Series 65 or Series 66&7 REQUIRED
We are looking for an experienced Sales Team Coordinator to join our dynamic team in Louisville, Kentucky. In this role, you will play a pivotal part in overseeing client relationships, driving operational strategies, and ensuring organizational processes run smoothly and efficiently. The ideal candidate will have a strong background in operations management and a proven ability to lead initiatives that improve overall business success. You will have client interaction, but this is not a sales driven role, this is an operational role.
Responsibilities:
• Manage and maintain relationships with clients, conducting regular check-ins to ensure satisfaction and address any concerns.
• Lead operational strategies and projects, coordinating with teams to ensure timely execution and alignment with organizational goals.
• Oversee and improve processes by identifying inefficiencies and implementing solutions that enhance productivity and collaboration.
• Facilitate meetings to address client needs, including tracking progress, preparing reports, and conceptualizing actionable solutions.
• Collaborate with internal teams to research and develop strategies that meet client requirements, presenting findings to leadership for review.
• Utilize CRM tools to manage client data and interactions effectively, ensuring accurate tracking and reporting.
• Monitor and analyze key performance indicators (KPIs) to assess operational success and identify areas for improvement.
• Support the organization in creating long-term strategies for client financial planning and business growth.
• Ensure operational compliance with industry standards and regulations, including Series 65 requirements.
Requirements
• Proven experience in leadership, preferably in consumer finance or related industries.
• Strong leadership skills with the ability to drive projects and strategies forward effectively.
• Familiarity with CRM systems and tools for managing client data and interactions.
• Series 65 certification or equivalent is preferred (Series 66 and Series 7).
• Excellent problem-solving abilities and strategic thinking skills.
• Strong interpersonal and communication skills to effectively manage client relationships.
• Ability to work in a fast-paced environment and manage multiple priorities simultaneously.
