Marketing & Events Manager - Loveland, CO

Advisor Talent Solutions; Loveland (CO); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Medical insurance

Vision insurance

Paid Time Off

Summer hours

Continuous learning and development

Job summary

Layman Lewis Financial Group in Loveland, CO seeks a Marketing & Events Manager to drive marketing strategy and event execution. You will coordinate seminars, client gatherings, and VIP experiences, while nurturing prospects and scheduling consultations with financial advisors.

The ideal candidate has 3+ years in marketing and sales, strong event logistics experience, and excellent phone and relationship-building skills. This role is on-site in Loveland with growth opportunities.

Qualifications

• 3+ years of marketing and sales experience.
• Experience supporting marketing events or campaign logistics.
• Proven ability to build trust and develop lasting client relationships.
• Outstanding phone skills and a confident, friendly manner with clients.
• High energy, creativity, and the ability to work at a fast pace.

Responsibilities

• Plan and execute seminars, client appreciation events, and VIP experiences from venue selection to follow-up and onsite greeting.
• Serve as a trusted first contact for new prospects with warmth and professionalism.
• Connect with prospects by phone and other channels (no cold calling) to nurture leads.
• Schedule qualified prospects for consultations with financial advisors.
• Confirm upcoming appointments to maximize show rates and CRM accuracy.
• Maintain complete records of calls, notes, and appointments in the CRM.
• Build rapport with prospects and clearly explain the value of meeting with our advisors.
• Meet or exceed daily and weekly call and appointment targets.

Skills

Marketing experience

Sales experience

Event logistics

Phone skills

Lead nurturing

Tools

CRM software

Job description

Position:Marketing & Events Manager - Loveland, CO

Location: Loveland, CO

Remote Status: On-Site

Job Id:4046

# of Openings:1

Position: Marketing & Events Manager

Firm: Layman Lewis Financial Group

Location: Loveland, CO

Overview:

At Layman Lewis Financial Group, we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence.

As our firm continues to grow, we are seeking a Marketing & Events Manager. The ideal candidate excels at strategy, executing, and optimizing campaigns to increase engagement, generate quality leads, and foster qualified opportunities. You’ll coordinate all aspects of event logistics and business development. An engaging personality and a passion for connecting with people are essential!

What You’ll Do:

• Plan and execute seminars, client appreciation gatherings, and exclusive VIP experiences — from venue selection to follow-up and onsite greeting
• Serve as a trusted first point of contact for new prospects, following up with warmth, professionalism, and curiosity
• Connect with prospects by phone and other channels (no cold calling), nurture leads
• Schedule qualified prospects for consultations with financial advisors
• Confirm upcoming appointments to maximize show rates
• Maintain accurate records of calls, notes, and appointments in our CRM
• Build rapport with prospects and clearly explain the value of meeting with our advisors
• Meet or exceed daily and weekly call and appointment targets

What We’e Looking For:

• 3+ years of marketing and sales experience
• Experience supporting marketing events or campaign logistics
• A proven ability to build trust and develop lasting client relationships
• Outstanding phone skills and a confident, friendly manner speaking with clients
• High degree of creativity, strong work ethic, and the ability to work at a fast pace
• Demonstrates exceptional project management and organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
• High energy, positive attitude, and ability to accept and apply direction

What You’ll Get:

• $55k - $65k/year based on experience
• 401(k) with company match
• Medical insurance
• Vision insurance
• Paid Time Off
• Firm supports continuous learning and development
• Summer hours

Schedule:

• In office: Monday – Friday, 9am-5pm
• Some evenings required for client events

Presented by Advisor Talent Solutions

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.