Event Coordinator (Workshops & Trade Shows)

As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your sales and financial knowledge to new levels. • Offering a competitive salary $40,000 - $60,000 with availability to make bonuses plus commission*** Objectives And Responsibilities • Plan, execute and host prospecting and client events (workshops/trade shows, during weekdays and weekends) with a focus on lead generation and new business opportunities • Work with vendors, extensive budgets, contracts, etc • Oversee event communication team (2+) including, but not limited to, purchases, site preparation, set up, check in, task delegation and breakdown • Attend all events you are overseeing (requires a reliable vehicle) • Public speaking at events -- such as opening and closing for advisors at workshops and trade shows • Calling and scheduling with prospects to ensure event attendance • Consistent follow-up with prospects • Provide information about the event, answer questions, and address concerns to encourage participation, keeping CRM updated with prospect/client interaction • Oversee and manage content creation for marketing materials, including brochures, presentations used for events • Communicate with Marketing Director and CEO on regular basis to ensure the events run smoothly • Effectively and efficiently manage the use of event funds while maintaining accurate accounting records for all activities • Track weekly and monthly progress, including the number of calls made, prospects scheduled and that attended the events with Marketing Director • Other duties as assigned Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team.