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Marketing jobs

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10,000+ jobs

Financial Services Vendor Outreach Specialist

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Our Financial Health

Financial Services Vendor Outreach Specialist

USA (Remote)

$20/hr – $26/hrMid LevelFull time

Posted 8 days ago

Job Summary

Own outreach to financial service professionals, recruit vendors, and drive onboarding for OFH programs through proactive engagement and relationship-building with financial services professionals.

Own outbound outreach and relationship-building
Lead onboarding conversations and follow-ups

Job Description

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

Our Financial Health

Our Financial Health is a pioneering company aspiring to be at the forefront of initiatives dedicated to transforming underserved communities through financial literacy and economic development opportunities.Our Financial Health focuses on educating urban communities on investments and financial handling. There are numerous myths being shoved down society’s throats right now, but one that isn’t is that change is needed. Our Financial Health is a catalyst for urban community members to learn, grow, invest, and succeed.

Founded in 2020

New York, New York, USA

2 employees

ofhinitiative.com

Salaries

Posted range

$20/hr – $26/hr

Taken straight from the job posting.

See all Our Financial Health salaries

Marketing Team

Marketing Roles Posted (Last 30 Days)

2

Headcount Trend

Current headcount: ~2

Recent News

A future of financial health for every Indian

Jul 10, 2026 • The Hindu

JPMorganChase Doubles Down on Community Banking to Expand Affordable Access and Financial Health Education Through the American Dream Initiative

Jun 25, 2026 • Yahoo Finance

Links

ofhinitiative.com