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Advisory Team Coordinator - Sarasota, FL at Advisor Talent Solutions

Sarasota, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Sep, 26

Salary

0.0

Posted On

10 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lead Response, Scheduling, Qualification Calls, Calendar Coordination, Salesforce, Communication, Organization, Detail-oriented

Industry

Financial Services

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.

Responsibilities

The role acts as a bridge between Marketing and the Advisory Team, focusing on lead response and scheduling discovery meetings. Responsibilities include qualifying seminar attendees, maintaining Salesforce documentation, and coordinating advisor calendars.