Marketing Consultant - Financial Services (North Texas / Oklahoma Region)
About The Position
Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You’ll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships. In this role you will be responsible for: Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their books of business. Implement multi-channel marketing programs, maximizing social media, email campaigns and traditional marketing. Support client retention efforts by enhancing engagement strategies and maintaining strong relationships. Plan and coordinate events to support marketing initiatives. Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives. Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Requirements
- High school diploma or equivalent experience.
- Ability to translate marketing concepts into actionable plans and tools.
- Strong communication and interpersonal skills.
- Proactive and highly organized with the ability to prioritize assignments and adapt to changing priorities.
- Proficient knowledge of Microsoft Office Suite.
Nice To Haves
- College degree or previous experience in marketing or related field.
- Experience with Salesforce and/or other CRM platforms.
- Exposure to, or experience with, social media platforms.
Responsibilities
- Promoting and implementing marketing programs and tools with all financial advisors in the region.
- Work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their books of business.
- Implement multi-channel marketing programs, maximizing social media, email campaigns and traditional marketing.
- Support client retention efforts by enhancing engagement strategies and maintaining strong relationships.
- Plan and coordinate events to support marketing initiatives.
- Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives.
- Ensuring marketing programs align with industry regulations and compliance measures and align with brand standards.
Benefits
- Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
- Pension Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
