Strategic Outreach Specialist – Financial Advisor Partnerships
Requirements at a glance
Strategic Outreach Specialist – Financial Advisor Partnerships at Jovie of NC OH VA is a remote role. It does not mention visa sponsorship. Key skills include CRM. Applications are submitted through JazzHR.
- Visa sponsorship
- Not mentioned in the posting
- Application platform
- JazzHR
Skills in this posting
- CRM
Extracted automatically from the job description. Confirm details in the full posting below.
Mission of the Role
To build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’ career-first, ROI-driven approach, and scheduling qualified partnership meetings.
This role fuels strategic alliances that drive long-term client referrals.
Core Responsibilities
Outbound Prospecting (Primary Function)
- Conduct daily cold calls to financial advisors, RIAs, wealth managers, and planners
- Identify firms serving families with high school–aged children
- Navigate gatekeepers and decision-makers
Conversation & Positioning
- Lead with insights that resonate with advisors:
- Rising college costs
- Student debt impact on family wealth
- Lack of career clarity in traditional planning
- Clearly articulate Pathfinders’ differentiator:
- We start with career outcomes first
- Then align education + financial ROI
Appointment Setting
- Schedule introductory partnership meetings with Pathfinders leadership
- Qualify advisors based on:
- Client demographic fit
- Interest in value-added services
- Openness to collaboration
CRM & Pipeline Management
- Track all outreach activity
- Maintain notes on conversations and follow-ups
- Execute consistent follow-up cadence
Key Performance Indicators (KPIs)
- Calls per day/week
- Conversations with qualified advisors
- Meetings scheduled
- Meeting show rate
- Partnership conversions