Marketing Agency Assistant

📌 Core Information

🔹 Job Title: Marketing Agency Assistant

🔹 Company: Maritime Financial Group

🔹 Location: San Juan, Puerto Rico

🔹 Job Type: On-site

🔹 Category: Financial Services

🔹 Date Posted: 2025-07-17

🔹 Experience Level: 0-2 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Providing administrative and technical support to the Career Agency Development Unit
• Preparing and distributing production and manpower results
• Conducting marketing research and benchmarking competitors
• Managing field performance and providing technical support
• Assisting with events, recruitment, and special projects

ASSUMPTION: This role requires a high level of organization, attention to detail, and strong communication skills. The successful candidate will be comfortable working with data, managing multiple tasks, and meeting tight deadlines.

📋 Key Responsibilities

✅ Disseminating Production results for the Preparation and Distribution of all Field Productivity and Production reports, which includes:

• Maintaining an updated Agent Employment Info. File for active and inactive advisors
• Monthly Incentives Bulletins (Contests, Sales Campaigns, Conventions etc.)
• Monthly Field Management Productivity Reports
• Monthly Productivity reports for GM - CAD, GM - LTIS and CEO meetings
• Monthly New Agents Production and Productivity Report
• Manpower performance reports
• Miscellaneous manpower and production reports as required by the GM, CAD
• Recruitment and Retention report

✅ Actively benchmarking the competition, sourcing information on competitors:

• Products
• Field Support Services (Technology, Training, Underwriting, etc….)
• Field Compensation
• Field Production Incentives
• Manpower and production results

✅ Field Performance Management - Technical and Administrative Support:

• Keeping proper records of performance improvement plans and programs of all field personnel through the management of various tools
• The monthly scheduling and facilitation of Sales Builder Study Groups
• The identification and sourcing of appropriate awards/rewards for individual outstanding performance

✅ Assisting with the Planning, Promoting and coordinating of Events for CAD, CEO and the Company

✅ Assisting with Inventory Management

✅ Providing support for the preparation and scheduling of meetings as needed by the unit

✅ Providing administrative support as needed in the field recruitment and selection process

✅ Assisting with special exercises and projects organized by the GM

✅ An alternate for attending Field Manager’s meetings and recording meeting minutes

✅ Effective Management of Advisors Annual Client Reviews

✅ Preparing reports and presentations for Quarterly Reviews / Managers Retreat

✅ Managing Financial Advisors application forms

✅ Distributing birthday cards to the field

✅ Sending anniversary emails

✅ Assisting with the distribution of SMB leads and providing feedback to Corporate Relations

ASSUMPTION: This role involves a wide range of responsibilities, requiring the incumbent to be adaptable, proactive, and detail-oriented. Strong organizational skills and the ability to manage multiple tasks are essential for success in this position.

🎯 Required Qualifications

Education: Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and 6 CAPE passes or an equivalent diploma or professional certificate

Experience: Insurance Industry experience will be an asset. Efficient in Excel

Required Skills:

• Administrative Support
• Data Management
• Research
• Event Coordination
• Inventory Management
• Report Preparation
• Performance Management
• Recruitment
• Communication
• Benchmarking
• Field Support
• Time Management
• Organizational Skills
• Client Relations

Preferred Skills:

• Qualifications in Business/Accounting and LOMA

ASSUMPTION: While a background in the insurance industry is preferred, candidates with strong administrative skills and a willingness to learn may also be considered. Proficiency in Excel is a must for this role.

💰 Compensation & Benefits

Salary Range: The salary range for this position is not specified. However, based on industry standards for a Marketing Agency Assistant in Puerto Rico with 0-2 years of experience, the estimated salary range is $20,000 - $30,000 USD per year.

Benefits:

• Not specified

Working Hours: Full-time, 40 hours per week

ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's qualifications and experience.

📌 Applicant Insights

🔍 Company Context

Industry: Maritime Financial Group is a leading financial institution in Puerto Rico, offering a wide range of financial services, including individual and group life insurance, pensions, commercial and personal lines of general insurance, finance, trust and leasing services, and retail services.

Company Size: Maritime Financial Group has 201-500 employees, providing a mid-sized company environment with opportunities for growth and development.

Founded: 1961, with over 60 years of experience in the financial services industry

Company Description:

• Provides an umbrella of specialized financial services to satisfy diverse financial needs
• Highly trained team of Financial Advisors and Team Members to guide clients
• Offers a range of financial solutions, including insurance, pensions, finance, trust, and leasing services

Company Specialties:

• Life Insurance
• Pensions
• General Insurance
• Finance
• Trust and Leasing Services

Company Website: maritimefinancial.com

ASSUMPTION: Maritime Financial Group is a well-established company with a strong reputation in the financial services industry. Working for this company offers opportunities for career growth and development in a dynamic and challenging environment.

📊 Role Analysis

Career Level: Entry-level to mid-level, with opportunities for growth and development

Reporting Structure: This role reports directly to the General Manager of Career Agency Development

Work Arrangement: On-site, full-time, with a 40-hour workweek

Growth Opportunities:

• Progression to more senior administrative or management roles within the company
• Expansion of skills and knowledge through on-the-job training and professional development opportunities
• Potential to take on additional responsibilities and projects as the company grows

ASSUMPTION: This role offers a range of growth opportunities, both within the company and in the broader financial services industry. The successful candidate will have the opportunity to develop their skills and advance their career in a dynamic and challenging environment.

