Wood Financial Group
Location: This position follows a hybrid flex work model based in Nashville, TN requiring in-office presence at our Franklin, TN office on Mondays or Wednesdays (ideally one day per week), with flexibility to work remotely on other days based on event schedule.
Reports to: Marketing Manager
Event Coordination & Execution
Serve as on-site lead coordinator for North territory (Nashville, HV/Gallatin, Bowling Green)
Execute and oversee:
Dinner Seminars: Two-per week monthly | 5:00 pm – 8:30 pm
Educational Workshops: Two per month | 10:00 am – 1:00 pm
Successfully convert 60% of event attendees to a first appointment
Manage all event logistics
Relationship building with venue servers/staff, venue/room setup and tear down, manage attendee registration, A-V, event materials/supplies (nametags, branded collateral, event folders, RSVP list, presentation, etc).
Call and confirm attendees prior to event, greet and check-in guests upon arrival, welcome guests and introduce advisor/presenter.
Ensure seamless execution and a professional, engaging experience for attendees.
Assist with event data tracking and CRM updates to ensure prospects/attendees move efficiently through the pipeline.
Serve as key support at a variety of WFG events focusing on set-up/tear down, engaging with attendees and securing #1 appointments.
Event Strategy & Optimization
Partner with marketing leadership to measure appointment-setting outcomes (Set 1st, Kept 1st) directly resulting from events.
Proactively communicate insights, potential issues, and improvement ideas to leadership
Track and report event registrations, attendance rates, and attendee engagement/quality.
Collaborate on new ideas to increase attendance, engagement, and impact.
Community Event Initiatives 55+ Community Events:
Actively build relationships with community/lifestyle directors at new and established 55+ communities in our North territory (Nashville, HV/Gallatin, Bowling Green).
Identify and coordinate community events to promote the WFG brand and services (seminars, lunch & learns, wine tastings, pickleball games, etc.).
Work to establish the WFG brand as a consistent presence and trusted source for retirement planning.
Lunch & Learn Events
Help coordinate an annual plan to host lunch & learns at local companies in our North territories.
Quarterly reach out to local companies across industries to offer lunch & learns.
Coordinate all logistics: dates/times, speaker, topic, event flow, packets, marketing collateral.
Report results and key learnings from each event.
Proactively look for ways to build deeper relationships with each company.
Speaking Engagements
Proactively find quarterly speaking engagement opportunities for advisors’ such as churches, non-profits, Chambers, men’s groups, etc to fill gaps in their calendars.
Why Join Us? At Wood Financial Group, events are more than dates on a calendar — they’re opportunities to connect, educate, and make a difference in people’s lives. As our Events Coordinator, you’ll see the impact of your work firsthand, play a vital role on our marketing team, and grow with a company that values initiative and excellence.
We offer a salary plus bonus pay structure, a fun and professional office environment, mileage reimbursements for travel to events, PTO, paid holidays and 401k. This position is available immediately.
Qualifications
Bachelor’s degree in marketing, communications, business, or a related field
Minimum of 2-4 + years of direct experience in event planning, event coordination, event marketing, or related field (financial services or professional or healthcare services preferred/a bonus).
Must have reliable transportation and valid driver’s license to travel to event locations within assigned territory.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams, PowerPoint, SharePoint)
Ability to adopt new technologies easily; familiarity with CRM platforms, particularly Salesforce and Monday.com is a plus.
Strong critical thinking and problem-solving skills, with flexibility to adapt in a fast-paced environment.
Sales minded with strong networking skills; outgoing, engaging personality; exceptionally adept at building and leveraging connections; comfortable speaking in front of an audience and interacting with event attendees.
Detailed oriented, strong organizational skills, and ability to manage multiple projects simultaneously.
Excellent written/verbal communication skills.
Problem solver who takes initiative and thrives in fast-paced environments. Comfortable working independently while contributing to a collaborative team.
