Job Description
At Big Money Retirement , we believe every event has the potential to change someone's future.
We're looking for a high-energy, confident, and driven Events Coordinator who thrives on connecting with people, creating opportunities, and helping prospective clients take the first step toward financial confidence.
This is not a behind-the-scenes sales support role. You'll be the first impression of our firm—building relationships over the phone during the day and representing our brand at exclusive educational dinner events throughout the Charleston area in the evenings.
If you're competitive, organized, love talking to people, and enjoy working in a fast-paced, performance-driven environment, this is an opportunity to build a rewarding career with one of the fastest-growing wealth management firms in the Southeast.
Compensation:$65,000 - $80,000 On Target Earnings
Responsibilities:Marketing Coordination
Contact new event attendees to build rapport, identify needs, answer questions, and schedule qualified appointments with our financial advisors.
Scouting new locations for dinner seminars and events as needed.
Welcoming attendees and creating a warm, professional first impression.
Introducing the Lead Advisor and helping facilitate a seamless event experience.
Handling all logistics for locations, including booking, ordering, and general communication with the venues.
Designing and preparing all invites and updating content for advisors.
Tracking and A/B testing all outbound marketing for dinner seminars and events.
Set up and break down all dinner seminar materials.
Accurately documenting every interaction in Salesforce CRM
Meet with attendees after presentations to schedule complimentary strategy appointments.
Sales Coordination
Make 100+ outbound calls daily (80+ on Mondays and event days) to prospects who have registered for or attended one of our educational events.
Complete post-event administrative tasks and appointment confirmations.
Prepare and coordinate first appointment welcome packets.
Maintain accurate CRM records and campaign updates.
Execute a consistent follow-up strategy to ensure every qualified prospect receives an exceptional experience.
When volumes dictate the need, professionally answer inbound calls.
Support client appreciation initiatives, welcome gifts, and referral programs.
Uphold the firm's standards for professionalism, confidentiality, and compliance in every interaction.
What Makes You Successful
Confident in overcoming objections and building trust.
Organized with exceptional attention to detail.
Personable, energetic, and professional.
Able to multitask in a fast-paced environment.
A strong communicator both in person and over the phone.
Accountable and dependable—you own your results.
Qualifications
2+ years of experience in business development, events coordination, marketing coordination, inside sales, appointment setting, customer service, or a similar client-facing role preferred.
Strong verbal communication skills.
Experience with Salesforce or another CRM preferred.
Excellent organizational and time management skills.
Ability to work occasional evening events (typically two per week).
Valid driver's license and reliable transportation.
At Big Money Retirement, we don’t just help people retire— we lead them through one of the most pivotal transitions of their lives. Retirement isn’t just about finances; it’s about stepping confidently into a future filled with possibility. That’s why we see ourselves as more than financial advisors—we are trusted guides, strategic partners, and bold leaders who help clients navigate retirement with clarity and assurance.
Our vision is to become one of the premier retirement planning firms in the country, expanding to 100 locations by 2031 while maintaining an unwavering commitment to exceptional client service and a people-first culture.
When you join Big Money Retirement, you'll enjoy:
Competitive salary plus quarterly performance-based bonus
Career advancement opportunities within a rapidly growing firm
Comprehensive training and ongoing professional development
A collaborative, high-performing team culture
The opportunity to make a meaningful impact in people's lives every day
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