Revenue Operation Coordinator

Recruit Staff Hire • Metairie, LA

2d

About The Position

This role manages seminar execution, client follow up, appointment scheduling, and life insurance case preparation. The coordinator ensures seminars are fully attended with qualified prospects, supports advisors with thorough case prep, and drives consistent follow up to maximize conversions and client experience.

Requirements

• Strong organizational and multitasking skills
• Excellent communication and followup abilities
• Detail oriented with strong problem solving skills
• Proficient in CRM systems and Microsoft Office
• Bachelor's Degree
• Office : 1 year (Required)

Nice To Haves

• Experience in financial services or insurance preferred
• Microsoft Office: 1 year (Preferred)
• Insurance: 1 year (Preferred)
• Client focused and proactive
• Highly organized with strong attention to detail
• Ability to manage multiple priorities in a fast paced environment

Responsibilities

• Coordinate and execute fixed index annuity and life insurance seminars, including setup, attendance tracking, and follow up
• Schedule, confirm, and manage client appointments, including multi touch follow up campaigns
• Handle post seminar outreach, lead nurturing, and appointment setting
• Manage life insurance cases from application through underwriting, including documentation and client communication
• Prepare advisors for meetings by reviewing client files, identifying opportunities, and organizing paperwork
• Track client data, seminar results, and pipeline activity in CRM systems
• Assist with appointment scheduling and identify additional asset opportunities
• Collaborate with team members on events, marketing efforts, and calendar planning

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees