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Marketing Associate

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Clear Creek Advisors

2021-12-03 07:36:36

Job location Aurora, Colorado, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Marketing Associate

Advance Your Career and Truly Make a Difference. An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company.

Description:

Position Summary: Retirement Planning firm in Denver, CO is seeking a full-time, Marketing Associate. Candidate must exhibit exceptional time management skills, a proven record of getting prospects/client engaged over the phone, accept direction, be customer service oriented and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.

Position Overview:


The primary responsibility of this position is to assist with the Marketing and engage the prospects from one of the many company marketing funnels which could include informational workshop/seminar, radio ad, TV ad, website, etc. This position will depend heavily upon a positive attitude, solid work ethic and the ability to build upon relationships over the phone.

A brief summary of the tasks is below:

  • Answering the phones and greeting clients upon entering the firm
  • Consistent follow-up with prospects
  • Help with all Marketing ideas and initiatives
  • Keep CRM updated with prospect/client interaction
  • Work independently and proactively to meet personal business goals
  • Assist team with administrative tasks
  • Perform other duties and projects as assigned

Presented by Advisor Employee Services

Thank you for your interest in the Marketing Associate position. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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!

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