Base Shop Coordinator

About the role

The Base Shop Coordinator is the operational backbone of The Wealth Kinggdom's daily activity. This person keeps the recruiting pipeline moving, keeps policies on track to placement, and keeps Kevin's calendar, numbers, and materials in order so the business can scale without things falling through the cracks.

What They'll Own

• LinkedIn outreach — weekly messaging to new connections and ongoing follow-up
• Indeed recruiting — monitoring applicants, calling to book meetings, managing the calendar around them
• Licensing pipeline — driving candidates through the process of becoming licensed agents, from first contact to an active license
• Policy placement — writing documentation and tracking cases through underwriting until they're placed
• CRM/GHL support — adding new contacts, keeping pipeline stages current, tagging, and catching automation errors
• Documentation — writing and maintaining internal processes as the business grows
• Presentations & team support — slide decks, training materials, and team supply orders
• Reporting — maintaining trackers and preparing weekly numbers for leadership calls
• Calendar & inbox management for leadership

Detailed Responsibilities

LinkedIn

• Every Monday, send outreach messages to people who connected with Kevin over the past week
• Send messages the same day to any new connections as they come in
• Respond to incoming messages from connections throughout the week
• Add anyone who responds to Kevin's calendar so he can personally follow up by phone

Indeed & Recruiting

• Check Indeed daily for new applicants to open postings
• Call applicants directly to set them up for a BOM (Business Opportunity Meeting) or a one-on-one if they're out of town
• Drive every serious candidate through the steps required to become a licensed agent — tracking where each person is in pre-licensing, exam scheduling, and appointment paperwork
• Follow up consistently so candidates don't stall out between "interested" and "licensed"
• Flag any candidate who has gone quiet or stalled so Kevin can step in personally

Placement

• Write the actual policy documentation for Kevin's cases
• Track each policy through underwriting until it's placed, so Kevin gets paid
• Follow up on anything holding a policy back from placement

CRM / GHL Support

• Add new people into the CRM as they come in from LinkedIn and Indeed
• Update contact and opportunity records daily to reflect true pipeline status
• Apply and maintain disposition tags per the phone zone tracker system
• Monitor funnel automations and webhooks for errors and report issues promptly
• Keep the recruiting pipeline clean — move stalled contacts, tag IG-sourced funnel traffic correctly
• Flag approved-but-unpaid cases so they get follow-up before they go stale

Documentation

• Write clear, usable internal policies and SOPs as new processes are established
• Maintain a living documentation library so procedures live in a shared system
• Update existing documents whenever a process changes
• Make sure team members have access to the SOPs relevant to their role

Presentations & Team Support

• Build slide decks for team meetings, trainings, and leadership use
• Prepare training topic materials as directed by Kevin
• Order team items/supplies as needed
• Incorporate current numbers and leaderboards into meeting decks, including Sunday call materials
• Maintain The Wealth Kinggdom's navy/gold brand standards across all decks

Reporting

• Maintain and update the Weekly Guest Count tracker
• Maintain the MD Fast-Track tracker
• Compile weekly performance numbers — recruiting, licensing, MD candidate progress — ahead of leadership calls
• Flag numbers that are off pace so Kevin can address them proactively

Calendar & Inbox Management

• Manage Kevin's calendar — scheduling, confirming, and prioritizing meetings
• Add LinkedIn and Indeed leads to Kevin's calendar for follow-up calls
• Screen and triage Kevin's inbox, flagging what needs his direct attention
• Protect blocked time for MD candidate coaching and other high-value work

What Success Looks Like

This role is measured, not assumed. The person in this seat is expected to hit daily and weekly activity minimums, drive licensing candidates all the way to an active license rather than letting them stall mid-process, and keep every tracker current so leadership always has an accurate picture of where things stand.