Role Name: Lead Generation Specialist

Schedule: Part-time (20 hours per week, 4 hours daily Monday-Saturday) with potential to scale to full-time (40 hours per week) within 2-3 months

Client Timezone: Eastern Time (New York)

Client Overview: A growing financial advisory and wealth management firm in New York City specializing in life insurance, annuities, and retirement planning for individuals and businesses. They work primarily with Guardian insurance products and are expanding beyond traditional networking to build scalable lead generation systems. The firm operates in a highly regulated environment with strong compliance standards.

Job Description: You’ll be the engine behind consistent lead generation for a dynamic financial services practice, moving them beyond traditional networking into systematic prospect development. This role offers the perfect blend of proven sales techniques and growth potential—you’ll master the art of connecting with prospects who need financial protection while building your career in a scaling business. As the company grows, so will your role and responsibilities.

Responsibilities:

• Generate qualified leads through strategic cold calling and outreach campaigns
• Make 80-150 targeted calls per day to prospects and potential clients
• Book 2-5 qualified appointments daily with prospects interested in life insurance and financial services
• Convert leads into scheduled meetings, targeting 10-20 appointments per week
• Follow up consistently on leads and maintain organized outreach efforts
• Work with provided prospect lists or generate new targeted prospect lists as needed
• Direct qualified prospects to booking systems for seamless appointment scheduling
• Maintain compliance with financial services regulations and company standards

Requirements:

• Proven track record with cold calling and lead conversion in professional environments
• Strong understanding of sales metrics, conversion rates, and performance tracking
• Excellent verbal communication and active listening skills for phone-based interactions
• Experience in financial services, insurance, or related industries (bonus if you have Guardian experience)
• Ability to work independently in a remote environment with minimal supervision
• Comfortable with technology platforms and learning new systems quickly
• It helps if you understand compliance requirements in regulated industries
• No insurance licensing required—we’ll provide training on value propositions and messaging

Why Join This Team?:

• Remote work flexibility with company-provided Zoom phone system and tools
• Clear growth path from part-time to full-time as the business scales
• Work in the stable, recession-resistant financial services industry
• Performance-based role where your results directly impact your success
• Comprehensive training provided on financial products and compliance requirements
• Join a growing practice with established industry partnerships and proven systems

Apply now. Start helping.