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000210 - Sales Admin - Affiliate Relationship Specialist

Westlake, OH 44145, USA Req #284
Tuesday, September 3, 2019
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

The Affiliate Relationship Specialist collaborates with the Sales and Marketing teams to drive market reach via third party affiliates. Provides exceptional customer service, while proactively driving engagement of existing and new affiliates to produce the generation of new leads and/or accounts.



• Maintains and supports affiliate relationships, providing excellent customer service to maintain existing affiliate relationships and acquire new affiliates

• Transcribes contact information, tracking codes, and payment information into the affiliate software platform

• Facilitates on-boarding calls with each affiliate partner by reviewing the program and demoing the affiliate software platform

• Facilitates routine touch base calls and day-to-day open communication with affiliates to discuss their current activity level and identify opportunities for affiliates to expand their activity, driving lead/account production

• Coordinates with the Sales and Marketing teams, as needed, to address and identified issues or concerns from affiliates, and ensure timely resolution

• Conducts monthly and quarterly tracking reports showcasing affiliate activity, leads produced, accounts opened/funded, and compensation due

• Provides comprehensive documentation to management and accounts payable for processing

• Partners with Marketing to create new marketing assets to meet the needs of affiliates, including email campaigns, banner ads, social media posts, blogs, etc.

• Manages the content repository in the Impact Radius platform, ensuring all marketing assets are up-to-date

• Reviews current trends in affiliate marketing and identify new opportunities.

• Recommends program improvements to increase partner activities, drive third party affiliate leads and account production, and improves program processes

• Provides training on affiliate management program, as needed



• Performs other duties as assigned



Education and Experience:

• Bachelor’s degree in business or related field; equivalent work experience may be considered in lieu of degree

• Minimum three (3) years successful sales, marketing and/or service support experience

• Affiliate management experience preferred



• None required



• Intermediate level proficiency in Microsoft Office

• Experience working with Impact Radius or another affiliate management software, preferred

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Other details

  • Pay Type Hourly
  • Westlake, OH 44145, USA