Job description

Events & Scheduling Manager

Client Relations/Client Advocacy

High quality sales support position to include business essential tasks related to sales seminars, client relationships- development and retention, scheduling, and other core functions. Promotes corporate image by representing the firm internally and externally. Liaison between executive leadership, key partners, and customers. Will be fully cross trained to serve as a diverse team player to also provide support services for other departments whenever business needs arise.

Job Duties:

• Arranging corporate functions such as sales seminars and client events. Includes but not limited to venue research, procurement, budgetary management, mail fulfillment, overseeing RSVP’s and tracking attendance, communications with guests both pre and post event, preparing materials, set up and take down, and any other tasks as required.
• Handle scheduling and appointments with attentiveness and organization. Special focus on annuity sales appointments to ensure that only high quality and well-prepared sales opportunities are scheduled.
• Customer Service and Response. Addressing customer needs, whether in person or by phone.
• Assist with drafting and review of business correspondence.
• Assist with the design of digital & printed presentations; producing and distributing. This includes but is not limited to, preparing RFP responses, formal proposals of products & services, renewal analysis & annual review packets, enrollment kits, training manuals, and corporate newsletters.
• Maintain good organization of client records. Prompt fulfillment of CRM updates (Redtail) for account data, sales follow up and action items, and reporting. This also includes accurate and timely management of ROI reports, Appt Stats reports, Seminar Activity reports, and any other metrics/analytics necessary to help drive success for our business.
• Help with key decisions by conducting research, market studies, fact finding, and providing precedents upon request by upper management.
• Help to complete projects and special assignments by establishing objectives; determining priorities, managing time; gaining cooperation of others; monitoring progress; and problem-solving.
• Enhance the firm’s reputation through professionalism and courtesy to both partners and clients online, by phone, or during face to face meetings; and in all written communications.

Required Job Skills: Organization, Detail Oriented, Prompt and Accurate Responsiveness, Professionalism, Caring Client Relations, Written and Verbal Communication, Time Management, Record Keeping, Good Memory and Recall Capabilities; Creativity, Self-Confidence, Collaboration, Presentation, and Maintaining Professional Relationships.

Required Technical Skills: Proficient with Microsoft Word, PowerPoint, Excel, and Outlook

Preferred Experience: Minimum 2 years in a previous role with similar job requirements, preferably with sales event coordinating for executive tier events and direct interaction with clients/prospects in a sales support position. Familiarity with working in and maintain client records using CRM software, Microsoft365, and OneDrive.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Murrieta, CA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Events management: 2 years (Preferred)
• Customer service: 2 years (Preferred)

Work Location: In person

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