New Business Coordinator

Job Description
One of Insight Global’s leading Financial Management clients is looking for a New Business Coordinator responsible for managing the front end of the client journey. This would involve qualifying prospective clients, scheduling appointments, and ensuring a high-quality experience before they ever meet with an advisor. This is not a traditional administrative role. This position plays a direct role in firm growth by improving appointment conversion, reducing no-shows, and ensuring our advisors are meeting with the right client families. The ideal candidate is polished on the phone, naturally persuasive, highly organized, and takes ownership of outcomes—not just tasks.

Key Responsibilities:
Prospect Qualification
- Conduct initial outreach and phone conversations with inbound leads
- Assess alignment with Freedom Financial’s ideal client profile
- Determine appropriate next steps: schedule, nurture, or disqualify
- Ensure advisors are meeting wit...

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