🌍 Location & Work Environment

Office Type: On-site, with a physical office location in San Juan, Puerto Rico

Office Location(s): 29 Tenth Avenue, Barataria, San Juan, TT

Geographic Context:

• San Juan is the capital and most populous city of Puerto Rico
• The company's office is located in the Barataria neighborhood, offering easy access to public transportation and nearby amenities
• The island of Puerto Rico is located in the Caribbean Sea, with a tropical climate and a diverse cultural heritage

Work Schedule: Monday to Friday, 8:00 AM to 5:00 PM, with a one-hour lunch break

ASSUMPTION: The on-site work environment offers opportunities for collaboration and networking with colleagues and clients. The company's location in San Juan provides easy access to public transportation and nearby amenities, making it an attractive option for candidates living in or near the city.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• On-site or virtual interview with the hiring manager
• Background check and reference check
• Job offer

Key Assessment Areas:

• Administrative and organizational skills
• Attention to detail and data management
• Communication and interpersonal skills
• Problem-solving and initiative
• Cultural fit and alignment with company values

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Demonstrate your proficiency in Excel and other relevant software applications
• Showcase your ability to manage multiple tasks and meet tight deadlines
• Prepare for behavioral interview questions that focus on your administrative and organizational skills

ATS Keywords: Marketing Agency Assistant, Administrative Support, Technical Support, Data Management, Research, Event Coordination, Inventory Management, Report Preparation, Performance Management, Recruitment, Communication, Benchmarking, Field Support, Time Management, Organizational Skills, Client Relations

ASSUMPTION: The application process for this role is typical for the financial services industry. Candidates should be prepared to demonstrate their skills and experiences in a variety of assessment areas, including administrative and organizational skills, attention to detail, communication, and problem-solving.

🛠️ Tools & Technologies

• Microsoft Office Suite (Word, Excel, PowerPoint)
• Customer Relationship Management (CRM) software
• Data analysis and visualization tools
• Project management software

ASSUMPTION: The tools and technologies required for this role are standard for the financial services industry. Candidates should be comfortable using Microsoft Office Suite and other relevant software applications.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Customer Focus
• Excellence
• Teamwork
• Innovation

Work Style:

• Collaborative and team-oriented
• Results-driven and focused on continuous improvement
• Adaptable and responsive to change
• Strong attention to detail and commitment to accuracy

Self-Assessment Questions:

• Do you have strong administrative and organizational skills, with a proven ability to manage multiple tasks and meet tight deadlines?
• Are you comfortable working with data and using tools such as Excel to analyze and present information?
• Do you have strong communication and interpersonal skills, with the ability to build and maintain effective working relationships with colleagues and clients?
• Are you proactive, initiative, and able to work independently as well as in a team environment?
• Do you share Maritime Financial Group's values and are committed to delivering excellence in all aspects of your work?

ASSUMPTION: Maritime Financial Group values candidates who are highly organized, detail-oriented, and committed to delivering excellence in all aspects of their work. The successful candidate will be a strong cultural fit with the company's values and work style.

⚠️ Potential Challenges

• The role may require working on tight deadlines and managing multiple tasks simultaneously
• There may be a need to travel to attend events or meetings
• The work environment may be fast-paced and demanding at times
• The role may require working with sensitive client information, requiring a high level of discretion and confidentiality

ASSUMPTION: While this role offers many opportunities for growth and development, it also presents certain challenges that candidates should be aware of and prepared to manage.

📈 Similar Roles Comparison

• Marketing Agency Assistant vs. Marketing Coordinator: Both roles involve supporting marketing efforts, but the Marketing Coordinator role may have more strategic and creative components
• Marketing Agency Assistant vs. Administrative Assistant: The Marketing Agency Assistant role is more specialized and focused on marketing-related tasks, while the Administrative Assistant role is more general and may involve a wider range of administrative duties
• Career Path: Marketing Agency Assistant roles can lead to careers in marketing, communications, or related fields, with opportunities for progression to more senior roles within the company or industry

ASSUMPTION: While Marketing Agency Assistant roles share some similarities with other administrative or marketing positions, they are distinct in their focus on supporting marketing efforts and requiring specialized skills and knowledge.

📝 Sample Projects

• Preparing and distributing monthly productivity reports for various departments and stakeholders
• Conducting market research and competitive analysis to inform marketing strategies and tactics
• Assisting with the planning and execution of marketing events and campaigns
• Managing and updating client databases and CRM systems
• Developing and implementing performance improvement plans for field personnel

ASSUMPTION: These sample projects provide a snapshot of the types of tasks and responsibilities that a Marketing Agency Assistant may be expected to perform in this role.

❓ Key Questions to Ask During Interview

• What are the key priorities for this role in the first 30-60-90 days?
• How does this role fit into the broader marketing and communications strategy for the company?
• What opportunities are there for professional development and growth within the company?
• How does the company support work-life balance for its employees?
• What are the most challenging aspects of this role, and how can I best prepare to succeed in them?

ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and your commitment to success. These questions can also provide valuable insights into the company's culture and work environment.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the Maritime Financial Group careers portal
• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role
• Prepare for the interview by researching the company and role, and practicing common interview questions and answers
• Follow up with the hiring manager after the interview to express your appreciation and reiterate your interest in the role
• If selected for the position, complete the required background check and onboarding processes

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.