π Core Information
πΉ Job Title: Demand Generation Specialist
πΉ Company: Sound Income Group LLC
πΉ Location: Fort Lauderdale, Florida
πΉ Job Type: Full-Time, On-site
πΉ Category: Marketing
πΉ Date Posted: July 10, 2025
πΉ Experience Level: 2-5 years
πΉ Remote Status: On-site
π Job Overview
Key aspects of this role include:
- Driving revenue growth through high-impact lead generation campaigns
- Developing and executing multi-channel marketing campaigns
- Collaborating with sales teams to ensure lead quality and smooth handoff
- Monitoring and analyzing campaign performance to improve ROI
ASSUMPTION: This role requires a strong understanding of both B2B and B2C marketing strategies, as well as experience in the financial services sector.
π Key Responsibilities
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Conduct market research to define buyer personas and anticipate trends
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Develop and refine demand generation strategies that drive high-quality leads
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Plan and execute multi-channel marketing campaigns, including content marketing, social media, webinars, email, and trade shows
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Tailor messaging to resonate with financial advisors and pre-retiree/retiree clients
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Track, measure, and evaluate the effectiveness of campaigns
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Provide actionable insights and recommendations to improve ROI
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Partner with sales teams to ensure lead quality and smooth handoff
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Align on performance goals and jointly define success metrics
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Utilize marketing automation tools, CRM systems, and social media platforms to scale campaigns
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Streamline workflows to improve campaign efficiency and impact
ASSUMPTION: This role requires strong analytical skills, creativity, and the ability to work cross-functionally with various teams.
π― Required Qualifications
Education: Bachelorβs degree in marketing, business, communications, or related field preferred but not required
Experience: 3+ years of experience in financial services marketing, with a focus on demand generation
Required Skills:
- Proven experience in demand generation and lead generation campaigns
- Background in both B2B and B2C campaign development
- Familiarity with marketing tools such as Meta Ads, Google Ads, HubSpot Inbound Marketing, YouTube, or similar
Preferred Skills:
- Familiarity with SEC or FINRA guidelines to ensure compliant marketing practices
ASSUMPTION: Candidates with experience in the financial services sector and a strong understanding of marketing automation tools will be most successful in this role.
π° Compensation & Benefits
Salary Range: $60,000 - $80,000 per year (Based on industry standards for a Demand Generation Specialist with 3+ years of experience in the financial services sector)
Benefits:
- 100% employer-covered medical benefits and HRA account
- Dental & vision plans
- PTO + 10 NYSE company holidays per year
- 401K with company match program
- Free onsite parking
- Company-provided laptop and required technology
- Access to an on-site gym
Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (with a one-hour lunch break)
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
π Applicant Insights
π Company Context
Industry: Financial Services
Company Size: 51-200 employees
Founded: 2005 (Based on LinkedIn profile)
Company Description:
- Sound Income Group is a revolutionary financial services organization that encompasses first-in-class advisor coaching and marketing.
- It is a thriving RIA and a national franchise aimed at helping advisors attract new clients and exceed their expectations.
- The company is the brainchild of visionary financial advisor, David J. Scranton, a respected income specialist and sought-after sales and marketing coach.
Company Specialties:
- Advisor Coaching
- Marketing Services
- Investment Strategies
- Practice Management
Company Website: soundincomegroup.com
ASSUMPTION: Sound Income Group is a growing organization that values innovation, performance, and service in the financial services space.
π Role Analysis
Career Level: Mid-level
Reporting Structure: Reports to the Director of Operations (Marketing)
Work Arrangement: Full-time, on-site with potential travel to conferences, events, and satellite offices as needed
Growth Opportunities:
- Potential career advancement within the marketing department or broader organization
- Opportunities to work on diverse campaigns and gain exposure to various aspects of the business
- Chance to contribute to the company's growth and make a measurable impact in the financial services space
ASSUMPTION: This role offers opportunities for professional growth and development within a dynamic and collaborative work environment.
π Location & Work Environment
Office Type: Corporate headquarters
Office Location(s): 500 NW 62nd St, Fort Lauderdale, FL 33309
Geographic Context:
- Fort Lauderdale is located in Broward County, Florida, and is part of the Miami metropolitan area
- The city offers a subtropical climate, with mild winters and hot, humid summers
- Fort Lauderdale is known for its beaches, boating, and tourism industry
Work Schedule: Typically Monday-Friday, 9:00 AM - 5:00 PM (with a one-hour lunch break)
ASSUMPTION: The work environment is collaborative, performance-driven, and focused on integrity, innovation, and service.
