. Guiding producers through the field underwriting process to ensure accurate expectations are set with applicants. Developing relationships with holistic financial professionals, serving as a subject matter resource for life insurance and annuity products and how they contribute to the success of a broader financial plan. WHAT WE’RE LOOKING FOR IN TEAM MEMBERS 💪 Executer: We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals. 💁 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. 🤔 Problem Solver: Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward. WHAT YOU HAVE Certified Financial Planner (CFP) credential required, or be able and willing to obtain CFP mark within 12 months of hire. 1-2 years of experience in financial planning or paraplanning. A high degree of familiarity with insurance products, including life insurance and annuities. Excellent verbal and written communication skills, with a keen attention to detail. WHAT WE VALUE @ SIGNAL These are the values that drive how we operate and make decisions. 🌔 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 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.

Responsibilities

The Senior Planning Specialist will provide comprehensive planning support to financial advisors, including customized illustrations and guidance through underwriting questions. This role involves developing relationships with financial professionals and curating insurance product solutions.