New Business Coordinator

Join the EGSI Financial Team: Become Our New Business Coordinator!

Calling All Dream Enablers & Financial Fitness Trainers!

Picture this: A world where retirees don’t just survive retirement—they sprint toward it with confidence, saying YES to every dream on their bucket list. Where families travel the world, grandchildren get spoiled, legacies are built, and no one ever has to worry about running out of steam (or savings).

At EGSI Financial —Central Ohio’s premier independent financial planning firm—we make that vision reality through our signature process: The Retirement Fitness Plan™ . We help people get in the best financial shape of their lives so they can live freely, protect what matters most, and confidently say YES to the dreams that light them up.

Now we’re searching for a New Business Coordinator who’s ready to be the high-energy coach, the behind-the-scenes strategist, and the ultimate connector bringing more people into this life-changing journey. If you thrive on turning new clients into lifelong client success stories, love details as much as big-picture impact, and get fired up helping others achieve financial freedom—your next chapter starts here!

Your Mission: Powering the Retirement Fitness Revolution

As our New Business Coordinator, you’ll be the vital spark that fuels our growth engine and helps more individuals and couples step into their dream retirement. Daily reps might include:

• Onboarding Champions : Guide new clients seamlessly into The Retirement Fitness Plan™—scheduling discovery meetings, preparing personalized “fitness assessment” packets, and ensuring every first interaction builds trust and excitement.
• CRM & Pipeline Mastery : Keep our systems (CRM + The Retirement Fitness Plan™ Portal) in peak condition—tracking every lead’s journey from initial inquiry to confident “YES,” maintaining flawless records, and spotting opportunities to strengthen client relationships.
• Team Collaboration : Partner closely with our advisors and planners to refine processes, launch targeted campaigns, and deliver reports that showcase how we’re helping more people protect what’s important and live freely.
• Innovation & Optimization : Identify ways to make our new business flow even smoother, more client-focused, and more effective—because a great Retirement Fitness Plan™ deserves an equally elite support system.

The Ideal Teammate: What You Bring to the Gym (er, Office)

We’re looking for someone who:

• Has 2+ years of experience in client services, sales support, financial services coordination, or business development (bonus if it’s in retirement/financial planning!).
• Is proficient with CRM platforms (we love Redtail), Microsoft Office (Excel is your spotter), and multiple digital tools including Zocks.
• Possesses outstanding communication skills—warm, clear, professional, and persuasive—whether on the phone, in email, or face-to-face.
• Thrives on details + big-picture thinking , juggling multiple priorities without dropping a single rep.
• Holds a bachelor’s degree in business, finance, or related field (Series licenses, Insurance Licenses or progress toward CFP®? That’s extra credit!).
• Is genuinely passionate about retirement planning, financial freedom, and helping people say YES to their dreams while protecting what matters most.

Rewards That Keep You in Peak Condition

We believe in investing in our team the same way we invest in our clients:

• Competitive base salary ($55,000–$75,000) + performance bonuses tied to growth and client success.
• Full benefits package including health, disability, life and 401(k) with match, and more.
• PTO – All Federal holidays off plus flexible time off and half days every Friday to support work-life balance.
• Professional development —ongoing training, mentorship, and clear paths to grow within EGSI.
• Positive, collaborative culture —team lunches, wellness perks, and a shared mission to help people retire stronger, freer, and happier.

Ready to Get Started?

If you’re excited to help more people get financially fit for the retirement they deserve, send your resume + a brief cover letter telling us why The Retirement Fitness Plan™ and EGSI Financial resonate with you to: [email protected]

Subject line: “I’m Ready to Help People Say YES – New Business Coordinator”

We review applications on a rolling basis—don’t wait to join the team that’s changing retirements one confident “YES” at a time.

EGSI Financial is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, age, disability, or any other protected status.

Let’s help more people live freely, protect what’s important, and stay in the best financial shape of their lives—together!

Pay: $54,966.73 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off

Work Location: In person