A proactive and trusted team player who takes initiative and brings new ideas and solutions when issues, blockers, or challenges arise.
Demonstrated ability to handle sensitive information with discretion.
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Event Coordination & Execution
Serve as on-site lead coordinator for North territory (Nashville, HV/Gallatin, Bowling Green)
Execute and oversee:
Dinner Seminars: Two-per week monthly | 5:00 pm – 8:30 pm
Educational Workshops: Two per month | 10:00 am – 1:00 pm
Successfully convert 60% of event attendees to a first appointment
Manage all event logistics
Relationship building with venue servers/staff, venue/room setup and tear down, manage attendee registration, A-V, event materials/supplies (nametags, branded collateral, event folders, RSVP list, presentation, etc).
Call and confirm attendees prior to event, greet and check-in guests upon arrival, welcome guests and introduce advisor/presenter.
Ensure seamless execution and a professional, engaging experience for attendees.
Assist with event data tracking and CRM updates to ensure prospects/attendees move efficiently through the pipeline.
Serve as key support at a variety of WFG events focusing on set-up/tear down, engaging with attendees and securing #1 appointments.
Event Strategy & Optimization
Partner with marketing leadership to measure appointment-setting outcomes (Set 1st, Kept 1st) directly resulting from events.
Proactively communicate insights, potential issues, and improvement ideas to leadership
Track and report event registrations, attendance rates, and attendee engagement/quality.
Collaborate on new ideas to increase attendance, engagement, and impact.
Community Event Initiatives 55+ Community Events:
Actively build relationships with community/lifestyle directors at new and established 55+ communities in our North territory (Nashville, HV/Gallatin, Bowling Green).
Identify and coordinate community events to promote the WFG brand and services (seminars, lunch & learns, wine tastings, pickleball games, etc.).
Work to establish the WFG brand as a consistent presence and trusted source for retirement planning.
Lunch & Learn Events
Help coordinate an annual plan to host lunch & learns at local companies in our North territories.
Quarterly reach out to local companies across industries to offer lunch & learns.
Coordinate all logistics: dates/times, speaker, topic, event flow, packets, marketing collateral.
Report results and key learnings from each event.
Proactively look for ways to build deeper relationships with each company.
Speaking Engagements
Proactively find quarterly speaking engagement opportunities for advisors’ such as churches, non-profits, Chambers, men’s groups, etc to fill gaps in their calendars.
Why Join Us? At Wood Financial Group, events are more than dates on a calendar — they’re opportunities to connect, educate, and make a difference in people’s lives. As our Events Coordinator, you’ll see the impact of your work firsthand, play a vital role on our marketing team, and grow with a company that values initiative and excellence.
We offer a salary plus bonus pay structure, a fun and professional office environment, mileage reimbursements for travel to events, PTO, paid holidays and 401k. This position is available immediately.
Qualifications
Bachelor’s degree in marketing, communications, business, or a related field
Minimum of 2-4 + years of direct experience in event planning, event coordination, event marketing, or related field (financial services or professional or healthcare services preferred/a bonus).
Must have reliable transportation and valid driver’s license to travel to event locations within assigned territory.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams, PowerPoint, SharePoint)
Ability to adopt new technologies easily; familiarity with CRM platforms, particularly Salesforce and Monday.com is a plus.
Strong critical thinking and problem-solving skills, with flexibility to adapt in a fast-paced environment.
Sales minded with strong networking skills; outgoing, engaging personality; exceptionally adept at building and leveraging connections; comfortable speaking in front of an audience and interacting with event attendees.
Detailed oriented, strong organizational skills, and ability to manage multiple projects simultaneously.
Excellent written/verbal communication skills.
Problem solver who takes initiative and thrives in fast-paced environments. Comfortable working independently while contributing to a collaborative team.
A proactive and trusted team player who takes initiative and brings new ideas and solutions when issues, blockers, or challenges arise.
Demonstrated ability to handle sensitive information with discretion.
#J-18808-Ljbffr