Marketing Specialist (Brand Development and Sales) (Hybrid Remote)

• Develop, implement, and execute strategic marketing plans to attract potential customers and retain existing ones.
• Gain basic knowledge of the company's products, services, offerings, and activities.
• Drive lead generation efforts through various channels, including digital marketing, events, partnerships, and more.
• Enhance brand awareness and recognition through targeted marketing campaigns and initiatives.
• Create and manage marketing collateral across multiple platforms, including the company website, social media channels, newsletters, printed materials, giveaways, videos, and more.
• Collaborate with the Investment Advisor, to ensure alignment of marketing strategies with business objectives.
• Analyze marketing performance metrics and provide regular reports to management, identifying areas for improvement and optimization.
• Stay updated on industry trends, market dynamics, and competitor activities to inform marketing strategies and tactics.
• Develop and manage various prospecting lists.
• Support in the production of seminars that attract the type of people the advisor would like to do business with.
• Set appointments with seminar attendees.
• Make cold calls to precisely targeted lists.
• Follow up on incoming leads.
• Send out approved direct mail campaigns and follow up on responses with the intent to set appointments with qualified prospects.
• Enhance current relationships with current clients in a manner that leads to referrals.
• Other duties as assigned.

• Ability to come into the office when needed as well as attend our marketing events.
• Proven experience in marketing, with a focus on brand development and sales support.
• Strong understanding of marketing principles, strategies, and tactics.
• Creative thinker with a passion for innovation and problem-solving.
• Ability to work effectively and orderly keeping track of items requiring follow-up and follow-through.
• Proficiency in marketing tools and platforms, including but not limited to CRM software, email marketing software, social media management tools, and analytics platforms.
• Knowledge of financial industry and investment products is a plus
• A high "likability factor'' is essential.
• Exceptional communication and interpersonal skills characterized, most notably, by a generous and outgoing personality.

• Competitive salary starting at $40,000
• KPI-based Bonus structure
• Health insurance
• Professional development opportunities

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