Job Description

Are you a caring and energetic individual with attention to detail who loves customer service and creating a “wow” factor? Do working on and planning events give you great joy? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy working for a growing, prestigious company in a fun, team environment? At Rose Retirement, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all clients and prospects at both events and in the office. We desire an experienced, patient, organized, and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team. Our candidate is articulate, pleasant, dependable, and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing schedules of advisors to do public speaking at live events, and collaborating with the Director of Marketing and Operations, to accomplish goals set forth. Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision. We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers, and client relation specialists. We thrive on success and reward hard work. Serious applicants only, please. We are looking for a long-term fit. To be considered, please submit the following with your application:

• A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible.
• A resume.
• Three references with contact information.

Position Details Commitment: 40 hours per week, Schedule comes with great flex depending on if you are working a live event that takes place in an evening or not. Non-event days are in the office from 8 am-5 pm with a lunch - Monday-Friday. Compensation: The starting salary range is $48,000-$53,000, plus a bonus incentive of a company trip and bonus pay if company goals are obtained each year. All Holidays off including relaxed hours between Christmas Eve and New Year's Day and you get Your Birthday off! Responsibilities: Duties & Responsibilities Marketing & Communications Support

• Work with the Director of Marketing and Operations on event scheduling, attendance, and logistics around the events
• Follow up with prospects to confirm meeting details, and that they received information on event attendance
• Assist with the reparation of proposals for executing client and prospect events
• Review and proof marketing materials, letters, and communication pieces
• Research, input, and organize prospect data in the CRM system and provide an executive summary of findings
• Already having Salesforce Knowledge is a big plus for the potential candidate
• Flexibility to work evening events during the week approximately 8 times a month, executing live events that you have planned
• Work with Vendors in the Tyler/Longview area to secure event space, and logistics for the event, and sub-vendors helping to execute the Rose Retirement experience for clients

Qualifications: Skills & Experience Required:

• Ability to work independently, good time management, and critical thinking
• Excellent written and oral communications
• Superior client relations skills
• Proficiency in Microsoft Office Suite
• Ability to handle inbound calls with ease and confidence
• Ability to execute live events serving as the key point of contact throughout
• Proof-reading skills
• Excellent organizational skills
• Ability to work independently with high-level productivity
• Willingness to learn new programs

About Company: At Rose Retirement Financial Services, our mission is guided by core values that shape everything we do. Integrity is at the heart of our approach, ensuring every financial decision is rooted in trust and transparency. We are deeply committed to delivering exceptional service, recognizing the importance of the trust clients place in us. By offering personalized, expert financial advice, we help individuals navigate their unique retirement journeys with confidence. Our dedicated team strives to make a meaningful impact, consistently pursuing innovation and excellence to better serve clients. With a strong focus on continuous learning and over 27 years of industry expertise led by our president, John Merkel, we provide comprehensive retirement planning and financial solutions. At Rose Retirement Financial Services, we aim to empower clients to achieve their retirement dreams and create lasting legacies that matter.

Job Tags

Holiday work, Flexible hours, Afternoon shift, Monday to Friday,

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