Advisory Team Coordinator - Sarasota, FL

Advisor Talent Solutions

  • Sarasota, Florida
  • 30+ days ago

    Highlights

    You directly influence advisor productivity, marketing ROI, Discovery Meeting stick rate, and company growth. The Advisory Team Coordinator sits at the intersection of Marketing and the Advisory Team.

    Numbers & Facts

    LocationSarasota, Florida
    Websitehttps://advisortalentsolutions.com/careers/

    Description

    Advisory Team Coordinator 
    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.

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