Administrative
Full-Time
Posted: Feb 21, 2023
Application Deadline: May 5, 2023
Description
Overall function:
The Marketing & Communications Manager of the Kevin Dooley Team is a full-time position responsible for the
calendar management of Kevin Dooley as well as driving the marketing strategy and implementation. Daily dialing of
both current clients and qualified suspects at the direction of Kevin Dooley will be most of the work required for this
position.
In addition, this team member will be the primary person in charge of creatively designing and implementing various
marketing events and on-going strategies throughout the course of the year. This is a mission-critical position and
requires a high-energy, relationally gifted, creative, and strategically minded individual to accomplish it. Specific
responsibilities and job duties may include, but are not limited to:
Administrative:
• Set appointments for the advisor through weekly dialing of assigned list of clients, prospects, and referrals
• Record all communication in the client management software for efficient team task execution and send a
weekly dial report to the team
• Manage calendar appointments in Outlook
• Communicate with team on any changes to calendar for case preparation
• Manage team accounts and passwords
• Answer clients’ questions or redirect them to a team member who can
• Call in payroll bi-weekly
• Coordinate large lunch orders for the office
• Manage and track office inventory
Marketing:
• Segmentation:
o Work with the advisor to define ideal clients and the language to address their unique concerns
o Provide weekly marketing report to advisor
• Prospecting:
o Create lists that document referrals that turn into prospects using the Client Management system
o Utilize Home Office resources such as marketing newsletters and webinars
• Promotion:
o Manage digital presence through customizing advisor’s website, developing logos, leverage and
maintaining e-Marketing campaigns, maximizing social media presence on LinkedIn and Facebook
o Evaluate organizations within target market(s) for sponsorship, advertising and/or networking
opportunities and monitor results of these endeavors
o Execute event planning for seminars, webinars, client appreciation events, and the Holiday gifting event
o Manage compliance approvals of marketing materials and events
o Identify and document existing joint work partners and professional partners for the purpose of leveraging
their services for our clients as well as provide educational materials that benefit the business and clients.
o Keep team brochures up to date with recent headshots and team photos
• Client Experience:
o Create positive first impressions with clients and prospects
o Survey clients periodically to ensure their satisfaction and gain new insights for future planning
o Track team gifts to certain clients
o Learn the client onboarding process to be prepared for assigned follow-up appointment calls
o Plan and execute on opportunities for client appreciation and/or prospecting events
o Promote adoption of the client website
o Manage outgoing mail and emails such as birthday cards and New Client packets
Please forward all qualified candidate’s resumes to: nmclaytoncareers@nm.com
Salary: Hourly
Requirements
Qualifications:
• Superior interpersonal skills
• Basic knowledge of Microsoft Office applications
• Ability to connect with a wide variety of personalities, ages, ethnicities, and backgrounds
• Professionally and knowledgeably engage with clients and referrals
• Ability to establish instant credibility with clients and prospects
• Strong attention to detail with the ability to work with a high degree of accuracy
• Superior written and oral communication skills
• Ability to maintain a high degree of confidentiality
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Ability to work both independently and on a team
• Familiarity with creating designs for invitations, posters, flyers, or other promotional items using different applications is a plus