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Magellan Financial & Insurance Services, Inc.

Marketing Automation Specialist Job at Magellan Financial & Insurance Services,

Magellan Financial & Insurance Services, Inc., Phoenix, AZ, US

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Revolutionize Digital Marketing for Financial Advisors. Build High-Converting Funnels. Drive Growth.

Magellan Financial is seeking a Marketing Automation Specialist (Sales Funnel Designer) to join Magellan Creative , our full-service marketing and ad agency dedicated to supporting independent financial advisory firms nationwide.

This role is perfect for a technical marketer with expertise in designing and optimizing digital sales funnels using Ortto (or similar platforms) . You will be responsible for building, managing, and optimizing high-performing funnels that drive lead generation, nurture prospects, and increase client engagement for our financial advisory partners.

Key Responsibilities:

Digital Funnel Design & Optimization:

  • Design, build, and optimize high-converting sales funnels using Ortto and other automation tools.
  • Develop multi-step workflows including lead capture pages, email sequences, SMS follow-ups, and retargeting campaigns .
  • Implement A/B testing strategies to improve conversion rates at each funnel stage.
  • Monitor key performance indicators (KPIs) such as open rates, click-through rates, and conversion rates to drive continuous improvements.

Lead Generation & CRM Integration:

  • Collaborate with advisors and marketing teams to create lead generation funnels that attract high-value prospects .
  • Ensure seamless CRM integration and data flow between Ortto, HubSpot, Salesforce, and other systems.
  • Segment audiences and personalize messaging based on user behavior, engagement, and sales triggers.

Marketing Automation & Campaign Execution:

  • Manage and optimize email marketing, SMS, and chatbot sequences to boost engagement.
  • Automate client onboarding and retention workflows to streamline the advisor-client journey.
  • Work with content and design teams to create high-impact landing pages, ads, and nurture sequences .
  • Implement behavior-based automations to trigger personalized outreach based on user activity.

Performance Tracking & Reporting:

  • Track and analyze funnel performance, engagement metrics, and revenue impact .
  • Generate weekly and monthly reports outlining funnel effectiveness and areas for improvement.
  • Identify trends, recommend optimizations , and implement data-driven improvements to maximize ROI.

Qualifications & Experience:

Required:

  • Experience designing and managing digital funnels using Ortto .
  • 3+ years of experience in marketing automation, lead generation, or sales funnel design.
  • Expertise in email automation, CRM integrations, and lead scoring strategies .
  • Strong understanding of conversion rate optimization (CRO), A/B testing, and behavioral targeting .
  • Proficiency in Ortto, HubSpot, ActiveCampaign, Keap, or ClickFunnels .
  • Experience in workflow automation, trigger-based sequences, and customer segmentation .
  • Ability to analyze user behavior, interpret data, and optimize marketing funnels .
  • Strong collaboration skills, working across marketing, sales, and technology teams .

Preferred:

  • Familiarity with financial services, fintech, or professional services marketing .
  • Experience with Google Analytics, Facebook Ads, and paid media platforms .
  • Knowledge of HTML, CSS, and JavaScript for landing page customization is a plus.
  • Understanding of compliance and data privacy best practices in financial marketing .

Benefits & Compensation:

Full Benefits Package:

  • Medical, Dental, Vision, and Life Insurance
  • 401(k) with Company Match
  • Paid Time Off and Holidays
  • Professional Development Opportunities
  • Access to Industry-Leading Tools
  • Collaborative, High-Growth Marketing Team

About Magellan Creative:

Magellan Creative is the in-house full-service marketing and ad agency within Magellan Financial , specializing in custom branding, digital marketing, and lead generation for independent financial advisors nationwide.

We provide:

World-class digital marketing support for financial advisors

High-converting automated sales funnels to drive lead generation

Cutting-edge marketing automation strategies and CRM integrations

This is an exciting opportunity to join a fast-growing team , work on impactful projects , and help shape the digital sales funnel strategy for leading financial advisors across the country.

Join Magellan Creative and make an impact. Apply today!