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Financial Advisor Marketing Specialist

7 hours, 40 minutes ago
United States
Full-time
Mid Level
Account Manager
Customer and Technical Support
Apply Now
Clients Blackbox

Clients Blackbox

Clients Blackbox is a direct response marketing company specializing in helping financial advisors and insurance agents sell fixed indexed annuities (FIAs) to get more clients online. Their strategy targets individuals aged 55-75 for retirement plannin...

Professional Services
1-10
Founded 2021
View All Jobs 72

Description

  • Own a portfolio of client accounts and serve as the primary client contact.
  • Lead bi-weekly client calls on campaign performance, strategy, priorities, and next steps.
  • Prepare and send performance reports at least 24 hours before scheduled client calls.
  • Translate campaign data into actionable recommendations for non-technical clients.
  • Build and optimize Meta lead-generation and appointment-booking campaigns.
  • Manage campaign budgets, targeting, bidding, creative testing, and other campaign variables.
  • Monitor performance daily, diagnose underperformance, and improve results against cost-per-appointment targets.
  • Test audiences, messaging, and creative, and contribute to ad copy development.
  • Set up and troubleshoot tracking, Meta pixels, conversion events, Calendly integrations, Zapier automations, and lead-routing workflows.
  • Proactively resolve account, technical, tracking, and lead-flow issues to support client retention and growth.

Requirements

  • 4+ years of hands-on paid media experience, with a strong focus on Meta advertising.
  • Experience managing multiple client accounts simultaneously and leading client-facing conversations.
  • Proven ability to manage campaigns against defined performance targets while supporting client retention.
  • Experience with conversion tracking, pixels, and basic marketing automation.
  • Strong communication, organization, attention to detail, and problem-solving skills.
  • Ability to take ownership of account performance and clearly explain results to non-marketing clients.
  • Experience in financial services marketing (preferred).
  • Experience with lead-generation and appointment-setting campaigns, video sales letter marketing, high-ticket or considered-purchase funnels, or direct-response advertising (preferred).

Benefits

  • Paid time off, including vacation, sick time, and public holidays.
  • Training and development opportunities.
  • Work-from-home arrangement.
  • Flexible schedule.
  • Performance bonus.

Interested in this position?

Apply directly on the company website

Apply Now

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