Licensing Associate

About Renaissance Financial

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park Omaha Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning we help our clients achieve financial freedom one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The mission of this full-time position is to assist our Advisors with obtaining required licenses registrations and carrier appointments to ensure compliance with all federal and state required regulations.

Primary Responsibilities

• Respond to requests from Advisors Broker-Dealer Insurance Carriers and State Departments.
• Submit all necessary forms to Broker-Dealer State Departments and National Association of Insurance Commissioners and Insurance Carriers as needed.
• Track progress of submitted requests.
• Follow up with all third parties by phone and email.
• Maintain scanning of records.
• Update status in company database.

Other duties as assigned.

Essential Characteristics

• Strong organizational skills and attention to detail in such things as composing typing and proofing materials establishing priorities and meeting deadlines.
• High level of interpersonal skills to handle sensitive and confidential situations.
• Excellent initiative ability to learn quickly and work independently.
• Knowledge of data gathering and reporting procedures.
• Ability to manage multiple projects and meet changing deadlines.
• Adaptive problem-solving skills to ensure excellent service.
• Ability to interact and communicate with individuals at all levels of the organization.
• Strong initiative to support team members with tasks and projects.

Education Training & Experience

• Bachelors degree (preferred) associates degree (required)
• Financial background or similar (preferred)
• 2-3 years of general office experience (required)

Computer Equipment & Software

• Microsoft Excel
• Microsoft Outlook
• Typing of at least 40 wpm

Working Conditions

• Business professional office environment.
• Standard 40-hour work week.
• We are committed to providing an accessible work environment. If you need accommodations during the application or employment process please let us know.

Benefits and Incentives

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.

Required Experience:

IC