The Legacy Retirement Group
Marketing Coordinator
The Legacy Retirement Group, Ponte Vedra Beach, Florida, United States, 32082
Introducing the Marketing Coordinator role at The Legacy Retirement Group in Ponte Vedra, FL. The position focuses on building a sales pipeline, executing marketing campaigns, and engaging prospects through various channels.
Compensation
Base pay: $45,000.00/yr - $55,000.00/yr
Annual Bonus
Role Overview We are seeking a creative, sales‑minded, strategy‑driven individual with a passion for marketing and a genuine interest in communicating with clients daily. The successful candidate will plan, execute, and iterate campaigns—both online and offline—to drive engagement, generate quality leads, and create qualified opportunities. A strong phone presence with excellent listening skills and a talent for building rapport with prospects is essential.
Responsibilities
Communicate with Advisor on a regular basis to ensure direct marketing efforts are delivering required results.
Coordinate and attend seminars and client events.
Speak with confidence about the firm’s mission, core competencies, the services we provide, and the content we produce.
Consistent follow‑up with prospective clients.
Responsible for email and marketing campaigns.
Collect feedback forms, perform analytics after events, and engage prospects leading to in‑office visits.
Coordinate day‑to‑day marketing activities to help ensure all efforts serve to achieve campaign objectives.
Responsible for graphic design and video editing of Advisor content and uploading it to the firm’s website and social media.
Maintain inventory of marketing materials, ensuring all resources are accurate and available.
Support the Advisor in creating PowerPoint presentations for client events and seminars.
Oversee and respond to incoming messages on social media and online appointment software.
Gather data and configure reports to support various data and analysis projects.
Qualifications & Experience
The desire to work long‑term in the financial industry.
1+ years of experience in a marketing/sales role required.
Industry knowledge/experience preferred.
Experience with MS Office Suite and the ability to learn new software quickly.
Required Skills
Strong ability to execute online and offline marketing campaigns and a sharp eye for detail.
High degree of creativity and very strong work ethic.
Very strong Microsoft Office Suite skills.
Experience with email marketing.
Excellent communication; verbal and written.
Proven ability to work independently and complete assigned tasks on schedule.
Benefits
Health insurance subsidy.
PTO + birthday off.
Sick days.
Closed federal holidays.
Hours
In office: Monday 8:00 am – 5:00 pm.
In office: Tuesday – Thursday 9:00 am – 6:00 pm.
In office: Friday 8:30 am – 3:00 pm.
Some evenings required for client events.
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 the services we provide at
https://aesplacement.com/ . We are not a staffing firm, but together we have built a reputable and continuously expanding business model to pinpoint the exact personnel needs of established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr
Compensation
Base pay: $45,000.00/yr - $55,000.00/yr
Annual Bonus
Role Overview We are seeking a creative, sales‑minded, strategy‑driven individual with a passion for marketing and a genuine interest in communicating with clients daily. The successful candidate will plan, execute, and iterate campaigns—both online and offline—to drive engagement, generate quality leads, and create qualified opportunities. A strong phone presence with excellent listening skills and a talent for building rapport with prospects is essential.
Responsibilities
Communicate with Advisor on a regular basis to ensure direct marketing efforts are delivering required results.
Coordinate and attend seminars and client events.
Speak with confidence about the firm’s mission, core competencies, the services we provide, and the content we produce.
Consistent follow‑up with prospective clients.
Responsible for email and marketing campaigns.
Collect feedback forms, perform analytics after events, and engage prospects leading to in‑office visits.
Coordinate day‑to‑day marketing activities to help ensure all efforts serve to achieve campaign objectives.
Responsible for graphic design and video editing of Advisor content and uploading it to the firm’s website and social media.
Maintain inventory of marketing materials, ensuring all resources are accurate and available.
Support the Advisor in creating PowerPoint presentations for client events and seminars.
Oversee and respond to incoming messages on social media and online appointment software.
Gather data and configure reports to support various data and analysis projects.
Qualifications & Experience
The desire to work long‑term in the financial industry.
1+ years of experience in a marketing/sales role required.
Industry knowledge/experience preferred.
Experience with MS Office Suite and the ability to learn new software quickly.
Required Skills
Strong ability to execute online and offline marketing campaigns and a sharp eye for detail.
High degree of creativity and very strong work ethic.
Very strong Microsoft Office Suite skills.
Experience with email marketing.
Excellent communication; verbal and written.
Proven ability to work independently and complete assigned tasks on schedule.
Benefits
Health insurance subsidy.
PTO + birthday off.
Sick days.
Closed federal holidays.
Hours
In office: Monday 8:00 am – 5:00 pm.
In office: Tuesday – Thursday 9:00 am – 6:00 pm.
In office: Friday 8:30 am – 3:00 pm.
Some evenings required for client events.
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 the services we provide at
https://aesplacement.com/ . We are not a staffing firm, but together we have built a reputable and continuously expanding business model to pinpoint the exact personnel needs of established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr