Marketing & Events Manager - Loveland, CO

Advisor Talent Solutions•Loveland, CO

7d•Onsite

About The Position

At Layman Lewis Financial Group, we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence. As our firm continues to grow, we are seeking a Marketing & Events Manager. The ideal candidate excels at strategy, executing, and optimizing campaigns to increase engagement, generate quality leads, and foster qualified opportunities. You’ll coordinate all aspects of event logistics and business development. An engaging personality and a passion for connecting with people are essential!

Requirements

3+ years of marketing and sales experience
Experience supporting marketing events or campaign logistics
A proven ability to build trust and develop lasting client relationships
Outstanding phone skills and a confident, friendly manner speaking with clients
High degree of creativity, strong work ethic, and the ability to work at a fast pace
Demonstrates exceptional project management and organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
High energy, positive attitude, and ability to accept and apply direction

Responsibilities

Plan and execute seminars, client appreciation gatherings, and exclusive VIP experiences — from venue selection to follow-up and onsite greeting
Serve as a trusted first point of contact for new prospects, following up with warmth, professionalism, and curiosity
Connect with prospects by phone and other channels (no cold calling), nurture leads
Schedule qualified prospects for consultations with financial advisors
Confirm upcoming appointments to maximize show rates
Maintain accurate records of calls, notes, and appointments in our CRM
Build rapport with prospects and clearly explain the value of meeting with our advisors
Meet or exceed daily and weekly call and appointment targets