Licensing Operations Consultant

Job Summary

Serving as a subject matter expert in licensing and commissions operations, the full-time remote Licensing Operations Consultant will coordinate daily operations, drive process efficiency, and ensure regulatory compliance while partnering with various business units and supporting system enhancements.

Key responsibilities

• Oversee the full broker licensing lifecycle, including state appointments and compliance training
• Support commission operations for accurate payment processing and maintain regulatory accuracy through reconciliation and reporting
• Lead block transfers and firm mergers, ensuring seamless transitions and compliance with internal and external requirements

Required qualifications

• 6-8 years of experience in insurance or retirement products operations, focusing on licensing and commissions
• 2-3 years in a senior or lead role with mentoring responsibilities
• Hands-on experience with block transfers and firm mergers in an annuity or insurance environment
• Bachelor's degree in Business, Finance, or related field, or equivalent experience
• Knowledge of state insurance licensing requirements and regulatory frameworks