Job Description

We are seeking motivated individuals with strong communication and customer service skills to join our team as Financial Services Consultants. This entry-level position has the potential for growth in management and leadership roles. No prior experience is required, as we offer comprehensive training.

$75,000 At Plan Commission

• Collaborate with creative team members on marketing campaign and promotional materials and other company collateral
• Manage data sets required for e-marketing efforts, including tracking marketing campaigns, managing our subscriber lists and other necessary information within CRM systems
• Inform supervisors of timely industry trends in the marketing field for consideration
• Optimize strategy via A/B testing and reporting on content campaigns, digital sponsorships, media buys, speaking engagements, and more to maintain a favorable cost-per-lead ratio while driving MQLs
• Coordinate all marketing strategies and campaigns; interfacing with vendors, insurance agents, marketing team members, and sales

• 1-2 years of experience working as an entry-level marketer, digital marketing specialist, B2B communicator, life insurance specialist, or similar insurance industry role preferred
• Demonstrated success navigating CRM, analytics, and marketing automation tools
• Must have a Bachelor’s degree in marketing, communications, advertising or other related field
• Microsoft Office proficiency in Word and Excel and solid computer skills are required
• Project management, analytics, verbal/written communication skills, and superb organization experience is a must

We are a developing team of financial agents hoping to help one another and help clients across the United States. We specialize in assisting people to save for and protect their future while ensuring they understand what goes into financial plans so they have control over their life goals.

If you are someone who enjoys being able to help others and finds satisfaction in connecting with, educating, and putting together plans for people, this is the team for you.

If you would like more information, contact us today!

Compensation details: 75000-75000 Yearly Salary

PIa25401167116-30492-37091423

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