Strategic Partnership Consultant / Fractional CMO (B2B2C Affinity Programs)

Upwork

USPosted 15 days ago

I am a top 1% real estate agent and mortgage loan originator looking for a high-level Strategic Partnership Expert to help me design and structure "Win/Win" B2B2C affinity programs with local and national organizations (e.g., Hello Alice, Kiwanis, alumni groups, corporate wellness programs).

I am highly capable of doing the actual outreach and relationship building. I am hiring you for your brain, strategy, and structuring expertise. I need someone to look at my current asset portfolio and design 2 to 3 turnkey partnership models that I can pitch to organizational leaders.

The Goal:

To position my real estate and lending services not as a sales pitch, but as a "Financial Wellness & Wealth Building" perk for organizations to offer their members.

The Assets You Have to Work With (My Background):

You will have a massive arsenal of credibility and assets to build these offers around. I bring:

The "Zero-Risk" Financial Offer: I am a licensed lender who guarantees the lowest rate (or I pay the buyer $1,000 cash), plus I offer a 1% closing cost credit to affinity partners.

Educational Assets: I authored a #1 Amazon Bestselling book ("Unlocked: Home Buying Secrets") and have a fully recorded online course for buyers/sellers.

Live Workshops: I am the former creator of Google’s internal "Home Buying 101" lunchtime class for employees.

Ultimate Credibility: Wharton MBA (negotiations focus), ex-Google Global Social Impact manager, FBI crisis negotiation cross-training, and over 1,000 5-star reviews.

The Deliverables I Need From You:

Initial Brainstorming & Audit: A deep-dive strategy session to review my assets and identify the most lucrative organizational targets.

Partnership Structuring: Help me design the exact mechanics of the deal. (e.g., How do we structure rev-shares on courses? How do we package the book giveaways? What is the exact offer to the organization's founder vs. their members?)

Pitch Asset Consultation: Advise on exactly what collateral I need (e.g., a 1-page PDF, a co-branded landing page) to make it frictionless for the organization to say "Yes."

Ideal Candidate:

Proven experience in B2B2C partnerships, affinity marketing, or corporate perk programs.

You know how to structure deals that don't violate RESPA (Real estate referral laws).

You are highly strategic and can turn abstract ideas into actionable playbooks.

I am looking to pay a premium hourly rate for genuine expertise. We will start with a 1-to-2 hour paid strategic brainstorming session. If we are a fit, we will expand the scope as we roll out these partnerships.

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