Advisor Employee Services
Marketing Associate - St. Louis, MO
Advisor Employee Services, Saint Louis, Missouri, United States, 63146
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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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
#J-18808-Ljbffr