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Finance Marketing Associate

Full-time

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

Vacancy posted a month ago
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