Advisory Team Coordinator - Sarasota, FL

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.