Offer summary

Qualifications:

Previous experience in customer service or marketing roles., Strong communication and interpersonal skills., Proficiency with business tools like Microsoft Word, Excel, PowerPoint, or ability to learn them., Basic understanding of financial products and services..

Key responsibilities:

Coordinate and plan practice-led events.

Manage the practice's overall marketing strategy.

Attend client events and handle follow-up activities.

Oversee social media and update CRM systems.

Job description

Summary

Apex Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Apex Financial Group help our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:

The Marketing Specialist position is responsible for coordinating overall marketing strategy with the practice. The Marketing Specialist reports to and is employed by Psalm 121 LLC./Apex Financial Advisors.

This position is part-time (up to 29 hours a week). Must reside in the Neenah, Appleton, or Oshkosh areas to be able to attend events hosted by the team. Can work remotely only if have dedicated private office space or will work out of the Appleton office. Compensation is $17/hr. Benefits provided after a 60 day probationary period are: 401 k with 3% nonelective and PTO.

Job Description

Position Roles/Responsibilities/Accountabilities

Plan and coordinate practice led events

Coordinate overall marketing strategy for the practice

Attend all client events greeting clients as they arrive

Track RSVPs prior and manage all event follow up

Oversee all practice social media

Interface with contacts to coordinate meetings, mailings, and other communications

Update CRM with client contact and preference information

Update CRM systems as needed

Answer all incoming calls and disperse them and any messages appropriately

Maintain internal mailing lists, birthday card lists, and monthly calling lists
Support the lead advisor with variety of functions and tasks

Other duties as assigned

Position Qualifications

Previous experience in customer service or marketing role

Strong communication and interpersonal skills

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn

Basic understanding of our products, services, and Thrivent Financial

Competencies

Planning/Organizing

Client Focus

Communication

Interpersonal Skills

Teamwork and Collaboration

Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the Apex Financial Group

Must be able to represent the organization in work with external clients

Must be able to cultivate and maintain relationships with outside organizations

Compliance and Regulatory
As part of Apex Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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