Outbound Sales Representative

Posted on January 12, 2024

Sales | Full Time

We’re a financial marketing and sales organization dedicated to helping independent financial advisors become household names in their communities. From branding and practice management to radio and digital marketing, our goal is to serve them well so they can serve American retirees well. At Impact Partnership, we look for teammates who exemplify our company values: positivity, humility, fun, integrity, excellence, and growth.

Position Highlights

We are looking to hire an Outbound Sales Representative to work out of our Marietta, GA office. In this role, you will be responsible for convincing the industry’s top advisors to join the Impact Partnership as our clients.


Duties include but are not limited to:

  • Source, contact and recruit financial advisors with the goal of adding new “all in” partners to the Impact family. This includes cold and warm prospecting, outbound calling & building relationships using video, text and social media platforms.
  • Ask probing questions to determine business needs and serve as a consultant to prospects. Explain how Impact can meet business needs that their current marketing organization is not providing.
  • Schedule and facilitate Impact EXP’s
  • Invite prospects to recruiting events
  • Assist in developing and implementing strategic plans for actualizing sales targets within the team’s book of business
  • Share ideas to improve the recruiting process as a whole
  • Negotiate compensation sharing with advisors to maximize opportunity to recruit & retain the advisor, remaining profitable.
  • Manage each new writing advisors successful onboarding

Desired Skills

  • Embody the Impact Values
  • Become a student of advisors, taking the best practices of top advisors, and utilizing them to recruit new advisors.
  • Be committed to the team and the people on the team. Share experience and expertise. Believe in the group, the process and the goals.  Be positive and supportive.
  • Recognize wins and celebrate the achievements of your teammates, the sales team and the greater Impact team.
  • Hold yourself to the highest levels of accountability.
  • Grow personally and professionally. Consistently identify areas of opportunity and learn new things.


Impact Partnership offers a positive and upbeat work environment; Medical, Dental, Vision, FSA (flexible spending)/Dependent Care, STD (Short Term Disability), Paid Parental Leave, Life Insurance, 401k (match), Holiday Pay and a very generous PTO (paid time off) benefit.

EEO Statement

Impact Partnership LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all teammates and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. All employment is decided on the basis of qualifications, merit, and business need.


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