What are the responsibilities and job description for the Event & Appointment Coordinator position at Singer Wealth?

Event & Appointment Coordinator

Are you a creative sales-minded, strategy-driven individual with a passion for marketing & event coordination with a genuine interest in communicating with clients daily? We are seeking a strong Event & Appointment Coordinator whose job is to grow a sales pipeline by implementing a comprehensive marketing strategy and setting appointments for Singer Wealth Advisor, in our Aventura office.

This individual will be responsible for engaging with prospect clients after they have shown interest from one of the many company marketing funnels. The successful candidate will be able to demonstrate superb marketing and event coordinating 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 the phones and the ability to build a rapport with our prospects and clients are a must. We’re looking for a go-getter that is great at asking in-depth questions and getting our prospects engaged!

This individual will coordinate seminar engagements & client appreciation events, execute email marketing, lead nurturing, direct mail, digital marketing, calling leads to schedule appointments, and other marketing activities in an integrated fashion that results in a larger overall sales funnel of high-quality leads.

Minimum Requirements

Bachelor’s Degree
The desire to work long-term in the marketing dept in the financial industry
2 years of experience in a marketing / event / administrative role
Industry knowledge / experience preferred
Proven record of getting prospects / clients engaged
Experience with MS Office Suite (especially Excel) and the ability to learn new software quickly
Experience with a CRM for documentation of calls, follow-up, activities, & calendaring

This position requires that you possess the following skills & Traits

Positive attitude

Strong work ethic

An entrepreneurial perspective to build a client base

Great customer service skills

Present self with a friendly, welcoming & upbeat professional manner

Very strong Microsoft Office Suite skills

Social / digital media skills

Excellent communication; verbal and written

Proven ability to work independently and complete assigned tasks on schedule

Position Responsibilities

Calling on existing leads and prospects after they have shown interest from one of the many company marketing funnels with a goal of scheduling a consultation meeting with one of our advisors.

Coordinate and attend seminars, client events and networking venues (some workday evening hours required). An average of 4-6 events per month

Negotiate with venues (restaurants & community centers) on scheduling, pricing & accommodations

Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives

Coordinate with and respond to third-party marketing vendors

Maintain inventory of marketing materials, ensuring all resources are accurate and available

Gather & input result data from events into excel spreadsheets & CRM system

Communicate with Operational Financial Analyst & management on a regular basis

Back up to receptionist on phones

Miscellaneous administrative duties as needed

Location

In-office Position in our Aventura, FL location; & events in Weston, Plantation Aventura South.

Normal office hours 8 : 30-5 : 30; with occasional evening hours for weekday dinner seminars

Compensation Range

50K -60K / per year, depending on experience

Benefits – YOU BET!

Medical Insurance

Disability Insurance

Option of Vision & Dental

Retirement Plan – Yes, it is what we do!

Simple IRA with a match

Need some time!

2 Weeks PTO; at 5 years 3 Weeks PTO

Company Retreat if we meet our goals!

Salary : $50,000 - $60,000

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Event & Appointment Coordinator

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