Marketing & Appointment Coordinator - Financial Firm - Canonsburg, PA
Aesplacement, Canonsburg, Pennsylvania, United States
Marketing & Appointment Coordinator
Location:
Canonsburg, PA
Industry:
Financial Services
We are looking for a
Marketing & Appointment Coordinator
to help grow our sales pipeline by creating and executing marketing strategies and setting appointments for a top national Financial Advisor.
The ideal candidate is creative, organized, and comfortable communicating with clients and prospects. This role involves managing marketing campaigns, coordinating events, and handling appointment scheduling to drive engagement and convert leads.
Requirements
2-3+ years' of experience in marketing or sales
Strong communication skills (phone, email and in person)
Proficiency in Microsoft Office; ability to learn new software
Social media and email marketing experience
Ability to work independently and meet deadlines
Financial industry experience preferred
Position Responsibilities
Answering the phone calls and greeting clients upon entering the firm
Calling and scheduling with prospects
Consistent follow-up with prospects
Schedule and confirm appointments with prospects and clients
Maintain marketing material and inventory
Update CRM with appointment and conversation details
Excellent communication; verbal and written
Proven ability to work independently and complete assigned tasks on schedule
Work independently and proactively to meet personal business goals
Assist team with administrative tasks, as needed
Perform other duties and projects assigned
Attend seminars, client events and networking venues
Salary TBD
Benefits
401k
Vacation time
Health Insurance
Hours
Monday-Thursday: 8:00 am -5:00 pm
Friday: 8:00 am – 2:00 pm
Some seminar attendance
Presented by Advisor Employee Services. Thank you for your interest in the Marketing & Appointment 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 take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr
Location:
Canonsburg, PA
Industry:
Financial Services
We are looking for a
Marketing & Appointment Coordinator
to help grow our sales pipeline by creating and executing marketing strategies and setting appointments for a top national Financial Advisor.
The ideal candidate is creative, organized, and comfortable communicating with clients and prospects. This role involves managing marketing campaigns, coordinating events, and handling appointment scheduling to drive engagement and convert leads.
Requirements
2-3+ years' of experience in marketing or sales
Strong communication skills (phone, email and in person)
Proficiency in Microsoft Office; ability to learn new software
Social media and email marketing experience
Ability to work independently and meet deadlines
Financial industry experience preferred
Position Responsibilities
Answering the phone calls and greeting clients upon entering the firm
Calling and scheduling with prospects
Consistent follow-up with prospects
Schedule and confirm appointments with prospects and clients
Maintain marketing material and inventory
Update CRM with appointment and conversation details
Excellent communication; verbal and written
Proven ability to work independently and complete assigned tasks on schedule
Work independently and proactively to meet personal business goals
Assist team with administrative tasks, as needed
Perform other duties and projects assigned
Attend seminars, client events and networking venues
Salary TBD
Benefits
401k
Vacation time
Health Insurance
Hours
Monday-Thursday: 8:00 am -5:00 pm
Friday: 8:00 am – 2:00 pm
Some seminar attendance
Presented by Advisor Employee Services. Thank you for your interest in the Marketing & Appointment 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 take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr