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Marketing and Advisor Relations Coordinator

1 month ago

New Hyde Park, United States Northeast Planning Group Inc. & Northeast Producers Group Inc Full time
Company Description
Northeast Planning Group Inc. & Northeast Producers Group Inc. are premiere multicultural financial organizations aiming to be among the largest in the country with a focus on individual and business financial planning. They offer a comprehensive portfolio of financial products and services including life insurance, disability income insurance, annuities, pension and estate planning, and investments. The NPG team values character, integrity, respect, and ethical behavior, providing valuable financial services to customers.

Role Description
This is a part-time in office role for a Marketing and Advisor Relations Coordinator. The Coordinator will be responsible for communication with customers and advisors, customer service, sales support, marketing coordination, and project management tasks on a day-to-day basis.

Qualifications
  • Communication and Customer Service skills
  • Sales support and Marketing coordination abilities
  • Project Management expertise
  • Excellent interpersonal and organizational skills
  • Ability to work effectively in a remote environment
  • Experience in the financial services industry is a plus
  • 1 or 2 year college in Marketing, Finance, Business Administration, or related field