Part-Time Business Development & Referral Partnership Representative

RECENTLY RETIRED OR SEMI-RETIRED? YOUR PROFESSIONAL NETWORK MAY BE YOUR GREATEST ASSET.
EstateMindr is looking for a relationship builder to help us grow.
EstateMindr is a growing Northeast Ohio company that provides non-legal administrative support to estate executors and trustees.
When someone dies, families often have attorneys, accountants, and financial professionals - but no one specifically helping them manage the enormous amount of administrative work involved in settling an estate.
That's where EstateMindr comes in.
We are looking for a part-time Business Development & Referral Partnerships Representative to help us build relationships with professionals who can refer families to EstateMindr.
This is NOT a traditional sales job.
We are especially interested in a recently retired or semi-retired professional who has spent years developing trusted relationships in Northeast Ohio.
You may have worked in:
Banking
Financial advising or wealth management
Accounting or CPA services
Insurance
Healthcare administration
Hospice administration
Employee benefits or EAP services
Legal or professional services
Senior services
Business development or relationship management
You don't have to be a career salesperson.
What matters is that you have credibility, professional relationships and the ability to open doors.
Your Role
You will identify and develop relationships with potential EstateMindr referral sources, including:
Estate attorneys
CPAs and accountants
Financial advisors
Banks and trust departments
Employee Assistance Programs
Senior-service organizations
Churches and community organizations
Hospice executives
You will:
Identify potential referral partners
Make initial contact and introductions
Explain the EstateMindr concept at a high level
Arrange meetings and presentations
Help establish referral relationships
Follow up with referral partners
Maintain those relationships over time
Generate qualified referrals to EstateMindr
You will NOT be expected to give the EstateMindr presentation.
That's my job.
As the founder of EstateMindr, I will conduct presentations for attorneys, financial advisors, CPAs, organizations and other potential referral partners.
You will be the person who opens the door and develops the relationship.
Once a relationship is established, you'll continue nurturing it and helping turn that relationship into actual referrals for EstateMindr services.
Think of it as a relationship ownership rather than traditional sales.
What would make someone successful in this role?
You might be an excellent fit if you can say:
"I've been in this community for years, and I know a lot of people."
More importantly, those relationships are still active.
You should be comfortable saying:
"Let me introduce you to someone."
You should enjoy meeting professionals, making connections and developing relationships over time.
You should also be self-directed. This is a new business, so there isn't an established sales territory or a book of leads waiting for you.
You will help build the network.
Compensation
This is a flexible, part-time performance-based opportunity designed particularly for someone who is retired or semi-retired and does not want a traditional full-time job.
The initial arrangement will include a modest monthly retainer plus commission on revenue generated and collected from clients referred through your business-development efforts.
The initial engagement will be structured as a 90-day trial period, with the opportunity continue and expand the relationship based on results.
This is intentionally designed as a low-hours, high-upside opportunity rather than a conventional salaried position.
This is an opportunity to put those relationships to work in a new way while helping build a company from the ground up.
You don't need to become an estate expert.
I am the EstateMindr expert. I will conduct the presentations and handle the substantive service discussions.
You bring what you already have:
Relationships. Credibility. Connections. The ability to open doors, to nurture the relationships, and to channel referred clients to EstateMindr.
Location
Northeast Ohio preferred, with an emphasis on developing relationships throughout the Akron/Cleveland area. We would consider the Columbus metro area, as well.
Interested?
Send a brief message describing:
Your professional background
The types of professional relationships you've maintained.
Your experience with business development or relationship management
Why this opportunity interests you
EstateMindr
Helping executors navigate the work of settling an estate.

Work arrangement
Yes