The Candidate Advocate will supportorganizationalgrowthinitiatives by ensuring candidates for CFP® certification advance successfully through the certification process. Incumbent will be the primary outreach contact providing personalized advice and assistance for candidates.
Assists candidates with understanding exam registration and available support, initial certification requirements, and next steps in the certification process
Manages high volume of calls with existing or potential certificants; utilizes a variety of personal outreach approaches to facilitate candidate advancement through the certification process
Provides advice and support on opportunities to complete requirements, especially exam support resources; understands when to provide advice and when to seek assistance from CFP Board staff experts on how to assist candidates with unique situations
Creates personalized follow-up plans with candidates who have not taken next steps towardscertification; understands the “why” and provide information that motivates action
Delivers resources to candidates with real-life examples of how other candidates overcame obstacles, both professional and personal, to pass the CFP® exam and achieve CFP® certification.
Provides reporting on personal candidate outreach and progress towards certification; collects, records and reports on individual contact feedback to identify common obstacles
Attends mandatory training sessions to stay up to date on product or company policy changes
Participates in special projects or support to various departments, as approved by supervisor
Performs other duties as assigned
A minimum of 1 years’ 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 only minimal management on a day-to-day basis
Ability and interest to actively engage and interact with candidates via telephone and email on 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
About CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
Certified Financial Planner Board of Standards (“CFP Board”) – headquartered in Washington, D.C. – is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP® certification.