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Marketing Coordinator

Company: KPC Financial Solutions
Location: Lewisville
Posted on: November 22, 2022

Job Description:

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 a top national Financial Advisor in Lewisville, TX.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 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 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 CRM/Redtail with the ability to learn new software quickly
    This position requires that you possess the following skills:
    • Strong ability to execute online and offline marketing campaigns and a sharp eye for detail
    • High degree of creativity and very strong work ethic
    • Very strong Microsoft Office Suite skills and CRM/Redtail
    • Social media skills
    • Experience with email marketing
    • Excellent communication; verbal and written
    • Proven ability to work independently and complete assigned tasks on schedule
      Position Responsibilities:
      • Communicate with CEO on a regular basis to ensure direct marketing efforts are delivering required results
      • Be a liaison with FMO marketing department on any new marketing ideas
      • Design, attend and coordinator seminars, client events and networking venues
      • 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
      • Write content for multichannel platforms, including social media posts, podcasts, blogs, and newsletters
      • Coordinate and schedule new segments and talking points
      • Oversee and respond to incoming messages on social media and online appointment software
      • Gather data and configure reports to support various data and analysis projects
      • Be responsible for assembling marketing assets, such as gifts and literature packets, and for maintaining inventory of marketing materials
      • Track weekly and monthly progress of numbers of call made, appointments set and kept
      • Follow up with seminar attendees after the event
        Salary - $54,000 - $58,000 - BOE

        Benefits and Hours to be discussed during interview process!

        Presented by Advisor Employee Services Thank you for your interest in the Marketing Coordinator role. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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!

Keywords: KPC Financial Solutions, Lewisville , Marketing Coordinator, Advertising , Lewisville, Texas

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