Client Coordinator

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, 1st year potential to earn $60K or more.

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

Recruit Staff Hire is a full service recruiting and staffing company that specializes in general office, legal, and accounting positions. We help our clients fill long term (temp to hire and direct hire) as well as temporary positions.