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Advisory Team Coordinator - Sarasota, FL
Sarasota, FLPosted 2 days ago
hybrid
Job Description
Remote Status: On-Site
Job Id:
3979
# of Openings:
1
Advisory Team Coordinator
Location: Sarasota, FL
Employment Type: Full-Time
ABOUT THE ROLE
The Advisory Team Coordinator sits at the intersection of Marketing and the Advisory Team.
You will be responsible for:
• Responding rapidly to hot inbound leads
• Scheduling Discovery Meetings
• Conducting seminar attendee qualification calls
• Improving Discovery Meeting attendance rates
• Supporting Florida seminars
• Coordinating advisor calendars
• Maintaining Salesforce documentation
• Creating a world-class prospect experience
This is not a passive administrative role. You directly influence advisor productivity, marketing ROI, Discovery Meeting stick rate, and company growth.
WHO WE'RE LOOKING FOR
• Hungry, humble, and smart
• Organized and detail-oriented
• Strong communicator
• High urgency
• Ownership mentality
• Comfortable on the phone
WORK ENVIRONMENT
• Full-time, in-office
• Sarasota, Florida
• Attendance at Florida seminars required
• Occasional evening seminar events
COMPENSATION
Competitive salary plus performance-based bonus opportunities tied to results.
Employment Type: Full-Time
ABOUT THE ROLE
The Advisory Team Coordinator sits at the intersection of Marketing and the Advisory Team.
You will be responsible for:
• Responding rapidly to hot inbound leads
• Scheduling Discovery Meetings
• Conducting seminar attendee qualification calls
• Improving Discovery Meeting attendance rates
• Supporting Florida seminars
• Coordinating advisor calendars
• Maintaining Salesforce documentation
• Creating a world-class prospect experience
This is not a passive administrative role. You directly influence advisor productivity, marketing ROI, Discovery Meeting stick rate, and company growth.
WHO WE'RE LOOKING FOR
• Hungry, humble, and smart
• Organized and detail-oriented
• Strong communicator
• High urgency
• Ownership mentality
• Comfortable on the phone
WORK ENVIRONMENT
• Full-time, in-office
• Sarasota, Florida
• Attendance at Florida seminars required
• Occasional evening seminar events
COMPENSATION
Competitive salary plus performance-based bonus opportunities tied to results.
Apply for this Position