Marketing Coordinator Kansas City, MO

Position: Marketing Coordinator

Firm: Diversified Solutions

Location: Kansas City MO

Overview:

Diversified Solutions a leading firm in the financial services industry based in Kansas City MO is seeking a motivated and creative Marketing Coordinator to join our dynamic this key role youll lead the execution of our marketing branding and client experience efforts. We are looking for someone who is organized comfortable with technology and professional when communicating with prospects and clients.

What Youll Do:

• Plan and execute client events educational workshops and seminars
• Develop and implement engaging and innovative content for firms website email campaigns newsletters and social media platforms (Facebook LinkedIn and Google)
• Manage marketing campaigns that drive engagement and growth
• Create and maintain all marketing materials including brochures handouts signage presentations and digital assets
• Monitor the performance of all lead funnels to gauge performance and ROI and make recommendations on how to improve marketing programs
• Contact prospective clients from marketing campaigns and lead database
• Schedule qualified prospects for consultations with financial advisors
• Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
• Follow up withTV seminar and digital leadsin a timely manner
• Coordinate vendors venues timelines and logistics

What Were Looking For:

• 2 years experience in a marketing role
• Demonstrates strong proficiency and confidence working with technology platformsespecially Microsoft Office CRM (Redtail) Canva Snappy Kraken and ChatGPT
• Strong ability to execute online and offline marketing campaigns and a sharp eye for detail
• 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
• Skilled in building strong trust-based relationships with clients
• Comfortable making outbound calls
• Collaborative team player and independent self-starter
• High energy positive attitude and ability to accept and apply direction

Bonus Points:

• Previous experience in the financial industry is a plus!

What Youll Get:

Pay & Perks:

• $51k - $65k/year based on experience bonus potential
• PTO
• Sick leave
• Health insurance (50% employer paid)
• Dental insurance
• Vision insurance
• Telemedicine
• Pet insurance
• Long term disability (100% employer paid)
• Life insurance
• Disability and accident insurance
• Traditional and Roth 401(k) with 3% employer match

Schedule:

• In office: Monday Friday 8:30am 5:00pm
• Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

IC