- Bachelor's or Associates degree required.
- Minimum 3 years of marketing and social media experience.
- Experience in the financial services industry preferred (not required).
- Willingness to learn the fundamentals of the Investment Industry, Securities, and Insurance.
- Ability to work independently and in a team environment
- Experience interacting with clients in a professional manner, be it in person, on the phone, or over email.
- Proficiency with Microsoft Outlook, Adobe, Canva, and CRM software.
- Serve as the first point of contact for the company and greet clients that come into the office.
- Answer multi-line phone with a friendly and professional tone, directing callers to the appropriate personnel.
- Excellent calendar management skills.
- Schedule and prepare documents for client review meetings.
- Handle all incoming and outgoing mail.
- Maintain an organized and efficient filling system.
- Provide outstanding client service while demonstrating excellent problem-solving skills.
- Practice active listening and rapport building to gain a thorough understanding of client needs while documenting client meeting conversations into the Client Relationship Management (CRM) platform.
- Occasionally deliver paperwork to clients (mileage covered).
- Ordering and stocking office supplies.
- Assist advisors with other projects as needed.
- Manage/create content for all social media platforms (Facebook, LinkedIn & Instagram).
- Monthly reporting to track progress and trends across social media platforms.
- Manage company website and Google Business Page.
- Assist supervisor with event planning and execution (client appreciation events, seminars, etc.).
- Run monthly mailing/email campaigns.
- Responsible for all advertising/sponsorship opportunities this includes updating ads with current partners and researching new opportunities.
- Ordering and stocking marketing/promotional materials.
- Attend bi-weekly meetings with our marketing partners to ensure we are on track with current goals and discuss new ideas/opportunities to improve/expand our marketing efforts.
- 401k & Profit Sharing
- Health Insurance - BlueCross of Alabama
- Dental & Vision Insurance - BlueCross of Alabama
- PTO / Paid Time Off
- Sick Leave
- Paid Maternity Leave
- Paid Holidays
- and More
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Operations & Marketing Specialist - Mobile, United States - Peters Financial
Description
Company Description
Are you looking for a long-term stable position with excellent opportunities for career growth? Do you have a passion for providing excellent customer service and have exceptional attention to detail? We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management industry
Our independent firm has been in the Investment, Insurance, and Financial Planning business for over 40 years. We value providing the highest level of professionalism and service to our clients while building long-term, meaningful relationships with them. We view our clients as part of our extended family and are looking for someone who shares that same commitment to service to join our team.
Qualifications & Skills
Operational Responsibilities
Marketing Responsibilities
Employee Benefits
Peters Financial values its team members and feels strongly that the best way to take care of your customers and your business is by first taking great care to ensure that your employees have an excellent work environment, generous pay, and great benefits. We strive to find the best people who align with our values and who want to build a lifelong career with Peters Financial and our clients. Below are just some of the benefits we provide our team members:
Integrity & Confidentiality
Working in financial services necessitates exposure to highly sensitive and confidential client financial and personal information. Given the serious nature of the financial services industry, as well as the confidentiality and integrity required, please be advised that anyone applying for this position must pass an extensive background check and drug screening. Professional references will be required and vetted. Protection of sensitive client and company information requires the use of non-disclosure and non-compete agreements. All of the above-mentioned are mandatory requirements of Peters Financial LLC.
