Position: Marketing & Client Engagement Coordinator

Firm: Common Sense Retirement Planning

Location: Greenville, SC

Overview:

A faith-based retirementplanning and wealth management firm located in Greenville, SC is dedicated to helping individuals and families achieve their ideal retirement. We are adding a Marketing & Client Engagement Coordinator to the team! This is a hands-on marketing position combining prospect engagement, event coordination, and marketing execution.

You'll thrive in this position if you're naturally outgoing, curious about others, and confident in starting conversations! You will regularly make outbound calls to people who have expressed varying levels of interest in our firm. This position focuses on developing relationships with prospective clients and guiding them through the decision-making process, rather than engaging in high-pressure sales.

What You’ll Do:

Connect with prospective clients by phone, including making outbound calls, following up with leads, answering inbound inquiries, and scheduling appointments.
Help turn interest from our seminars and other marketing efforts into conversations and appointments with our advisory team.
Help plan and coordinate prospect and client events, including venues, registrations, attendance confirmations, event materials, and follow-up.
Attend events and help create a welcoming, professional experience for our guests.
Schedule appointments with interested prospects at events and through follow-up calls.
Maintain accurate prospect information, lead activity, and follow-up in our CRM (Redtail)
Manage and maintain prospect and client email lists.
Assist with email campaigns, social media, lead tracking, and other marketing initiatives.
Submit marketing materials for compliance review and help manage them through the approval process.
Help us continually grow and improve our prospect database and marketing efforts.

What We’re Looking For:

Bachelor’s degree preferred, but not required
2+ years of experience in marketing, customer engagement, event coordination, inside sales, appointment setting or related field
Skilled in building strong, trust-based relationships with clients and prospects by providing attentive, personalized service and guidance
Demonstrates strong proficiency and confidence working across various platforms and operating system including Microsoft Office Suite, Snappy Kraken, and Redtail
Excellent communication; written and verbal
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get:

Pay & Perks:

Salary $50k- $60k/year based on experience + quarterly bonus potential
Health Insurance after 30 days
401(k) with match after 90 days
PTO after 90 days

Schedule:

In office: Monday – Thursday 8:00am-5:30pm and Friday’s 8am-noon
Occasional evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Common Sense Retirement Planning

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Marketing & Client Engagement Coordinator