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 with qualified, high-fit prospects Appointment Scheduling & Calendar Coordination
• Schedule all new prospect appointments (intro calls, first visits, etc.)
• Optimize advisor calendars for efficiency and flow
• Ensure all required information is gathered prior to scheduling
• Set clear expectations with prospects regarding the meeting Appointment Conversion & Follow-Up
• Proactively follow up with cancellations, no-shows, and reschedules
• Re-engage prospects using a confident, service-oriented approach
• Reinforce the value of the meeting and encourage commitment
• Maintain consistent follow-up cadence until resolution Prospect Experience & Preparation
• Ensure prospects feel informed, prepared, and confident prior to their first meeting
• Send confirmations, reminders, and pre-meeting instructions
• Serve as a professional and welcoming first point of contact Pipeline Tracking & Coordination
• Maintain accurate records of all prospect interactions within CRM
• Track progress from initial inquiry through appointment attendance
• Provide clean, complete handoffs to internal team members Administrative Support (Secondary Responsibility)
• Provide backup support for incoming phone coverage when needed
• Assist with light administrative tasks during peak periods We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements

•  Proficiency with CRM systems
•  Experience in client-facing or intake roles preferred
•  Strong organizational and multi-tasking skills
•  Strong interpersonal and relationship-building skills
•  Experience with high-volume phone interactions
•  Background in financial or professional services