Planning Specialist: Advisor Enablement & Strategy

Signal Advisors Inc.; Detroit (MI); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, vision, dental coverage

Flexible hybrid working environment

Annual all-company retreat

Job summary

Signal Advisors Inc. is seeking a Planning Specialist to elevate the technical planning acumen of our advisor community.

You will translate client goals and data into clear planning strategies, integrating protection, income, and accumulation concepts into cohesive recommendations. Role sits at the intersection of financial analysis and advisor enablement, turning messy inputs into structured insights advisors can confidently deliver to clients.

Qualifications

• A deep knowledge of insurance products, especially annuities.
• 1-2 years of experience in financial planning or paraplanning.
• Excellent verbal and written communication skills, with a keen attention to detail.

Responsibilities

• Translate advisor-submitted client data into structured planning proposals that address a wide range of client objectives.
• Design clear, modular planning recommendations that advisors can present directly to clients.
• Evaluate advisor goals and client constraints to identify suitable product strategies.
• Guide advisors through technical questions related to planning logic, case design, and suitability considerations.
• Support field underwriting diligence by helping advisors understand risk factors and set appropriate expectations with applicants.
• Create and refine planning deliverables (summaries, scenario comparisons, plan modules) that elevate advisor professionalism.
• Provide thoughtful, planning-first support via platform messaging, live phone support and case consultations.
• Collaborate with the Planning team to evolve tools, templates, workflows, and knowledge base.

Skills

Insurance knowledge

Financial planning

Communication skills

Job description

Signal Advisors Inc. is seeking a Planning Specialist to elevate the technical planning acumen of our advisor community.

You will translate client goals and data into clear planning strategies, integrating protection, income, and accumulation concepts into cohesive recommendations. Role sits at the intersection of financial analysis and advisor enablement, turning messy inputs into structured insights advisors can confidently deliver to clients.