Strategic Outreach Specialist – Financial Advisor Partnerships
Mission of the Role
To 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 Responsibilities
Outbound Prospecting (Primary Function)
• 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
Conversation & Positioning
• 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
Appointment Setting
• Schedule introductory partnership meetings with Pathfinders leadership
• Qualify advisors based on:
• Client demographic fit
• Interest in value-added services
• Openness to collaboration
CRM & Pipeline Management
• Track all outreach activity
• Maintain notes on conversations and follow-ups
• Execute consistent follow-up cadence
Key Performance Indicators (KPIs)
• Calls per day/week
• Conversations with qualified advisors
• Meetings scheduled
• Meeting show rate
• Partnership conversions
Apply tot his job
Apply To this Job
To 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 Responsibilities
Outbound Prospecting (Primary Function)
• 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
Conversation & Positioning
• 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
Appointment Setting
• Schedule introductory partnership meetings with Pathfinders leadership
• Qualify advisors based on:
• Client demographic fit
• Interest in value-added services
• Openness to collaboration
CRM & Pipeline Management
• Track all outreach activity
• Maintain notes on conversations and follow-ups
• Execute consistent follow-up cadence
Key Performance Indicators (KPIs)
• Calls per day/week
• Conversations with qualified advisors
• Meetings scheduled
• Meeting show rate
• Partnership conversions
Apply tot his job
Apply To this Job