Certified Financial Planner Advocate

5 days ago

Washington, Washington, D.C., United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time
Job Summary

The Certified Financial Planner Advocate will play a crucial role in supporting the growth of our organization by ensuring candidates for CFP certification successfully navigate the certification process. As the primary outreach contact, this individual will provide personalized advice and assistance to candidates, helping them advance through the certification process.

Key Responsibilities
  • Assist candidates in understanding exam registration, initial certification requirements, and next steps in the certification process.
  • Manage high-volume calls with existing or potential certificants, utilizing various personal outreach approaches to facilitate candidate advancement.
  • Provide advice and support on opportunities to complete requirements, especially exam support resources, and understand when to seek assistance from CFP Board staff experts.
  • Create personalized follow-up plans with candidates who have not taken next steps towards certification, understanding the 'why' and providing information that motivates action.
  • Deliver resources to candidates with real-life examples of how other candidates overcame obstacles to pass the CFP exam and achieve CFP certification.
  • Provide reporting on personal candidate outreach and progress towards certification, collecting, recording, and reporting on individual contact feedback to identify common obstacles.
  • Attend mandatory training sessions to stay up-to-date on product or company policy changes.
  • Participate in special projects or support to various departments, as approved by supervisor.
Requirements
  • A minimum of 1 year's experience in customer service or a call center environment.
  • Outstanding customer service skills and behaviors, including active listening, rapport building skills, accuracy, and professionalism.
  • Self-directed and motivated to pursue goals with minimal management on a day-to-day basis.
  • Ability and interest to actively engage and interact with candidates via telephone and email on an ongoing basis.
  • Strong written and verbal communication skills.
  • Ability to multi-task and be flexible to meet business needs.
  • Ability to work effectively and collaboratively with others.
  • Excellent attention to detail.
  • Proficient in Microsoft Office suite; database experience is a plus.

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