[Remote] Strategic Outreach Specialist – Financial Advisor Partnerships
Note: The job is a remote job and is open to candidates in USA. Jovie is focused on building strategic partnerships with financial advisors, and they are seeking a Strategic Outreach Specialist to initiate outreach and educate advisors on their unique approach. This role involves prospecting, scheduling meetings, and managing relationships to drive long-term client referrals.
Responsibilities
- 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
- Then 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
- Calls per day/week
- Conversations with qualified advisors
- Meetings scheduled
- Meeting show rate
- Partnership conversions
Skills
- Experience in outbound prospecting and cold calling
- Ability to identify and engage with financial advisors, RIAs, wealth managers, and planners
- Strong communication skills to articulate insights and differentiators
- Experience in scheduling and qualifying partnership meetings
- Ability to track outreach activity and manage a CRM
- Familiarity with key performance indicators related to sales and outreach
Company Overview