Contracts & Licensing Specialist - Onboarding & Growth

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

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.