Licensing Specialist

Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: www.daybright.com

Daybright is currently seeking a Licensing Specialist to join our Corporate Office located in Iselin, NJ. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.

JOB DESCRIPTION

The Licensing Specialist will support Daybright’s compliance and licensing operations across our Benefits, Retirement and Financial Services Segments. This role ensures that our staff, including Financial Advisors, Sales Directors, Account Executives, and Account Managers, maintain appropriate and up-to-date licenses in accordance with federal and state regulations. The position spans FINRA registrations and Life/Health insurance licensing across most U.S. states.

This is an entry to mid-level role ideal for someone with strong organizational skills, attention to detail, and a passion for compliance in a dynamic, mission-driven environment.

RESPONSIBILITIES

• Manage and track licensing requirements for Financial Advisors (FINRA Series 6/7) and Life/Health licensed professionals.
• Coordinate initial licensing, renewals, and continuing education across multiple states.
• Liaise with Segment leaders and internal stakeholders to ensure timely and accurate submissions.
• Maintain licensing databases and documentation in compliance with regulatory standards.
• Serve as a point of contact for licensing-related inquiries and escalations.
• Support and collaborate legal and compliance teams with state registrations, audits and reporting.
• Collaborate with HR and Finance to align licensing status with onboarding and compensation processes.

JOB QUALIFICATIONS

• Bachelor’s Degree preferred
• 2–5 years of experience in licensing, compliance, or legal operations (financial services or insurance preferred).
• Prior experience with insurance carriers or brokerage firms a plus.
• Familiarity with FINRA and state insurance licensing requirements.
• Strong organizational and project management skills.
• Excellent written and verbal communication.
• Ability to work independently and manage multiple priorities.
• Proficiency in Microsoft Office Suite and licensing platforms.
• Bachelor’s degree or equivalent experience preferred.

RELATED COMPETENCIES:

• Adaptability: Flexibility in navigating changing regulations and internal processes.
• Professionalism: Consistent, respectful, and confidential handling of sensitive licensing data.
• Schedule Adherence: Timely execution of renewals and submissions.
• Nimble Learning: Quick adaptation to new systems and regulatory updates.
• Being Resilient: Ability to manage stress and maintain accuracy under pressure.
• Action Oriented: Proactive in resolving licensing issues and improving processes

INDUSTRY SPECIFIC KNOWLEDGE:

• Regulatory Compliance: Understanding of FINRA and state insurance licensing requirements.
• Licensing Operations: Familiarity with licensing platforms and procedures for Life/Health and Financial Advisors.
• Audit Readiness: Ability to maintain documentation and support legal teams during audits.

PERSONAL SKILLS & CULTURAL FIT:

• Attention to Detail: Precision in tracking multi-state licensing and renewals.
• Organizational Skills: Strong ability to manage multiple deadlines and licensing cycles.
• Communication: Clear and professional communication with internal stakeholders and external agencies.
• Empathy & Service Orientation: A personable approach to supporting staff through licensing processes.