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

Benefits

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