The Marketing Specialist will work closely with the Director of Marketing to plan and execute marketing campaigns, client and prospect events, and handle outreach initiatives. The ideal candidate will be organized, creative, and comfortable speaking with and in front of clients and prospects. • Introduce new and innovative idea and efficiencies to the firm’s existing marketing presence. • Experience in the financial services or insurance industry is a plus. Experience: • Prospecting: 1 year (Preferred) • financial advisory or insurance industry: 1 year (Required) • professional event planning: 1 year (Required)
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