Outbound Sales Consultant
Signaladvisors
About this role
Signal Advisors is seeking an Outbound Sales Consultant to join their remote team, primarily focused on helping prospective clients connect with financial professionals for retirement planning. The role involves engaging with leads, assessing their needs, and demonstrating the value of financial advising through a structured sales process. The company values a customer-centric approach and emphasizes remote work, growth, and integrity.
Skills
Qualifications
About Signaladvisors
signaladvisors.comSignal Advisors is a tech-enabled distribution platform for annuity, life, and wealth products that positions itself as an alternative to traditional IMOs. It combines contracting, case management, product sourcing, and commission processing into one platform to simplify advisors’ workflows, speed case closings, and accelerate payouts. The service targets independent agents and financial advisors who want streamlined back-office support and faster time-to-payment. Signal emphasizes modern, integrated tools and operational efficiency to replace fragmented, manual IMO services.
About Signaladvisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
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Salary
$50k – $70k
per year