Marketing Associate
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 Associate whose job is to grow a sales pipeline by creating a comprehensive marketing strategy and setting appointments for our Financial Advisor in St. Louis, MO.
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 the phones, and the ability to build 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 that you possess the following skills:
- 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
Position Responsibilities:
- First point of contact for all new prospective client engagements for all offices; determines if prospect would be a good fit for the firm, and if so, schedules a meeting with advisor
- Re-engage prospects who have dropped off; responsible for adding first appointments to Advisor calendar
- Attend and help coordinate all seminars, including attendee management, CRM entry and follow up
- Assist Marketing with Annual Marketing Calendar; Assist Wheelhouse Team with a variety of marketing or administrative tasks
- Coordinate with Snappy Kraken weekly email DRIP list content; add new prospects to Snappy Kraken campaign as needed
- Assist development of TV Show scripts based on market trends; create informational graphics for TV Show
- Data entry of new prospective clients into CRM
- Accurate notes into CRM system from prospecting and marketing efforts
- Work independently and proactively to meet business and personal goals
Salary:
Benefits:
- Health insurance
- PTO
- Simple IRA
- Discretionary Bonus
Hours:
8am-4pm M-F
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 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!
