Marketing Coordinator for Retirement Planning/Wealth Management Firm

We're growing!

Company Overview:

Integrated Wealth Solutions, affiliated with Garland Law Offices, is looking for the best and brightest to join our team. We are an established Financial Services company who specializes in wealth management for those in, or near, retirement. Putting client needs first is deeply rooted in our culture and at the core of everything we do. Do you have superior customer service skills and a great work ethic? Are you a professional at working with people over the phone to bring solutions to their problems? Do you have experience in marketing as well as appointment setting? Preference given to a candidate who lives in a nearby area.  Please do not apply if you don't live within 30 miles of Manalapan, New Jersey.

Position Highlights:

You’ll be working within the marketing function for the firm, specifically, supporting events as well as following up with leads. The primary function of this role is to drive qualified leads from all channels into the practice to meet with the advisor. The ideal candidate will have experience calling leads and setting appointments for financial advisors.

Principle Duties & Responsibilities

· Develop and implement business and marketing plans

· Screen and qualify leads for appointments

· Screen and register prospects for upcoming events and seminars

· Follow up with prospects and set appointments for financial advisors in office

· Call Prospects to complete follow up & reminder calls

· Coordinate client appreciation functions and marketing programs

· Prepare materials for local client events and seminars

· Assist the team with marketing projects, as needed.

· Attend workshops from roughly 6 to 8 pm, 2 to 4 times/month

Knowledge, Skills & Abilities Required

· 2+ years of sales & marketing experience in a Client Services environment required.

· Insurance & Financial background a plus; specifically, in annuities, life insurance & managed money

· Experience in copywriting, producing and/or editing of marketing materials, preferred

· Handle confidential information in a discrete and professional manner.

· Ability to provide excellent customer service to both internal and external customers

· Effective time management skills

· Able to work efficiently in a fast-paced environment

· Highly refined human relations skills

· Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently

· Ability to excel in a competitive, team-oriented environment

· Advanced verbal and written communication and interpersonal skills

· Problem solving skills, resourceful and effective in making decisions

Bonus structure included.