Marketing & Client Engagement Coordinator - Greenville, SC

Advisors Excel, LLC; Wade Hampton (SC); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k) with match after 90 days

Job summary

Common Sense Retirement Planning in Greenville, SC seeks a Marketing & Client Engagement Coordinator. This hands-on role blends prospect engagement, event coordination, and marketing execution to grow relationships with clients and prospective clients.

You’ll make outbound calls, convert seminar interest into conversations, plan events, and maintain accurate CRM data in Redtail while assisting email campaigns and social media efforts.

Qualifications

• Bachelor’s degree preferred, but not required.
• 2+ years in marketing, engagement, events, inside sales, or related field.
• Ability to build trust-based client relationships with personalized service.
• Proficient across platforms including Microsoft Office, Snappy Kraken, and Redtail.
• Strong organizational skills and detail orientation.

Responsibilities

• Make outbound calls to prospective clients and schedule appointments.
• Turn seminar leads into conversations and appointments with the advisory team.
• Plan and coordinate prospect and client events including venues and registrations.
• Attend events and ensure a welcoming, professional guest experience.
• Schedule appointments with prospects from events and follow-ups.
• Maintain accurate prospect data and lead activity in the CRM.
• Manage prospect email lists and assist with email campaigns and social media.
• Submit marketing materials for compliance review and track approvals.
• Grow the prospect database and improve marketing efforts.

Skills

Outbound calls

CRM Redtail

Email campaigns

Event coordination

Marketing strategy

Client engagement

Social media

Microsoft Office

Relationship building

Education

Bachelor's degree preferred

Tools

Snappy Kraken

Redtail CRM

Microsoft Office

Job description

Position:Marketing & Client Engagement Coordinator - Greenville, SC

Location: Greenville, SC

Remote Status: On-Site

Job Id:4058

# of Openings:1

Position: Marketing & Client Engagement Coordinator

Firm: Common Sense Retirement Planning

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
• 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:

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

Schedule:

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