Insurance Licensing and Appointment Assoc Analyst

Job Overview This position will be responsible for the processing of insurance appointment paperwork and the securities registration and licensing of advisors. Duties include providing outstanding customer service to advisors through written correspondence, email, and phone. Daily tasks include data entry in Oracle, FINRA Web CRD, and state insurance sites. Responsibilities Process advisor requests, state registrations, exam requests, and insurance appointments. Perform processing duties such as data entry, generating correspondence, processing new advisor paperwork, and maintenance of advisor records. Become proficient with FINRA and state registration rules and regulations. Follow up with advisors and business partners for insurance appointments. Research items and handle escalations. Develop relationships with insurance carriers/sponsors. What We’re Looking For We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements High School Diploma or GED Equivalency 1+ year experience in financial services, insurance, or a related financial organization Preferences FINRA or Insurance Licenses/Certification Core Competencies Software/System: Experience in MS Word, Excel, and Outlook Written and verbal communication skills Ability to handle multiple tasks in a high volume, fast-paced atmosphere Detail orientation and prioritization skills Ability to work independently Pay Range $25.85-$43.08 per hour Actual base salary varies based on factors such as relevant skill, prior experience, education, and geographic location. Additional benefits include 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. EEO Statement Principals only. EOE. #J-18808-Ljbffr LPL Financial