πΌ Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- In-depth interview with the marketing team
- Final interview with the director of operations (marketing)
- Background check and offer extension
Key Assessment Areas:
- Marketing and demand generation expertise
- Campaign development and execution skills
- Analytical and problem-solving abilities
- Collaboration and communication skills
Application Tips:
- Highlight relevant experience in financial services marketing and demand generation
- Demonstrate a strong understanding of both B2B and B2C marketing strategies
- Showcase your ability to analyze campaign performance and provide data-driven insights
- Tailor your resume and cover letter to emphasize your fit for the role and the company's mission
ATS Keywords: Demand Generation, Lead Generation, Market Research, Campaign Development, Content Marketing, Social Media, Email Marketing, Trade Shows, Performance Analysis, Sales Collaboration, Marketing Technology Management, Data-Driven Insights, Creative Thinking, B2B Marketing, B2C Marketing, Compliance Awareness
ASSUMPTION: The application process is designed to assess candidates' marketing expertise, analytical skills, and cultural fit within the organization.
π οΈ Tools & Technologies
- Marketing automation tools (e.g., HubSpot, Marketo)
- CRM systems (e.g., Salesforce, HubSpot CRM)
- Social media platforms (e.g., LinkedIn, Facebook, Twitter)
- Email marketing platforms (e.g., Mailchimp, Constant Contact)
- Webinar platforms (e.g., GoToWebinar, Zoom Webinar)
ASSUMPTION: Familiarity with these tools is preferred but not required. The company may provide training and support for new hires.
π Cultural Fit Considerations
Company Values:
- Integrity
- Innovation
- Service
Work Style:
- Collaborative
- Performance-driven
- Focused on results and continuous improvement
Self-Assessment Questions:
- Do you thrive in a collaborative, performance-driven environment?
- Are you passionate about making a measurable impact in the financial services space?
- Do you possess strong analytical skills and the ability to work cross-functionally with various teams?
ASSUMPTION: Candidates who align with the company's values and work style will be most successful in this role.
β οΈ Potential Challenges
- Managing multiple campaigns simultaneously, requiring strong organizational skills and time management
- Keeping up with industry trends and competitor activity, necessitating continuous learning and adaptation
- Ensuring compliance with SEC or FINRA guidelines, requiring a strong understanding of regulatory requirements
- Occasional travel to conferences, events, and satellite offices, which may disrupt personal schedules
ASSUMPTION: These challenges can be overcome with strong organizational skills, a proactive approach to learning, and effective time management.
π Similar Roles Comparison
- Unlike traditional marketing roles, this position focuses heavily on demand generation and lead generation campaigns
- Experience in the financial services sector is preferred, as the role requires a strong understanding of the industry and its target audiences
- Career progression may involve moving into a marketing management or director role within the organization
ASSUMPTION: This role offers unique opportunities and challenges compared to other marketing positions, requiring a specific skill set and industry knowledge.
π Sample Projects
- Developing and executing a multi-channel campaign to attract new financial advisors to the company's platform
- Analyzing the performance of email marketing campaigns and optimizing them for improved open rates and click-through rates
- Collaborating with the sales team to create targeted content that resonates with pre-retiree and retiree clients
ASSUMPTION: These projects are representative of the types of initiatives the Demand Generation Specialist may work on, focusing on campaign development, execution, and optimization.
β Key Questions to Ask During Interview
- Can you describe the company's approach to demand generation and how this role fits into that strategy?
- How does the marketing team collaborate with other departments, such as sales and product, to ensure alignment and success?
- What opportunities are there for professional growth and development within the marketing department or broader organization?
- How does the company support work-life balance for its employees?
- Can you provide an example of a successful demand generation campaign the company has executed, and what made it effective?
ASSUMPTION: These questions are designed to help candidates better understand the role, the team, and the company culture, enabling them to make an informed decision about their application.
π Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for your interviews by researching the company, its mission, and its values
- Follow up with the hiring manager after your interview to express your appreciation and reiterate your interest in the position
β οΈ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.