
Licensing Support
4 days ago
This is a remote position.
Schedule: Monday–Saturday, 1 PM–10 PM Eastern (includes 1-hour unpaid break) Total Weekly Hours: 48 Hours
Our client is seeking a Licensing Support & Training Specialist to join their growing team in the financial services industry. This role combines tutoring, administrative support, and client coordination, ensuring that new team members are licensed efficiently while delivering excellent service to clients. You will guide recruits through licensing processes, maintain client records, and serve as a vital point of support for both team members and clients.
This is a dynamic opportunity for someone who is detail-oriented, tech-savvy, and skilled at teaching and mentoring.
Responsibilities
Tutor and guide new team members through licensing processes to ensure timely completion and exam success
Track outstanding requirements on client policies and work directly with insurance companies for smooth processing
Conduct comprehensive client questionnaires following new acquisitions
Maintain and update the Wealth Builders site admin panel with accurate client information
Manage the team email inbox and respond to inquiries from team members and clients
Facilitate tutoring classes twice weekly, ensuring engagement and progress on study materials
Provide ongoing support to team members by answering questions and resolving issues
Maintain accurate licensing and client records using Google Sheets and Google Drive
Advanced proficiency in Google Sheets and Google Drive
Strong communication and tutoring skills for both team members and clients
Experience with administrative tasks and client management
Ability to work independently and manage multiple priorities effectively
Reliable internet connection and professional home office setup
Experience in financial services or insurance industry preferred
High attention to detail with strong compliance awareness
Independent Contractor Perks
HMO coverage available in eligible locations
Permanent work-from-home arrangement
Immediate hiring opportunity
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