Description

Summary

Thomas Brooke is an independent financial advisor of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Thomas helps clients analyze their current situation, develops in-depth financial programs, and helps 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 Thomas Brooke.

This is a 1099 position working 10-15 hours a week. Compensation is $20/hr. Must reside in the Quad Cities to be considered as you will need to be local to complete the necessary job tasks.

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

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
Relationship building

Interpersonal Skills

Teamwork and Collaboration

Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the <<insert team, practice, or FR name>>

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 Thomas Brooke'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.