Want to build your career in the financial services industry?  

With over 40 years of knowledge in the financial industry, the Masters Wealth Management Group, led by Gary Mastrodonato, continues to dominate. Gary Mastrodonato hosts a weekly syndicated radio show, Mastering Your Money. His firm specializes in retirement planning, and wealth management through longevity. Serving hundreds of super stars in the local, Eastern North Carolina, community. 

Title: Digital Marketing Associate 

Type: Full Time

Salary: Negotiable Based on Experience 

Experience: 2 - 5 years of Marketing & Customer Service Experience is required

Reports To: Principle of Practice

Want to build your marketing career in the financial services industry?  Masters Wealth is looking for a highly-creative Digital Marketing Associate to join our firm. 

In this role, you’ll be responsible for all aspects of our marketing operations. Delivering world class service to our clients — converting hot prospects, through digital marketing techniques.  You’ll have the opportunity to cultivate and maintain strong relationships with clients throughout Eastern North Carolina. Your central goal is to help grow our brand’s influence through our current clients, gathering referrals, while also increasing brand loyalty and awareness throughout our territory. You excel at working in a fast-paced environment.  

Your duties will include planning, implementing, and monitoring our digital marketing campaigns across all digital networks. Our ideal candidate is someone with experience in marketing, art direction, and social media management. In addition to being an outstanding communicator, you will also demonstrate excellent interpersonal and analytical skills. 

You’ll have between two and five years’ experience serving clients, preferably within the financial services industry, in the fields of managed money and fixed insurance products. You are accustomed to working with insurance carriers and custodians to meet compliance standards.  You understand the financial services language and can navigate through the process with ease.  You are customer focused, administratively sound and computer literate.  You can recommend new processes and can effectively and professionally implement new processes within your department.

**This is a blended role, you will be responsible for Digital Marketing. You will also focus on nurturing prospect/client relationships through one-on-one communications via phone and email, you will also be responsible for maintaining our CRM database, and on boarding clients, and managing their records. 

Duties and Responsibilities include, but not limited to:

• Design and oversee all aspects of our digital marketing department including our marketing database, email, and display advertising campaigns.
• Plan and manage our website and social media platforms.
• Prepare accurate reports on our marketing campaign’s overall performance.
• Coordinate with advertising and media experts to improve marketing results.
• Identify the latest trends and technologies affecting our industry.
• Evaluate important metrics that affect our website traffic, service quotas, and target audience.
• Work with your team to brainstorm new and innovative growth strategies.
• Responsible for supporting the Client Relationship Management (CRM) process within the agency as the first point of contact with the firm.
• Follow up with and nurture prospects.
• Manage the lifecycle of the prospect, and usher prospects through the lifecycle at the MWMG.
• Develop marketing campaigns and email drip campaigns, develop digital marketing plans. Manage newsletters and email campaigns. Manage social media via compliant means; Website on Squarespace, FB, LINKEDIN, YELP / Google Business, Etc. 
• Manage events through planning and execution: seminars, client appreciation events, first Friday socials, community events, etc. 
• Manage our CRM best practice; workflows, systems, etc.
• Handle client inquiries directed to Rep, (received via phone calls, fax, e-mail and office visits), take appropriate course of action (i.e., answer question directly, discuss with rep, prepare documents needed, etc). Review details with rep as FYI.
• Handle existing client-initiated requests and followup; RMD scheduling, quarterly review scheduling, general new business scheduling — develop efficient and effective means to mange these processes.  
• Documenting all client contact in CRM tool, and appropriate files.
• Digital file management.

• Bachelor’s degree in Marketing or relevant field.
• Position requires one to three years experience in an associate role and skills to manage administrative functions; strong communication, writing, and sense of professionalism.  
• Insurance & Financial background is required; specifically in Annuities, Life Insurance and Managed Money
• Must provide stellar customer service to clients and co-workers.  
• In-depth knowledge of various social media platforms, best practices, and website analytics.
• Confident with relevant software applications such as G-Suite, Squarespace, Facebook Ads, CRM, Microsoft Office Suite (including Word, Excel, PowerPoint and Outlook) — and the cloud based equivalents.
• Communicate effectively, both verbally and in writing to agents, clients, and third parties via e-mail and/or phone.
• Prioritize list of outstanding issues to effectively handle urgent matters.
• Ensure adequate follow-up and closure on daily tasks and projects.
• Provide management with prompt, timely, and accurate information and escalate issues when appropriate.
• Handle confidential information in a discrete and professional manner.
• Highly creative with excellent analytical abilities.
• Outstanding communication and interpersonal skills.
• Up-to-date on the latest trends and technologies in digital marketing.
• Self led, self starter, autodidactic, and innovative. 

All your information will be kept confidential according to EEO guidelines.