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. reputed company 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 • reputed company 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 tot his job Apply To this Job