Overview
Client Acquisition/Marketing Specialist Jobs in Los Angeles, CA at Empress Investment Group
Los Angeles-based financial planning firm led by women and focused on women, we are looking for an energetic, outgoing, driven, and persuasive individual who enjoys client interaction. Our ideal new team member will spearhead marketing initiatives, encourage prospects to take action based on our value proposition, and monitor their progress throughout our sales process. We are a team of hard-working, fun, and diverse individuals who value teamwork and an open, communicative culture. We want to make a meaningful difference in the lives of the clients we serve. Empress Investment Group has been ranked in FORBES four years in a row and is eager to find a passionate team player to join our fast-growing firm.
Primary purpose of position is appointment setting/prospect outreach, as well as implementing various marketing strategies such as educational seminars, event coordination, seminar management, and tracking the effectiveness of each marketing strategy and campaign.
Primary and secondary duties include:
Reaching out to prospects in an effort to explain our value proposition, assess compatibility, and schedule meetings with financial advisors when appropriate. This position does not entail cold calling. All prospects/leads are generated from referrals and/or various marketing funnels where prospects have indicated interest and made initial contact.
Organizing marketing events and networking to develop rapport and build relationships with existing clients of the firm and prospects
Implementation and follow thru on new marketing ideas
Managing, organizing, and tracking prospects/clients and marketing efforts through spreadsheets and other software
Assisting social media manager with content creation and posting
Skills, Knowledge, and Abilities:
Ability to motivate prospects to set appointments
Past experience managing projects or events
Ability to prioritize projects and manage time
Attention to detail
Results driven
Consistent follow-through
Resourceful in problem resolution
Excellent communication skills, both written and oral
Demonstrates persistence to achieve quality
Need a strong appreciation of the importance of completing tasks on time and adhering to deadlines
Proficient phone skills and ability to build trust with potential clients
Command of the English language and grammar
Experience working in a fast-paced environment
Minimum Requirements:
Intermediate to advanced knowledge of Excel
Experience in inside or outside sales, telemarking, and customer service
Financial services industry knowledge a plus
Job Type: Full-time
Salary: $60,000 – $75,000 per year DOE
Experience:
Appointment setting/scheduling: 2 years (Required)
Marketing: 1 year (Required)
Sales: 1 year (Preferred)
Event coordination: 1 year (Preferred)
Social Media: 1 year (Preferred)
Location:
Los Angeles, CA (Required)
Work environment:
In person, office space
Communication method(s) used:
Email
Phone
In person
Benefits offered:
Paid time off
Retirement benefits or accounts
Medical, dental, and vision
Job Type: Full-time
Pay: $60,000.00 – $75,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Weekends as needed
Experience:
Appointment scheduling: 2 years (Required)
Marketing: 1 year (Required)
Sales: 1 year (Preferred)
Ability to Relocate:
Los Angeles, CA 90004: Relocate before starting work (Required)
Work Location: In person
Title: Client Acquisition/Marketing Specialist
Company: Empress Investment Group
Location: Los Angeles, CA
