Senior Licensing & Contracting Specialist

Simplicity Group; West Side Mobile Home Park (MN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus 10%

Medical/Dental/Vision/Life

401k with Employer Match

Paid Time Off

Job summary

Simplicity Group in Monticello, MN seeks a Senior Licensing & Contracting Specialist to manage advanced licensing for advisors and sales consultants, maintain carrier relationships, and mentor teammates. The role requires 1–2 years of contracting experience with an IMO/BGA, proficiency with SureLC, and strong MS Office skills; a remote option may be considered for non-local candidates.

Offices located in Monticello, with potential remote consideration; in-office role with comprehensive benefits

Qualifications

• 1-2 years of contracting and licensing experience with an IMO/BGA.
• Experience with SureLC, highly preferred.
• Strong computer skills, comfortable working in a paperless environment.
• Proficient in Microsoft Office (Word, Excel)

Responsibilities

• Sub-IMO onboarding (block transfers).
• Provide regular feedback on policy/procedures and workflows.
• Participate in carrier relationship calls.
• Assist with intermediate training of new employees.
• Handle escalated requests from ADC’s and/or agents.
• Minimal coaching opportunities provided during audits.

Skills

Communication

Efficiency

Initiative

Discretion

Reliability

Collaboration

Analysis

Service

Adaptability

Decisiveness

Tools

SureLC

Microsoft Office

G Suite

Salesforce

Job description

Career Opportunities with Simplicity Group

Education. Value. Partnership.

Careers At Simplicity Group

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Simplicity Group Holdings

Why work at this company?

Anchored to the principles of Education, Value, and Partnership, Simplicity is transforming financial services and is seeking top talent to help grow the business.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day‑to‑day business.

For more information, please visit simplicitygroup.com.

Senior Licensing & Contracting Specialist

Position: Senior Licensing & Contracting Specialist
Reports to: Manager, Operations
Department: Operations
Position Type: In-Office
Classification: Full-Time

Available Location(s):

• 101 West Broadway, Suite 100 Monticello, MN 55362
• 900 Circle 75 Parkway SE, Atlanta, GA 30339
• 11512 El Camino Real #200, San Diego, CA 92130

*A remote opportunity may be considered if the candidate does not reside near an office location.

Summary
Our Sr. Specialist handles complex contracting while serving as a subject matter expert for other licensing specialists. Responsible for maintaining carrier relationships, and workflow management. This role is expected to lead by example in both execution and communication, consistently delivering best-in-class service to internal and external partners.

Responsibilities include management of advanced licensing/contracting for advisors and sales consultants, mentoring team members, serve as an escalation point, resolve routine L&C service issues, ensure timely processing and follow-up of advisor contracts, support and communicate with advisors and internal sales professionals regarding new business requests or escalations

Primary Responsibilities:

• Sub-IMO onboarding (block transfers)
• Provide regular feedback on policy/procedures and workflows
• Participate in carrier relationship calls
• Assist with intermediate training of new employees
• Handle escalated requests from ADC’s and/or agents
• Minimal coaching opportunities provided during audits

Qualifications:

• 1-2 years of contracting and licensing experience with an IMO/BGA, or insurance company
• Experience with SureLC, highly preferred
• Strong computer skills, comfortable working in a paperless environment
• Proficient in Microsoft Office (Word, Excel)
• Experience with G Suite and Salesforce preferred, not required

Core Competencies:

• Communication: Clearly and effectively communicating both verbally and in writing.
• Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.
• Initiative: An entrepreneurial self-starter who operates independently to exceed goals.
• Discretion: Proven ability to handle sensitive and confidential information with professionalism.
• Reliability: Possesses an honest, trustworthy demeanor that maintains optimism and boosts morale.
• Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.
• Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.
• Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships.
• Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies.
• Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks.

Essential Job Functions:

• Maintain a stationary position (sitting or standing) for extended periods.
• Communicate and exchange accurate information clearly with peers, leadership, and external partners.
• Collaborate closely with colleagues and external parties to achieve project goals.
• Operate computers and standard office equipment on a constant basis.
• Perform repetitive motions involving wrists, hands, and fingers.
• Assist clients and colleagues via telephone, email, and in-person.
• Observe and analyze details at close range.

Travel Requirements:

• Minimal to None: Approximately 0%-9% (Office-based with potential for trips for training or annual meetings).

Compensation (based on experience)

• Annual Performance Bonus Target: 10%
• Employee Benefits (Medical, Dental, Vision, Life Insurance, other)
• 401k with Employer Match
• Paid Time Off

*This role is an onsite position, but a remote opportunity may be considered if the candidate does not reside near an office location.