Location: This position follows a hybrid flex work model requiring in-office presence at our Franklin, TN office on Mondays and Wednesdays (two days per week), with flexibility to work remotely on other days based on event schedule.

Reports to: Marketing Manager

About the Role: At Wood Financial Group, our dinner seminars and educational events are the heartbeat of how we connect with families across Middle Tennessee and Kentucky. We host 140+ events annually — and each one plays a critical role in helping people feel confident about their retirement journey.

We’re looking for a highly organized, proactive Workshop Coordinator who thrives on creating memorable experiences and making things happen. This isn’t just logistics — it’s strategy. This role is ideal for someone who is highly organized, detail-oriented, proactive, and eager to grow their marketing career within a fast-paced, client-focused organization. The ideal candidate thrives on creating exceptional client experiences through events and is equally motivated to learn and contribute to lead generation, tracking, and marketing campaign initiatives. If you love details, take pride in anticipating challenges before they become problems, and enjoy seeing a room full of engaged attendees as the result of your work — we’d love to meet you.

Event Coordination & Execution (Primary Focus)

– Serve as on-site lead coordinator for South territory (Franklin, Murfreesboro, Mt Juliet)
– Execute and oversee:
– Dinner Seminars: Two-per week monthly | 5:00 pm – 9:00 pm
– Educational Workshops: Two per month | 10:00 am – 1:00 pm
– Successfully convert 60% of event attendees to book a first appointment
– Manage all event logistics
– Relationship building with venue servers/staff, venue/room setup and tear down, manage attendee registration, A-V, event materials/supplies (nametags, branded collateral, event folders, RSVP list, presentation, etc).
– Call and confirm attendees prior to event, greet and check-in guests upon arrival, welcome guests and introduce advisor/presenter.
– Ensure seamless execution and a professional, engaging experience for attendees.
– Assist with event data tracking and CRM updates to ensure prospects/attendees move efficiently through the pipeline.
– Serve as key support at a variety of WFG events focusing on set-up/tear down, engaging with attendees and securing #1 appointments.

Event Strategy & Optimization (Primary Focus)

– Partner with marketing leadership to measure appointment-setting outcomes (Set 1st, Kept 1st) directly resulting from events.
– Proactively communicate insights, potential issues, and improvement ideas to leadership.
– Track and report event registrations, attendance rates, and attendee engagement/quality.
– Collaborate on new ideas to increase attendance, engagement, and impact.

Community Event Initiatives

· 55+ Community Events:

– Actively build relationships with community/lifestyle directors at new and established 55+ communities in our North territory (Nashville, HV/Gallatin, Bowling Green).
– Identify and coordinate community events to promote the WFG brand and services (seminars, lunch & learns, wine tastings, pickleball games, etc.).
– Work to establish the WFG brand as a consistent presence and trusted source for retirement planning.

· Lunch & Learns:

– Help coordinate an annual plan to host lunch & learns at local companies in our North territories.
– Quarterly reach out to local companies across industries to offer lunch & learns.
– Coordinate all logistics: dates/times, speaker, topic, event flow, packets, marketing collateral.
– Report results and key learnings from each event.
– Proactively look for ways to build deeper relationships with each company.

· Speaking Engagements:

– Proactively find quarterly speaking engagement opportunities for advisors’ such as churches, non-profits, Chambers, men’s groups, etc to fill gaps in their calendars.

Compliance & Confidentiality

– Follow all company policies and regulatory requirements to ensure confidentiality and security of client information.
– Maintain records in accordance with compliance guidelines

Qualifications:

– Bachelor’s degree in marketing, communications, business, or a related field
– Minimum of 2-4 + years of direct experience in event planning, event coordination, event marketing, or related field (financial services or professional or healthcare services preferred/a bonus).
– Must have reliable transportation and valid driver’s license to travel to event locations within assigned territory.
– Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams, PowerPoint, SharePoint)
– Ability to adopt new technologies easily; familiarity with CRM platforms, particularly Salesforce and Monday.com is a plus.
– Strong critical thinking and problem-solving skills, with flexibility to adapt in a fast-paced environment.
– Sales minded with strong networking skills; outgoing, engaging personality; exceptionally adept at building and leveraging connections; comfortable speaking in front of an audience and interacting with event attendees.
– Detailed oriented, strong organizational skills, and ability to manage multiple projects simultaneously.
– Excellent written/verbal communication skills.
– Problem solver who takes initiative and thrives in fast-paced environments. Comfortable working independently while contributing to a collaborative team.
– A proactive and trusted team player who takes initiative and brings new ideas and solutions when issues, blockers, or challenges arise.
– Demonstrated ability to handle sensitive information with discretion.

We offer a salary plus bonus pay structure, a fun and professional office environment, mileage reimbursements for travel to events, PTO, paid holidays and 401k. This position is available immediately.

Weekly Schedule:

– Monday/Wednesday 8:00 am – 5:00 pm (in office) | Collaborative team office days for meetings, production, and creative work.
– Tues/Thursday/Wednesday: Event + Dinner Workshops (Remote/Event Flex Days)
– Friday 8:00 am – 5:00 pm (Flex Day) | Occasional in-person attendance on flex days is expected for internal/vendor meetings.

Job Type: Full-time; Hybrid/Flex Schedule

Benefits: 401(k), 401(k) matching, Paid time off

*Please upload your CV and/or resume to the secure file upload