Marketing Associate - Financial Firm - St Louis MO
Marketing Associate - Financial Firm - St Louis MO
Posted on :
28-04-2025
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1 Vacancy
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Job Description
Marketing Associate
Are you a creative salesminded strategydriven 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. Were looking for a gogetter who is great at asking indepth 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 highquality leads.
Minimum Requirements:
- The desire to work longterm 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 fastpaced environment
- Ability to prioritize and work with a demanding team
- Attention to detail and accuracy with consistent followthrough
- Working knowledge of computers and software
- Ability to multitask
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
- Reengage 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:
- $50000$60000
Benefits:
- Health insurance
- PTO
- Simple IRA
- Discretionary Bonus
Hours:
- 8am4pm MF
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 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!
Required Experience:
IC
Employment Type
Full Time
Key Skills
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