Strategic Outreach Specialist - Financial Advisor Partnerships
Listed on 2026-10-18
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Sales
Appointment Setter/ Scheduler, Sales Development Rep/SDR, Business Development, B2B Sales
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 .
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
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