About Us
The Impact Partnership is a financial marketing organization serving independent financial advisors and insurance agents nationwide. Based in Marietta, GA, we help advisors grow their businesses through marketing, practice development, retirement planning resources, and industry expertise.
At Impact, we value Positivity, Excellence, Grit, a Get-It-Done Mindset, Investment in Growth, and Coachability. We have been recognized as one of the Inc. 5000’s Fastest-Growing Businesses and named one of the Atlanta Journal-Constitution’s Best Places to Work (2026, 2025, 2024, 2023, 2021, 2019.) Our mission is to revolutionize the financial services industry to help improve retirement outcomes for more Americans.
Position Overview
We’re seeking a driven Outbound Sales Representative to join our team. In this role, you’ll be the driving force behind recruiting top financial advisors to partner with Impact Partnership. Your mission: build relationships, showcase our value, and bring new advisors into the Impact family.
Key Responsibilities
- Prospect & Recruit: Identify, contact, and engage financial advisors through cold and warm outreach, leveraging calls, video, text, and social media.
- Consultative Selling: Ask insightful questions to uncover business needs and demonstrate how Impact delivers solutions that their current marketing partner cannot.
- Event Engagement: Schedule and facilitate Impact “EXP” sessions and invite prospects to recruiting events.
- Strategic Planning: Collaborate on strategies to achieve team sales targets and grow the book of business.
- Process Improvement: Share ideas to enhance the recruiting process and overall efficiency.
- Negotiation: Structure compensation agreements that attract and retain advisors while maintaining profitability.
- Onboarding: Ensure a smooth and successful onboarding experience for every new advisor.
Desired Skills
- A Values Champion: Embodies our core values: positivity, excellence, grit, get it done mindset, invested and coachable.
- Advisor Expertise: Ability to learn from top advisors and apply best practices to recruit new partners.
- Team Player: Support your teammates, share knowledge, and celebrate wins together.
- Accountability: Hold yourself to the highest standards and deliver results.
Continuous Growth: Seek opportunities to learn, develop, and improve personally and professionally
Why Join Us?
We believe that great work starts with happy, supported, and inspired people. That’s why we’ve designed a competitive benefits package that goes beyond the basics—offering comprehensive health and wellness programs, generous time-off policies, and unique perks that create a place where employees can truly thrive.
Employee Benefits
- The company offers a positive and upbeat work environment
- Competitive benefits package offering Medical, Dental, and Vision insurance – with Employer Contribution – Eligible to enroll on the 1st of the month
- Healthcare and Dependent Care Flexible Spending Accounts
- Employer Sponsored Disability Insurance
- Employer Sponsored Group Term Life Insurance
- 401k and Roth 401k retirement plans with Employer Match
- Paid Parental Leave (Maternity = 200 hours | Paternity = 80 hours)
- Generous PTO (paid time off) benefit, in addition to 10 company paid holidays
- Medical and Mental Health support services such as Telemedicine and Employee Assistance Program (EAP)
Employee Perks
- Hybrid Work Schedule – option to WFH 2 days a week
- Casual dress code
- Pet friendly office
- Quarterly company-sponsored employee social events
- National Employee Discount Program
- Employee Referral Program
- “Impacting Lives” – our company volunteer program
- “Rockstar of the Month” – our employee recognition program
