Marketing Consultant

2 weeks ago


San Diego, United States Asset Marketing Systems Full time
Job DescriptionJob Description

Marketing Consultant 

Reports To: The Marketing Consultant will report to Director of Marketing & Creative Services. 

Job Overview: The MCs responsibilities include those of providing marketing solutions that support our clients’ marketing needs, while supporting AMS corporate initiatives. 

Responsibilities and Duties: Assets clients are independent insurance/securities advisors. Our role is to develop, monitor, and consult on marketing that provides quantitative results: 

• Work directly with Business Consultants to identify individual marketing needs for each advisor, to further build-out a strategy that aligns with each client’s objectives 

  • Be a liaison between the client and the graphic designers 

• Study client’s company profile and operations to understand their marketing needs 

• Conduct marketing research to identify trends and opportunities for clients 

• Support client’s lead generation efforts through digital, traditional marketing, and preparation of B2C events 

• Curate copy for both clients and for Asset such as email communications, social media, and branding efforts 

• Advise on client’s branding, positioning, communications and other marketing issues 

• Establish and measure ROI and KPIs such as email CTR, social media engagement, and event metrics 

• Monitor client’s marketing and analyze results 

• Develop and implement social media & corporate branding strategies according to outlined client or corporate objectives 

• Research external vendor opportunities 

• Communicate on a regular basis with the Marketing Director on which tools are effective or ineffective for client and corporate communications 

• Company copywriting of regular email communications, social media content, & brand brainstorming efforts 

  • Make proactive phone calls to clients to share marketing ideas and tools 

 

Qualifications/Requirements 

The following qualifications/requirements are optimal for an individual to successfully fill this position: 

• Financial Services industry experience 

• Experience with lead generation programs 

• BS/BA in marketing communications or business relative field and/or 2+ years of proven experience in a marketing consultant or similar role • Strong understanding of marketing principles and best practices 

• Ability to work with many deadlines within close proximity 

• Strategic thinker and problem solver  

• Apt in writing Financial Services industry content 

• Excellent communicator and presentations skills (oral and written) 

• Outstanding organizational and project management skills 

• Proficient in all MS Office Suite products 

• Working knowledge of marketing automation, CRM, and project management software 

• Basic understanding of digital lead generation and digital marketing techniques 


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