Marketing Coordinator
Company: The Tranel Financial Group
Location: Libertyville, IL
Industry: Financial Planning, Income Tax preparation, Estate Planning
Job Type: Full Time
Years of Experience:1-2 Years
Education Level: Bachelors Degree
Career Level: Experienced (Non-Manager)
Benefits: Medical, 401K, Paid Time Off (4 weeks after 90 Days)
Wages: Competitive
Background of The Tranel Financial Group
The Tranel Financial Group is a financial planning firm whose broker dealer is Money Concepts Capital Corp, an international independent brokerage firm, and member of FINRA & SIPC. First founded in 1988, The Tranel Financial Group has grown considerably and now successfully manages $200,000,000 in assets and delights more than 2,500 clients. The Tranel Financial Group is known for providing an unsurpassed level of client service and offers clients personalized and impartial investment strategies based on their unique time horizon, financial objectives, risk preferences and tax tolerances. The Tranel Financial Group Advisors are known to be some of the best in the Nation. Roch Tranel, CFP, registered representative and president of The Tranel Financial Group has been named one of the “Top Dog 500 Financial Advisersin the nation by Wealth Manager Magazine. Employees at The Tranel Financial Group help people, “Enjoy a Better Life.We are looking for exceptional people who share a vision of helping our clients, “Enjoy a Better Life.
POSITION SUMMARY:
In the position you will be working directly with a world renowned speaker and marketing consultant and with the President of the company, Roch Tranel. You will gain a tremendous amount of experience as you implement the company’s progressive and innovative marketing plan. This position is for someone with high energy and lots of passion. You will be implementing a marketing plan that will literally transform the financial service industry. Creative thinking and flexibility are keys to success in this position.
DUTIES/RESPONSIBILITIES
Updating and maintaining company website
Coordinating client and community events
Maintaining prospect database in CRM
Coordinating meetings with Executive Team and Sales Staff members
Making sure all marketing materials meet compliance requirement standards
Using Microsoft Office programs and Adobe InDesign on a daily basis, proficiency in these programs is required.
Support sales staff through:
o Effectively researching the financial planning industry
o Work with sales staff to create seminars
o Quantifiably measure marketing/sales progress
o Create a processes for contacting and qualifying leads
o Collect and maintain CRM database for leads and prospects
o Develop unique marketing materials that will effectively attract prospects while branding our organization
o Research advertising in effective media outlets
o Send correspondence to prospects and clients
o Exceptional communication skills and willingness to make calls to prospects and existing clients.
o Execution of printing and mailing marketing pieces
Location: Libertyville, IL
Compensation: Competitive Wages
Principals only. Recruiters, please dont contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
