Marketing Consultant - Financial Services (North Texas / Oklahoma Region)

Addison, TX (On-site)

$25/hr – $29/hrMid LevelFull time

Posted 5 months ago

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Job Summary

Lead regional marketing support for financial advisors, driving multi-channel programs while ensuring compliance and brand alignment.

  • Promote and implement regional marketing programs with financial advisors.
  • Must-have: Strong communication and ability to translate concepts into actionable plans.
  • Standout: CRM experience (Salesforce) or social media exposure.

Job Description

Responsibilities

  • Promoting and implementing marketing programs and tools with all financial advisors in the region.
  • You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their books of business.
  • Implement multi-channel marketing programs, maximizing social media, email campaigns and traditional marketing.
  • Support client retention efforts by enhancing engagement strategies and maintaining strong relationships.
  • Plan and coordinate events to support marketing initiatives.
  • Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives.
  • Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards.

Requirements

  • High school diploma or equivalent experience.
  • Ability to translate marketing concepts into actionable plans and tools.
  • Strong communication and interpersonal skills.
  • Proactive and highly organized with the ability to prioritize assignments and adapt to changing priorities.
  • Proficient knowledge of Microsoft Office Suite.

Preferred

  • College degree or previous experience in marketing or related field.
  • Experience with Salesforce and/or other CRM platforms.
  • Exposure to, or experience with, social media platforms.

Benefits

  • Pension Eligible: Yes
  • Time Off Program: Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Principal Financial Group

3.9 Glassdoor

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce. We’re proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments for the 11th consecutive year, an Ethisphere World’s Most Ethical Companies for the 12th time and as Forbes The Best Employers for Diversity 2023. Disclosure: Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Investment advisory services are offered through Principal Global Investors, LLC or its affiliates. Principal Asset ManagementSM is a trade name of Principal Global Investors, LLC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2024 Principal Financial Services, Inc. Principal Financial Group Foundation, Inc. ("Principal® Foundation") is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. ("Principal") operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so. https://www.principal.com/social-media-disclosures

Des Moines, Iowa, USA
24K employees (675 in marketing)
76% recommend to a friend
86% CEO approval

Traffic Signals

Monthly Visitors
4.6M
Monthly Google Ads Budget
$7.8K
Traffic Source Mix
Search
20.8%
Direct
74%
Referral
4.7%
Social
0.2%
Paid
0.2%

Headcount Trend

Current headcount: ~23.8K

Marketing Team

Marketing Team Size
562 (2% of company)
Median Career Experience
20 years
Median Tenure
7.2 years
Marketing Roles Posted (Last 30 Days)
4

Funding

Total Funding
$700M
Last Raise
$700M
Post IPO Debt, 3 years ago

Funding History

  • Mar 2023
    Post IPO Debt • $700M

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