Marketing Assistant

Job Description

Job Description

Position Title: Marketing Assistant

Reports to: National Partnership Coordinator (or SVP of Ops?)

Department: Simplicity Wealth: Protected Tomorrows

Location: Lincolnshire, IL (in-office, full-time)

Classification: F ull Time/Exempt

Summary / Job Objective: Protected Tomorrows, a Simplicity Commitment, is adding to our marketing team! We are seeking an individual who is a disciplined, methodical, highly motivated, tech-savvy learner, who consistently performs at a high level under variable workloads, and has a passion for making a positive impact on clients’ lives. Our marketing administrator will provide crucial support to the marketing effort by coordinating campaigns, managing databases, and ensuring the smooth execution of marketing initiatives. This person will handle administrative tasks like scheduling, reporting, and analytics. At Protected Tomorrows, we serve many families with special needs and combine financial plans with our social service acumen to create holistic plans for our clients. All of our team members espouse our mission.

Responsibilities

· Provide administrative support to the marketing and outreach teams

· Assist in the development and execution of marketing campaigns

· Manage and update the CRM system

· Handle calendar management for events and meetings

· Help maintain and update content on the company website, ensuring accuracy and relevance

· Assist in managing and scheduling posts for various social media platforms (e.g. Facebook, Instagram, X, LinkedIn)

· Coordinate marketing materials for promotions and events

· Help with updating and maintaining marketing asset libraries

Qualifications

· Bachelor's degree

· Strong technology skills: Microsoft Office Suite, Client Relationship Management software, WordPress and Constant Contact

· Basic understanding of marketing principles and concepts

· Familiarity with social media platforms and tools

Competencies

· Robust organizational and multitasking abilities

· Strong written and verbal communication skills

· Focused attention to detail with persistent and consistent follow-up skills

· Able to thrive in a fast-paced environment

· Proven success in both a team and individual environment

Compensation & Benefits:

Compensation (based on experience)

• Annual base salary: $45,000 - $55,000 (exempt)
• Annual performance bonus target: 5%

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Free parking

Location : 103 Schelter Road, Lincolnshire IL ( This role is an in-office position, M-F)

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.