Job description for Finance Marketing Associate at The Maglev Club
Industry: Financial Services / Advisory
Work Arrangement: Office / Hybrid
Job Overview
This role focuses on prospecting, appointment setting, and supporting revenue growth. You will work closely with advisors to drive consistent client acquisition.
Key Responsibilities
• Prospect and qualify potential clients
• Conduct outreach via calls, messages, and digital platforms
• Set appointments and manage follow-ups
• Maintain accurate prospect and pipeline tracking
• Support referral and partnership initiatives
• Assist with onboarding and client coordination
Requirements
• Minimum Diploma in Business, Finance, Marketing, or related field
• Strong communication and persuasion skills
• Comfortable with performance targets and follow-ups
• Professional and client-facing mindset
Preferred
• Experience in sales, telemarketing, or financial services
• Familiarity with CRM systems