B2B Digital Marketing Specialist (Financial Advisor Acquisition)
New
C
Clockwork AdvisorFinancial services
Listing location: Tucson, AZ 85741; Workplace type: RemoteFull-Time
SalaryBase Salary Range: $80,000-$90,000. Target Annual Bonus: 10% of base salary, paid quarterly.
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Job Details
- Required Skills
- A/B testingHubSpot
Requirements
- Demonstrated experience writing direct-response email and campaign copy that drives advisor booked calls and inbound candidates through organic and paid channels.
- Experience managing external agency partners, setting KPI targets, and optimizing external ad spend.
- Knowledge of financial advisory models, annuities, fixed-income assets, estate planning, and trust funding strategies.
- Hands-on mastery of Zoho CRM and marketing-suite integrations for automated campaign execution.
- Experience in financial services and recruiting high-production financial advisors; annuity sales experience is preferred.
- HubSpot Marketing, HubSpot Content Marketing, or LinkedIn marketing certifications are preferred.
Responsibilities
- Position Clockwork Advisor’s technology, screening systems, and Mastermind events to build advisor acquisition channels.
- Write direct-response email campaigns, nurture drips, news articles, and advertorials.
- Track and report acquisition KPIs, including CPA, lead-to-booked-call ratios, email deliverability, open rates, and CTR.
- Run split tests of hooks, headlines, email copy, and offer positioning.
- Support B2C living-trust content for the new ecommerce website, including articles, white papers, and lead magnets.
- Use Gemini and other AI tools to improve processes and accelerate content creation.
- Manage external agencies across paid social, native placements, and media buying for B2B advisor acquisition.
- Optimize lead scoring, automated sequence routing, and pipeline workflows in Zoho CRM and related automation tools.
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