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Registration amp Licensing Assocaite

Location
Edison, NJ

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POSITION SUMMARY: Performs various clerical duties to support the processing functions of broker/dealer operations. This includes reviewing and processing new agent licensing and registration paperwork, uploading this information into a secure Internet site (WebCRD), amendments to existing Representatives, fingerprints for all associated individuals and initial and renewal licensing of sales representatives to sell life insurance products.ESSENTIAL DUTIES AND RESPONSIBILITIES:Review and process FINRA registration paperwork for new agents and existing Representatives and IAR licensing paperwork for existing Representatives according to company standards and procedures.Process additional state registrations, exam requests and Representative terminations.Conduct independent research to resolve problems that may arise with the registration paperwork.Input information from processed paperwork into both a secure Internet site (Web CRD) and the Mainframe system.Process fingerprint information and compile records from a secure Internet site (BIG).All transactions are 100% quality controlled for accuracy, scanned to the IOD system, filed in the area and eventually prepped for warehousing.Post new mail, as well as maintain and complete items on Mail Logging System.Utilizes various databases to store and send information to separate department units.Compiles statistics and reports for management.Communicate with sales force via email, telephone and written correspondence.Provide forms and instructions to reps and managers for the licensing of new representatives.Interact with state insurance departments to steer applications through the license process.Maintain pre-licensing facilities in the various states.Maintain procedures for the licensing process in the various states.Maintain proper license status for FFS in the various states.Keep up to date with changes in the licensing process in the various states.Cross-train in other BD Operations departments, work on projects and provide research when necessary.EDUCATIONAL REQUIREMENTS:College preferredEXPERIENCE AND BACKGROUND REQUIREMENTS:Self-starterAbility to multi-task and work in a team environmentAbility to work with minimal supervisionAbility to clearly communicate both verbally and in writingStrong organizational and follow-up abilitiesDetail orientedVery good computer skills (accurate and timely keyboard skills)PC experience (preferred - in Microsoft Word and Excel knowledge a plus)Excellent phone skillsPleasant personalityReliable/willingness to work overtime, as needed (after 5:00 p.m.)Motivated, focused and strong desire to learn and grow in the CompanyWORK ENVIRONMENT: (Office, production, warehouse, etc.)Office  Foresters Financial is an Equal Opportunity Employer

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