Advisory Team Coordinator

About The Role

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

Pay

Competitive salary plus performance-based bonus opportunities tied to results.