Licensing and Contracting Specialist

Overview

Financial Grade is a leading Field Marketing Organization (FMO), and our Senior Consultants provide licensed independent Medicare insurance agents with our FMO tools and guidance needed to succeed in the Medicare market.

Are you highly organized, detail-oriented, and passionate about supporting agents in the insurance industry? We’re looking for a Licensing and Contracting Specialist to join our growing team. This role is key in ensuring our agents and representatives are properly contracted, licensed, and supported while helping to build strong partnerships that fuel our success.

• Managing contracting for all internal and external agents
• Following up on lead inquiries
• Ensuring all in-house representatives maintain active and up-to-date licenses
• Onboarding new agents
• Acquiring and maintaining state licenses and carrier appointments
• Assisting with agent certifications and compliance requirements
• Acting as the first point of contact for agent questions, concerns, and needs
• Fulfilling agent orders and coordinating kit shipments
• Communicating carrier updates, training opportunities, and scheduling webinars
• Supporting agent events, conferences, and relationship-building initiatives
• Serving as a liaison between agents, carriers, and company leadership
• Maintaining accurate records, activity logs, and training manuals
• Providing exceptional customer service to agents and clients

• Bachelor s degree OR 3+ years of related experience (or a combination of both)
• Strong written and verbal communication skills
• Ability to prioritize, multitask, and meet deadlines
• Experience with Agency Bloc, insurance carrier portals, Nipr, Agent Sync, Microsoft Office
• Knowledge of the insurance industry is a plus (but not required)

• Team-oriented with strong interpersonal skills
• Professional, dependable, and adaptable to change
• Detail-driven with a focus on accuracy and efficiency
• Customer service mindset with problem-solving abilities

• Stationary role, operating a computer and office equipment
• Light lifting (up to 25 lbs)
• Office environment with occasional movement within the workspace
• Schedule is Monday-Friday 8:30am-5:15pm

• Competitive hourly base pay with an annual performance-based bonus
• Health insurance (medical, dental, vision) with 75% employer paid
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness)
• 401(k) plan with matching and profit-sharing
• Paid vacation, sick time, and company holidays, including the week of Christmas
• Positive work environment with growth opportunities
• Paid parking in La Jolla, CA

• Want It:
  You genuinely want to be in this role and thrive in a sales-driven environment. You’re motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.
• Get It:
  You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise.
• Capacity to Do It:
  You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets.

• Client-Centric Service:
  Always put the client first
• Integrity:
  Do the right thing, every time
• Positivity:
  Bring energy and optimism to every interaction
• Growth Mindset:
  Embrace learning and continuous improvement

Ready to take the next step in your career with a growing company that values teamwork and making a difference? Apply now to join Financial Grade and help us serve the Medicare-eligible population!

Financial Grade is an Equal Opportunity/Affirmative Action employer. All qualified applicants…