Exam Preparation Coordinator (Hybrid) ( 240000CX )Primary Location : UNITED STATES-NY-New YorkOrganization : EquitableSchedule : Full-timeDescriptionAt Equitable, our power is in our people.We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?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. Aligning with branch and district management in communicating the progress of candidates as they progress through the exam preparation process. Acting as a go-to resource for candidates and coordinating with the onboarding specialist to ensure a streamline onboarding experience for candidates.
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)
The base salary range for this position is $59,000-$70,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.Equitable Pay and Benefits: Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?nodeid=A2023013000001)#LI-HYBRIDQualificationsRequired 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 thru a process
Displays good judgment & partners where necessary
Preferred Qualifications
3 years of work experience in professional environment with a customer service focus.
Knowledge of state licensing requirements a plus
Knowledge of FINRA licensing requirements (SIE, Series 7, Series 6, Series 63, Series 66) a plus
Ability to communicate with all levels within organization, including executive management and headquarters personnel.
Strong project management and follow-up capabilities
Positive attitude and drive for excellence
Experience with FINRA examination preparation a plus
FINRA SIE, and Series 7 a plus, or ability to obtain after hire
Research and data gathering ability
Analytical 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.Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.ABOUT EQUITABLEAt Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.NOTE: Equitable participates in the E-Verify program.If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected] .Req ID: 240000CX