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Job Description

Insight Global is seeking a Financial Marketing Assistant for a part time remote job opportunity to support a Financial Advisor client. This resource will be pivotal in driving teams growth and success by creating and executing marketing initiatives. This position will support business development, strengthen relationships with centers of influence and alliance partners. Youll need to have experience in an affiliate or sales type of marketing to enable sales and foster client engagement. Self-starter and creative mind will be necessary for this role. Youll work closely with team members to identify and build relationships with COIs including CPAs, estate attorneys, and other professional partners. Youll be responsible for managing a custom website and drive SEO/SEM and brand awareness in target markets. Leveraging platforms like FMG/Marketing Suite and Hearsay Social will be required to drive marketing campaigns influencing, email direct mail and social media.

Key Responsibilities

Pipeline Management & Tracking

Develop workflows and automation within the CRM (Salesforce) to enhance efficiency in lead nurturing and pipeline management through CRM optimization.
Establish and maintain a system to track leads, manage the sales pipeline, and report progress toward team goals.
Develop and implement strategies for lead generation and nurturing, ensuring consistent growth in potential client opportunities. Facilitate and promote joint work opportunities, based on sales pipeline and implement cross-sale strategies to maximize team success using tools like Mining Diamonds, etc.
Cross-Sale Strategy: Identify opportunities for internal collaboration to maximize client value and team synergy.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills And Requirements

3-5 years of marketing experience for financial services industry
Bachelors Degree in Marketing or Business
Experience with Salesforce CRM
FMG/Marketing Suite and/or Hearsay Social experience
Familiar with lead generation (LinkedIn, campaigns, program mailers, etc) -Experience supporting a financial advisor client
Familiar working with CPAs, estate attorneys, CPA firms, P&C firms null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

If you have questions about this posting, please contact [email protected]

Part Time Marketing Assistant (Remote)