Finance Marketing Associate

Industry: Financial Services / Advisory

Work Arrangement: Office / Hybrid



Job Overview



This role focuses on prospecting, appointment setting, and supporting revenue growth. You will work closely with advisors to drive consistent client acquisition.



Key Responsibilities

• Prospect and qualify potential clients

• Conduct outreach via calls, messages, and digital platforms

• Set appointments and manage follow-ups

• Maintain accurate prospect and pipeline tracking

• Support referral and partnership initiatives

• Assist with onboarding and client coordination



Requirements

• Minimum Diploma in Business, Finance, Marketing, or related field

• Strong communication and persuasion skills

• Comfortable with performance targets and follow-ups

• Professional and client-facing mindset



Preferred

• Experience in sales, telemarketing, or financia...