Marketing Coordinator

Want to join a growing organization in the finance world? Bring the energy! At Retirement Solutions Group, the sky is the limit when it comes to career advancement. The successful candidate will demonstrate superb marketing and analytical skills, with a focus on planning, executing, and iterating campaigns to drive engagement, generate quality leads, and create qualified opportunities. In addition, you’ll play an active role in planning and executing events, and will be responsible for presenting at these events—including opening and closing remarks at dinners and other gatherings. If you have a sharp phone presence, excellent listening skills, strong public speaking abilities, and a go-getter attitude for engaging prospects, we’d love to hear from you! What you’ll do: Execute email marketing, lead nurturing, event and speaking engagement coordination, direct mail, and other marketing activities to expand the sales funnel and attract high-quality leads. Coordinate dinner workshops, brand marketing, article and ad design and placement, ensuring compliance in both the insurance and securities industries. Follow up with prospective and current clients to ensure clear communication, scheduling, and office visit attendance. Coordinate client events such as appreciation dinners and birthday celebrations. Perform general clerical duties (copying, scanning, filing, faxing, mail processing/distribution, maintaining office cleanliness, and client readiness). Create and modify documents using Microsoft Office. Coordinate meetings and conference calls. Provide an outstanding client experience, including a clean, welcoming environment and personalized service. Answer phones promptly, exercising sound judgment in message distribution. Prepare meeting materials and assist with PowerPoint presentations. Keep inventory of office supplies and order replenishments as needed. Record and archive meeting minutes. Perform other assigned duties as necessary. What We’re Looking For: At least 2 years of marketing experience with increasing responsibility. Proficiency in Microsoft Office. Experience with a CRM (bonus if it’s Salesforce) Strong attention to detail and exceptional organizational skills. Self-motivated, able to prioritize tasks and follow through. Ability to multi-task in a fast-paced, deadline-driven environment. Professionalism and a positive service attitude at all times. Ability to coordinate and execute dinner seminars 4-8 evenings per month (ending around 7:30 PM). Bonus Points: Graphic design experience. Prior experience in compliance for insurance and securities industries. What You’ll Get: 45,000 - $55,000 per year base salary, plus multiple bonus opportunities 401(k) and 401(k) matching Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Company incentive trips Referral program Vision insurance Schedule: Monday–Friday, 8am–5pm or 9am–6pm (in office) Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com

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