Responsibilities

• Contact financial service professionals and businesses by phone, email, and other outreach channels.
• Recruit vendors and professional partners to participate in OFH programs and community events.
• Speak with insurance agents, mortgage professionals, financial advisors, estate planning professionals, tax professionals, real estate professionals, and other financial service providers.
• Explain our vendor opportunities, programs, events, and client referral opportunities.
• Follow up with interested professionals and move qualified prospects through the onboarding process.
• Maintain accurate records of outreach, conversations, and follow-ups.
• Schedule calls and meetings with interested vendors.
• Build and maintain relationships with financial service professionals.
• Work with the OFH team to help grow our Financial Services Professional Network.

Requirements

• Ideal Candidate: Excellent communication skills
• Ideal Candidate: Comfortable making outbound calls
• Ideal Candidate: Professional and confident speaking with business owners and financial professionals
• Ideal Candidate: Highly organized and able to follow up consistently
• Ideal Candidate: Self-motivated and goal-oriented
• Ideal Candidate: Comfortable using a CRM, email, and phone systems

Preferred

• Sales, recruiting, business development, appointment setting, or customer service experience is a plus
• Financial services experience is helpful but not required