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.
