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Licensing Coordinator

Fort Lauderdale, FL
Posted 7 months ago

A rapidly growing FMO/IMO company in the Fort Lauderdale, FL area is looking for a licensing coordinator to join their team. This individual will perform a wide variety of administrative duties to support the licensing and contracting of financial advisors who join the company.

Job Responsibilities

  • Coordinate with recruiting department to obtain all necessary required documents from new recruits in order to appoint them with selected insurance carriers.
  • Process and ensure the accuracy of all insurance appointment paperwork.
  • Monitor progress of appointments and completion of the recruits’ required training for the various insurance carriers.
  • Maintain detailed weekly report for management that addresses individual agent licensing progress along with reasons for any delays.
  • Serve as liaison to internal agents, updating state license information and providing them with product training instructions, notification of deadlines for state license renewals, E&O Insurance and Anti-Money Laundering requirements.
  • Support both internal and external advisors’ requests regarding licensing/contracting issues.
  • This person may also be responsible for additional projects and duties as periodically assigned.

Job Qualifications

  • Contracting experience with insurance carriers and financial advisors is required.
  • Knowledge of field marketing organizations and hierarchy
  • Excellent organizational skills and attention to detail
  • Highly organized, detail-oriented with good follow-through habits
  • Dependable, professional, and accurate
  • Strong service orientation/good listening skills, patience, and creativity
  • Proactive in problem solving
  • Strong computer skills (minimum Outlook, Word, Excel)
  • Confident and effective communication skills
  • College education


  • Health/Dental/Vison
  • Life insurance/Short and Long-Term Disability
  • Paid time off
  • 401K

Job Features

Job CategoryMiscellaneous

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