Strategic Outreach Specialist – Financial Advisor Partnerships

🕒 July 10

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Jovie

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2001

💼 Consulting

📦 Logistics

🏨 Hospitality

Consulting • Logistics • Hospitality

Jovie is a company dedicated to building stronger families by providing a range of childcare services. With a vetted team of professional nannies and babysitters, Jovie helps modern parents navigate the challenges of finding suitable childcare. They offer services that include recruiting, staffing for childcare, and event childcare for corporate functions, weddings, and other events. Jovie, previously known as College Nannies and Sitters, has been in operation for over 20 years, serving more than 350,000 families across the U. S.

📋 Description

• Initiating outbound conversations • Educating advisors on Pathfinders’ career-first, ROI-driven approach • Scheduling qualified partnership meetings • Fostering strategic alliances that drive long-term client referrals

🎯 Requirements

• Outbound Prospecting • 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 • 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 • Align education + financial ROI • Schedule introductory partnership meetings with Pathfinders leadership • Qualify advisors based on: Client demographic fit, Interest in value-added services, Openness to collaboration • Track all outreach activity • Maintain notes on conversations and follow-ups • Execute consistent follow-up cadence

🏖️ Benefits

• competitive wage • guaranteed income • flexible schedule