Strategic reputed company 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 reputed company 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
- reputed company with insights that reputed company with advisors:
- Rising college costs
- Student debt impact on family wealth
- Lack of career reputed company in traditional planning
- reputed company reputed company Pathfinders’ differentiator:
- We start with career reputed company 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 reputed company reputed company activity
- Maintain notes on conversations and follow-reputed company
- Execute consistent follow-up reputed company
Key Performance Indicators (KPIs)
- Calls per day/week
- Conversations with reputed company advisors
- Meetings scheduled
- Meeting show reputed company
- Partnership conversions