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Marketing Manager

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Drake & Associates, LLC

2021-12-03 13:58:04

Job location Waukesha, Wisconsin, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Marketing Manager

Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? We are seeking a strong Marketing Manager whose job is to grow a sales pipeline by creating a comprehensive marketing strategy and setting appointments for a top national Financial Advisor in Waukesha, WI.


The successful candidate will be able to demonstrate superb marketing and analytical skills. We are seeking an individual who can plan, execute, and iterate campaigns to drive engagement, quality leads and qualified opportunities. We're looking for a go-getter that is great at asking in-depth questions and getting our prospects engaged!


This individual will execute email marketing, lead nurturing, direct mail, telemarketing, coordinate speaking engagements and other marketing activities in an integrated fashion that results in a larger overall sales funnel of high-quality leads.


Minimum Requirements:

• The desire to work long-term in the financial industry

• 3+ years of experience in a marketing/sales role

• Experience in a fast-paced office setting

• Experience with MS Office and the ability to learn new software quickly


This position requires that you possess the following skills:

• Strong ability to execute online and offline marketing campaigns and sharp eye for detail

• High degree of creativity, strong work ethic and the ability to work at a fast pace

• Very strong Microsoft Word, PowerPoint, Outlook, and Excel skills

• Excellent verbal and written communication skills with a great sense of humor

• Proven ability to work independently and complete assigned tasks on schedule

Position Responsibilities:

• Follow up with attendees of the seminars and client events

• Create the direct marketing strategy - planning marketing and client events

• Ensure strategies are reaching our target audience for each direct marketing campaign and seminars

• Create, execute, and measure all marketing campaigns

• Communicate with CEO on regular basis to ensure direct marketing efforts are delivering required results

• Other duties as assigned

Presented by Advisor Employee Services

Thank you for your interest in the Marketing Manager 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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