What are the responsibilities and job description for the Marketing Coordinator - Financial Firm - Harrisburg, PA position at Advisor Employee Services?
Marketing Coordinator
Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? We are seeking a strong Marketing Coordinator whose job is to grow a sales pipeline by creating a comprehensive marketing strategy and setting appointments for our Financial Firm, Harrisburg, PA.
The successful candidate will be able to demonstrate superb marketing and analytical 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 phones, and the ability to build a rapport with our prospects and clients are a must. We’re looking for a go-getter who is great at asking in-depth questions and getting our prospects engaged!
This individual will execute email marketing, lead nurturing, direct mail, telemarketing, coordinate speaking engagements, and other marketing activities in an integrated fashion that results in a larger overall sales funnel of high-quality leads.
Minimum Requirements:
- The desire to work long-term in the financial industry
- 2 - 3 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
This position requires you to possess the following skills:
- Proven marketing knowledge
- Experience with email & social media marketing
- Superior communication and organizational skills
- Ability to motivate prospects to set and keep appointments
- Experience working in a fast-paced environment
- Ability to prioritize with attention to detail and accuracy with consistent follow-through
- General interest in creating and maintaining relationships with clients and prospects with a sincere and caring attitude
- Strong ability to execute communication with prospects and clients and a sharp eye for detail
- Polished interpersonal and presentation competencies
- Exceptional phone skills
- Calendar management
- Proficient skills with MS Office Suite; comfortable and familiar with CRM platforms
- Experience and understanding of the financial services industry preferred
Position Responsibilities:
This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day-to-day tasks such as:
- Answer phones for scheduling and greet clients/prospects in a friendly, warm manner
- Coordinate marketing events, event supplies, and promotional material to help ensure all efforts serve to achieve campaign objectives
- Coordinate and direct all seminars, including attendee management, CRM entry and attendee follow-up
- Re-engage prospects through various channels of marketing & communication
- Maintain inventory of marketing materials, ensuring all resources are accurate and available
- Assist in writing content for multichannel platforms, including social media posts, blogs, and newsletters
- Gather data and configure reports to support various data and analysis projects
- Maintain the office environment in an immaculate and organized condition
Salary:
- $50,000
Benefits:
- Health, Dental, Vision – employer paid for employee
- Short and Long-Term Disability- employer-paid
- Life Insurance Policy $100,000.00- employer paid
- 401 (k) – employer match up to 10%
- Generous PTO
- Paid major holidays (determined each year at companies’ discretion)
- Paid working lunches - lunch provided
Hours:
- TBD
Presented by Advisor Employee Services Thank you for your interest in the Marketing Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $50,000 - $100,000
