Job Description

This is a remote position

JOB OVERVIEW

The Marketing Specialist aims to maximize firm revenues and profits through developing marketing strategies that generate a strong and consistent flow of prospective client leads. The primary purpose of this role is to fill the schedules of Liberty Wealth Management advisors with qualified appointments. Success is achieved by implementing various predetermined marketing strategies such as seminars, radio, Marketing On Demand, AnswerConnect, appointment setting, social media, event coordination, management of client concierge program, calendar management, prospect follow-up, and tracking the effectiveness of each marketing strategy.

ROLE REQUIREMENTS:

· Strong writing and communication skills

· Strong knowledge of social media marketing and social media savvy

· Ability to motivate prospects and set appointments

· Past experience managing large projects or events

· Ability to prioritize projects and manage time

· Attention to detail and accuracy

· Results driven

· Consistent follow-through

· Demonstrates persistence to achieve quality

· Need a strong appreciation of the importance of completing tasks on deadline

· Proficient phone skills

· Experience working in a fast-paced environment

· Working knowledge of computers and software

· Ability to multi-task

BASIC RESPONSIBILITIES

· Implement marketing and advertising campaigns by assembling and analyzing sales forecasts, preparing marketing and advertising strategies, plans and objectives, planning and organizing promotional presentations and content planning and updating advisor calendars. Collect and analyze data to determine marketing content and campaigns.

· Tracks product line sales and costs by analyzing and entering sales, expense, and new business data.

· Manage workshop and webinars scheduling, marketing, and follow-up process in an effort to maximize the appointments booked to advisor calendars.

· Establish and maintain workshop and webinar marketing and touchpoint processes.

· Prepares marketing reports by collecting, analyzing, and summarizing sales data.

· Keeps promotional materials ready by coordinating requirements with graphics department, inventorying stock, placing orders, and verifying receipt.

· Supports sales staff by providing sales data, market trends, forecasts, account analyses, new product information, and relaying customer services requests.

· Meet weekly with Voicify representative to handle our account and add new podcast, and content to listeners.

· Proficient in social media, creating a variety of content on various social media platforms such as Facebook, Twitter, Instagram and LinkedIn. Grows followers and increases impressions on social media posts. Overall creative initiative with social medial posts. Understands copywriting laws and compliance issues.

· Proficient in handle marketing strategies using video content, such as YouTube strategies, video optimization and increase the sharing of videos.

· Researches competitive products by identifying and evaluating product characteristics, market share, pricing, and advertising; maintain research databases.

· Develop and lead email marketing content and campaigns

· Develop and manage AdWords strategy, vendor oversight and the website and landing page

· Monitors budgets by comparing and analyzing actual results with plans and forecasts.

· Updates job knowledge by participating in educational opportunities and staying up to date on trade publications.

· Accomplishes organizational goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

· Prepare weekly, monthly, and quarterly marketing reports at the direction of the CEO.

· Establish and manage Drip marketing process and campaigns to engage old leads and prospects who do not complete the sales process.

· Manage radio show lead input and tracking process.

· Provide regular Marketing updates at Monday staff meetings.

· Develop ongoing client communication and touch program delivering regular, value-added content to clients.

· Act as backup to office manager during lunch hour and PTO.

COMPLIANCE

· Absolute commitment to adhere to rules and regulations as stated and required by Liberty Group.

PHYSICAL REQUIREMENTS:

The employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, or crouch. Vision abilities required by this job include close vision. Requires face-to-face discussions with individuals and teams, opportunity to make decisions without supervision, mistakes are not easily correctable and have serious consequences that impact the results of co-workers, customers or the company. Requires being exact or highly accurate, meeting strict deadlines, and working with others in a group or team. Includes exposure to sounds and noise levels that are distracting. Requires working indoors in environmentally controlled conditions.

LIBERTY WEALTH MANAGEMENT IS AN EQUAL OPPORTUNITY EMPLOYER. WE CELEBRATE DIVERSITY AND ARE COMMITTED TO CREATING AN INCLUSIVE ENVIRONMENT FOR ALL EMPLOYEES

Company Description

Established in 1999, Liberty Wealth Management is a fee-based investment management and financial planning firm. It provides portfolio and asset management services to individuals, pensions, profit sharing plans, and charitable organizations. Client interactions follow a five-step retirement planning process and the firm offers integrated financial, tax, and estate planning services. The firm is also a licensed insurance brokerage/agency. We have two locations, Irvine and Oakland.