Pacific Advisors
Direct message the job poster from Pacific Advisors
Recruiting & Onboarding Coordinator at Pacific Advisors Full-Time
Pacific Advisors supports Producer Groups in identifying and onboarding team members. This team of producers are national leaders specializing in disability insurance and financial planning for physicians in training. They manage Guaranteed Standard Issue (GSI) Disability Insurance programs across eight academic medical institutions, serving more than 3,100 residents and fellows, with planned expansion to 20–30 programs nationwide.
The team's mission is simple:
protect physicians at the start of their careers and become their lifelong financial partner.
Please note that this position is employed by the Producer Group, not Pacific Advisors.
Position Overview The GSI Marketing & Outreach Coordinator manages the marketing and communication engine that drives resident awareness, education, and engagement across all GSI programs. This role coordinates webinars, lectures, and events; manages resident data and CRM workflows; oversees email and social campaigns; and ensures consistent outreach throughout the academic year.
The ideal candidate is highly organized, proactive, detail-oriented, and energized by outreach, event coordination, and communication with physicians and academic leadership. This role is designed as an entry point into a structured career path with opportunities for advancement over the coming years.
Key Responsibilities Resident Data & CRM Management
Build and maintain a complete resident database across all GSI programs.
Maintain tagging and segmentation (program, specialty, PGY year, lead stage).
Monitor data completeness and accuracy; support automation where possible.
Campaigns, Webinars, and Lectures
Coordinate monthly webinars including scheduling, registration, reminders, and follow-up.
Maintain lecture scheduling across specialties with Program Chiefs and GME leadership.
Track attendance, tag engagement, and support post-event communication.
Upload recorded webinars and educational content when applicable.
Plan and execute resident events (Phoenix & Seattle), including logistics, RSVPs, and vendor coordination.
Manage post-event workflows to encourage consultations and underwriting activity.
Serve as primary point-of-contact for academic program partners when coordinating lectures and events.
Email, Content, and Social Media
Build webinar invitations, drip sequences, education campaigns, and follow-up emails.
Draft content for email, social media, lectures, and announcements.
Manage the team’s social media presence with regular educational posting and engagement.
Assist in creation of short videos, graphics, and educational media; maintain approved content library.
Digital Platforms & Website
Support updates to GSI website content and landing pages.
Upload videos, resources, event recaps, and recorded webinars.
Track engagement and assist with basic analytics.
Lead Flow & Advisor Support
Ensure every lead is captured, tagged, followed, and routed appropriately.
Support advisors by scheduling meetings and sending follow-up materials.
Monitor pipeline activity and help maintain consistent engagement.
Analytics & Reporting
Track monthly activity (webinars, events, emails, leads, and conversions).
Maintain clean reporting dashboards for leadership.
Identify trends and make recommendations to improve GSI penetration.
Compliance & Professional Communication
Ensure marketing content complies with Guardian and PAS requirements.
Communicate professionally with residents, physicians, and academic partners.
Maintain confidentiality and disciplined data handling.
Qualifications
2+ years in marketing coordination, CRM operations, event management, or similar role
Strong organizational and project management skills
Excellent writing and communication ability
Tech-savvy (CRM, spreadsheet tools, email platforms, social media)
Experience in financial services, healthcare, higher education, or event planning preferred
Compensation
Quarterly performance bonuses
Benefits package
How to Apply Please submit your resume and a brief statement of interest to: PHFG_Support@ph-financialgroup.com
Referrals increase your chances of interviewing at Pacific Advisors by 2x
#J-18808-Ljbffr
Recruiting & Onboarding Coordinator at Pacific Advisors Full-Time
Pacific Advisors supports Producer Groups in identifying and onboarding team members. This team of producers are national leaders specializing in disability insurance and financial planning for physicians in training. They manage Guaranteed Standard Issue (GSI) Disability Insurance programs across eight academic medical institutions, serving more than 3,100 residents and fellows, with planned expansion to 20–30 programs nationwide.
The team's mission is simple:
protect physicians at the start of their careers and become their lifelong financial partner.
Please note that this position is employed by the Producer Group, not Pacific Advisors.
Position Overview The GSI Marketing & Outreach Coordinator manages the marketing and communication engine that drives resident awareness, education, and engagement across all GSI programs. This role coordinates webinars, lectures, and events; manages resident data and CRM workflows; oversees email and social campaigns; and ensures consistent outreach throughout the academic year.
The ideal candidate is highly organized, proactive, detail-oriented, and energized by outreach, event coordination, and communication with physicians and academic leadership. This role is designed as an entry point into a structured career path with opportunities for advancement over the coming years.
Key Responsibilities Resident Data & CRM Management
Build and maintain a complete resident database across all GSI programs.
Maintain tagging and segmentation (program, specialty, PGY year, lead stage).
Monitor data completeness and accuracy; support automation where possible.
Campaigns, Webinars, and Lectures
Coordinate monthly webinars including scheduling, registration, reminders, and follow-up.
Maintain lecture scheduling across specialties with Program Chiefs and GME leadership.
Track attendance, tag engagement, and support post-event communication.
Upload recorded webinars and educational content when applicable.
Plan and execute resident events (Phoenix & Seattle), including logistics, RSVPs, and vendor coordination.
Manage post-event workflows to encourage consultations and underwriting activity.
Serve as primary point-of-contact for academic program partners when coordinating lectures and events.
Email, Content, and Social Media
Build webinar invitations, drip sequences, education campaigns, and follow-up emails.
Draft content for email, social media, lectures, and announcements.
Manage the team’s social media presence with regular educational posting and engagement.
Assist in creation of short videos, graphics, and educational media; maintain approved content library.
Digital Platforms & Website
Support updates to GSI website content and landing pages.
Upload videos, resources, event recaps, and recorded webinars.
Track engagement and assist with basic analytics.
Lead Flow & Advisor Support
Ensure every lead is captured, tagged, followed, and routed appropriately.
Support advisors by scheduling meetings and sending follow-up materials.
Monitor pipeline activity and help maintain consistent engagement.
Analytics & Reporting
Track monthly activity (webinars, events, emails, leads, and conversions).
Maintain clean reporting dashboards for leadership.
Identify trends and make recommendations to improve GSI penetration.
Compliance & Professional Communication
Ensure marketing content complies with Guardian and PAS requirements.
Communicate professionally with residents, physicians, and academic partners.
Maintain confidentiality and disciplined data handling.
Qualifications
2+ years in marketing coordination, CRM operations, event management, or similar role
Strong organizational and project management skills
Excellent writing and communication ability
Tech-savvy (CRM, spreadsheet tools, email platforms, social media)
Experience in financial services, healthcare, higher education, or event planning preferred
Compensation
Quarterly performance bonuses
Benefits package
How to Apply Please submit your resume and a brief statement of interest to: PHFG_Support@ph-financialgroup.com
Referrals increase your chances of interviewing at Pacific Advisors by 2x
#J-18808-Ljbffr