Drive advisor activation from registration to five managed clients within 90–120 days. Manage a named advisor pipeline, conduct onboarding and structured sales meetings, create urgency using Challenger and SPIN methodologies, perform outbound engagement, track activation milestones, and negotiate and close asset upsell opportunities with existing SMB customers.

Manage a named pipeline of financial advisors and advisor teams through Pontera’s initial activation phase. Lead onboarding meetings, create urgency using consultative sales methodologies, drive advisors toward onboarding five clients, conduct outbound engagement, track milestone progression, and negotiate and close asset upsell opportunities. Success is measured by rapid advisor activation, platform adoption, and commercial outcomes.

Generate new business through outbound prospecting, including cold calls, email campaigns, and social outreach. Build and maintain accurate prospect follow-up lists, overcome objections, develop sales pipelines, and serve as the initial contact for prospective clients. Success requires strong communication, organization, persistence, resilience, self-motivation, and relationship-building skills.