Candidates located outside the United States will be engaged under an independent contractor agreement. You will be responsible for managing your own social security and taxes in accordance with the regulations of your home country. Please take this into consideration before applying.
Role Mission
At Ultimate Jet Vacations, every advisor relationship starts with a first impression, and how quickly and accurately we respond shapes whether that advisor becomes a long-term partner.
We’re looking for an Associate, Advisor Partnerships who will serve as the front line of our Business Development team: qualifying and onboarding new advisors, owning the day-to-day management of our micro-account book, and keeping our reporting and systems accurate so BD leadership can act on real numbers.
If you love connecting with people, stay organized under a high volume of requests, and take pride in getting the details right, you’ll thrive in this role.
Responsibilities
Inbound Client Support & Qualification
- Review client intake forms and promptly route them to the appropriate Destination Specialist for introduction.
- Reach out to clients when follow-up is needed, answering questions or inviting them to join weekly open forums.
- Host weekly open forums for prospective clients to ask questions and better understand UJV’s services, running these sessions independently with confidence and charisma.
- Support the onboarding process for new clients, ensuring their early interactions with UJV are seamless and professional.
- Manage the qualification process, determining which prospects should move forward and, when someone is not a fit, communicating this clearly and empathetically.
Micro-Account Management
- Own day-to-day management of the micro-account book (advisors/accounts below the volume threshold for a dedicated Destination Specialist), serving as their primary point of contact.
- Monitor micro-account activity and production, fl