Marketing & Appointment Coordinator - Financial Firm - Canonsburg, PA
Advisor Talent Solutions
On-site
Pennsylvania, United States
Marketing & Appointment Coordinator
Location: Canonsburg, PA
Industry: Financial Services
We are looking for a Marketing & Appointment Coordinator to help grow our sales pipeline by creating and executing marketing strategies and setting appointments for a top national Financial Advisor.
The ideal candidate is creative, organized, and comfortable communicating with clients and prospects. This role involves managing marketing campaigns, coordinating events, and handling appointment scheduling to drive engagement and convert leads.
Requirements:
- 2-3+ years’ of experience in marketing or sales
- Strong communication skills (phone, email and in person)
- Proficiency in Microsoft Office; ability to learn new software
- Social media and email marketing experience
- Ability to work independently and meet deadlines
- Financial industry experience preferred
Position Responsibilities:
- Answering the phone calls and greeting clients upon entering the firm
- Calling and scheduling with prospects
- Consistent follow-up with prospects
- Schedule and confirm appointments with prospects and clients
- Maintain marketing material and inventory
- Update CRM with appointment and conversation details
- Excellent communication; verbal and written
- Proven ability to work independently and complete assigned tasks on schedule
- Work independently and proactively to meet personal business goals
- Assist team with administrative tasks, as needed
- Perform other duties and projects assigned
- Attend seminars, client events and networking venues
Salary:
- TBD
Benefits:
- 401k
- Vacation time
- Health Insurance
Hours:
- Monday-Thursday: 8:00 am -5:00 pm
- Friday: 8:00 am – 2:00 pm
- Some seminar attendance
Presented by Advisor Employee Services Thank you for your interest in the Marketing & Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!