What are the responsibilities and job description for the Marketing Associate - Financial Firm - Harrison, OH position at Advisor Employee Services?
Marketing Associate
Advance Your Career and Truly Make a Difference. An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company.
Description:
Position Summary: Retirement Planning firm in Harrison, OH is seeking a full-time, Marketing Associate. Candidate must exhibit exceptional time management skills, a proven record of getting prospects/clients engaged over the phone, accept direction, be customer service oriented and skilled with technology, and have flexibility to work occasional evening events. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.
Position Overview:
The primary responsibility of this position is to assist with Marketing needs and engage the prospects from one of the many company marketing funnels which could include informational workshop/seminar, digital advertising, TV advertising, website, video production, etc. This position will depend heavily upon a positive attitude, solid work ethic, and the ability to work well in a team setting.
Responsibilities:
- Help the Marketing Team with initiatives and ideas
- Consistent follow-up with prospects from the seminar
- Help with event planning, execution and attending the event – 2 – 4 Nights a month
- Keep CRM updated with prospect/client interaction
- Work independently and proactively to meet personal business goals
- Social Media updates
- Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Advisers
- Perform other duties and projects as assigned
Requirements:
- A Bachelor's or Associate Degree in Marketing, Business, or a related field
- Experience in administration and high-volume office work a plus
- Excellent team working, motivational, interpersonal, communication, and customer service skills
- Ability to take direction and work independently to meet deadlines
- Expert knowledge of Microsoft Office programs (Excel, Word, Powerpoint)
- Working knowledge of Video Production and Editing a plus - or willingness to learn
Reports To:
Marketing Manager
Salary: $40,000 - $50,000 per year
Benefits: Full Time Employees
PTO: 2 weeks PTO – Additional PTO accrues over time
Hours – Monday – Friday – 9:00 – 5:00 PM
Presented by Advisor Employee Services
Thank you for your interest in the Marketing Associate position. 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!
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