About this role
Strategic Outreach Specialist – Financial Advisor Partnerships at Jovie of NC OH VA. Location: North Carolina or Ohio or Virginia. Role: prospecting advisors, scheduling meetings, managing pipeline Requirements: Outbound prospecting and cold calling to financial advisors, appointment setting, CRM and pipeline management, strong verbal communication and relationship-building skills. Category: Sales Seniority: Mid Level Tools: CRM Commitment: Full Time Workplace: Onsite Languages: English