Marketing & Client Engagement Coordinator - Greenville, SC

Advisor Talent Solutions; Greenville (SC); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

401(k) with match

PTO

Job summary

Common Sense Retirement Planning in Greenville, SC is seeking a Marketing & Client Engagement Coordinator to drive outreach, nurture relationships, and coordinate events for prospective clients. The role blends prospect engagement with marketing execution; requires 2+ years in marketing, strong communication, and comfort with CRM tools like Redtail.

Salary range is $50k–$60k per year with a quarterly bonus potential, plus health insurance, 401(k) match, and PTO; in-office schedule with

Qualifications

• Bachelor’s degree preferred, but not required.
• 2+ years in marketing, customer engagement, event coordination, inside sales or related field.
• Skilled at building trust-based client relationships with personalized service.
• Proficient across Microsoft Office, Snappy Kraken and Redtail.
• Excellent written and verbal communication.
• Collaborative team player with strong organizational skills.
• Detail-oriented and accurate with tasks.
• Self-starter who works well independently.
• Demonstrates integrity handling confidential financial information.

Responsibilities

• Connect with prospective clients by phone, including outbound calls, follow-ups, inquiries, and scheduling.
• Turn seminar and marketing interest into conversations and appointments with the advisory team.
• Plan and coordinate prospect and client events, including venues, registrations, and follow-ups.
• Attend events and create a welcoming, professional guest experience.
• Schedule appointments with interested prospects at events and via follow-ups.
• Maintain prospect data, lead activity, and follow-up in CRM (Redtail).
• Manage prospect and client email lists and campaigns.
• Submit marketing materials for compliance and manage approvals.
• Help grow the prospect database and marketing efforts.

Skills

Marketing experience

Client engagement

Event coordination

Inside sales/appointment setting

Strong communication

CRM proficiency

Education

Bachelor’s degree (preferred)

Tools

Microsoft Office Suite

Snappy Kraken

Redtail

Job description

Position: Marketing & Client Engagement Coordinator

Firm: Common Sense Retirement Planning

Location: Greenville, SC

Overview

A faith-based retirement planning and wealth management firm located in Greenville, SC is dedicated to helping individuals and families achieve their ideal retirement. We are adding a Marketing & Client Engagement Coordinator to the team! This is a hands-on marketing position combining prospect engagement, event coordination, and marketing execution.

You’ll thrive in this position if you’re naturally outgoing, curious about others, and confident in starting conversations! You will regularly make outbound calls to people who have expressed varying levels of interest in our firm. This position focuses on developing relationships with prospective clients and guiding them through the decision-making process, rather than engaging in high-pressure sales.

What You’ll Do

• Connect with prospective clients by phone, including making outbound calls, following up with leads, answering inbound inquiries, and scheduling appointments.
• Help turn interest from our seminars and other marketing efforts into conversations and appointments with our advisory team.
• Help plan and coordinate prospect and client events, including venues, registrations, attendance confirmations, event materials, and follow-up.
• Attend events and help create a welcoming, professional experience for our guests.
• Schedule appointments with interested prospects at events and through follow-up calls.
• Maintain accurate prospect information, lead activity, and follow-up in our CRM (Redtail)
• Manage and maintain prospect and client email lists.
• Assist with email campaigns, social media, lead tracking, and other marketing initiatives.
• Submit marketing materials for compliance review and help manage them through the approval process.
• Help us continually grow and improve our prospect database and marketing efforts.

What We’re Looking For

• Bachelor’s degree preferred, but not required
• 2+ years of experience in marketing, customer engagement, event coordination, inside sales, appointment setting or related field
• Skilled in building strong, trust-based relationships with clients and prospects by providing attentive, personalized service and guidance
• Demonstrates strong proficiency and confidence working across various platforms and operating system including Microsoft Office Suite, Snappy Kraken, and Redtail
• Excellent communication; written and verbal
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get

Pay & Perks

• Salary $50k- $60k/year based on experience + quarterly bonus potential
• Health Insurance after 30 days
• 401(k) with match after 90 days
• PTO after 90 days

Schedule

• In office: Monday – Thursday 8:00am-5:30pm and Friday’s 8am-noon
• Occasional evenings required for client events

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com