Licensing Care Associate

Raymond James Financial, Inc. · Troy, MI, United States

Location
Troy
Job Type
Full-time
Posted
June 26, 2026

Job Description

**Essential Duties and Responsibilities**

+ Perform review of contracting applications, appointment requests, product training and requirements

+ Perform timely submission of license and appointment requests

+ Input requirements into database and review for accuracy

+ Respond to inquiries received regarding agent licenses and appointments

+ Train new licensing associates

+ Send follow up notices to financial advisors/agents until licensing requirements are completed

+ Respond to escalated issues and requests from financial advisors

+ Work with new business team on issues related to submitted business

+ Communicate with insurance companies regarding submitted business or issues

+ Work with financial advisor and insurance companies on escalated cases

+ Monitors and works licensing mailbox for timely resolution

+ Communicate with management with escalated problems as needed

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