Hiring: Consultant II, Licensing (Hybrid) Company: TruStage Location: Madison, WI Job Posted Time: 2026-09-10 13:10:18 Employment Type: Hybrid Target Skills & Keywords : AI, Accessibility, Change Management, Microsoft Excel, Microsoft PowerPoint, Project Management, Quality Assurance About the job Experience: •6+ years of demonstrated proficiency working in financial services, insurance, investment, compliance, or related industry. •3+ years of demonstrated experience working in licensing, appointment, insurance compliance, quality assurance, reporting, metrics, user acceptance testing, or related compliance processes. Required Skills: •Provide subject matter expertise on licensing, appointment, and compliance quality assurance activities for individuals and entities in accordance with company requirements and applicable United States and Canadian regulations. •Identify, establish, and strengthen key business relationships; provide consultative guidance to business partners and serve as a point of contact for licensing, appointment, and compliance matters. •Interpret applicable state, provincial and federal requirements, and operational trends to recommend best practices and support effective, fact-based decision making. •Solve complex problems by taking a broad perspective to identify innovative solutions where change is needed; resolve operational issues by seeking to understand root causes, recommending solutions, implementing agreed-upon actions, and communicating progress. •Lead functional teams or projects impacting Licensing with moderate resource requirements, risk, and/or complexity, using effective project management, team building, and change management practices to execute initiatives and achieve business results. •Identify and map gaps, controls, risks, and process dependencies across business compliance, licensing, and appointment activities. •Create quality control systems, testing practices, training resources, and monitoring processes to support adherence to company policies and applicable state and federal regulatory requirements. •Assist in the preparation and presentation of compliance risk, quality assurance results, licensing and appointment trends, reporting, and related recommendations for business and compliance leaders. Qualifications: •Bachelor’s degree in business, insurance, compliance, or related field, or equivalent combination of education and/or related professional work experience. •Strong project management, process improvement, change management, organization, prioritization, training, stakeholder engagement, and technical skills, including proficiency with Microsoft Windows, Word, Outlook, Excel, PowerPoint, Lexis, and relevant licensing, appointment, workflow, or reporting systems. •Proven ability to clearly and effectively communicate, both verbally and in writing, including the ability to design and deliver effective presentations to varied audiences and support fact-based decision making. •Demonstrated relationship management and consulting skills, including the ability to effectively influence, persuade, challenge assumptions, work cross-functionally, coach sponsors and key stakeholders, exercise discretion and sound judgment, and work independently with minimal guidance. •Specialized depth and breadth of expertise across business areas, compliance activities, licensing, appointment, quality assurance, operational controls, issue management, control testing, monitoring, and process improvement in a corporate setting. •Knowledge of company insurance and non-insurance product offerings, distribution models, company structure, customer experience considerations, and related compliance obligations. •Demonstrated capacity to define, evaluate, and communicate processes, controls, metrics, testing results, operational trends, regulatory impacts, control gaps, operational risks, process dependencies, and opportunities to improve business compliance outcomes. •Demonstrated capacity to provide guidance for special compliance projects, licensing and appointment initiatives, process enhancements, user acceptance testing, and complex problem solving while applying a consultative approach to recommendations. •Solid functional working knowledge of Canadian provincial insurance distribution or licensing requirements, or demonstrated ability to apply licensing and compliance knowledge in cross-border U.S./Canada distribution environments. •Demonstrated capacity to travel up to 10%. Compensation: •$93,100 - $139,700 / year •Flexible work environment (work from home / hybrid options) •In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!