What are the responsibilities and job description for the Financial Services Client Coordinator position at Recruit Staff Hire, LLC?
Position Summary
This role manages seminar execution, client follow-up, appointment scheduling, and life insurance case preparation. The coordinator ensures seminars are fully attended with qualified prospects, supports advisors with thorough case prep, and drives consistent follow-up to maximize conversions and client experience.
This is a salaried position with additional earning potential by obtaining a Health Accident Life insurance license and earning bonus.
Key Responsibilities
- Coordinate and execute fixed index annuity and life insurance seminars, including setup, attendance tracking, and follow-up
- Schedule, confirm, and manage client appointments, including multi-touch follow-up campaigns
- Handle post-seminar outreach, lead nurturing, and appointment setting
- Manage life insurance cases from application through underwriting, including documentation and client communication
- Prepare advisors for meetings by reviewing client files, identifying opportunities, and organizing paperwork
- Track client data, seminar results, and pipeline activity in CRM systems
- Assist with appointment scheduling and identify additional asset opportunities
- Collaborate with team members on events, marketing efforts, and calendar planning
Qualifications
- Strong organizational and multitasking skills
- Excellent communication and follow-up abilities
- Detail-oriented with strong problem-solving skills
- Experience in financial services or insurance preferred
- Proficient in CRM systems and Microsoft Office
- Bachelor's Degree
Key Strengths
- Client-focused and proactive
- Highly organized with strong attention to detail
- Ability to manage multiple priorities in a fast-paced environment
#IND2
Pay: From $40,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
- Bachelor's (Preferred)
Experience:
- Office : 1 year (Required)
- Microsoft Office: 1 year (Preferred)
- Insurance: 1 year (Preferred)
Work Location: In person
Salary : $40,000