Job Summary

• The role involves supporting the Licensing Department by facilitating insurance company contracting and appointment requests for financial advisors.
• Specialists are responsible for coordinating requirements gathering, communicating with carriers, and resolving issues to ensure client satisfaction.
• The position offers a comprehensive benefits package including medical, dental, vision, retirement savings, and paid time off.

Matching Summary

Salary

Base salary components included; Additional compensation (cash or equity) may be available; Discretionary bonuses or commissions possible

Skills & Requirements

Key Requirements

• High School diploma with 4 years experience OR Associate's degree with 2 years experience
• Bachelor's degree preferred in Business, Finance, or Accounting
• Minimum 4 to 6 months general experience required
• Knowledge of insurance operations policies and regulations

Work Rights