About the role
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