Candidate Advocate

The Candidate Advocate will support organizational growth initiatives 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.

Essential Functions

• 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 towards certification; 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

Background/Skills/Abilities Preferred

• 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.