Marketing and Operations Coordinator
Top Benefits
About the role
About the role: Seed to Legacy Financial Group works with incorporated business owners across BC on insurance and financial planning. We are hiring a part-time Marketing and Operations Coordinator to run the systems behind our marketing and client experience. You will train closely with the person who built these systems for your first few weeks, then work directly with the firm's principal advisor, with the possibility of supporting a second advisor as the role grows.
This role starts at 15 to 25 hours per week, with more hours available as things grow. Most work is remote, with 1 to 2 days per week in our Surrey office.
What you will do
- Reply to all client and prospect messages within 24 hours across our platforms
- Work through our CRM daily: follow-ups, updates, and flagging priorities for the advisor
- Support client and team members paperwork and onboarding
- Edit 1 to 2 short videos per week in Descript, following our examples and style
- Schedule social media posts and engage with business owners on LinkedIn
- Send monthly email newsletters and WhatsApp broadcasts
- Phone outreach to incorporated business owners in BC
- Track weekly metrics in a simple shared dashboard
What we are looking for
- Life insurance licensed, or willing to complete your license (we will point you to the process)
- Local to the Surrey area, able to work from our office 1 to 2 days per week
- A self-starter who learns tools independently and follows through without reminders
- Fluent in Punjabi and English, spoken and written, confident on the phone
- Organized, accurate with details, and consistent
- Someone who wants to build a book of business in the financial services industry alongside this position
What you get
- $20 to $25 per hour depending on experience
- Training videos, documented workflows, and clear weekly schedules from day one
- Hands-on experience across marketing, operations, and client work in financial services
- A real growth path in the industry for the right person
How to apply Email info@seed2legacy.comwith the subject line LEGACY. Include two or three sentences on why this role interests you, one thing you have taught yourself on your own, and a voice note or short video under one minute introducing yourself. Applications missing any of these will not be considered. Target start date is August 17.
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Marketing and Operations Coordinator
Top Benefits
About the role
About the role: Seed to Legacy Financial Group works with incorporated business owners across BC on insurance and financial planning. We are hiring a part-time Marketing and Operations Coordinator to run the systems behind our marketing and client experience. You will train closely with the person who built these systems for your first few weeks, then work directly with the firm's principal advisor, with the possibility of supporting a second advisor as the role grows.
This role starts at 15 to 25 hours per week, with more hours available as things grow. Most work is remote, with 1 to 2 days per week in our Surrey office.
What you will do
- Reply to all client and prospect messages within 24 hours across our platforms
- Work through our CRM daily: follow-ups, updates, and flagging priorities for the advisor
- Support client and team members paperwork and onboarding
- Edit 1 to 2 short videos per week in Descript, following our examples and style
- Schedule social media posts and engage with business owners on LinkedIn
- Send monthly email newsletters and WhatsApp broadcasts
- Phone outreach to incorporated business owners in BC
- Track weekly metrics in a simple shared dashboard
What we are looking for
- Life insurance licensed, or willing to complete your license (we will point you to the process)
- Local to the Surrey area, able to work from our office 1 to 2 days per week
- A self-starter who learns tools independently and follows through without reminders
- Fluent in Punjabi and English, spoken and written, confident on the phone
- Organized, accurate with details, and consistent
- Someone who wants to build a book of business in the financial services industry alongside this position
What you get
- $20 to $25 per hour depending on experience
- Training videos, documented workflows, and clear weekly schedules from day one
- Hands-on experience across marketing, operations, and client work in financial services
- A real growth path in the industry for the right person
How to apply Email info@seed2legacy.comwith the subject line LEGACY. Include two or three sentences on why this role interests you, one thing you have taught yourself on your own, and a voice note or short video under one minute introducing yourself. Applications missing any of these will not be considered. Target start date is August 17.