Licensing Specialist

The Impact Partnership is a financial marketing organization serving independent financial advisors and insurance agents nationwide. Based in Marietta, GA, we take pride in our team of award‑winning marketers and a top‑notch operations department dedicated to transforming practices. At Impact, we value Positivity, Excellence, Grit, a Get‑It‑Done Mindset, Investment in Growth, and Coachability . We have been recognized as one of the Inc. 5000’s Fastest‑Growing Businesses and named one of the Atlanta Journal‑Constitution’s Best Places to Work (2026, 2025, 2024, 2023, 2021, 2019.) Our mission is to revolutionize the financial services industry to help improve retirement outcomes for more Americans. Position Summary The Licensing Specialist is responsible for supporting advisor licensing, contracting, hierarchy maintenance, and commission‑related processes. This role serves as a key liaison between advisors, insurance carriers, internal sales teams, and operational departments to ensure requests are processed accurately, efficiently, and in accordance with carrier requirements. The ideal candidate is highly organized, detail‑oriented, and committed to delivering exceptional service while managing multiple priorities in a fast‑paced environment. Process advisor licensing, contracting, hierarchy, and commission‑related requests accurately and timely. Review submitted documentation for completeness and accuracy, and communicate deficiencies as needed. Maintain carrier commission schedules and ensure compensation information is current and available to internal stakeholders. Research, analyze, and resolve commission discrepancies and payment‑related issues. Partner with Finance and insurance carriers to investigate and correct commission errors. Serve as a resource for advisors and internal teams regarding licensing, contracting, and carrier requirements. Build and maintain effective relationships with advisors, carrier partners, and internal departments. Respond to advisor inquiries via phone and email with professionalism, accuracy, and urgency. Monitor requests through completion and provide proactive status updates to stakeholders. Identify opportunities to improve processes, increase efficiency, and enhance the advisor experience. Perform additional duties and special projects as assigned. Desired Skills & Experience 1–3 years of administrative, operations, customer service, or financial services experience. Financial services, insurance, licensing, contracting, or commission‑processing experience preferred. Strong attention to detail and commitment to accuracy. Demonstrated ability to organize, prioritize, and manage multiple tasks simultaneously. Excellent verbal and written communication skills. Strong analytical and problem‑solving abilities. Proficiency in Microsoft Office applications, including Outlook, Word, and Excel. Ability to learn and navigate multiple systems and carrier platforms. Strong sense of ownership, accountability, and follow‑through. Ability to build productive working relationships with both internal and external partners. Why Join Us? We believe that great work starts with happy, supported, and inspired people. That’s why we’ve designed a competitive benefits package that goes beyond the basics—offering comprehensive health and wellness programs, generous time‑off policies, and unique perks that create a place where employees can truly thrive. Employee Benefits The company offers a positive and upbeat work environment Competitive benefits package offering Medical, Dental, and Vision insurance – with Employer Contribution – Eligible to enroll on the 1st of the month Healthcare and Dependent Care Flexible Spending Accounts Employer Sponsored Disability Insurance Employer Sponsored Group Term Life Insurance 401k and Roth 401k retirement plans with Employer Match Paid Parental Leave (Maternity = 200 hours | Paternity = 80 hours) Generous PTO (paid time off) benefit, in addition to company paid holidays Medical and Mental Health support services such as Telemedicine and Employee Assistance Program (EAP) Hybrid Work Schedule – option to WFH 2 days a week Casual dress code Pet friendly office Quarterly company‑sponsored employee social events National Employee Discount Program Employee Referral Program “Rockstar of the Month” – our employee recognition program EEO Statement Impact Partnership LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all teammates and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. All employment is decided on the basis of qualifications, merit, and business need. #J-18808-Ljbffr