What We Do

We help Financial Professionals build and grow their business in a variety of different ways.  With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. 

Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place.

About Our Culture

At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally.

Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace.

We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together!

Our Employee Benefits

At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award three years running (2023, 2024, and 2025), and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package.

• Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
• Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
• Our robust insurance plan includes:
  • Medical with $0 co-pay Telehealth plan 
  • Dental
  • Vision
  • Health Savings Account (HSA) with generous employer contributions
  • Flexible Spending Accounts (FSA)
  • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
  • Company-paid Short & Long Term Disability coverage
  • Company-paid Employee Assistance Program (EAP)
• Matching 401(k) with immediate full vesting
• On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit
• Internet & Gym Reimbursement!
• We’ll provide you with the work computer equipment you need to set you up for success!
• Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style!

About the Role

The FMG DIFM Concierge is a creative and resourceful individual who provides support to customers and ensures an exceptional customer experience. This individual will have intimate knowledge of the FMG services and products and will guide customers in executing marketing strategies utilizing FMG’s products and tools. Your ability to deliver an exceptional customer experience through all your interactions with customers will be vital to your success. 

You can learn more about the Do It For Me Marketing Program at https://fmgsuite.com/legal/service-attachment-for-fmg-s-do-it-for-me-difmmarketing-service/

Compensation This position offers $19-$22/per hour depending on skills and experience

Primary Responsibilities & Expectations

Industry and Product Knowledge 

• Provide ongoing support to customers and staff 
• Provide knowledge of FMG products and services  
• Provide basic understanding of compliance relationships through FMG 
• Provide basic knowledge of all departments’ processes and procedures

Account Management

• Primary account management while providing the highest level of ongoing support to customers who have purchased our highest level of service.  
• Provide specific advice to customers to help them identify and resolve challenges, and continuously move their marketing forward.
• Respond to customer inquiries and requests for assistance by telephone or email.
• Keep records of customer interactions, details of inquiries, comments and complaints.
• Promptly respond to customers’ concerns and provide solutions. 
• Proactively manage personal workload and readily communicate the need for additional support to lead or manager.
• Understand client goals and provide suggestions based on account history and current needs.
• Educate customers in leveraging the marketing tools within the FMG Dashboard to include client/prospect segmentation. 
• You will share and review a monthly content calendar and a marketing strategy created by our industry thought leaders with each of your customers within your book of business.
• Assist with calendar execution and ticket work as needed. 
• Access to a private & secure workspace, free from distractions
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
• An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Skills and Qualifications

• At least 2 years of experience in Customer Service 
  • Account Management experience is a plus
• Excellent written and verbal communication skills
• Strong sense of customer care and putting customers first
• Ability to work as part of a team
• Openness to feedback 
• Ability to apply critical thinking to challenging situations
• Ability to overcome difficult conversations
• Technical skills (proficient at using a computer and learning new software)
• Ability to adapt to changes/updates in SOPs or technology 

At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. 

We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information.  If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com.

You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/