Marketing Event Coordinator (on-site)

Marketing Event Coordinator (on-site) Sterling Bridge Financial Group Palm Harbor, FL Job Details Full-time $55,000 - $70,000 a year 1 day ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Branding Social media management Expense management Data entry Prospecting Appointment scheduling Social media brand management Event marketing Full Job Description

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES

Primary purpose of position is to consistently fill the advisors schedule with qualified appointments. This is done by coordinating with digital marketing firms, secure locations for seminar to occur, such as restaurants and libraries and to generate referral events. 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 is also responsible for managing the marketing budget/expenditures and track the return on each marketing strategy. This position will support any changing requirements within the business and will execute any other duties as assigned. This role is also responsible for executing all client events through the year, including a lavish Christmas party.

FREQUENCY/ JOB DUTIES

Daily Ensure the advisor's calendar meets or exceeds the minimum amount of appointments on a day-to-day basis with new clients Prequalify all 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 an extensive google sheet (Track That Advisor) with required information Weekly Coordinate external resources for marketing and follow-up with prospects Prepare, plan, schedule, participate and follow-up on client events and seminars Manage weekly email/drip campaign to clients & prospects Assist advisors with tracking high profile Prospects Schedule seminars in conjunction with Marketing vendors Monthly Manage client touch marketing program Create monthly accountability report illustrating number of strategies implemented, contacts made, appointments set, and appointments kept Summarize data of all 1st appointments and outcomes for team meetings Quarterly Discuss and review previous quarter's Seminar strategies and success Discuss and review upcoming quarter's marketing strategies and implementation timeline As Needed Keep company branding current Keep website and event calendar current in coordination with AE Minimum Requirements Ability to learn new software quickly Past experience in marketing and event planning Marketing degree or industry experience Personal Skills Desire to build relationships with people Detail oriented Happy disposition Highly organized Self- motivated

Team Player Pay:

$55,000.00 - $70,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Experience:

Events management and coordination: 1 year (Required)

Marketing:

1 year (Required) Social media management: 1 year (Required)

Work Location:

In person