Marketing Associate

3 days ago


St Louis, Missouri, United States Advisor Employee Services Full time
About the Role

We are seeking a highly motivated and creative Marketing Associate to join our team at Advisor Employee Services. As a key member of our marketing team, you will be responsible for developing and executing comprehensive marketing strategies to drive engagement, quality leads, and qualified opportunities.

Key Responsibilities
  • Plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities
  • Develop and implement integrated marketing activities, including email marketing, lead nurturing, direct mail, and telemarketing
  • Coordinate speaking engagements and other marketing activities to result in a larger overall sales funnel of high-quality leads
  • Act as the first point of contact for all new prospective client engagements, determining if the prospect would be a good fit for the firm and scheduling meetings with advisors
  • Re-engage prospects who have dropped off and add first appointments to Advisor calendars
  • Assist the marketing team with the development of an annual marketing calendar and assist the Wheelhouse Team with various marketing or administrative tasks
  • Coordinate with the marketing team to develop TV show scripts based on market trends and create informational graphics for TV shows
  • Data entry of new prospective clients into CRM systems
  • Accurate notes into CRM systems from prospecting and marketing efforts
Requirements
  • At least 2 years of experience in a marketing/sales role
  • Industry knowledge/experience preferred
  • Experience with MS Office Suite and the ability to learn new software quickly
  • Good understanding of the financial services industry
  • Proven marketing knowledge
  • Superior communication skills
  • Strong organizational skills
  • Ability to motivate prospects to set and keep appointments
  • Experience working in a fast-paced environment
  • Ability to prioritize and work with a demanding team
  • Attention to detail and accuracy with consistent follow-through
  • Working knowledge of computers and software
  • Ability to multi-task
Benefits
  • Health insurance
  • PTO
  • Simple IRA
  • Discretionary Bonus
Work Environment

Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors in all 50 states in their hiring needs. We are a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors.


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