Recruiting Coordinator; USD

Job Number: 26-00358

Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Recruiting Coordinator for our client in White Plains, NY. ECLARO's client is one of the largest mutual life insurance companies and provides long‑term care insurance, mutual funds and retirement‑plan services across the US.

$47.27 / Hour

• Guide experienced insurance agents, registered reps and financial advisors through a smooth transition to the firm, managing all logistics of individualized transition plans supporting them from onboarding to full operational readiness, creating and delivering an exceptional advisor experience while upholding compliance and operational excellence.

• Support Field Recruiting activities by providing guidance on candidate compatibility, eligibility, qualifications, and alignment with company standards.
• Partner with General Office Contracting to prepare and process Experienced Professional contract packages, ensuring accuracy, efficiency, and adherence to required timelines.
• Build strong relationships with incoming rep‑advisors, connecting them with client subject matter experts to explore products, platforms, and solutions that support their business goals.
• Coordinate closely with client Broker‑Dealer and Wealth Advisory teams to analyze rep‑advisors' business mix, develop customized transition plans, and manage execution through full onboarding and operational readiness.
• Provide logistical support to the Business Transition Lead by developing individualized transition plans and identifying all key components required when moving to a new firm and/or Broker Dealer.
• Develop and implement action plans to proactively resolve issues during transitions, partnering with internal teams and external stakeholders to ensure smooth execution.
• Collaborate with Development Managers to schedule, prepare, and deliver training for rep‑advisors on products, services, procedures, and policies; maintain and distribute training guides as needed.
• Deliver best‑in‑class customer service throughout the transition process, responding to requests from management, internal partners, and rep‑advisors.
• Prepare and maintain dashboards, trackers, and status reports to monitor progress, identify risks, and elevate issues as needed.
• Compile and summarize data‑driven insights to inform program efficacy and required enhancement reviews.
• Maintain and continuously enhance knowledge of industry trends, internal programs, and client product offerings.

• 5–7 years of experience in the financial services or insurance industry (willing to entertain 4 years);
  Series 6, 63, 65 or 7 license is a plus or equivalent knowledge.
• Professional experience in operations, project coordination, or a similar role.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Experience working with Experienced Financial Professionals or Financial Advisors and ability to clearly articulate information related to the career.
• Advanced proficiency in Microsoft Office, with particular strength in Excel, PowerPoint, and One Note.
• Self‑starter with a proactive, solutions‑oriented mindset, strong sense of ownership and ability to manage multiple priorities in a fast‑paced environment.

• 401k Retirement Savings Plan administered by Merrill Lynch.
• Commuter Check Pretax Commuter Benefits.
• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO.

Lester Candilado


Lester Candilado | Linked In

Equal Opportunity

Employer:

ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.