Advisory Team Coordinator - Sarasota, FL
About The Position
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, and 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.
Requirements
- Hungry, humble, and smart
- Organized and detail-oriented
- Strong communicator
- High urgency
- Ownership mentality
- Comfortable on the phone
Responsibilities
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
