Marketing and Client Relations Specialist

2 weeks ago


New Hyde Park, New York, United States Northeast Planning Group Inc. & Northeast Producers Group Inc Full time
Company Overview

Northeast Planning Group Inc. & Northeast Producers Group Inc. are leading multicultural financial institutions striving to become one of the largest entities in the nation, focusing on personalized and corporate financial strategies. They provide an extensive 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 is a part-time in-office position for a Marketing and Advisor Relations Coordinator. The Coordinator will be tasked with managing communications with clients and advisors, providing customer service, supporting sales initiatives, coordinating marketing efforts, and handling project management responsibilities on a daily basis.

Key Qualifications
  • Strong communication and customer service skills
  • Experience in sales support and marketing coordination
  • Proficiency in project management
  • Exceptional interpersonal and organizational abilities
  • Capability to work efficiently in a remote setting
  • Background 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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