Licensing Coordinator Job at MassMutual Financial Group

MassMutual Financial Group Bala-Cynwyd, PA 19004

MassMutual Greater Philadelphia is hiring for an Agency Licensing Coordinator to join our growing team!

The Agency Licensing Coordinator is responsible for managing the activities that will support the licensing,
contracting, appointment and onboarding of existing producers and candidates to our firm. A successful
Agency Licensing Coordinator will consult with firm leadership, recruiters, and home office business partners
to drive successful in good order contracting resulting in meeting / exceeding firm new agent goals.

Benefits for the Agency Licensing Coordinator:

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k) matching
  • Paid time off
  • Competitive salary (commensurate with experience)
  • Competitive commission structure
  • Bonus incentives based on individual/company performance

Qualifications for the Agency Licensing Coordinator:

  • The ideal candidate will have 2–5 years of administrative experience
  • Life / FINRA licenses are a plus
  • History in the financial services field or with MassMutual a plus
  • Microsoft Office knowledge
  • Results-driven, confident, and a demonstrated ability to negotiate and influence
  • Strong interpersonal and communication skills
  • Strong organizational skills
  • Strong working knowledge of insurance licensing requirements and FINRA licensing requirements
  • Proficient and adaptable with technology
  • Ability to create and leverage metrics for reporting

Responsibilities for the Agency Licensing Coordinator:

  • Consult with firm leadership to develop, leverage, and promote firm goals for contracting and onboarding new agents
  • Assist Producers and Candidates being recruited by the firm to complete their online contract applications
  • Assist candidate with completing and submitting the online contract application
  • Order and review background checks to ensure in good order contracting criteria before submitting for endorsement to General Agent and Home Office
  • Work with producers and candidates to obtain proper licensing in accordance with state guidelines
  • Work with producers to obtain FINRA registration and FINRA licenses including completion of U4, fingerprinting and proper forms for MMLIS registration
  • Maintain candidate relationships throughout the contracting and onboarding process
  • Maintain candidate database and runs reports to analyze recruiting and onboarding metrics
  • Create action plans to identify and address gaps in meeting established firm goals
  • Meet weekly with firm leadership to review progress, gaps and opportunities
  • Meet weekly with recruiters and sales managers to review candidate pipeline
  • Utilize reports to identify gaps and opportunities for driving new hire growth and IGO contracting
  • Work with firm leadership and finance department to ensure IGO financing for inexperienced and experienced agents
  • Ability to communicate professionally, confidently, and discreetly with confidential information
  • Other duties and projects as assigned

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • No weekends

Supplemental pay types:

  • Bonus pay
  • Commission pay

Ability to commute/relocate:

  • Bala Cynwyd, PA 19004: Reliably commute or planning to relocate before starting work (Required)

Education:

  • High school or equivalent (Required)

Experience:

  • Administrative: 2 years (Required)

Work Location: In person




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