Linda Mccrary Email & Phone Number

Madison, Wi, Us

Melville, New York, United States

• Process agent contracts, agent terminations, FINRA registration, and license renewals, manage funds related to contracts and serve as the overseer for all FINRA registration and licensing functions• Support agency management in the recruiting and onboarding of new agents to include setting up cubicle, mailbox, phone/voicemail, stationery and business cards, brochures and sales materials• Ensure all agents licensing is up-to-date yearly, review applications, fingerprint results and credit reports to determine hiring eligibility, and ensure all candidates understand the non-compete agreement • Lead agent onboarding process training sessions for partners, delegate the workflow of contracts within the unit, prepare reports for quarterly meetings, and track the number of approved contracts• Provide day to day customer service to agents and field management, advise agents on renewal fees for licensing and appointment cost for each additional state, and process reimbursement for exam fees

Melville, New York, United States

• Assisted partners in prescreening and sourcing potential candidates through job boards and job search engines as well as scheduling candidates for interviews with managing partners• Processed expense reports for management and coordinated with the corporate office to ensure submission and accuracy monthly• Performed administrative tasks such as answering phone calls, hosting meetings, planning monthly unit meetings with partners, and ensuring the smooth running of the office