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Marketing Coordinator

Company: Crown Haven Wealth Advisors
Location: Noblesville
Posted on: April 8, 2019

Job Description:

The purpose of this position is to consistently fill the Producer's schedule with qualified appointments. This is achieved by implementing various pre-determined marketing strategies, such as appointment setting, event coordination, seminar management, administration of client concierge program, consistent prospect/client mailing such as monthly newsletters and weekly emails, calendar management, prospect follow-up and tracking the effectiveness of each marketing strategy.

The compensation for this position will be determinant on the effort of the person who occupies the position. Those in this role currently make anywhere from $65,000 - $85,000 annually after bonuses with the ability to grow within the organization.

Responsibilities:
Daily:
--- Set appointments and fill revenue days (Tuesdays, Wednesdays, Thursdays, Fridays) with appointments
--- Call, schedule and follow-up with prospects from seminars and events
--- Record notes from every client conversation in the data base and CRM
--- Mail First Appointment letter upon scheduling of appointment
--- Call qualified concierge clients to "check in" and build relationships
--- Call and schedule qualified clients for annual review meetings
--- Mail confirmation letter upon scheduling of review meeting
--- Input prospects and keep database/CRM program up-to-date
--- Track client referrals
--- Email producer status at the end of the day

Weekly:
--- Prepare, plan, schedule, participate and follow up on client events and seminars
--- Manage and prepare weekly email campaign to clients and prospects
--- Assist with the implementation and follow through on new marketing ideas
--- Review marketing focus with team during staff meeting
--- Assist producer with tracking A+ prospects

Monthly:
--- Manage and record all RSVPS to upcoming events and Seminars
--- Call all event attendees upon receipt of attendance, the day before the event and the day after the event
--- Manage client touch marketing system (drip emails)
--- Create monthly accountability report illustrating number of contacts made, appointments set, and appointments kept

Quarterly:
--- Review Client categories within database tom ensure correct categories are assigned to each client
--- Discuss and review previous quarter's marketing strategies and success
--- Discuss and review upcoming quarter's marketing strategies and implementation timeline

As needed:
--- Act as back-up to Office Manager/Front Desk Receptionist during lunch hour, vacation, and sick days$24,000 base + Quarterly Bonuses, Annual Incentives, and Benefits Package

Compensation:

Qualifications:
Minimum Requirements:
--- Associates degree or higher
--- Able to pass a background check
--- Ability to learn new software quickly
--- Past experience in marketing a company to the public
--- Industry knowledge
--- Strong interpersonal communications skills

Knowledge, Skills, and Abilities:
--- Ability to motivate prospects to set appointments
--- Past experience managing large projects or events
--- Ability to prioritize projects and manage time
--- Attention to detail and accuracy
--- Results driven
--- Consistent follow-through
--- Excellent communication skills both written and oral
--- Demonstrates persistence to achieve quality
--- Proficient phone skills
--- Strong command of the English language and grammar rules
--- Experience working in a fast-paced environment
--- Working knowledge of computers and software
--- Ability to multitask

Personal Skills:
--- Desire to build relationships with people
--- Pleasant disposition
--- Highly organized

About Company:
Crown Haven Wealth Advisors is an independent, holistic, and fiduciary wealth advisory firm. Crown Haven is a self-sufficient and performance based organization built on trust, values and non-negotiable standards of conduct.

Our Mission is to ensure our clients worry less about their money, and more about their life. Our Vision is to be the last wealth advisor that our clients ever need.

Our Core Values are:

Do what you sayBe YourselfBe passionateKeep it simpleHave FunEffort does NOT equal resultsOur Non-Negotiables are:

Be on time, don't just show up at 9:00, you're working at 9:00.Come prepared to meetings, if there is no agenda, there is no meeting.48 hour rule for conflict resolutionKnow our mission and visionDirection/Communication/Accountability24 hour follow ups with clientsDocument EVERYTHING in CRMCommunicate complaints, don't let them festerGive 100% all the time

Keywords: Crown Haven Wealth Advisors, Noblesville , Marketing Coordinator, Advertising , Noblesville, Indiana

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