Are you the kind of person who genuinely enjoys striking up conversations and building real rapport from scratch? At Jovie of CA, WA, and MN, we are looking for a Strategic Outreach Specialist to join our team on a fully remote basis, open to candidates worldwide. You will play a crucial role in connecting with financial advisors and introducing them to Pathfinders. Instead of pushing a generic product, you get to talk about something that actually matters to families right now: tackling runaway college costs, dodging the student debt trap, and making sure kids actually figure out their careers before spending a fortune on tuition.

Overview

This position is all about driving growth through meaningful human connection. You will spend your days reaching out to RIAs, wealth managers, and financial planners who work closely with families juggling high school students. If you love the thrill of the hunt, navigating gatekeepers with charm, and turning a cold call into a warm, excited partnership meeting, this is your arena. You are not just setting appointments. You are opening doors to strategic alliances that change how families approach the future.

Key Responsibilities

Drive daily outbound calling campaigns targeting financial advisors, RIAs, and wealth planners.
Find and vet firms that specifically serve families with teenagers preparing for higher education.
Skillfully navigate gatekeepers to spark conversations with the ultimate decision-makers.
Lead discussions around heavy hitting topics like exploding college costs, generational wealth drain from student loans, and the missing piece of career clarity in traditional financial planning.
Pitch the Pathfinders approach, showing how starting with career outcomes first creates unbeatable education and financial ROI.
Qualify prospective partners by checking client demographics, appetite for value-added services, and enthusiasm for collaboration.
Book introductory partnership meetings for our leadership team.
Log every touchpoint, update pipelines, and keep detailed notes inside the CRM.

Requirements

Proven track record in outbound sales, cold calling, or appointment setting.
Strong background in financial services, wealth management, or educational consulting is a massive plus.
Exceptional verbal communication skills with the ability to talk shop with financial professionals.
Laser focused organizational skills and comfort using modern CRM platforms.
Self-motivated drive to succeed in a fully remote environment without needing micro-management.

What You'll Gain

The chance to work remotely from anywhere in the world with total flexibility.
Direct involvement in high-level strategic partnerships that make a tangible difference in people's lives.
Ongoing mentorship, professional growth, and a supportive team culture that values your voice.