[Hiring] Exam Preparation Coordinator @Equitable

Role Description

Equitable Advisors is seeking a detail-oriented/multi-tasking Exam Prep Coordinator. This individual will join a team of talented individuals to support complexes, branches, and district managers with exam prep for their new licensing candidates. The Exam Prep Coordinator will act as a resource for financial professional candidates in their state insurance and FINRA qualification examination process.

• Coordinate with Exam Prep vendors
• Track candidate progress and report to managers weekly
• Answer candidate questions and refer them to resources
• Provide best practices for studying
• Track, analyze, report data (pass rates, time spent studying, etc.)

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.

Qualifications

• Bachelor’s degree required
• Strong technical aptitude – (familiarity with Smartsheet is preferred!)
• Ability to work closely with district managers and complex leadership
• Ability to function independently and work well with a team
• Proactive decision-making skills
• Strong ability to collaborate
• Strong communication skills
• Can organize tasks and prioritize
• Proficient in Microsoft Suite
• Knows how to guide people through a process
• Displays good judgment & partners where necessary

Requirements

• 3+ years of work experience in a professional environment with a customer service focus
• Knowledge of state licensing requirements
• Knowledge of FINRA licensing requirements (SIE, Series 7, Series 6, Series 63, Series 66)
• Strong project management and follow-up capabilities
• Positive attitude and drive for excellence
• Experience with FINRA examination preparation
• FINRA SIE, and Series 7 a plus
• Research and data gathering ability
• Analytical skills

Skills

• Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
• Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
• Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

Benefits

• Base salary range: $50,000 - $60,000
• Compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities
• Full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off