Strategic Outreach Specialist – Financial Advisor Partnerships
Boost your chances before you apply.
Jovie of NC OH VA
US
Summary
The role focuses on building relationships with financial advisors through cold calling and strategic outreach to schedule partnership meetings. It involves managing a sales pipeline and articulating the company's value proposition to potential partners.
Job Description
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
We're Jovie. Smart, capable, human, full of joy. Ready to help build stronger families with our vetted and savvy team of professional nannies and babysitters.
For modern parents, finding the proper childcare can feel like another task on a never-ending to-do list. That's why Jovie takes the tough stuff off their plate: screening, hiring, training, and payroll. So they can skip to the best part— meeting a nanny or sitter who feels like part of the family.
Jovie's childcare services extend beyond the home as the nation's leading event care provider for corporate functions, weddings, and professional sports teams. Our experienced caregivers are equipped to be ready for anything, including stepping in for center care staffing and employer-subsidized back-up childcare. We've always done this work before as College Nannies and Sitters, and we continue it now as Jovie.
Over the last 20+ years, we've served over 350,000 families in 150 territories across the U.S. In 2016, we became part of the Bright Horizons Family of Childcare Solutions as a wholly-owned subsidiary.
Founded
2001
Company size
1,001-5,000 employees
Industry
Individual and Family Services
Org type
Privately Held
We're Jovie. Smart, capable, human, full of joy. Ready to help build stronger families with our vetted and savvy team of professional nannies and babysitters.
For modern parents, finding the proper childcare can feel like another task on a never-ending to-do list. That's why Jovie takes the tough stuff off their plate: screening, hiring, training, and payroll. So they can skip to the best part— meeting a nanny or sitter who feels like part of the family.
Jovie's childcare services extend beyond the home as the nation's leading event care provider for corporate functions, weddings, and professional sports teams. Our experienced caregivers are equipped to be ready for anything, including stepping in for center care staffing and employer-subsidized back-up childcare. We've always done this work before as College Nannies and Sitters, and we continue it now as Jovie.
Over the last 20+ years, we've served over 350,000 families in 150 territories across the U.S. In 2016, we became part of the Bright Horizons Family of Childcare Solutions as a wholly-owned subsidiary.
Founded
2001
Company size
1,001-5,000 employees
Industry
Individual and Family Services
Org type
Privately Held
