[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