Networth Advisors · 1 day ago
Marketing & Appointment Coordinator
Canonsburg, PA
Full-time
Onsite
Entry, Mid Level
2+ years expNetworth Advisors is a financial services company seeking a Marketing & Appointment Coordinator to help grow their sales pipeline. The role involves creating and executing marketing strategies, managing campaigns, and scheduling appointments to drive engagement and convert leads.
AdviceFinanceFinancial ServicesWealth Management
Responsibilities
Answering the phone calls and greeting clients upon entering the firm
Calling and scheduling with prospects
Consistent follow-up with prospects
Schedule and confirm appointments with prospects and client
Maintain marketing material and inventory
Update CRM with appointment and conversation details
Excellent communication; verbal and written
Proven ability to work independently and complete assigned tasks on schedule
Work independently and proactively to meet personal business goals
Assist team with administrative tasks, as needed
Perform other duties and projects assigned
Attend seminars, client events and networking venues
Qualification
Required
2-3+ years' of experience in marketing or sales
Strong communication skills (phone, email and in person)
Proficiency in Microsoft Office; ability to learn new software
Social media and email marketing experience
Ability to work independently and meet deadlines
Preferred
Financial industry experience preferred
Benefits
401k
Vacation Time
Health Insurance
Company
Networth Advisors
Networth Advisors is a financial service company that provides financial planning and wealth management services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase