金融顾问合作伙伴关系战略推广专员

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

Originally posted on Himalayas