Director Of Marketing And Operations
Overland Park, Ks
Planning and execution of marketing techniques for financial services. Working directly with a marketing firm to develop comprehensive marketing strategies and develop a cohesive message about Boulevard Financial.Example of duties:-Management of day to day business operations for a small financial boutique (phones, emails into info@ address, insurance, IT, agent requests, ordering of supplies, etc)-Facilitator for complete company rebranding, renaming and web design (logo and… Show more Planning and execution of marketing techniques for financial services. Working directly with a marketing firm to develop comprehensive marketing strategies and develop a cohesive message about Boulevard Financial.Example of duties:-Management of day to day business operations for a small financial boutique (phones, emails into info@ address, insurance, IT, agent requests, ordering of supplies, etc)-Facilitator for complete company rebranding, renaming and web design (logo and web design by DMH) during transition from NFP Executive Benefits to M Financial -Point of contact for marketing firm, M compliance and all marketing communications-Graphic designer for firm (including email signatures, template creation, etc) -Management of monthly marketing plan for agents (including monthly mailings, monthly LinkedIn article posting and personalized communication to clients)-Branding and template creation for Boulevard Financial branded presentations (including client presentations, articles, etc)-Creation of branding guide for Boulevard Financial detailing cohesive brand plan and samples of presentations and marketing pieces for joint venture partners.-Execution of LinkedIn optimization for agents-Management of Quickbooks and finances for office (including creation of monthly financial reports, writing of all checks, management of accounts and billing)-SmartOffice administrator (auditing of monthly data feeds, addition of client data, creation of reports for agent use, maintaining client data)-Creation of Health/Lifestyle Discount Card packages for agents (graphics, package pricing and creation, marketing materials for client presentations, management of on-going utilization updates for clients, marketing collaboration with New Benefits on behalf of clients, graphic card design - Brotherhood Bank Rx Card)-Point-of-contact for vendors-Coordinator of firm's philanthropic contributions (see Hope Faith Ministries Golf Classic - managed from Feb 2013 - Mar 2015) Show less