Strategic Outreach Specialist – Financial Advisor Partnerships
Mission of the RoleTo build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’ career-first, ROI-driven approach, and scheduling qualified partnership meetings.This role fuels strategic alliances that drive long-term client referrals.Core ResponsibilitiesOutbound Prospecting (Primary Function)Conduct daily cold calls to financial advisors, RIAs, wealth managers, and plannersIdentify firms serving families with high school–aged childrenNavigate gatekeepers and decision-makersConversation & PositioningLead 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 ROIAppointment SettingSchedule introductory partnership meetings with Pathfinders leadershipQualify advisors based on:Client demographic fitInterest in value-added servicesOpenness to collaborationCRM & Pipeline ManagementTrack all outreach activityMaintain notes on conversations and follow-upsExecute consistent follow-up cadenceKey Performance Indicators (KPIs)Calls per day/weekConversations with qualified advisorsMeetings scheduledMeeting show ratePartnership conversions