Contracting and Licensing Specialist
Employment type
Full-time
Work setting
On-site
Location
Cornelius, NC
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Contracting and Licensing Specialist role is onsite in Cornelius, NC; compensation is not specified. Financial Independence Group works with financial professionals and aims to expand access to financial products and services.
What you'll do
- Work with leadership and sales to prepare firm agreements
- support onboarding
- process and review advisor contracts
- maintain CRM data and electronic documents
- coordinate missing contract requirements with advisors, carriers, and internal teams
- follow up on appointment approvals
- and keep licensing forms and advisor records current.
What we're looking for
- Skills & competencies
- contracting and licensing specialistcontract processingadvisor onboardinginsurance licensingannuitylife insurancelong-term care insurancecrmcornelius ncfinancial independence groupfull-time
- Work arrangement
- Weekend coverage required
Why this role
The role is part of FIG’s Contracting/Onboarding team, which supports financial professionals and manages account setup with FIG and insurance carrier partners.
About the employer
Financial Independence Group, LLC is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Direct Health and Medical Insurance Carriers
- Occupation code
- 13-1199.00
You'll be redirected to the employer's application page.
Listing ID: 4f478930-970d-4fc7-ac2d-7b76f064615a