Advisor Talent Solutions
Marketing Coordinator Overland Park, KS
Advisor Talent Solutions, Overland Park, Kansas, United States, 66213
Overview
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 additions. 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; maintain up-to-date Outlook calendars.
Coordinate meetings and conference calls; prepare meeting materials and assist with PowerPoint presentations.
Manage inventory of office supplies and order replenishments as needed; record and archive meeting minutes.
Provide an outstanding client experience, including a clean, welcoming environment and personalized service; answer phones promptly and distribute messages with sound judgment.
Keep a tidy, service-oriented front-office environment and perform other assigned duties as necessary.
What we’re looking for
At least 2 years of marketing experience with increasing responsibility (Bachelor’s degree preferred in some postings).
Proficiency in Microsoft Office; experience with a CRM (bonus if it’s Salesforce).
Strong attention to detail and exceptional organizational skills; self-motivated with the ability to prioritize tasks and follow through.
Ability to multi-task in a fast-paced, deadline-driven environment; professional, 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
Salary: 45,000 – 55,000 per year base, plus multiple bonus opportunities.
401(k) and 401(k) matching; retirement plan.
Health, dental, vision, and life insurance; health savings and flexible spending accounts.
Paid time off; company incentive trips; professional development assistance.
Employee assistance program; referral program.
Schedule
Monday–Friday, 8:00 AM–5:00 PM or 9:00 AM–6:00 PM (in office).
Employer information Presented by Advisor Talent Solutions. Advisor Talent Solutions is part of the AE Management LLC family of companies and supports independent advisor businesses with hiring needs. We are not the employer for this position; the hiring business will be the employer if selected.
Learn more about our approach and services at Advisor Talent Solutions.
Required Experience: IC
Position: Marketing Coordinator
Firm: Retirement Solutions Group
Location: Overland Park, KS
Notice This description reflects the current responsibilities and requirements for the role. It is subject to change without notice.
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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 additions. 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; maintain up-to-date Outlook calendars.
Coordinate meetings and conference calls; prepare meeting materials and assist with PowerPoint presentations.
Manage inventory of office supplies and order replenishments as needed; record and archive meeting minutes.
Provide an outstanding client experience, including a clean, welcoming environment and personalized service; answer phones promptly and distribute messages with sound judgment.
Keep a tidy, service-oriented front-office environment and perform other assigned duties as necessary.
What we’re looking for
At least 2 years of marketing experience with increasing responsibility (Bachelor’s degree preferred in some postings).
Proficiency in Microsoft Office; experience with a CRM (bonus if it’s Salesforce).
Strong attention to detail and exceptional organizational skills; self-motivated with the ability to prioritize tasks and follow through.
Ability to multi-task in a fast-paced, deadline-driven environment; professional, 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
Salary: 45,000 – 55,000 per year base, plus multiple bonus opportunities.
401(k) and 401(k) matching; retirement plan.
Health, dental, vision, and life insurance; health savings and flexible spending accounts.
Paid time off; company incentive trips; professional development assistance.
Employee assistance program; referral program.
Schedule
Monday–Friday, 8:00 AM–5:00 PM or 9:00 AM–6:00 PM (in office).
Employer information Presented by Advisor Talent Solutions. Advisor Talent Solutions is part of the AE Management LLC family of companies and supports independent advisor businesses with hiring needs. We are not the employer for this position; the hiring business will be the employer if selected.
Learn more about our approach and services at Advisor Talent Solutions.
Required Experience: IC
Position: Marketing Coordinator
Firm: Retirement Solutions Group
Location: Overland Park, KS
Notice This description reflects the current responsibilities and requirements for the role. It is subject to change without notice.
#J-18808-Ljbffr