Part Time Marketing Assistant (Remote)

Insight Global is seeking a Financial Marketing Assistant for a part time remote job opportunity to support a Financial Advisor client. This resource will be pivotal in driving teams’ growth and success by creating and executing marketing initiatives. This position will support business development, strengthen relationships with centers of influence and alliance partners. You’ll need to have experience in an affiliate or sales type of marketing to enable sales and foster client engagement. Self-starter and creative mind will be necessary for this role. You’ll work closely with team members to identify and build relationships with COI’s including CPA’s, estate attorney’s, and other professional partners. You’ll be responsible for managing a custom website and drive SEO/SEM and brand awareness in target markets. Leveraging platforms like FMG/Marketing Suite and Hearsay Social will be required to drive marketing campaigns influencing, email direct mail and social media.

Key Responsibilities:
Pipeline Management & Tracking
- Develop workflows and automation within the CRM (Salesforce) to enhance efficiency in lead nurturing and pipeline management through CRM optimization.
- Establish and maintain a system to track leads, manage the sales pipeline, and report progress toward team goals.
- Develop and implement strategies for lead generation and nurturing, ensuring consistent growth in potential client opportunities. Facilitate and promote joint work opportunities, based on sales pipeline and implement cross-sale strategies to maximize team success using tools like Mining Diamonds, etc.
- Cross-Sale Strategy: Identify opportunities for internal collaboration to maximize client value and team synergy.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

-3-5 years of marketing experience for financial services industry
-Bachelor’s Degree in Marketing or Business
-Experience with Salesforce CRM
-FMG/Marketing Suite and/or Hearsay Social experience
-Familiar with lead generation (LinkedIn, campaigns, program mailers, etc)

-Experience supporting a financial advisor client
-Familiar working with CPA’s, estate attorney’s, CPA firms, P&C firms

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.