B2B Digital Marketing Specialist (Financial Advisor Acquisition)

Secure Income Management - Tucson, AZ

Hiring: B2B Digital Marketing Specialist (Financial Advisor Acquisition) Company: Secure Income Management Location: Tucson, AZ Job Posted Time: 2026-09-10 11:51:49 Target Skills & Keywords : A/B Testing, AI, HubSpot About the job Required Skills: •Full-Funnel Campaign Strategy: Position Clockwork Advisor's proprietary technology, intelligent screening systems, and bi-annual Mastermind events to build predictable advisor acquisition channels. •Direct-Response Copywriting: Draft aggressive, high-converting email campaigns, nurture drips, news articles, and advertorials designed to weed out weak performers early and compel top 1% advisors to apply to our program. •Executive Performance Reporting: Track, analyze, and report critical acquisition KPIs (CPA, lead-to-booked-call ratios, email deliverability, open/CTR metrics) directly to the SVP of Growth. •Relentless A/B Testing: Apply a fierce growth mindset to break past conversion plateaus, constantly split-testing hooks, headlines, email copy, and offer positioning. •Support of B2C Content (Living Trusts): Support content creation for our B2C new digital purchase (ecommerce) offering for new website launch including articles, white papers, and lead magnets. •Automation and AI: Use Gemini and other AI to improve processes and accelerate high-converting content. •Ad Agency Management & Oversight: Manage and hold external marketing agencies accountable across paid social (Facebook/Meta/TikTok), native placements, and media buying to maximize pipeline volume and return on ad spend (ROAS). This is only for B2B Advisors. •Zoho Ecosystem Architecture: Oversee and optimize lead scoring, automated sequence routing, and pipeline mechanics within Zoho CRM and Zoho automation tools to ensure seamless conversion workflows. Qualifications: •High-Ticket B2B Copywriting Track Record: Proven experience crafting direct-response email and campaign copy that drives Advisor booked calls and new inbound candidates (organic and paid channels). •Agency Management Skills: Demonstrated ability to manage external agency partners, set aggressive target KPIs, and optimize external ad spend efficiency. •Financial Services Knowledge: Strong grasp of financial advisory models, annuities, fixed-income assets, estate planning, and trust funding strategies. •Growth Mindset: High adaptability, competitive urgency, and a relentless focus on overcoming acquisition barriers to scale revenue. •Zoho Platform Expertise: Hands-on mastery of Zoho CRM and marketing suite integrations for automated campaign execution. •B2B Financial Services Recruiting Experience: Candidate should have experience in financial services and recruiting high production financial advisors, ideally in annuity sales •Preferred Marketing Certifications: Hubspot Marketing, Hubspot Content Marketing, LinkedIn certifications. •Target Annual Bonus: 10% of base salary, paid quarterly. Compensation: •$80,000 - $90,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!