Marketing ManagerThis is an exciting opportunity for someone who is a self-starter with a creative marketing mindset and the drive to succeed and impress. This person should be intelligent, have excellent English and organization skills, be detail oriented and possess some technical savvy. It would be useful if they have industry knowledge, are familiar with Goldmine (database system), Adobe Illustrator, taking & posting videos, and Excel.
Work Description for Marketing Associate for Financial Company
Date: Jan. 13, 2012
Main Functions:
Working in our Thornhill location the Marketing Associate will support the work of the owners, advisors and team.
Reports to:
Owners, Team Leader
Duties:
Marketing Associate performs the following duties:
PRIORITIES DESCRIPTION
NEW IDEAS Keep our company current and noticed. Bring in ideas to discuss with team. Run with marketing.
WEBSITE & MEDIA Update Weekly. Use marketing skills to get the best WOW factor on our site. . Work with Head Office to make sure our changes are made in a timely fashion. Makes arrangements for pictures to be updated when necessary. Use Linked in to generate prospects. Keep Accretive Advisor updated.
PUBLIC SEMINAR PLANNING & EXECUTION Need PowerPoint skills. Book venue. Let them know number of people attending. Prepare PowerPoint presentation. Prepare flyer, request Geopost mailing route, prepare handouts, registration list, and order necessary supplies i.e. pens, checklists, newsletters. Track all costs, retrieve calls from our call line, and update call line recording when new seminar material has been distributed. Expected to attend seminars, carry projector, easel, laptop, handouts, extension cord, timer, markers, name tags etc. to venue and bring back after seminar. Scan all checklists. Day of seminar: Prepare name tags. Run off 2 months of calendar for all 3 advisors in case people want to book at seminar. Set up for advisor at venue.
Add names to our Pipeline if they attended but didnt book a meeting.
CLIENT SEMINAR PLANNING & EXECUTION Plan event, prepare invitations, co-ordinate client arrivals (last event we used a limo service), prepare name tags, arrange take away gift. Track who was invited, who attended. Track costs for marketing budget.
NEWSLETTER Quarterly (was monthly). We supply articles that have to be inserted into our Newsletter template. We always have an insurance reminder on the Newsletter and it is a Blast Email. This is also sent to clients, husband and wives, who both want a copy of any correspondence we have sent and to our Pipeline prospects. Need skills for web-based templates.
MARKETING PROJECTS Our prospect package, brochure, Dashboard project, fund x-rays always need updating and refining.
CONFIRMS Two weeks before meetings we send out an email or letter reminder to clients about their upcoming meeting. This includes an agenda for them to itemize and prioritize their questions for the meeting. We also send out a link to a Finametrica website to do an online survey if they have not completed that already. We do not send to to be confirmed clients and there are special rules around Hand Off clients who are changing advisors.
VIDEOS We have videos that we need posted on our website. Should be familiar with taking videos and using them for marketing.
BIRTHDAY CARDS AND PENS Our top 3 levels of clients receive a birthday card and pen. Cards need to be created and printed (off site) and our personalized pens need to be ordered before we run out of them. Need design skills.
TELEPHONE DUTIES Expected to answer share of incoming calls.
CHRISTMAS We have always sent out a Christmas Card to most of our client base + send out a present to our top clients .
MARKETING MAILINGS Responsible for ordering stamps , envelopes, business cards and marketing material for campaigns and everyday use.
MARKETING APPROVALS Submit and track marketing to Head Office.
Working Conditions:
Marketing Associate is expected to work 8:30 to 5:00 Monday thru Friday longer if there is a deadline or project.
Frequently assigned to changing priorities.
Expected to attend all seminars including evening (2 x monthly) and Saturday (1) seminars.
Employment Requirements:
Proficient spoken and written English skills
Minimum: University Education
3 years of experience
Punctual, meticulous and reliable
Strong social skills
Compensation:
Dependent upon skills and experience: Package of $40,000 +
Bonus Schedule in place based on performance and revenue
Match your RRSP
Unusually generous Holiday Package
This is a fast paced, busy environment where the team functions independently yet share goals and visions for the companys success. We are a happy and committed team who are looking for someone to take charge of this important department. This is how we will build our credibility and our presence as financial experts.
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