Marketing Event Coordinator (on-site)

Primary purpose of position is to consistently fill the advisors schedule with qualified appointments. This position oversees the management of all marketing materials and implementation of events, seminar management, management of the client concierge/retention program, client events, consistent prospect/client mailing such as monthly newsletters, drip campaign and weekly emails, calendar management, prospect follow-up and tracking the effectiveness of each marketing strategy. This position will support any changing requirements within the business and will execute any other duties as assigned. Daily • Ensure the advisor’s calendar meets or exceeds the minimum amount of appointments on a day-to-day basis with new clients • Prequalify RSVPs for upcoming seminars • Data entry into CRM of all prospect that attend seminars • Call, schedule and follow-up with prospects for appointments from seminars and events • Record notes from every client conversation in the CRM database • Call high profile clients to “check-in” and build relationships • Track and call open prospects for appointment and personal event invitations • Track number phone calls, contacts made and appointments set • Follow-up and track client referrals • Manage and update Track That Advisor (TTA) with required information Quarterly • Discuss and review previous quarter’s Seminar strategies and success • Discuss and review upcoming quarter’s marketing strategies and implementation timeline

Create an account to see the full posting, access our search engine, and more.