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Marketing Specialist

2 months ago

St Louis, Missouri, United States Advisor Employee Services Full time

Marketing Specialist

Are you an innovative, sales-oriented individual with a strong passion for marketing and a keen interest in engaging with clients? We are in search of a dedicated Marketing Specialist whose primary responsibility will be to enhance our sales pipeline by developing a robust marketing strategy and scheduling appointments for our Financial Advisor.

The ideal candidate will exhibit exceptional marketing and analytical abilities. We are looking for someone who can design, implement, and refine campaigns to foster engagement, generate quality leads, and create qualified opportunities. A confident phone presence, excellent listening skills, and the ability to establish rapport with prospects and clients are essential. We seek a proactive individual who excels at asking insightful questions and captivating our prospects.

This role will involve executing email marketing campaigns, nurturing leads, managing direct mail, conducting telemarketing efforts, coordinating speaking engagements, and integrating various marketing activities to expand our overall sales funnel with high-quality leads.

Minimum Qualifications:

  • A strong desire to build a long-term career in the financial sector
  • 2 - 3+ years of experience in a marketing or sales capacity
  • Preferred experience or knowledge in the industry
  • Proficiency in MS Office Suite and the ability to quickly adapt to new software

Required Skills:

  • Solid understanding of the financial services sector
  • Demonstrated marketing expertise
  • Excellent communication abilities
  • Strong organizational capabilities
  • Ability to motivate prospects to schedule and attend appointments
  • Experience in a fast-paced work environment
  • Capacity to prioritize tasks and collaborate with a demanding team
  • Attention to detail and commitment to follow-through
  • Proficient in computer use and software applications
  • Aptitude for multitasking

Key Responsibilities:

  • Act as the initial point of contact for all new prospective client interactions; assess if the prospect aligns with the firm's goals and, if so, arrange a meeting with the advisor
  • Reconnect with prospects who have disengaged; responsible for scheduling initial appointments on the Advisor's calendar
  • Participate in and assist with all seminars, including attendee management, CRM data entry, and follow-up
  • Support Marketing in developing the Annual Marketing Calendar; assist the Wheelhouse Team with various marketing or administrative tasks
  • Collaborate with Snappy Kraken to manage weekly email DRIP list content; incorporate new prospects into the Snappy Kraken campaign as necessary
  • Contribute to the creation of TV Show scripts based on market insights; develop informational graphics for the TV Show
  • Input new prospective clients into the CRM system
  • Maintain accurate notes in the CRM system from prospecting and marketing initiatives
  • Work independently and proactively to achieve both business and personal objectives

Compensation:

  • $50,000-$60,000

Benefits:

  • Health insurance
  • Paid time off
  • Simple IRA
  • Discretionary bonus

Work Schedule:

8am-4pm, Monday to Friday

Presented by Advisor Employee Services Thank you for considering the Marketing Specialist position. Advisor Employee Services, a consulting firm, represents top financial advisors nationwide in their hiring needs. We have established a reputable and continuously growing business model that allows us to identify the precise personnel requirements of these esteemed financial advisors. If you believe you possess the necessary skills for the responsibilities outlined, we encourage you to explore this opportunity further.