Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Position Summary
The Marketing Coordinator personally and professionally supports the vision and mission of the Law firm. Overall, you are responsible for providing high-level support while providing the highest standard of service to the client services, sales and outside marketing contractors team.
The primary responsibility of this position is to lead, guide and coordinate all marketing efforts while adhering to the Marketing Standards to ensure the marketing efforts result in specific measurable, tracked results. The Marketing Coordinator is a professional whose main job is concerned with aiding the marketing team. The most important part of the marketing coordinator’s role is that he/she must look after every aspect of the marketing work. A marketing coordinator must work collaterally with other marketing teams and suggest ways and methods that can help the firm achieve targets and give maximum output in a stipulated period. If during analysis, a marketing coordinator finds that the marketing strategies and plans don't have the potential to be converted into a successful marketing campaign, he/she suggests other plans and/or modifies existing plans.
Duties and Responsibilities
10. Execute and analyze the success of marketing campaigns and advertisements.
11. Project Management and accountability of ALL outside marketing vendors, and contractors while reporting weekly to the team the progress and status of all Work in progress.
12. Help manage online marketing campaigns and publish write-ups on blogs and social networking websites.
13. Manage marketing newsletters and use the latest technology to achieve a greater audience.
14. Manage the scoring system for evaluating the quality of our marketing strategies and services.
15. Manage and Implement Firm online review system.
16. Works to identify potential relationships within the geographic area of the firm of professionals targeted.
17. Coordinates all private workshop details, with assistance as needed from the Client Services Coordinator.
18. Reports weekly marketing status during the Weekly Stakeholders/Team Meeting.
Personality Traits:
· Takes Initiative –see what needs to be done and does it, whether it is to learn something new, ask for help, keep people informed, grow the business, or just get the job done without being asked or directed to do so.
· Problem Solver – uses logic and reasoning to recognize a potential problem, come up with unusual or clever ideas about a given topic or situation, vocalize ideas, present, and communicate with “Proposed Solutions”.
· Deadline Driven-Embraces and comfortable working under frequent deadlines and busy schedules.
· Project Management –appreciates goals and plans to prioritize tasks on a project basis ensuring deadlines are met.
· Accountable –thrives on self and team-centric accountability. Takes responsibility for the outcome even if the outcome wasn’t positive. Never coming from a place of shame, or blame.
· Naturally Organized – superb organizational skills in order to manage large amounts of information and desires to help the office stay organized as well.
· Systematic – enjoys tasks that require carefully and methodically thinking through the steps required to perform a function and performs this work consistently every time.
Job Type: Full-time
Pay: $46,111.03 - $54,000.00 per year
Benefits:
Schedule:
Work Location: In person
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