Email Marketing Specialist Needed to Build Webinar Nurture Sequence (Financial Advisory Firm)

We are a fiduciary wealth management firm serving pre-retirees and retirees with $500K+ in investable assets. We recently launched an on-demand educational webinar and are now looking for an experienced email marketing specialist to build a high-quality nurture sequence for webinar registrants.

This is not a generic promo sequence. It is a trust-based, education-driven funnel designed to convert qualified prospects into one-on-one planning meetings over time.

Project Scope

We are looking for someone to

• Create a 90-day email nurture sequence for webinar registrants
• Align messaging with the themes of the webinar (retirement taxes, income planning, Social Security, Roth conversions, Medicare IRMAA, estate coordination)
• Write emails that educate, reframe common misconceptions, and build confidence
• Strategically drive qualified prospects toward booking a Retirement Pathfinder Analysis (planning meeting)
• Recommend how the sequence should transition into a longer-term evergreen or broadcast strategy after 90 days

We already have

• A recorded webinar
• A defined offer and funnel
• Blog posts and YouTube videos you can reference or repurpose
• Clear audience definition (age 55+, $500K+ assets)

What We’re Looking For

This role is a good fit if you

• Have experience writing nurture sequences for high-trust, high-ticket services
• Understand how long-cycle decisions work (not impulse buying)
• Can balance authority, education, and calm urgency
• Write clearly and simply without hype or gimmicks
• Can think strategically about sequencing, not just individual emails

Experience with

• Financial services
• Advisory or professional services
• Webinar funnels

is a plus, but not required if you understand trust-based selling.

Important Notes

• This is a one-time project, not ongoing management
• Compliance-friendly tone is essential (no exaggerated claims)
• We value clarity, professionalism, and credibility over marketing hype

To Apply

Please include

• A brief description of your relevant experience
• 1–2 examples of nurture or long-form email sequences you’ve written
• A short explanation of how you approach nurturing prospects who are not ready to act immediately

If you are selected, we will provide access to the webinar and content library so you can align messaging properly.

We are looking to move quickly and value quality over speed.