TruChoice - Licensing and Contracting Associate

AmeriLife•Saint Louis Park, TN

5d•Onsite

About The Position

Under limited supervision, this role is responsible for managing contracting and licensing requests while delivering high quality service to financial professionals, including Broker Dealers, RIAs, Registered Representatives, and IARs. The Associate handles daily workload efficiently, applies contracting knowledge accurately, and communicates proactively to support business outcomes. This role requires working knowledge of carrier specific contracting rules, carrier websites, products, and commission levels as well as an understanding of state specific requirements such as continuing education, best interest standards, and Anti Money Laundering (AML). The Associate builds strong relationships, applies sound judgment, and ensures work is completed accurately and in compliance with established processes, metrics, and regulatory standards.

Requirements

Knowledge of Operations, Insurance, and/or Financial Services
Strong attention to detail, organization, and decision‑making skills
Business acumen and problem‑solving abilities
Ability to adapt to changing priorities in a fast‑paced environment
High level of accountability and ownership
Clear verbal and written communication skills
Customer‑focused mindset with a willingness to learn and grow
Ability to follow standard operating procedures and seek guidance when appropriate
Proficiency with computers and comfort working with digital tools and systems
Bachelor’s or associate degree preferred, or equivalent combination of education and relevant experience.
Related experience in contracting, insurance operations, carrier rules, or state regulations is strongly preferred.

Nice To Haves

Equivalent combination of education and relevant experience.
Related experience in contracting, insurance operations, carrier rules, or state regulations is strongly preferred.

Responsibilities

Respond to and process contracting and licensing requests by applying department knowledge, established practices, and quality standards while meeting service‑level expectations.
Deliver proactive, customer‑focused communication and take ownership of requests to ensure timely and accurate resolution.
Build and maintain effective relationships with financial professionals by providing education on operational processes, requirements, and changes.
Apply and continue to develop knowledge of carrier websites, contracting procedures, products, and commissions.
Understand and utilize third‑party vendors such as SureLC and RegEd.
Ensure compliance with carrier guidelines, state regulations, and internal policies while using sound judgment to support financial professionals, customers, and TruChoice.