TRAC Support Specialist

Assess pipeline quality against role targets and recommend focus areas Contact participants to schedule appointments and follow up on money movement activities Monitor documentation quality and inform coaching activities Prioritize and attend on-campus events such as Counseling, Benefit Fairs, and Presentations Coordinate activities for moving new hires into production Provide logistical support for on-campus events, including materials, kits, giveaways, documentation, and attendance tracking Provide service support related to meeting scheduling and money movement Requirements No experience required Series 6 or 7 and Series 63 FINRA registrations indicated Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 days All licenses must be obtained within 120 days from start date Sedentary work University degree preferred Core Competencies Demonstrates the ability to assess pipeline quality and coordinate logistical support for on-campus events while ensuring compliance with licensing requirements. Capable of providing service support and following up on activities related to money movement. Highest-signal resume keywords Series 6 Registration Series 7 Registration Series 63 Registration Life and Health Insurance License Event Coordination Certifications & Qualifications Series 6 Series 7 Series 63 Life and Health Insurance License Industry Keywords Pipeline Quality Assessment Money Movement Activities On-Campus Events Documentation Quality Monitoring Logistical Support #J-18808-Ljbffr Jobtailor