Senior Licensing & Contracting Lead

Simplicity Group; Monticello (MN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Annual Bonus

Medical, Dental, Vision

401k with Employer Match

Paid Time Off

Job summary

Simplicity Group is seeking a Senior Licensing & Contracting Specialist to manage complex licensing and contracting for advisors and sales consultants. The role emphasizes maintaining carrier relationships, mentoring teammates, and delivering timely, accurate contract processing.

The candidate will collaborate with internal partners to resolve escalations, support new business requests, and uphold service excellence in a fast-paced financial services environment.

Qualifications

• 1–2 years of contracting and licensing experience with an IMO/BGA or insurance company.
• Experience with SureLC is highly preferred.
• Strong computer skills; comfortable in a paperless environment; proficient in Microsoft Office.
• Experience with Salesforce preferred, not required.

Responsibilities

• Maintain advanced licensing/contracting for advisors and sales consultants.
• Mentor team members and serve as escalation point for LC issues.
• Communicate with carriers and internal teams to ensure timely processing of advisor contracts.
• Assist with training of new employees and support advisor onboarding.

Skills

Communication

Multitasking

Initiative

Discretion

Reliability

Collaboration

Tools

SureLC

Microsoft Office

G Suite

Salesforce

Job description

Simplicity Group is seeking a Senior Licensing & Contracting Specialist to manage complex licensing and contracting for advisors and sales consultants. The role emphasizes maintaining carrier relationships, mentoring teammates, and delivering timely, accurate contract processing.

The candidate will collaborate with internal partners to resolve escalations, support new business requests, and uphold service excellence in a fast-paced financial services environment.