Marketing Account Specialist B2B

$50,000 - $55,000/Yr

Tucker Advisors - Littleton, CO

Full-time - Entry Level

Littleton, CO

About the position

The Marketing Account Specialist B2B at Tucker Advisors is a full-time role focused on collaborating with independent financial advisors to enhance their marketing strategies and overall business plans. This position emphasizes client engagement, problem-solving, and the execution of tailored marketing plans without the need for cold calling, as it involves working exclusively with existing clients. The ideal candidate will possess an entrepreneurial mindset and strong communication skills, thriving in a fast-paced, team-oriented environment.

Responsibilities

• Communicate regularly with advisors to understand and anticipate their marketing needs.
• Prepare regularly scheduled advisor meeting agendas, run/facilitate the meetings, and coordinate follow-up actionable items.
• Collaborate with the digital, content, broadcasting, and design departments to facilitate advisor campaigns/projects.
• Offer ongoing suggestions that seek to continuously improve advisors' business.
• Participate and contribute to company initiatives focused on the growth of people, processes, and platforms.

Requirements

• Experience with CRM software.
• Proficiency in Microsoft Office Suite.
• Strong computer skills.
• Background in financial services or account management.
• Understanding of B2B marketing.

Nice-to-haves

• Sales experience in a related field (1 year preferred).
• Experience in account management.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• 401(k) matching
• Life insurance