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Marketing & Sales Assistant Needed - CLW

Publication Date: 01 Nov 17

Marketing & Sales Assistant Needed - CLW

2401 West Bay Drive, Suite 410

Largo, Florida 33770


Expanding fast - Looking for a dedicated, expansion-driven
Marketing & Sales Assistant

*Please apply using the URL*

Contact Name: Chantal

Econologics® Financial Advisors (EFA) is a Registered Investment Advisory Firm and insurance agency located in Largo, FL.  We provide comprehensive financial planning services primarily to private practice owners who are located throughout the United States. 

We use a proprietary results-based financial planning® system that allows us to successfully advise clients and assist them with their financial goals and objectives.  We actively perform marketing and PR for our firm to drive clients into EFA for services and coordinate with Econologics Institute, a financial education company, to provide live workshops and audio and visual materials to the public for education and to generate interest in our services.

Our location: 2401 West Bay Drive, Suite 410, Largo, FL 33770

As a Sales & Marketing Assistant, you will be responsible for assisting in the execution of marketing and promotional campaigns using various media channels as designed and directed by the Director of Marketing and Sales. This position is further responsible for assisting the Sales Team to convert leads into clients.  Key to this position is assisting in the management of social media content and posts for Econologics Financial Advisors, performing surveys and make marketing and sales calls as coordinated with the Marketing and Sales Team.
You will also be responsible for establishing and maintaining communication with EFA’s qualified public for the purpose of assisting the Sales Team in converting leads into clients and may also work with EFA’s vendors as needed for this post. 
High School Diploma or Equivalent (Required)
College Degree (Preferred, but not mandatory)
Video & Audio training (Preferred, but not mandatory)
Proficiency operating a computer and navigating the internet
Office administration skills
Excellent skills and abilities in:
Advanced social media administration skills (all channels)
Ability to manage project deadlines and implement marketing campaigns
Multi-tasking and time management
Ability to exercise discretion and independent judgment with respect to post duties
Ability to tolerate a fast-paced environment
Broad knowledge required:
Experience in marketing and must be willing to do continuing education in marketing
Experience with and ability to operate Infusionsoft, including basic data entry functions as well as marketing and sales functions
Experience making out-bound phone calls to leads (not cold-calls)
Marketing and social media experience
Good communication skills.
Advanced computer and internet skills including programs such as Microsoft Word, Excel and PowerPoint, Dropbox, WordPress, Internet navigation and similar activities
Good typing skills
Working with others as a team
Ability to manage and organize workflow to meet targets and deadlines
Manage social media content and posts, including WordPress Blog, YouTube, Vimeo, Facebook, Twitter, Google Plus, LinkedIn, Ezine Articles, Podbean and iTunes, etc.
Upload new, edited and approved video content to YouTube and Vimeo accounts
Posts new articles to WordPress Blog, LinkedIn and Ezine Articles database for dissemination
Posts new, edited and approved audio podcasts to Podbean and iTunes outlets
Assists with creating approved quote meme images and gifs for social media use
Assists with creating a monthly social media delivery campaign for PR and Lead Generation purposes
Posts new content to all social media outlets per the approved campaign calendar
Forwards comments and questions on social media outlets to senior for response
We offer a competitive compensation and benefits package that includes a starting salary range of $23,400 - $29,250 based on experience and skills with potential for additional performance-based bonuses. Benefits include health, dental, vision and life insurance, PTO and an employer-provided retirement plan for qualified employees.

IMPORTANT: Please do not call our office; we do not take applications on the phone. Simply use the link provided below to send your resume and application.

*Please apply using the URL*