Job Description

Keystone Advisors Overview

Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and clients with a broad and competitive portfolio of Insurance Options. We have over 20 years' experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the company and its employees lies in our core values: Customer service, integrity, compassion, tenacity, & being a team player.

Job Purpose 

The Event & Outreach Coordinator is responsible for planning and executing consumer-facing events, community engagement activities, and outreach initiatives that expand Keystone Advisors' presence in the market. This role will build awareness of our services, generate leads, and foster strong relationships with individuals, families, and community partners. The coordinator will also support agent recruiting through outreach efforts and ensure seamless execution of marketing and enrollment events that align with company goals.

Duties and Responsibilities

Event Planning & Execution

• Plan, coordinate, and manage community events, health fairs, seminars, and workshops to engage directly with consumers.

• Oversee event logistics including scheduling, venue selection, vendor coordination, registration, and on-site support.

• Promote events through community outreach, social media, flyers, and partnerships with local organizations.

• Track and report on event success, including attendance, lead generation, and participant feedback.

Community Outreach & Engagement

• Build and maintain relationships with community leaders, local organizations, and healthcare providers.

• Conduct outreach calls, community visits, and networking to increase awareness of Keystone Advisors' services.

• Serve as a company representative at events, ensuring a professional and welcoming presence.

• Identify new opportunities for partnerships that increase visibility and community trust.

Support for Agent Recruiting & Marketing

• Assist in recruiting independent agents by promoting opportunities at events and through outreach activities.

• Help create and distribute marketing materials tailored for community engagement.

• Collaborate with the Marketing Manager and Sales team to align outreach activities with organizational objectives.

Cross-Functional Collaboration

• Partner with Sales, Retention, HR, and Call Center teams to ensure smooth event execution and follow-up.

• Provide event and outreach data to support decision-making and track return on investment.

  Key Performance Indicators (KPIs):

Number and quality of events coordinated.
Event attendance and lead generation results.
Growth of community partnerships.
Support for agent recruiting efforts.
Contribution to consumer awareness and engagement.

Qualifications
College degree preferred.
Experience in sales and/or marketing or a related field.
Proficiency with Microsoft Office and internet tools.
Familiarity with multiple phone devices and platforms.
Strong written and verbal communication skills in English; excellent grammar and spelling.
Some domestic travel may be required for industry events.
Experience with CRM systems is preferred.
Must obtain a Life and Health license within 6 weeks of the start date.
Spanish-speaking candidates preferred.

Knowledge, Skills, and Abilities:
• Professional and clear communicator.
• Persistent and committed to following through on tasks.
• Flexible and adaptable to changing priorities.
• Calm and professional when solving client-related issues.
• Team player who supports colleagues' success.
• Self-organized with strong time-management skills.
• Self-motivated and able to work independently while innovating within role parameters.
• Strong listening skills with a customer-focused approach.
• Eagerness to learn, coach, and persuade.

Company Benefits

At Keystone Advisors, we value our employees and strive to offer a well-rounded and competitive benefits package, including:

• Medical, Dental, and Vision Insurance

• Short-Term and Long-Term Disability (STD/LTD)

• Life Insurance and AD&D Coverage

• Paid Holidays and Paid Time Off (PTO)

• Employee Assistance Program (EAP)

• Wellness Programs, including mental health support

• Gym Membership

• Quarterly Employee Appreciation Activities

• Professional Development Opportunities

Job Tags

Full time, Temporary work, Work at office, Local area, Flexible hours,

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