Event Planner


        Support Team


        Edwardsville, IL

Event Planner

Event Planning

  • Responsible for all events from execution to completion
  • Coordinate event dates with advisor calendars
  • Contact restaurants and event halls to schedule events
  • Work with Leading Response to coordinate mailers
  • Work with CEO to update mailers regularly
  • Maintain yearly event schedule of all areas
  • Work with restaurant event coordinators to plan event meals and agenda
  • Research new restaurants in existing event areas
  • Research new areas to hold events
  • Work with Advisors Excel to design client event invitations, materials and gifting
  • Create and export event invitation lists from client database

Event Preparation

  • Manage events in Leading Response CRM
  • Send confirmation email to event registrants
  • Complete qualifying calls 48 hours before events
  • Prep workshop materials for workshops
  • Make sure event PowerPoint is up to date and presenting laptop is updated
  • Weekly inventory and organization of all workshop supplies

Event Follow-Up

  • Input all event details into seminar spreadsheet
  • Input all scheduled appointments into advisor calendars
  • Contact interested attendees who asked to schedule at a later time
  • Mail out appointment packets
  • Create main files

Supply Management

  • Monthly inventory and ordering of all seminar materials and supplies


  • Track all expenses and maintain budget
  • Back up for Client Relations Administrator
  • Give weekly event status update during team meetings

Before applying, view the Slagle Financial Core Values and our Vivid Vision by clicking here: https://bit.ly/36XE6dh

  • Max. file size: 1 GB.