If you’re looking to hire a Marketing Manager, there are three approaches most advisors take, and your decision will depend on your firm’s needs.
You can:
- Designate a current team member.
- Hire a virtual assistant.
- Hire a full-time marketing manager.
Task & Responsibilities
Here is a sample of Value Builder tasks that a Marketing Manager can do:
- Upload lists or individual contacts.
- Manage your database of contacts through list building, segmentation, and tags.
- Preview and edit Nurture Cycle emails.
- Send one-off emails to individuals or lists on your behalf.
- Edit and personalize Nurture Cycle CTAs.
- Leverage Value Builder’s Smart Content to post on yours or the company’s social media channels.
- Monitor Activity Feed and contacts timelines to identify warm prospects.
- Add or customize templates.
- Leverage embed codes (Lead Magnets & Discovery Questionnaires) to build Value Builder specific website pages.
- Brand and personalize the advisors output documents.
For Marketing Manager users, having prior experience with email marketing tools can be highly beneficial. Having experience with email marketing tools (such as Mailchimp or HubSpot) and social media platforms (like Facebook and LinkedIn) would be an asset. Completing the Value Builder Marketing Manager training course is also helpful. While a marketing background is preferred, it’s not required.