Campbell & Company, Wealth Advisors & CPAs 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, CPA and CFO services for individuals and businesses. Putting client needs first is deeply rooted in our culture and at the core of everything we do.
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 financial advisor. The ideal candidate will have experience calling leads and setting appointments for financial advisors. You will be managing the client events, TV, radio, social media, podcasting and marketing functions for the firm in Citrus, Pasco, and Hernando counties.
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
· Create and implement all TV and Radio presentations
· Coordinate client appreciation functions and marketing programs
· Prepare materials for local client events and seminars
· Responsible for social media campaigns using Twitter, Facebook, LinkedIn and eBlasts
· Manage the newsletter program
· Maintain the website, create content that drives new business & report on domain analytics
· Provide ROI reports that demonstrate the success of marketing initiatives
· Assist the team with marketing projects, as needed.
Knowledge, Skills & Abilities Required
· 3 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 TV and radio 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 analytical and 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
