Marketing Specialist
Davenport, IA - USA
Job Summary
Summary
Thomas Brooke is an independent financial advisor of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Thomas helps clients analyze their current situation develops in-depth financial programs and helps them implement an integrated financial strategy.Thrivent Financial is a faith-based not-for-profit financial services organization with approximately 2.6 million clients. As the nations largest fraternal benefit society were here solely to help others. We help every day through the financial solutions we offer the client activities we support and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
The Marketing Specialist position is responsible for coordinating overall marketing strategy with the practice. The Marketing Specialist reports to and is employed by Thomas Brooke.
This is a 1099 position working 10-15 hours a week. Compensation is $20/hr. Must reside in the Quad Cities to be considered as you will need to be local to complete the necessary job tasks.
Job Description
Position Roles/Responsibilities/Accountabilities
Plan and coordinate practice ledevents
Coordinate overall marketing strategy for thepractice
Attend all client events greeting clients as theyarrive
Track RSVPs prior and manage all event followup
Oversee all practice socialmedia
Interface with contacts to coordinate meetings mailings and othercommunications
Update CRM with client contact and preferenceinformation
Update CRM systems asneeded
Answer all incoming calls and disperse them and any messagesappropriately
Maintain internal mailing lists birthday card lists and monthly callinglists
Support the lead advisor with variety of functions andtasks
Position Qualifications
Previousexperience in customer service or marketing role
Strong communicationand interpersonal skills
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) or ability tolearn
Basic understanding of our productsservices and Thrivent Financial
Competencies
Planning/Organizing
ClientFocus
Communication
Relationship building
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of the<
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Must be able torepresentthe organization in work with externalclients
Must be able to cultivate andmaintainrelationships with outsideorganizations
Compliance and Regulatory
As part ofThomas Brookesrecruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Required Experience:
IC
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.