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Carly Walker

Carly Walker

Marketing Coordinator

Financial Independence Group

Charlotte, North Carolina Area

Marketing Coordinator at Financial Independence Group


Financial Independence Group

Marketing Coordinator

- Supports the All Points Media Team and FIG Financial Marketing Organization with marketing program execution and maintenance, marketing collateral, internal and external email campaigns, event production assistance, websites, marketing/coach programs, training materials, Advisor invoices and database strategies.

- Direct point person for the "Elevate" marketing program website.

- Develops site navigation by categorizing content; funneling traffic through content.

- Develops site content and graphics by coordinating with copywriters and graphic artists; designing images, icons, banners, audio enhancements, etc.

- Upgrades site by updating content and graphics; monitoring performance and results; identifying and evaluating improvement options; introducing new technology; maintaining links.

- Provides information by collecting, analyzing, and summarizing data and trends.

- Collaborates with our graphic design team to put together new marketing materials.

- Coordinates the development, design, approval, production, and distribution of marketing materials in partnership with the creative design team.

- Supports and manages database lists that produce Broker Dealer, Adviser and Agent leads for e-mail marketing campaigns as well as for future Sales Consultant contact.

- Coordinates and implements marketing communication projects in conjunction with the Marketing Coordinators that include new member on boarding process setup and follow up, communication with Sales Consultants, scheduling of calls, file maintenance, meeting preparation, seminar monitoring and reporting.

- Assisted with development of new positions within All Points Media, Developed and communicated any changes or updates on results for new process and strategies that are implemented as well as helped with the production of new position procedure manual.