Licensing & Contracting Specialist

Title: Licensing & Contracting Specialist
Department: Licensing & Operations
Reports To: CEO and COO
Time zone: 11 AM - 7 PM EST (flexible)
Compensation: Based on work experience
Position: Full-time work from home

Summary

The primary responsibility of the Licensing & Contracting Specialist will be to ensure that all team members in the company are properly life and health insurance licensed and that they are able to navigate the company's licensing system efficiently. This will involve working with team members to identify any obstacles they may be encountering and finding ways to overcome those obstacles.

The outcomes you own:
- Getting all new agents licensed as efficiently as possible.
- Getting all newly licensed agents contracted as efficiently as possible.
- Building a relationship of trust and professionalism between the agents and the company.

About Wealth Armor

Wealth Armor is a seven-year-old finance company that is dedicated to ensuring that all families are not left behind when it comes to financial planning. We represent some of the largest financial firms in the world, including Prudential, Ethos, John Hancock, Ameritas, and Lincoln Financial Group.

Our services include a wide range of financial planning options, from 401(k)/IRA rollovers to life insurance, advanced tax planning, and legacy planning. We also offer innovative solutions such as infinite banking and fixed indexed annuities to help you achieve your financial goals.

Our mission is to revolutionize the financial services industry by expanding our reach and growing our field force, all while educating and empowering our clients to have a brighter financial future. At Wealth Armor, we believe that everyone deserves a chance to succeed, and we are here to help you build and protect your wealth for generations to come.

What we stand for: C.H.A.R.G.E.

Our team members will uphold these core values to ensure a high-performing environment that is safe and respectful of all.

Coachable - At Wealth Armor, being coachable is central to our ethos. We’re committed to leveraging our collective insights and feedback to fuel innovation and excellence. This approach highlights the power of working together, where every piece of feedback is a stepping stone towards our shared goals. It reflects our commitment to continuous improvement, driving us forward as a unified force. Coachability at Wealth Armor is about achieving greatness together, with a steadfast focus on learning and evolving.

Honor - Honor is at the core of everything we do at Wealth Armor. Our top priority is earning and keeping our clients' trust and securing their information. We're fully dedicated to fostering a trustworthy atmosphere where everyone feels confident in one another's reliability. Our commitment to going the extra mile and our serious approach to confidentiality and responsibility define our everyday actions. This is the essence of honor for us.

Attitude - Our attitude at Wealth Armor is always one of positivity, empathy, and respect. We believe that a positive attitude turns challenges into opportunities for growth. Creating a supportive environment where everyone's contribution is valued is critical, enhancing decision-making and professional conduct. This mindset isn't just about positivity for its own sake; it's a strategic element that unites us in pursuit of excellence and cultivates success through genuine connections and shared objectives.

Responsibility - Responsibility at Wealth Armor reflects our collective commitment to leading responsibly and exceeding expectations. We take initiative, are always prepared, and embrace the work required to achieve our goals. This principle extends beyond personal responsibility to driving our collective mission forward, fostering innovation, and making a significant impact. Responsibility is our pledge to lead by example and continually set new standards of excellence.

Growth - Growth at Wealth Armor is our continuous journey toward excellence, fueled by a desire to learn, innovate, and exceed our limits. It involves embracing challenges, staying curious, and taking bold steps forward. This shared ambition drives us to adapt to changes in our industry and be pioneers, maintaining our leadership in innovation and service.

Engagement - Clear and accurate communication is essential to our team's and clients' success. It goes beyond exchanging information to building strong, trusting relationships, ensuring everyone is aligned and engaged. Through open and honest dialogue, we navigate challenges, share successes, and continuously improve, making everyone feel heard and connected and enhancing our service and relationships.

Non-negotiable cultural competencies

1. Promote consistent service quality and agent satisfaction
2. Actively systematize and standardize process knowhow to improve the policies, procedures, and training methods of the work performed
3. Report and help resolve issues and ideas for improving your organization
4. Participate in your organization's strategic process and performance improvement projects
5. Willingness to have an ongoing learning plan to learn new processes
6. Help coach, mentor and cross-train other team members in performing their process
7. Accurately participate in process and collaboration-teams
8. Accurately measure and report progress
9. Actively learn new processes
10. Use software, checklists, and systems as instructed
11. Be coachable

Key Responsibilities

Onboarding

- Guide new agents through the entire onboarding process and document their progress.
- Assist team members with the licensing process, ensuring that all necessary paperwork and documentation is completed accurately and submitted on time to our company and the state of residency.

Agent Recognition

- Send announcements for agent birthdays and anniversaries
- Coordinate recognition efforts for agents at key earning milestones

Team Communication

- Communicate effectively with team members, answering questions and addressing any concerns they may have about the licensing process.
- Create and post announcements to the agent team re: upcoming events, meetings, sales contests, etc.

Agent Tracking & Support

- Provide guidance and support to team members who are in the process of obtaining new licenses or renewing existing ones.
- Work closely with team members to identify any obstacles they may be encountering in the licensing process and finding ways to overcome them.
- Monitor the progress of team members as they go through the licensing process and provide updates to the Senior Marketing Director as needed.

Event and Meeting Coordination

- Assist in the planning and execution of meetings and events.

Contracting

- Initiate and complete contracts for each new agent with the carriers whose solutions they will be recommending, ensuring full legal compliance.

What's in it for you

Lots of goodies below. If there is something that is important to you but you don't see below - holler!

- We offer competitive compensation and unparalleled advancement, growth, and development opportunities — all to create a compelling and rewarding work environment.
- You will have access to our company-wide training bank.
- You will get cross-trained. We believe that you should be learning something new every day.
- Work from home #remote

What you bring to the table - qualifications

- 2 years experience in the licensing process in the United States for life and health insurance agents
- This person must have a stellar personality, with excellent interpersonal skills and professional presentation. It will be your responsibility to build trust with our new agents.
- Must know how to submit non-resident insurance licenses through NIPR
- Proficiency in Google Suite applications
- Be proficient and resourceful at learning new tools and systems
- Ability to work independently and collaboratively within a team environment.
- High attention to detail, with strong organizational and time management abilities.
- Excellent communication= and customer service skills.
- Ability to multitask and prioritize tasks effectively
- Able to pass our popo check (criminal background)
- References (Mom doesn’t count, although we’re sure she will have great things to say)


Your tech

• Fast-speed internet connection (10MBS+)
• Backup internet connection: Wifi stick or portable internet kit
• Backup access to local cafe, hotel, or friend location when the internet is not working
• Powerbank backup.
• A computer with anti-virus software, webcam, and noise-canceling headset
• Processor: Intel: i5 or better (8th generation or newer)
• Memory: 8 GB recommended for multitasking and smoother performance
• Storage: 256 GB SSD (Solid State Drive) for faster boot times and application loading (512 GB recommended)
• Operating System: Windows 10/11 (64-bit) or macOS Monterey (or later)
• A smartphone for emergencies to communicate through WhatsApp.

If this sounds like your kind of position, then you’re our kind of guy or gal! We’ll show you how to smash through your goals and reach far beyond them. We'll commit to you and your growth.

You made it to the end. Okay, stop reading - Please apply.