Financial Adviser
Defiance, Ohio
Advisory team
Full-time
Marketing Coordinator
Location
Bryan, Ohio
Department
Operations team
Employment Type
Full-time
LS Wealth Management is looking for the best and brightest to join our team. We are an established provider of financial services and retirement planning. Prioritizing the needs of our clients is ingrained in our culture and forms the basis of all we do. Do you have a strong work ethic and excellent customer service skills? Are you skilled at helping people find solutions to their difficulties? Do you have both appointment-setting and marketing experience? Do you possess strong organization and excel skills?
Principle Duties & Responsibilities
- Develop and implement business and marketing plans
- Screen and qualify leads for appointments
- Screen and register prospects for upcoming events and seminars
- Follow up with prospects and set appointments for financial advisors in the office
- Call Prospects to complete follow-up & reminder calls
- Coordinate client appreciation functions, events, and marketing programs
- Prepare materials for local client events and seminars
- Assist the team with marketing projects as needed.
- Tracking and coordinating how to improve events for the future.
- Managing social media posting.
- Social media content writing.
- Maintain brand consistency and expand the brand.
