Licensing Coordination & Business Operations Assistant

This is a remote position.

Schedule:

• 25 hours per week, 5 hours per day
• Monday to Friday from 11am to 4pm EST

Client Timezone: EST

Join a dynamic and rapidly expanding financial services organization that specializes in insurance, life insurance, and annuity products. This innovative company is building high-performing teams across the United States and is actively expanding internationally, offering you the opportunity to be part of a growing global operation. You’ll work directly with leadership in an environment that values professional development and success, where your contributions directly impact the growth and achievement of financial professionals nationwide.

Responsibilities

• Guide and support new agents through their licensing journey, ensuring successful completion and compliance
• Maintain regular, professional communication with geographically dispersed team members to track progress and provide assistance
• Monitor and analyze business submissions across multiple insurance carriers, providing valuable pipeline insights
• Create comprehensive reports and updates for leadership on agent licensing status and business performance
• Develop engaging PowerPoint presentations and maintain detailed Excel tracking systems
• Serve as a key communication bridge between new agents and leadership
• Support streamlined onboarding processes that set new team members up for success
• Track and report on business pipeline progress to optimize performance across carriers

Requirements

• Strong organizational abilities with exceptional attention to detail
• Excellent written and verbal communication skills for professional agent interactions
• Advanced proficiency in Microsoft Excel and PowerPoint
• Experience with pipeline management, tracking systems, or similar coordination roles
• Self-motivated and capable of working independently in a remote environment
• Professional phone communication skills with confidence in client-facing interactions
• Reliable high-speed internet connection and dedicated home office setup
• Ability to manage multiple priorities and deadlines effectively

• Permanent work from home
• Immediate hiring
• Steady freelance job