Licensing Associate

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City.
Our Mission:
Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The mission of this full-time position is to assist our Advisors with obtaining required licenses, registrations, and carrier appointments to ensure compliance with all federal and state required regulations.

• Respond to requests from Advisors, Broker-Dealer, Insurance Carriers, and State Departments.
• Submit all necessary forms to Broker-Dealer, State Departments, and National Association of Insurance Commissioners and Insurance Carriers as needed.
• Track progress of submitted requests.
• Follow up with all third parties by phone and email.
• Maintain scanning of records.
• Update status in company database.

• Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines.
• High level of interpersonal skills to handle sensitive and confidential situations.
• Excellent initiative, ability to learn quickly and work independently.
• Knowledge of data gathering and reporting procedures.
• Ability to manage multiple projects and meet changing deadlines.
• Adaptive problem-solving skills to ensure excellent service.
• Ability to interact and communicate with individuals at all levels of the organization.
• Strong initiative to support team members with tasks and projects.

• Financial background or similar (preferred)
• 2-3 years of general office experience (required)

• Microsoft Excel
• Microsoft Outlook
• Typing of at least 40 wpm

• Business professional office environment.
• We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.