Marketing and Appointment Coordinator at Williams Financial Group in Kansas City, Missouri

Posted in Other 6 days ago.

Type: full-time

Job Description:

Marketing and Appointment Coordinator

Are you a motivated sales-minded individual with a passion for marketing and a genuine interest in communicating with sales prospects daily? Williams Financial Group located in Kansas City, MO is seeking a strong team player for the role of Marketing and Appointment Coordinator whose job is to help with the overall marketing strategies and set appointments for our financial professionals. A sharp phone presence with excellent listening skills, and the ability to manage multiple tasks at one time is required to be successful in this role. We are looking for a go-getter who is willing to learn and grow with our firm!

Minimum Requirements:
  • Financial Industry knowledge/experience strong preferred
  • Previous experience in a relatable appointment setting or sales role
  • Experience with MS Office and the ability to learn new software quickly

This position requires that you possess the following skills:
  • Excellent communication skills
  • Strong organization skills
  • Ability to engage prospects and clients
  • Attention to detail and accuracy
  • Consistent follow-through
  • Strong verbal and written communication skills

  • Ensure marketing strategies are reaching our target audience for each direct marketing campaign
  • Manage social media accounts
  • Event planning
  • Attend seminars and workshops
  • Calling and scheduling with prospects
  • Consistent follow-up with prospects
  • Attend and participate in weekly staff meetings
  • Create monthly accountability report
  • Accurate entry of data into CRM system from prospecting and marketing efforts




Monday-Friday, 8:30am-5:00pm

Presented by Advisor Employee Services Thank you for your interest in the Marketing and Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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