Licensing & Registration Specialist

5 days ago

Akron, United States Valmark Financial Group Full time

Do you have a passion for helping people by using your strong problem-solving skills to resolve an issue? Do you enjoy working amongst a team and collaborating with others? Would people describe you as self-disciplined, careful, and thorough? Do you appreciate having a methodical, structured approach to your work? If so, this could be the job for you


Valmark Financial Group is looking for someone who posses these skills to join our team as a Licensing & Registration Specialist. This is a great opportunity to join a team that impacts and influences multiple areas of our company, as well as provide support to our external clients.


JOIN OUR TEAM

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020


JOB SUMMARY

The Licensing & Registration Specialist is responsible and accountable for supporting regulatory licensing and registration related to Valmark Financial Group’s three primary lines of business: Broker Dealer, Investment Advisory, and Insurance. Responsibilities include maintaining registrations with the Financial Industry Regulatory Authority (FINRA), various state securities regulators, as well as insurance licensing with state insurance regulators. Additional responsibilities include tracking insurance and securities continuing education and the maintenance of insurance carrier appointments, along with additional Licensing Department tasks as assigned.


ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Process requests from producers including additional state licensing needs, additional state registration needs and additional carrier appointments.

• Perform detailed insurance license review for each new branch office and associate. Follow-up to provide assistance for recommendations as necessary.

• Work in tandem with insurance and operations departments to verify appropriate insurance licensing, product training, continuing education, and carrier appointments are in place.

• Enter data into Valmark’s systems to track producers’ registration and licenses.

• Understand and assist registered representatives and agents with insurance license questions regarding meeting all necessary requirements.

• Communicate and support branch offices with changes to individual state insurance and securities registration requirements.

• Maintain insurance carrier appointments for all Valmark corporate entities and Valmark staff.

• Work with various Valmark departments to assist in developing effective and efficient policies and procedures for registration, licensing and appointment on-boarding, verification, and terminations.

• Be responsible for assisting with all aspects of registration including individual and corporate Broker-Dealer and Investment Advisory registration.

• Support continuing education implementation including preparing notifications to associates of upcoming continuing education requirements, submissions to the individual State Departments of Insurance, reporting continuing education course credits, etc.

• Assist with all aspects of corporate and agency license maintenance and various Secretaries of State reporting.


CORE COMPETENCIES

• Highly detailed oriented and strong organization skills

• Customer service focus

• Ability to work in a fast-paced environment, performing a variety of time-sensitive tasks

• Excellent written and oral communication skills

• Ability to identify and solve problems in a timely manner with little oversight


REQUIRED EDUCATION AND EXPERIENCE

• High School Diploma or GED

• Windows-based software experience


PREFERRED EDUCATION AND EXPERIENCE

• Associate or Bachelor’s Degree

• SIE and Series 7 registrations

• Life insurance license


PHYSICAL DEMANDS

This is a largely sedentary role. It may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday.

POSITION TYPE AND EXPECTED HOURS OF WORK

Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m. Flexibility in working hours is allowed, but the employee must work 40 hours each week to maintain full-time status.


Valmark reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

  • Donor Registration Specialist

    3 weeks ago

    Akron, Ohio, United States CSL Plasma Full time

    About UsCSL Plasma is one of the world's largest collectors of human plasma. Our work helps to ensure that people with rare and serious diseases are able to live normal, healthy lives.Job DescriptionIn this role, you will be responsible for greeting donors at the plasma collection center and conducting a series of registration procedures to verify donor...

  • Donor Registration Specialist

    1 week ago

    Akron, Ohio, United States CSL Plasma Full time

    About the RoleThis is an exciting opportunity to join a dynamic team that makes a real difference in people's lives. As a Medical Screener, you will play a critical role in ensuring the safety and well-being of our donors. The ideal candidate will have a strong background in customer service, medical terminology, and data entry.Responsibilities:Conduct...

  • Enrollment Management Specialist

    3 weeks ago

    Akron, Ohio, United States Educational Empowerment Group Full time

    About the RoleThis Enrollment Management Specialist position involves managing the enrollment process, including new student registrations, student transfers, withdrawals, and waiting lists. The successful candidate will also serve as a liaison to parents and facilitate parent education and involvement.You will need to possess strong oral and written...

  • Diagnostic Imaging Specialist

    4 weeks ago

    Akron, Ohio, United States Epic Travel Staffing Full time

    Job Summary:Epic Travel Staffing is seeking a skilled Diagnostic Imaging Specialist to work in various healthcare settings during a 13-week contract period. The successful candidate will possess experience with Siemens CT technology and trauma care, along with BLS certification and ARRT registration.About the Role:Provide computed tomography imaging...

  • Behavioral Health Specialist

    3 weeks ago

    Akron, Ohio, United States CommuniCare Advantage Full time

    Job Title: Behavioral Health SpecialistAbout the Role:We are seeking a highly skilled Behavioral Health Specialist to join our team at CommuniCare Advantage in the Cleveland/Akron, OH area. As a key member of our multidisciplinary team, you will play a pivotal role in assessing, diagnosing, and treating residents in long-term care facilities.Key...

  • Patient Service Specialist

    3 months ago

    Akron, United States Cleveland Clinic Full time

    Provides a comprehensive, proactive, and 'Patients First' experience for our patients and visitors. Demonstrates outstanding customer service skills and uses evolving technology to manage a wide range of patient requests including appointment scheduling, patient registration, way-finding, answering general questions and meeting needs. Always represents...

  • Patient Service Specialist

    4 months ago

    Akron, United States Cleveland Clinic Full time

    Patient Service Specialist - Sports MedicineJoin Cleveland Clinic Akron General's Bath Health and Wellness Center and become part of a top healthcare system in Akron. This patient-friendly facility offers a variety of primary care, emergency care and specialty services along with Lifestyles, a medically based fitness program and facility.Cleveland Clinic is...

