[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.ResponsibilitiesConduct daily cold calls to financial advisors, RIAs, wealth managers, and plannersIdentify firms serving families with high school–aged childrenNavigate gatekeepers and decision-makersLead with insights that resonate with advisors:Rising college costsStudent debt impact on family wealthLack of career clarity in traditional planningClearly articulate Pathfinders’ differentiator:We start with career outcomes firstThen align education + financial ROISchedule introductory partnership meetings with Pathfinders leadershipQualify advisors based on:Client demographic fitInterest in value-added servicesOpenness to collaborationTrack all outreach activityMaintain notes on conversations and follow-upsExecute consistent follow-up cadenceCalls per day/weekConversations with qualified advisorsMeetings scheduledMeeting show ratePartnership conversionsSkillsExperience in outbound prospecting and cold callingAbility to identify and engage with financial advisors, RIAs, wealth managers, and plannersStrong communication skills to articulate insights and differentiatorsExperience in scheduling and qualifying partnership meetingsAbility to track outreach activity and manage a CRMFamiliarity with key performance indicators related to sales and outreachCompany OverviewJovie provides in-home child care. It was founded in 2001, and is headquartered in Broomfield, Colorado, USA, with a workforce of 1001-5000 employees. Its website is https://www.jovie.com.