Contracting and Licensing Specialist

Financial Independence Group, LLC; Cornelius (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Financial Independence Group, LLC in Cornelius, NC is looking for a Contracting and Licensing Specialist to enhance the onboarding experience for financial professionals. The role involves processing contracts, updating data in the CRM, and liaising with insurance carriers to ensure timely completions. The ideal candidate is a proactive problem-solver with a passion for finance. Joining FIG provides an opportunity to work in a collaborative environment, driving stability and growth for our partners.

Qualifications

• Outcome-driven problem solver.
• Ability to learn and grow within the CRM tool.
• Passion for finance and operations.

Responsibilities

• Work closely with leadership and sales.
• Process advisor contracts for accuracy.
• Schedule follow-up calls for appointment approvals.
• Maintain data in the FIG CRM system.
• Support other duties as required.

Skills

Problem-solving

Positive attitude

Relationship building

Creativity

Job description

Overview

WHO WE ARE: Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) in the country, partnering with thousands of financial professionals in all 50 states. FIG seeks to expand the availability of financial products and services to financial professionals and ultimately the clients and families they serve. This is accomplished through robust product offerings, innovative marketing, and cutting-edge technology. Our core mission is to empower financial professionals.

ABOUT THE TEAM:

The Contracting/Onboarding team at FIG consists of our resident experts surrounding how financial professionals work and are setup with FIG. They are responsible for the onboarding and account structure within the walls of FIG and with our insurance carrier partners. They have a deep understanding of the business rules associated per insurance carrier, as well as being the go-to for any questions both internally and externally for how those setups affect working relationships. The Contracting/Onboarding team consists of financially-minded, operationally-focused individuals who aren’t afraid to dig into the details, as well as bring innovative ideas to the table. At the end of the day, we serve our Financial Professionals, and our Contracting and Licensing Specialists are there to tailor the FIG experience to each and every firm and professional we work with.

Your role

• Work closely with Leadership and Sales to build a tailored agreement between FIG and a new firm
• Be the go-to for financial and setup questions from both the financial professional and internal departments at FIG
• Play an active role in the onboarding experience of new financial professionals and firms to FIG
• Process advisor contracts for all lines of business- Annuity, Life, and LTC. Thoroughly review contracts for accuracy and completion
• Enter, update, and maintain all necessary data in the FIG CRM system, which includes electronic document processing
• Work with financial professionals directly, our insurance carrier partners, internal FIG Sales and Operations teams to satisfy missing requirements for completed contracts
• Schedule and perform follow up calls to insurance carriers to gain timely appointment approvals for all financial professionals
• Regularly correspond with insurance carriers to ensure all licensing forms are up to date and accessible to FIG internal staff
• Send address changes, renewed licenses/E&O policies, training certificates, and EFT updates for all advisors to insurance carriers and perform follow up calls with the carriers until confirmed complete
• Work closely and in lockstep with the FIG Sales Team to create a cohesive, evolving culture of one, to drive stability and growth with the financial professionals we work with
• Use creativity and out-of-the-box thinking to solve unique scenarios and problems
• Support FIG in a variety of other duties and responsibilities as required by your supervisor. Assist team members with workflow, department training and education of new team members on company systems, processes, and procedures.

Why you are the right person

• Keep a positive attitude in all aspects of your work
• Outcome-driven problem solver
• Fosters and builds relationships internally and externally
• Ability to learn and grown within our customer relationship management tool
• Engage in collaboration with sales and other departments throughout the organization to increase efficiency
• Bring forward ideas and remain creative for continuous improvement
• Excel in a team-driven environment by being a true culture advocate
• Have a passion for finance and operations