Strategic Outreach Specialist – Financial Advisor Partnerships

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Jovie

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 2001

💼 Conseil

📦 Logistique

🏨 Hôtellerie

Consulting • Logistics • Hospitality

Nous sommes Jovie. Intelligents, compétents, humains, pleins de joie. Prêts à aider à construire des familles plus solides avec notre équipe de nounous et de baby-sitters professionnelles et expérimentées.

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

🎯 Exigences

• 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

🏖️ Avantages

• competitive wage • guaranteed income • flexible schedule