Financial Independence Group Phoenix, AZ, USA
Sep 22, 2017Full time
Job Description WHO WE ARE: We (Financial Independence Group) are on of nation's largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in 49 states. For over 40 years we have taken our family-based culture to our advisors emphasizing a customer-first approach to deliver unmatched results. JOIN OUR TEAM TODAY! One of our Financial Planning Practices is expanding their operations to better service their growing client base. As such, we have a newly created Marketing Coordinator position available in their Boca Raton, FL office. This is a full-time position directly supporting the Financial Advisor. WHAT YOU WILL LEAD: With guidance from the Principal Financial Advisor, you will be assist with the design and implementation of marketing tasks related to the firm branding programs. HOW YOU WILL GET THERE: Assist with the design and administration of marketing programs inclusive of firm and market specific information. Programs will include: print, radio, digital, social, and email campaigns and will generate leads for the Advisor. Analyze and report marketing campaign metrics: pipeline management, conversion ratios, drip-campaigns, etc. Meet with the Principal Financial Advisor and other members of the sales team(s) to discuss lead generation ideas, activities, and results. Primary and/or secondary point of contact for third-party vendors utilized as part of marketing function. Lead our appointment setting program for clients and prospects. Responsible for CRM and database management related to marketing and sales activities. Work with the Principal Financial Advisor as well as other members of sales and prospecting team(s) to administer, participate, and optimize all prospect events (seminars, webinars, etc.) as well as client education or appreciation events. WHY YOU ARE THE RIGHT PERSON: Bachelor's degree in Business, Marketing, Finance, Communications or 4+ years in a marketing role within a financial practice. 2+ years of experience in a marketing and communications position AND responsible for the above referenced campaigns. 1+ years of PROVEN experience working with a privately-owned firm.