Strategic Outreach Specialist – Financial Advisor Partnerships

<p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:12pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:underline;"><span>Mission of the Role</span></span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">To build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’ </span></span></span></span></span></span><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">career-first, ROI-driven approach</span></span></span></span></span></span><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">, and scheduling qualified partnership meetings.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">This role fuels </span></span></span></span></span></span><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">strategic alliances that drive long-term client referrals</span></span></span></span></span></span><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">.</span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:12pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:underline;"><span>Core Responsibilities</span></span></span></span></span></span></span></p><p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:12pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">Outbound Prospecting (Primary Function)</span></span></span></span></span></span></p><ul><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Conduct daily cold calls to financial advisors, RIAs, wealth managers, and planners</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Identify firms serving families with high school–aged children</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Navigate gatekeepers and decision-makers</span></span></span></span></span></span></li></ul><p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:12pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:underline;"><span>Conversation & Positioning</span></span></span></span></span></span></span></p><ul><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Lead with insights that resonate with advisors:</span></span></span></span></span></span><ul><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Rising college costs</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Student debt impact on family wealth</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Lack of career clarity in traditional planning</span></span></span></span></span></span></li></ul></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Clearly articulate Pathfinders’ differentiator:</span></span></span></span></span></span><ul><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">We start with </span></span></span></span></span></span><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">career outcomes first</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Then align </span></span></span></span></span></span><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">education + financial ROI</span></span></span></span></span></span></li></ul></li></ul><p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:12pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:underline;"><span>Appointment Setting</span></span></span></span></span></span></span></p><ul><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Schedule introductory partnership meetings with Pathfinders leadership</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Qualify advisors based on:</span></span></span></span></span></span><ul><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Client demographic fit</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Interest in value-added services</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Openness to collaboration</span></span></span></span></span></span></li></ul></li></ul><p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:12pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:underline;"><span>CRM & Pipeline Management</span></span></span></span></span></span></span></p><ul><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Track all outreach activity</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Maintain notes on conversations and follow-ups</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Execute consistent follow-up cadence</span></span></span></span></span></span></li></ul><p style="line-height:1.2;margin-top:19px;margin-bottom:19px;"><span style="font-size:12pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:underline;"><span>Key Performance Indicators (KPIs)</span></span></span></span></span></span></span></p><ul><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Calls per day/week</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Conversations with qualified advisors</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Meetings scheduled</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Meeting show rate</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-size:11pt;white-space:pre-wrap;"><span style="font-family:'Times New Roman', serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Partnership conversions</span></span></span></span></span></span></li></ul>