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Advisor Employee Services

Marketing Associate - St. Louis, MO

Advisor Employee Services, St. Louis, MO, US

Duration: Full Time

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3 weeks ago Be among the first 25 applicants

Base pay range

$50,000.00/yr - $60,000.00/yr

Overview

Marketing Associate role in St. Louis, MO. You will grow a sales pipeline by creating a comprehensive marketing strategy and setting appointments for our Financial Advisor. The successful candidate will demonstrate superb marketing and analytical skills, plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities. A sharp phone presence, excellent listening skills, and the ability to build rapport with prospects and clients are essential. This role includes executing email marketing, lead nurturing, direct mail, telemarketing, coordinating speaking engagements, and other marketing activities to support a larger sales funnel of high-quality leads.

Responsibilities

  • First point of contact for all new prospective client engagements for all offices; determine if prospect is a good fit and, if so, schedule a meeting with the advisor
  • Re-engage prospects who have dropped off; add 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

Qualifications
  • 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 the ability to learn new software quickly
  • 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 fast-paced environment
  • Ability to prioritize and work with a demanding team
  • Attention to detail and accuracy with consistent follow-through
  • Working knowledge of computers and software
  • Ability to multi-task

Salary
  • $50,000-$60,000

Benefits
  • Health insurance
  • PTO
  • Simple IRA
  • Discretionary Bonus

Hours
  • 8am-4pm M-F

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 explore our website and services at https://aesplacement.com/.

Senioritiy level
  • Entry level

Employment type
  • Full-time

Job function
  • Marketing and Sales


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