Marketing Coordinator for Advisor Relations
2 weeks ago
Northeast Planning Group Inc. & Northeast Producers Group Inc. are leading multicultural financial institutions striving to become among the largest in the nation, with a focus on both individual and corporate financial strategies. They provide a wide range of financial products and services, including life insurance, disability income insurance, annuities, pension and estate planning, as well as investment solutions. The NPG team prioritizes character, integrity, respect, and ethical conduct, delivering essential financial services to their clientele.
Position Overview
This part-time in-office position is for a Marketing and Advisor Relations Coordinator. The Coordinator will engage in communication with clients and advisors, provide customer service, support sales efforts, coordinate marketing initiatives, and manage various project tasks on a daily basis.
Key Qualifications
- Strong communication and customer service skills
- Proficiency in sales support and marketing coordination
- Project management capabilities
- Exceptional interpersonal and organizational skills
- Able to work efficiently in a remote setting
- Experience in the financial services sector is advantageous
- 1 or 2 years of college education in Marketing, Finance, Business Administration, or a related discipline
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