Event & Appointment Coordinator

1 day ago

Boca Raton, United States Singer Wealth Full time

Event & Appointment Coordinator

Are you a creative sales-minded, strategy-driven individual with a passion for marketing & event coordination with a genuine interest in communicating with clients daily? We are seeking a strong Event & Appointment Coordinator whose job is to grow a sales pipeline by implementing a comprehensive marketing strategy and setting appointments for Singer Wealth Advisors in Boca Raton & West Palm, Florida.

This individual will be responsible for engaging with prospect clients after they have shown interest from one of the many company marketing funnels. The successful candidate will be able to demonstrate superb marketing and event coordinating skills. We are seeking an individual who can plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities. A sharp phone presence with excellent listening skills, a love for the phones and the ability to build a rapport with our prospects and clients are a must. We're looking for a go-getter that is great at asking in-depth questions and getting our prospects engaged

This individual will coordinate seminar engagements & client appreciation events, execute email marketing, lead nurturing, direct mail, digital marketing, calling leads to schedule appointments, and other marketing activities in an integrated fashion that results in a larger overall sales funnel of high-quality leads.

Minimum Requirements

       Bachelor's Degree

       The desire to work long-term in the marketing department in the financial industry

       2+ years of experience in a marketing/event/administrative role

       Industry knowledge/experience preferred

       Proven record of getting prospects/clients engaged

       Experience with MS Office Suite (especially Excel) and the ability to learn new software quickly

       Experience with a CRM for documentation of calls, follow-up, activities, & calendaring

This position requires that you possess the following skills & Traits

       Positive attitude

       Strong work ethic

       An entrepreneurial perspective to build a client base

       Great customer service skills

       Present self with a friendly, welcoming & upbeat professional manner

       Very strong Microsoft Office Suite skills

       Social/digital media skills

       Excellent communication; verbal and written

       Proven ability to work independently and complete assigned tasks on schedule

Position Responsibilities

       Calling on existing leads and prospects after they have shown interest from one of the many company marketing funnels with a goal of scheduling a consultation meeting with one of our advisors.

       Coordinate and attend seminars, client events and networking venues (some workday evening hours required)

       Negotiate with venues on scheduling, pricing & accommodations

       Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives

       Coordinate with and respond to third-party marketing vendors

       Maintain inventory of marketing materials, ensuring all resources are accurate and available

       Gather & input lead data and configure reports to support various KPI data and analysis projects

       Communicate with Operational Financial Analyst & management on a regular basis

       Back up to receptionist on phones

       Miscellaneous administrative duties as needed

Location

       In-office Position in our Boca Raton & West Palm, FL location

       Normal office hours 8:30-5:30; with occasional evening hours for weekday dinner seminars

Compensation Range

       $50K -60K/per year, depending on experience

Benefits - YOU BET

       Medical Insurance

       Disability Insurance

       Option of Vision & Dental

Retirement Plan - Yes, it is what we do

       Simple IRA with a match

Need some time

       2 Weeks PTO; at 5 years 3 Weeks PTO

Company Retreat if we meet our goals

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