Robert W. Coleman Email & Phone Number

Experienced Marketing Coordinator with a demonstrated history of working in the financial services industry. Supports advisors by providing marketing plans, materials, and coaching to retain and build client relationships. • Assists advisors and financial professionals with developing their individual marketing plans as well as plan and execute marketing initiatives for the company overall • Creates and implements target market training for the benefit of inexperienced advisors and supervises the development of marketing interns and coordinators• Conducts interviews with prospective advisors to determine probable success while subsequently marketing our firm's marketing and support services• Responsible for all design, content development, implementation, and maintenance of the firm’s and individual advisor’s websites• Builds and distributes weekly Gross Dealer Concession Reports to cultivate competition among advisors and monthly Website Traffic Reports to monitor search engine optimization practices and effectiveness of Google Adwords and Social Media campaigns• Coordinates all stages of firm and advisor events to ensure smooth and successful events, from booking and promotions to day-of organization and follow up • Works with individual advisors to formulate their biographies and marketing materials, coordinating marketing material over all platforms to reflect one cohesive concept Proficient in Microsoft Office, Adobe Suite, G Suite, CSS, Python, HTML, WordPress, and Google Analytics.

Listed skills include Microsoft Excel, Teamwork, Public Speaking, Microsoft Office, and 10 others.

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  Marketing Coordinator

  Michigan Financial Companies

  Dec 2015 - Present - Southfield, Michigan