Description

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 (Primary Focus)

• 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 (Primary Focus)

• 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. 

Requirements

• 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.