Annuities Director (New Business) jobs in Utah

Description

Welcome to Anderson Business Advisors, the nation's leading Asset Protection, Tax and Bookkeeping provider! We are not just a business planning and consulting firm; we are your strategic partners in success. Established in 1993, our team of seasoned attorneys, CPAs, and business advisors is dedicated to delivering top-notch tax and legal services to a diverse clientele, including small business owners, real estate investors, professionals, stock traders, entrepreneurs, freelancers, and contractors.

At Anderson Business Advisors, we don't just navigate the complexities of business we thrive on it. From nationwide conferences to seminars, we've empowered tens of thousands of individuals to make informed decisions, protect their assets, and optimize their taxes. Our expertise spans entity structuring, business strategies, compliance, tax planning, preparation, bookkeeping, asset protection, and estate planning.

We recognize the pivotal role that events play in advancing our business objectives. Our vision is to curate transformative learning experiences that drive sustainable growth of our asset protection, tax management and bookkeeping services.

By curating insightful knowledge shared by industry-leading experts tailored to the unique needs of our clientele, we forge enduring partnerships in an unique way. We are steadfast in our commitment to elevate our event management capabilities, striving for excellence in every aspect of event planning and execution. While virtual events offer convenience, we acknowledge the enduring value of face-to-face interactions preferred by many of our consumers. Embracing this paradigm shift, we champion the evolution of hybrid events, seamlessly blending online accessibility with the intimacy of live gatherings. Our goal is to accommodate diverse preferences and optimize engagement across all platforms. Central to our approach is the customization of educational content to resonate with distinct audience segments. Through the strategic application of data analytics, we craft bespoke experiences tailored to the preferences of our target demographics. We champion interactive formats that transcend passive consumption. Through the integration of interactive features such as polls, Q&A sessions, and live chat, we foster active participation and elevate attendee engagement. Our commitment to engagement extends beyond the event's conclusion. We are dedicated to our robust post-event strategies aimed at sustaining momentum and nurturing leads. It’s our vision to not merely host events but to orchestrate immersive experiences that leave a lasting impression and drive sustainable growth for our clients and partners.

Reporting to our Senior Vice-President Business Development, we invite you to lead as Director of Events, championing our strategic vision to leverage events as a cornerstone for client attraction and retention. Dive at Anderson into the realm of crafting immersive experiences focused on imparting meaningful insights into legal and tax matters, ensuring our clients' financial well-being.

Job Summary:

As a Director of Events, you will play a pivotal role in coordinating all types of events, from intimate gatherings to large-scale seminars, ensuring they are executed seamlessly and leave a lasting impression. You ensure that they are efficiently executed and in alignment with the firm’s overall strategic efforts, and that client service is exceptional.

As Director of Events at Anderson, you'll lead a dedicated team while collaborating closely with Business Development and Marketing teams to cultivate and strengthen client and prospect relationships.

Your Responsibilities Include:

• Crafting an event strategy to reach new customer segments, drawing insights from market research for growth opportunities.
• Developing an annual event calendar with input from commercial stakeholders, aligning key events with business objectives.
• Maintaining updated event calendars and sharing information with the marketing team to ensure coherence with overall strategies.
• Efficiently managing resources, including budgets, personnel, and equipment, to ensure quality educational events without overspending.
• Overseeing live events as a key contact for speakers, sponsors, and attendees, ensuring flawless execution.
• Integrating event activities into broader marketing and business development initiatives, fostering synergy.
• Coordinating logistics for both in-person and virtual events, from venue selection to catering, to ensure seamless execution.
• Establishing and nurturing relationships with vendors, negotiating contracts and resolving conflicts diplomatically.
• Liaising with Graphic Design teams for timely delivery of event collateral.
• Handling event materials preparation and managing webinars using platforms like Zoom and Webex.
• Coordinating booth logistics for conferences in collaboration with Operations and Marketing teams.
• Providing on-site support during events and conducting post-event activities for evaluation and future planning.
• Adapting to unexpected challenges and last-minute changes, demonstrating flexibility and problem-solving skills.
• Communicating effectively with internal teams, external partners, vendors, and attendees throughout the event planning and execution process.
• Balancing extensive travel commitments with other responsibilities, requiring effective time management.
• Leading a dedicated and high performing team, empowering them to unleash their full potential as they spearhead a critical area of our growth initiatives.Your mentorship will empower our team members to thrive and excel in their roles.

Job Requirements:

• Bachelor's degree in a related field; equivalent combination of education and experience may be considered.
• Minimum of 7 years of event management experience in a similar role.
• It’s a bonus if you bring experience in legal, estate planning, and tax advisory services.
• Proficiency in Microsoft Office products is required; experience with webinar technology (Webex, Zoom), internet research, and CRM programs (Salesforce) is preferred.
• Strategic thinking and problem-solving skills, with the ability to make sound decisions and navigate complex situations with confidence.
• Excellent organizational skills, attention to detail, and the ability to manage multiple projects simultaneously under tight deadlines.
• Strong customer service orientation, with the ability to anticipate needs and provide proactive support to internal and external stakeholders.
• High energy, enthusiasm, and a positive attitude, with a commitment to delivering exceptional results and representing the firm professionally at all times.
• Compelling experience in recruiting and developing a high performing team of event specialists
• Strong written and verbal communication skills, with the ability to interact effectively with internal stakeholders and external vendors.
• Flexibility to travel extensively within the USA and manage in-person events 2 to 3 weekends per month

Join our team at Anderson and be part of creating impactful events that drive our firm's success and enhance client relationships across the USA.

Qualifications

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverageall provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.