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Seminar Coordinator

Lexington Financial Lexington, KY
  • Expired: over a month ago. Applications are no longer accepted.

Lexington Financial is looking for an individual who desires a fast paced work environment where quick thinking and problem solving skills are needed to adapt to various situations. This job requires a self-motivated individual who can manage their time and prioritize their work load. A seminar coordinator must possess the ability to provide a friendly and hospitable environment to all clientele in the office and at client functions. This job requires working 1-3 evening dinner seminars per week. This job requires local travel within an approximate 2 hour radius of Lexington. Typical Schedule is 3 office days during business hours and 2 evening events. MUST HAVE RELIABLE TRANSPORTATION.

Job Responsibilities:

· Scheduling new clients and following up with prospective/potential clients

· Welcoming current and prospective clients for their scheduled appointments

· Answering and routing telephone calls, and assisting caller's needs

· Preparing office materials accurately, including but not limited to: making copies, printing, labeling, and organizing

· Managing supervisor's calendars and appointments

· Coordinating and implementing projects with responsibilities that include, but are not limited to: public relations, special events management, and mass mailings

· Planning and organizing dinner presentations and all necessary resources

· Tracking product sales and costs by analyzing and entering sales, expense, and new business data

· Preparing reports by collecting, analyzing, and summarizing sales data

· Managing deadlines and projects, including but not limited to, client events and seminars

· Contributing to office goals by accomplishing tasks and maintaining a team mentality

· Using multiple computer applications simultaneously to complete tasks

· Imputing and formatting data and uploading corresponding documents into company database

· Maintaining files and handling correspondence

· Ensuring office supplies and conference room are neat, stocked, and ready for each day

Job Requirements:

· Proven work experience in an office setting

· Preferably a college degree

· Proficient in Microsoft office (Word, Excel, and Outlook)

· Excellent written and verbal communication skills

· Maintain a high level of professionalism (behavior and appearance)

· High school diploma

Skills Required:

· Critical thinking and problem solving

· Phone Etiquette and discretion

· Self-motivated and organized

· Time management and multi-tasking

· Public relations and public speaking


· Dependent Upon Experience

· Base + Bonus Structure

Job Type: Full-time

Lexington Financial

A fast growing insurance agency that focuses on annuity sales.


1795 Alysheba Way #4204, Lexington, KY 40509
Lexington, KY