Business Development Specialist Impact! Partners Financial · Houston, TX (On-Site)

You'll be the first human voice a Houston family hears after they raise their hand — and your job is to turn that moment into a meeting that actually happens.

We fill four advisors' calendars almost entirely through education: dinner seminars across the Houston metro, a weekly TV show, a book, digital sources, and a podcast. People come to us curious and cautious. Someone has to call them.

That's you.

• Call people who attended a seminar, watched the show, or requested the book — and find out what's actually on their mind
• Book the 15-minute retirement checkup with the right advisor
• Call before events to confirm, and after events to follow through
• Chase down reschedules and no-shows without being annoying about it
• Keep every conversation logged so nothing falls through
• Work with the marketing team on what's landing and what isn't

You are not cold calling. You are not reading a script. You are not selling anything — our advisors don't sell products, and neither will you. Your entire job is getting the right people into the right conversation.

The leads are warm. These people drove to a steakhouse and sat through a two-hour presentation, or they requested a book or completed a form on the website. Nobody is hanging up on you because they've never heard of us.

You'll actually know what you're talking about. We'll teach you retirement income, Social Security timing, Roth conversions, and why someone with $1.4M saved still lies awake at night. That knowledge travels with you.

It's a real career step. This is the front door to our advisory practice. If you want to get licensed and become an advisor down the road, we've got a path for that, and we'd rather grow one than hire one.

We're genuinely open on background. Some of the best people in this seat came from restaurants, retail, dental offices, or call centers. What we've noticed matters:

• You like older people and don't find them slow or difficult
• You can handle "no thanks" forty times and still be warm on call forty-one
• You follow up when you said you would, without being reminded
• You write a clean, clear email
• You're comfortable in a CRM, or you'll pick one up fast

What we don't require: a degree, a finance background, or a license.

If you want a role where you clock in, work a queue, and clock out, this isn't it — a lot of this job is deciding whom to call next and why. And if you're looking for commission-only upside on big-ticket closes, we're the wrong shape: you're paid to create good conversations, not to close them.

• $25–$30/hour depending on experience
• Performance bonus tied to appointments that are kept — not just booked
• Full-time, on-site at our Houston headquarters near Ellington (77034)
• Monday–Friday, roughly 8:30–5:00, with occasional evening seminar support
• Occasional travel to our Pearland, Katy, and Spring offices

Impact! Partners Financial is an independent fiduciary retirement planning firm serving Texas families from four Houston-area offices. Our founder, Summer A. Roberts, hosts the Texas Wealth Report and wrote Retire with Impact!. We've been featured on CBS, Fox 26, and KPRC.

We don't sell products. We build plans. That's the whole business.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser.

Impact! Partners Financial, LLC does not discriminate against any applicant or employee on the basis of age, color, sex, disability, national origin, race, religion, or veteran status.