Advisory Team Coordinator
GREAT LAKES RETIREMENT, INC · Sarasota, FL · 2 days ago
Information TechnologyFull-time
Location: Sarasota, FL Employment Type: Full-Time About The Role You will be responsible for: Responding rapidly to hot inbound leadsScheduling Discovery MeetingsConducting seminar attendee qualification callsImproving Discovery Meeting attendance ratesSupporting Florida seminarsCoordinating advisor calendarsMaintaining Salesforce documentationCreating 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 smartOrganized and detail-orientedStrong communicatorHigh urgencyOwnership mentalityComfortable on the phone Work Environment Full-time, in-officeSarasota, FloridaAttendance at Florida seminars requiredOccasional evening seminar events Compensation Competitive salary plus performance-based bonus opportunities tied to results.