Lead Generation Specialist

🔥 12 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🎣 Lead Generation

👻 Ghost score 22%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Farther

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $15M Series A on 2022-05

Insurance • Consulting • Finance

Farther is a company dedicated to comprehensive wealth management, assisting clients in growing their wealth for generations. With over $5 billion in assets under management and ongoing exponential growth, Farther leverages experienced advisors and a data-driven wealth platform to provide personalized guidance and set new standards in financial planning. The company's proprietary technology empowers advisors to give unbiased, client-aligned advice and spend more time catering to each client's unique needs. Farther offers its clients support from a full team of financial experts, including estate attorneys, CPAs, and insurance specialists, ensuring thorough financial support and maximizing the impact of wealth for all financial milestones.

📋 Description

• 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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