Client Engagement and Marketing Specialist

Client Engagement and Marketing Specialist 4 days ago - Be among the first 25 applicants Direct message the job poster from Northwestern Mutual Talent Acquisition Specialist@ Northwestern Mutual About the Company This is a full-time administrative and office operations support role with an emphasis on planning, insurance, and investment servicing/onboarding. The role specializes in operational support to ensure the maintenance of an efficient and organized financial practice supporting one financial advisor in a small, fast-paced office atmosphere. About the Role Client Service/Relations: Telephone clients, prospects, and centers of influence for appointments and reviews Tracking review calls, term conversion calls, APB calls Assemble materials for presentations for clients Help maintain case open inventory list and client meeting follow-up tasks Help maintain client management system and client review calls Contacting clients on behalf of the financial advisor Planning and Case Preparation: Preparing review information Acquiring information from clients to assist in creating & completing their plans Support: Calendar management and scheduling appointments Phoning and emailing existing clients to schedule appointments CRM management and data entry Processing fact finders and creating/modifying planning Scanning files and E-filing client documents Marketing assistance through LinkedIn and social media platforms Completing ad hoc requests and projects as needed Qualifications It is recommended that this position have the following qualifications: Experience or educational background in marketing, recruiting, or business development One to three years of professional work experience, preferably in sales, recruiting, or the financial services industry Experience with prospecting; generating leads via phone or face-to-face interactions preferred Strong personal network and/or community involvement to leverage from a recruiting perspective Detail-oriented with above-average organizational and time management skills Obtain Life, Accident, and Health License within 1 year of employment Seniority level Associate Employment type Full-time Job function Administrative, Marketing, and Finance Industries Marketing Services and Financial Services Referrals increase your chances of interviewing at Northwestern Mutual by 2x. Get notified about new Marketing Specialist jobs in Rochester, New York Metropolitan Area . Related jobs: Canandaigua, NY $44,000-$58,000 (1 day ago) Rochester, NY $60,000-$75,000 (1 day ago) Luxury Marketing Specialist - Remote - AZ, UT, CO ($47,000-$52,000, 23 hours ago) Rochester, NY $45,000-$60,000 (2 months ago) URMC Marketing Communications Director, Advancement - Rochester, NY (1 month ago) #J-18808-Ljbffr