Strategic reputed company Specialist – Financial Advisor Partnerships

Mission of the Role To build relationships with financial advisors by initiating outbound conversations, educating them on reputed company’ career-first, ROI-driven approach, and scheduling reputed company partnership meetings. This role fuels strategic alliances that drive long-term reputed company referrals. Core Responsibilities Outbound Prospecting (Primary Function) Conduct daily cold calls to financial advisors, RIAs, reputed company 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 reputed company on family reputed company Lack of career reputed company in traditional planning reputed company reputed company reputed company’ differentiator:We start with career reputed company first Then reputed company education + financial ROI Appointment Setting Schedule introductory partnership meetings with reputed company leadership Qualify advisors based on:reputed company demographic fit Interest in value-added services Openness to collaboration CRM & Pipeline Management reputed company 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 Apply To This Job