Sales & Marketing Specialist Financial Services (Retirement & Estate Planning Focus) Position Available In Broward, Florida
Tallo's Job Summary: The Sales & Marketing Specialist position at Greco & O'Neal Wealth Strategies in Coral Springs, FL involves developing sales strategies, managing marketing campaigns, and supporting financial advisors. Preferred qualifications include Life Insurance and Securities licensing, with 3+ years in financial services sales/marketing. The role offers a competitive salary of $25.00 - $27.00 per hour with opportunities for professional growth and a collaborative work environment.
Job Description
Sales & Marketing Specialist – Financial Services (Retirement & Estate Planning Focus) Greco & O’Neal Wealth Strategies Coral Springs, FL 33067
About Us:
We are an established financial services firm that partners with top-tier financial advisors, CPAs and Estate Planning Attorneys specializing in retirement and estate planning. Our mission is to provide comprehensive, client-centered strategies that ensure peace of mind and long-term financial security. We are looking for a dynamic Sales & Marketing Specialist to help us expand our reach, strengthen our client relationships, and support our advisors through innovative marketing and effective communication.
Key Responsibilities:
Develop and implement sales strategies to attract and retain prospects, new clients, and existing clients. Execute and manage marketing campaigns across digital platforms including social media, email, and paid ads. Assist financial advisors in developing personalized marketing and outreach strategies tailored to their client base. Coordinate and manage social media presence (LinkedIn, Facebook, etc.), ensuring regular, professional, and engaging content. Create and maintain marketing materials such as brochures, presentations (PowerPoint), newsletters, and email campaigns. Analyze marketing performance metrics and recommend optimizations. Maintain CRM systems and contribute to a smooth, consistent client experience. Collaborate with advisors to support client education events, webinars, and seminars.
Qualifications:
Preferred:
Licensed in Life Insurance and Securities (FINRA Series 6, 7, 63, or 65/66).
Experience:
3+ years in a sales and/or marketing role within the financial services industry. Proven success in prospecting, lead generation, and client relationship management. Strong verbal and written communication skills. Tech-savvy and proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with marketing automation tools, CRMs (Redtail, Sales Force, HubSpot), and social media scheduling tools is a plus. Self-starter with excellent time management, organization, and follow-up skills.
What We Offer:
Competitive salary and performance-based incentives Opportunities for professional growth and continuing education Collaborative, mission-driven work environment Direct access to industry-leading advisors and marketing resources
Job Types:
Full-time, Part-time Pay:
$25.00 – $27.00 per hour
Schedule:
8 hour shift
Education:
Bachelor’s (Preferred)
License/Certification:
Life Insurance License (Preferred) Ability to
Commute:
Coral Springs, FL 33067 (Required) Ability to
Relocate:
Coral Springs, FL 33067: Relocate before starting work (Preferred)
Work Location:
In person
