Marketing & Events Manager - Loveland, CO

What You'll Do: Plan and execute seminars, client appreciation gatherings, and exclusive VIP experiences - from venue selection to follow-up and onsite greetingServe as a trusted first point of contact for new prospects, following up with warmth, professionalism, and curiosityConnect with prospects by phone and other channels (no cold calling), nurture leadsSchedule qualified prospects for consultations with financial advisorsConfirm upcoming appointments to maximize show ratesMaintain accurate records of calls, notes, and appointments in our CRMBuild rapport with prospects and clearly explain the value of meeting with our advisorsMeet or exceed daily and weekly call and appointment targets What We'e Looking For:3+ years of marketing and sales experienceExperience supporting marketing events or campaign logistics A proven ability to build trust and develop lasting client relationshipsOutstanding phone skills and a confident, friendly manner speaking with clientsHigh degree of creativity, strong work ethic, and the ability to work at a fast paceDemonstrates exceptional project management and organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasksHigh energy, positive attitude, and ability to accept and apply direction What You'll Get: Pay & Perks: $55k - $65k/year based on experience 401(k) with company matchMedical insuranceDental insuranceVision insurancePaid Time OffFirm supports continuous learning and developmentSummer hours Schedule: In office: Monday - Friday, 9am-5pmSome evenings required for client eventsPresented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com Pay Range: $55,000 - $65,000 per year