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Marketing Consultant

1 month ago


San Diego, United States Asset Marketing Systems Full time

1 day ago Be among the first 25 applicants

Marketing Consultant

Job 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 clients objectives

  • Be a liaison between the client and the graphic designers

Study clients company profile and operations to understand their marketing needs

Conduct marketing research to identify trends and opportunities for clients

Support clients 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 clients branding, positioning, communications and other marketing issues

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

Monitor clients 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 Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Marketing and Sales

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