What are the responsibilities and job description for the Marketing Assistant position at Christopher J. Dandeneau - Financial Advisor?
Overview
- We are seeking a dynamic Marketing Assistant to join our team. The ideal candidate will be excited to reach out to prospective clients by phone & e-mail to schedule meetings for financial advisors.
Responsibilities
- Cold calling prospective clients to schedule financial / policy review meetings for financial advisors.
- Generating lead reports & conducting e-mail / letter campaigns to prospective clients.
- Using salesforce (Client Link) to track prospecting activity.
- Managing active outlook calendars for financial advisors. (scheduling, rescheduling, confirmations, etc.)
Experience
- Excellent communication & organizational skills.
- No financial knowledge or experience is necessary although that would be able to advance efficiency more quickly in the role.
Additional Notes
- This role is an administrative role with a focus on making phone calls, sending e-mails & sending letters to schedule client meetings on a regular basis.
- There can potentially be a quarterly bonus built in based on the overall revenue growth of the team. (logistics still to be determined)
- The willingness and ability to efficiently dial the phone is crucial for this position.
We look forward to welcoming a motivated individual to the team.
Job Type: Part-time
Pay: $15.00 - $25.00 per hour
Expected hours: 15 – 25 per week
Application Question(s):
- Are you willing to make 50-75 cold / warm calls on a daily basis?
Language:
- English (Required)
Ability to Commute:
- Lincoln, RI 02865 (Required)
Ability to Relocate:
- Lincoln, RI 02865: Relocate before starting work (Required)
Work Location: In person
Salary : $15 - $25