At Howard Bailey Financial, our mission

is to always seek a better approach, a better method, a better answer, and a better result to the financial challenges and objectives of the people we serve.

Current Job Openings

New Business Team Member

Do you have a passion for the financial industry and knowledge of completing important client paperwork? Our fast-paced financial firm in Fort Wayne, IN is looking for a strong, detail-orientated New Business Team Member.

Our financial firm is seeking hard-working, positive individuals to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you! Competitive compensation and benefits are an added perk to this opportunity!

Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our clients' financial freedom!

Minimum Requirements:
•Experience in processing new business paperwork in a financial office is required
•Intermediate computer skills desired including experience with Microsoft Office
•Experience with Annuity and Life Insurance accounts including completing applications and transfers
•Full understanding of Brokerage Accounts including Qualified and Non-Qualified Accounts

This position requires that you possess the following skills:
• Strong organizational skills and attention to detail
• Ability to complete important client applications and transfer paperwork
• Ability to demonstrate persistence to achieve quality
• Excellent communication – both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
• Prioritize day-to-day tasks and issues
• Operate with a proactive approach to advisors & clients
• Complete & process new client applications
• Respond to client inquiries as needed
• Follow-up on pending business with companies and clients including resolving issues with new account set-up
• Assist advisor with appointment preparation
• Complete service-related items including beneficiary changes and withdrawal requests

Benefits: Health Insurance (employee only), 401(k), Life, Disability and PTO.

If interested, please send resume to

Equal Opportunity Employer M/F/D/V

Director of Marketing

Are you a creative and motivated go-getter with a passion for staying ahead of the marketing curve and utilizing out-of-the-box promotional strategies to take a company to the next level? We are seeking an energetic Events & Media Coordinator whose role is to grow a potential client pipeline by creating a comprehensive marketing strategy and coordinate media for a national Financial Advisor in Ft. Wayne, IN.

The successful candidate will be able to demonstrate superb marketing, creative, organization and analytical skills. We are seeking an innovative thinker who can plan, execute, and iterate high-quality marketing campaigns to drive engagement, quality leads, and qualified opportunities. A confident, outgoing presence with excellent communication and listening skills is a must. We're looking for an ambitious individual that is passionate about connecting with both local and national media, great at asking in-depth questions and getting our prospects excited! This individual will coordinate company media, email marketing, lead nurturing funnels, social media, speaking engagements and other marketing activities in an integrated fashion that results in a larger overall sales funnel of high quality leads.

Minimum Requirements:
• The desire to work long-term in the financial industry
• 3+ years of experience in a marketing/sales role
• Industry knowledge/experience preferred
• Experience with Adobe Design, MS Office and the ability to learn new software quickly

This position requires that you possess the following skills:
• Strong ability to execute digital & print marketing campaigns
• High degree of creativity and very strong work ethic – able to plan and oversee events
• Very strong Microsoft Word, PowerPoint, Adobe Design skills
• Excellent verbal and written communication skills with a great sense of humor
• Proven ability to work both independently and as part of a team to complete assigned tasks on schedule
• Answer Phones

Position Responsibilities:
• Use proven promotional skills to set appointments with potential clients and fill the calendar
• Help to create and implement a direct marketing strategy (coordination of client & educational events, email, social
Media, TV, radio and all media presence).
• Ensure strategies are reaching our target audience for each direct marketing campaign
• Ability to measure results of all marketing campaigns
• Communicate with CEO on regular basis to ensure all marketing avenues are being utilized to their full potential
• Organize, Attend and execute all off- stage aspects of the firms Marketing events

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Give us a call at (866) 482-9559

Or email us at

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