  • Computed Tomography Specialist

    1 week ago

    Akron, Ohio, United States Cleveland Clinic Full time

    Cleveland Clinic Job DescriptionAbout the Role: We are seeking a skilled Computed Tomography Specialist to join our team at Cleveland Clinic. As a key member of our diagnostic imaging department, you will be responsible for performing computerized tomography procedures to aid in diagnosing disease or injury.Key Responsibilities: • Perform high-quality CT...

  • Clinical Care Specialist

    3 weeks ago

    Akron, Ohio, United States The Fortus Group, Inc. Full time

    Job Title: Clinical Care SpecialistWe are seeking a highly skilled Clinical Care Specialist to join our team at The Fortus Group, Inc. in Akron, OH. As a key member of our healthcare staff, you will provide exceptional patient care and support our mission to deliver high-quality healthcare services.The successful candidate will have experience working as a...

  • Licensed Social Worker

    3 days ago

    Akron, United States Community Support Services - Summit County Full time

    About Us: For 35 years, Community Support Services has been making a difference in the lives of countless individuals with severe and persistent mental illnesses. Our nearly 300 employees are real-life champions committed to quality treatment, collaborative care, and effective outcomes. Located in downtown Akron, Ohio, we serve as a leader in behavioral...

  • Diagnostic Imaging Specialist

    3 weeks ago

    Akron, Ohio, United States Sunbelt Staffing Full time

    Job SummarySunbelt Staffing is seeking a skilled CT Technologist to join our team in Akron, OH. As a Diagnostic Imaging Specialist, you will be responsible for performing high-quality CT scans and providing exceptional patient care.About the JobWe offer a competitive hourly rate of $**45-$55 per hour**, plus a comprehensive benefits package, including...

  • Healthcare Documentation Specialist

    3 weeks ago

    Akron, Ohio, United States Child Guidance & Family Solutions Full time

    Job DescriptionWe are seeking a skilled Medical Records Specialist to join our team at Child Guidance & Family Solutions. This is a fantastic opportunity to work in a dynamic and supportive environment where you can make a real difference in people's lives.About UsFor over 80 years, we have been a nationally recognized leader in providing innovative and...

  • Licensed Practical Nurse Specialist

    4 weeks ago

    Akron, Ohio, United States Samba Care Full time

    We are seeking a dedicated Licensed Practical Nurse to join our team at Samba Care, a leading healthcare staffing agency in Ohio. This role is ideal for individuals who value flexibility and variety in their work schedule.Salary: $35 - 50 per hourAs an LPN with Samba Care, you will have the opportunity to work at Long Term Care facilities throughout Ohio,...

  • Nutrition Specialist

    2 weeks ago

    Akron, Ohio, United States Summit County ESC Full time

    Job SummaryAs a Nutrition Specialist with Summit County Public Health (SCPH), you will play a vital role in promoting healthy choices and lifelong wellness for families across the county. This full-time position involves working in our Women, Infants, & Children (WIC) program, Monday through Friday. Your primary responsibility will be to support community...

  • Pharmacy Specialist Lead

    2 weeks ago

    Akron, Ohio, United States CHILDRENS HOSPITAL MEDICAL CENTER OF AKRON Full time

    About the Role:The Clinical Pharmacy Specialist Lead will be responsible for overseeing the daily operations of the pharmacy department at Children's Hospital Medical Center of Akron. This includes managing pharmacists, technicians, and students, as well as developing and implementing policies and procedures to ensure optimal patient...

  • Licensed Practical Nurse

    3 months ago

    Akron, United States Crystal Clinic Orthopedic Center Full time

    $3,000 SIGN ON BONUS Position Summary The LPN/Triage Desk Nurse provides direct support for incoming patient calls with a variety of orthopaedic specific questions and needs. In collaboration with the RN and/or provider, utilizes their clinical decision making skills efficiently and uses strong customer service skills. Responsible for ensuring the...

  • Licensed Practical Nurse

    1 month ago

    Akron, United States Crystal Clinic Orthopedic Center Full time

    $3,000 SIGN ON BONUS Position Summary The LPN/Triage Desk Nurse provides direct support for incoming patient calls with a variety of orthopaedic specific questions and needs. In collaboration with the RN and/or provider, utilizes their clinical decision making skills efficiently and uses strong customer service skills. Responsible for ensuring the...

  • Intervention Specialist

    3 weeks ago

    Akron, United States ESS Full time

    Intervention Specialist: Full-Time or Part-TimeLocation: Akron Area Job Type: Full-Time or Part-TimeAt PSI, we believe that work should be more than just a job-it should bring joy and fulfillment. If you‘re passionate about making a real difference in children‘s lives and seeking a rewarding career, we invite you to apply as an Intervention Specialist....

  • Community Living Specialist

    1 week ago

    Akron, Ohio, United States Connections In Ohio Full time

    Join Our TeamWe are seeking a Community Living Specialist to join our team of dedicated professionals who support individuals with developmental disabilities in our Summit and Portage County homes.As a Community Living Specialist, you will be responsible for providing daily living assistance, skills training, and transportation to community outings.In return...

  • Licensed Practical Nurse

    4 weeks ago

    Akron, United States Crystal Clinic Orthopaedic Center Full time

    Description**$3,000 SIGN ON BONUS**Position SummaryThe LPN/Triage Desk Nurse provides direct support for incoming patient calls with a variety of orthopaedic specific questions and needs. In collaboration with the RN and/or provider, utilizes their clinical decision making skills efficiently and uses strong customer service skills. Responsible for ensuring...