Lead Generation Specialist
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Job Description
Advisor lead generation specialist driving outbound campaigns and qualifying prospects for Farther, a technology-enabled wealth management firm. Managing pipelines and targets before advisor handoff.
Responsibilities:
- Run high-volume outbound outreach via phone, email, and SMS across multi-day campaigns
- Qualify inbound leads and assess fit before routing them to wealth advisors
- Manage and own the prospect pipeline, proactively following up through the funnel
- Meet and exceed weekly and monthly lead generation targets and pipeline KPIs
- Serve as Farther’s first point of contact and create a strong first impression
- Partner with sales leadership and the Client Acquisition team to refine outreach strategy and messaging
- Track prospect interactions and maintain accurate records in HubSpot
- Surface patterns and feedback to improve conversion and processes
- Identify, engage, and qualify prospective clients before connecting them with wealth advisors
Requirements:
- 4+ years of sales or lead generation experience, preferably in financial services
- Proven track record of hitting outbound activity metrics and pipeline targets
- Engaging phone presence and strong written communication skills
- Self-starter with a bias for action
- Highly organized with strong time management and attention to detail
- Highly adaptable and thrives in fast-paced, high-growth environments
- CRM proficiency required; HubSpot experience preferred
- Background in wealth management, fintech, or financial services sales
- Experience running multi-touch outbound sequences
- Track record of exceeding quota or lead generation benchmarks
Benefits:
- Competitive comp package that rewards impact
- Full health benefits
- 401(k) matching
- Roth options
- Unlimited PTO
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
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