Are you a creative, motivated, strategy-driven individual who has a passion for marketing and event planning? If you want to join a dynamic, fast-paced local financial planning firm in Wethersfield, CT that offers an opportunity for professional growth then contact us today! We have the tools and resources to help you build a great future while sharing your expertise!

The Marketing Event Coordinator is a key member of the marketing department and event team. This person will play a vital role in many of the marketing activities and events that Johnson Brunetti does throughout the year. This position is responsible for assisting in planning, and executing events for our prospects and clients, including events that will help generate leads for clients.
This person will also be responsible for coordinating all the activities and advertising with our UCONN partnership and overseeing our Client Referral Program.

Responsibilities/Tasks

• Assist in planning and execution of prospect and client events (in-person and virtual events)
• Perform confirmation calls to attendees of events to help increase attendance
• Track results of events and track number of new clients from events
• Oversee our Client Referral Program and create weekly reports on the results of the program
• Book appointments at events with prospects
• Perform data entry into our Salesforce system to keep event campaigns up to date
• Support marketing by performing other various tasks.

Qualifications

• College Graduate
• 2 + years marketing experience
• Knowledge of financial services is advantageous
• Strong ability to work with data and develop conclusions based on trends
• Experience working with a CRM (experience with Salesforce is highly desirable)
• Experience planning and coordinating events
• Strong communication skills
• Excellent organizational skills and attention to detail
• Ability to work in a fast-paced dynamic and team-oriented organization
• Must be proficient in Microsoft Office

Employment Type: Full-time