Marketing Specialist

Job Summary

The Marketing Specialist focuses on successfully marketing the financial representative’s team to keep him/her in constant selling situations. They’ll assist in all marketing related activities, developing and implementing new promotional and marketing programs, plus developing and executing cross-selling plans for existing clients.

Specific responsibilities include, but are not limited to

Segmentation

· Work with the advisor to define ideal clients for each marketing segment and refine regularly

· Drive efforts to segment the overall client base to be able to effectively execute a client touch plan and drive the goals of the practice

· Record segments within the client management system and maintain them

· Determine a strategy to support lower segment clients, which may include succession planning, joint work or perhaps transitioning clients to the Client Relations Center

· Develop a focus list of clients to connect with within the next 6-months

· Develop a process to obtain client preferences and track within the client management system

Prospecting

· Create, document and drive execution of a referral process

· Identify and document existing and potential Centers of Influence (COIs), then analyze COI results and manage COI strategy

· Develop joint work or team strategy for internal COIs

· Maximize feed list efforts

Promotion

· Manage digital presence:

‒ Customize advisor’s website on a regular basis to attract prospects and communicate the value proposition of the practice

‒ Develop a strategy to drive traffic to the website and convert that traffic into connections

‒ Leverage and maintain email marketing to stay top of mind with existing clients and enhance client experience

‒ Maximize social media presence to drive engagements by posting frequently and leveraging social media campaigns

· Position practice as thought leaders in the community by leveraging consumer education tools (whitepapers, explainer videos, seminars, etc.)

· Develop and maintain content/materials to position the team for their target audience

· Incorporate marketing pieces such as brochures, bylined articles, and preapproved articles

· Maintain email auto signatures

· Evaluate organizations within target market(s) for sponsorship, advertising and/or networking opportunities and monitor results of these endeavors.

· Look for opportunities for local PR

Client Experience

· Outreach to clients to schedule meetings on a weekly basis via email and text

· Build and deliver a comprehensive client touch plan and experience plan to ensure client retention, additional purchases and drive referrals

· Create positive first impressions with clients and prospects by managing the office environment, client communication and ease of doing business

· Develop a marketing calendar that incorporates the right components and frequency to meet objectives

· Survey clients periodically to ensure their satisfaction and gain new insights for future planning

· Develop and track a marketing budget to determine ROI

· Implement a client on-boarding process

· Plan and execute on opportunities for client appreciation and/or prospecting events

· Promote adoption of the client website

Inforce Marketing

· Create various product/campaign strategies within a planning approach such as term conversions, ARDI conversion, etc.

· Document and manage the term conversion and APB process

General

· Develop and execute on a marketing plan that includes review of the effectiveness of the efforts above, return on investments and tracking towards agreed upon measures of success

· Review marketing research reports and client list opportunities periodically

· Incorporate marketing as a standing topic in team meetings to report on progress, connect on key client/prospect information obtained and identify new opportunities

· Continuously evaluate and adopt emerging marketing technologies, digital platforms, and AI-driven tools to improve efficiency, enhance client engagement strategies, streamline workflows, and support the scalable growth of advisor teams

· Utilize home office resources such as marketing newsletters and webinars to keep abreast of what is available

· Manage compliance approvals of marketing materials

Qualifications

· Marketing experience preferred in other roles

· Graphic design experience is a plus

· Superior written and oral communication skills Financial Service or Insurance industry experience preferred

· Fantastic interpersonal skills

· Strong attention to detail with the ability to work with a high degree of accuracy

· Ability to maintain a high degree of confidentiality

· Ability to proactively identify what needs to be accomplished and take action as appropriate

· Ability to work both independently and on a team

· Familiarity with Microsoft applications and data entry and information retrieval software

Fit

This role is perfect for a someone who enjoys combining strategy, creativity, and relationship building to drive business growth. The ideal candidate is highly organized, proactive, and energized by using data, technology, and AI-powered tools to create impactful client experiences and scalable marketing solutions.

They thrive in a fast-paced environment, enjoy collaborating with advisors and clients, and are passionate about helping teams grow their influence, deepen client relationships, and achieve measurable results.

Pay: $40,000.00 - $52,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Work Location: In person