Director of First Impressions and Marketing

"We're Not Just Hiring an Employee. We're Looking for Our Next Great Team Member!" Join Our Team as a Client Concierge & Marketing Coordinator A Career Opportunity to Make a Difference | Financial Services Industry We are growing and expanding again, and we're looking for an exceptional individual to join our team!
Are you a positive, energetic, career-minded individual who enjoys helping others, takes pride in doing things exceptionally well, and wants to make a meaningful impact in a supportive work environment?
We invite you to become an important part of our exceptional, faith-based team in the financial services industry.
This is much more than an administrative position. We are looking for someone who will help create an outstanding experience for our clients, strengthen our communication and marketing efforts, and contribute to the overall success and growth of our organization.
THE PERSON WE'RE LOOKING FOR First and foremost, character matters!
We are looking for someone who:
Has a positive attitude, high integrity, and strong work ethic.
Enjoys serving others and genuinely loves helping people.
Is organized, dependable, detail-oriented, and takes initiative.
Is personable, friendly, enthusiastic, and professional.
Is a self-starter who takes ownership and enjoys seeing things through to completion.
Is comfortable wearing multiple hats and willing to jump in wherever needed.
Embraces teamwork, cooperation, and collaboration.
Wants to grow personally and professionally as part of a team.
Experience is valuable, but attitude, character, work ethic, and a willingness to learn are even more important. THE ROLE: THREE IMPORTANT AREAS OF RESPONSIBILITY 1. CLIENT EXPERIENCE – Director of First & Lasting Impressions You will help ensure that every client, guest, and caller receives a warm, welcoming, and memorable experience.
Responsibilities include:
Serve as the welcoming face and friendly first point of contact for everyone entering our office.
Answer incoming calls with a cheerful, professional voice and connect callers with the appropriate team member.
Coordinate advisor and office calendars, appointments, and scheduling using Redtail and GReminders.
Manage and creatively enhance our client appreciation and gift-giving programs, including new-client welcome packages, Diamond gifts, and Advocate gifts.
Help maintain office supplies, inventory, organization, and ordering.
2. MARKETING & COMMUNICATIONS – Director of Marketing & Communications Help us communicate our message, strengthen relationships, and creatively share valuable information with our clients and community.
Responsibilities include:
Edit, prepare, assemble, and mail client newsletters.
Manage and enhance email communications, including our FMG marketing platform.
Create and distribute blogs, educational emails, Facebook content, and videos.
Maintain and continually improve our CFG website.
Help develop and maintain our 12-month marketing and communications calendar.
Edit video content and coordinate distribution through our marketing platforms.
Explore and utilize AI tools for video creation, marketing, and improving office efficiencies.
Create attractive marketing materials using Canva and other creative software.
Coordinate and enhance social media posts, podcast distribution, articles, and other communications.
Manage birthday lists and coordinate the distribution of birthday cards, emails, and personalized videos.
3. EVENT PLANNING – Director of Event Planning Help us create memorable experiences and meaningful opportunities to connect with our clients and community.
Responsibilities include:
Create and coordinate event invitations.
Manage invitation lists, track responses, and coordinate RSVPs.
Communicate with venues and vendors to plan and organize events.
Help ensure that events are thoughtfully planned, well-organized, and successfully executed.
TECHNOLOGY & EXPERIENCE You do not need to know every software program or have experience in every area listed above.
We use several technology and marketing platforms, including Redtail, GReminders, FMG, Canva, and other tools. We are happy to teach the right person how to use these programs.
A willingness to learn, embrace technology, and explore new tools (including AI) is important.
WHY JOIN OUR TEAM? This is an opportunity to become part of a growing, supportive, faith-based organization where your contributions genuinely matter.
You will have the opportunity to:
Make a meaningful difference in the lives and experiences of others.
Work alongside a team that values character, relationships, and excellence.
Utilize your creativity, organizational skills, and communication abilities.
Learn new skills and develop both personally and professionally.
Take ownership of important responsibilities and help improve the way we do things.
Grow with an expanding organization, with potential for additional responsibilities and advancement.
a great team is built on a shared commitment to serving others, supporting one another, and pursuing excellence together.
READY TO JOIN US? If you are enthusiastic, dependable, organized, enjoy helping people, and are looking for more than just a job, we would love to hear from you!

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