Marketing & Client Engagement Coordinator - Greenville, SC

Responsibilities

• Connect with prospective clients by phone, including making outbound calls, following up with leads, answering inbound inquiries, and scheduling appointments.
• Help turn interest from our seminars and other marketing efforts into conversations and appointments with our advisory team.
• Help plan and coordinate prospect and client events, including venues, registrations, attendance confirmations, event materials, and follow-up.
• Attend events and help create a welcoming, professional experience for our guests.
• Schedule appointments with interested prospects at events and through follow-up calls.
• Maintain accurate prospect information, lead activity, and follow-up in our CRM (Redtail)
• Manage and maintain prospect and client email lists.
• Assist with email campaigns, social media, lead tracking, and other marketing initiatives.
• Submit marketing materials for compliance review and help manage them through the approval process.
• Help us continually grow and improve our prospect database and marketing efforts.

Requirements

• Bachelor’s degree preferred, but not required
• 2+ years of experience in marketing, customer engagement, event coordination, inside sales, appointment setting or related field
• Skilled in building strong, trust-based relationships with clients and prospects by providing attentive, personalized service and guidance
• Demonstrates strong proficiency and confidence working across various platforms and operating system including Microsoft Office Suite, Snappy Kraken, and Redtail
• Excellent communication; written and verbal
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Benefits

• Health Insurance after 30 days
• 401(k) with match after 90 days
• PTO after 90 days