Firm: Gregory Financial
Location: Springfield, MO
Overview:
Gregory Financial is looking for a proactive, organized marketing professional who can turn ideas into action. This is not a full-time Marketing Director’s role, and it is not a generic social-media position. The focus is practical execution: keeping recurring campaigns moving, supporting a polished prospect and client experience, and helping us build
The Marketing & Growth Coordinator role is a flexible, very part-time role for a self-starter who can keep good marketing ideas moving and help Gregory Financial stay consistently visible, polished, and connected with clients and prospects.
What You’ll Do:
- Keep a rotating marketing calendar moving: so key services are continually communicated rather than promoted once and forgotten.
- Coordinate recurring campaigns: for retirement planning, long-term-care planning, Medicare, estate planning, fixed-interest and annuity opportunities, and life-insurance/premium-financing strategies.
- Support digital advertising: including Facebook and Instagram campaigns, and coordinate outside resources when specialized ad-buying or production help is needed.
- Use AI tools such as ChatGPT and Claude: to help create marketing copy, client communications, campaign ideas, reusable prompts, and simple repeatable workflows.
- Help create an exceptional prospect and new-client experience: with pre-appointment communications, welcome touches, post-meeting thank-yous, follow‑up reminders, and professional onboarding communication.
- Develop employer and retiree outreach: to help Gregory Financial get in front of employees, retirees, HR departments, and retirement‑age populations at major Springfield‑area employers and similar organizations.
- Support marketing of Gregory Financial's planning approach: across Retirement Income, Investment Planning, Tax Planning, Medicare & Healthcare Planning, and Estate & Legacy Planning.
- Coordinate materials through applicable compliance review: and work with staff to help ensure timely, professional follow‑up.
What We’re Looking For:
- Experience with marketing, digital advertising, email marketing, Canva, AI tools, social media, or financial services is helpful, but expertise in every area is not required
- Self‑motivated and comfortable working autonomously
- Strong writing, communication, organization, and follow‑through skills are important.
- The right person should be comfortable working independently while collaborating regularly with Gregory Financial staff
Growth Path
This role is designed to grow with the firm, with additional opportunities available.
- Approximately 6-10 hours per week
- Flexible schedule with regular collaboration in Springfield
- Approximately $500-$800 per month depending on experience, scope and agreed responsibilities
- Initial 90‑day arrangement with the opportunity to expand responsibilities and compensation if the role produces measurable value
- Gregory Financial covers advertising and campaign expenses separately