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GoTeam is seeking a Lead Generation Specialist/Lead Generation & Client Support Assistant in Cebu City, Philippines. You will split time between building a new insurance agency pipeline and supporting an existing book with appointments and email marketing.
Expect onsite work in Cebu City for two months, then a hybrid setup with onsite days twice a month. You’ll use LinkedIn, email/video outreach, and content updates; training on client tools included.
Cebu City, Philippines | 10:30 PM – 7:30 AM PHT | Monday to Friday
Help a growing insurance practice find its next clients. In this role, you split your time evenly between two sides of a US insurance broker’s business. On one side, you build the pipeline and online presence of a new independent insurance agency. On the other, you support the broker’s established book of business with appointments, email marketing, and sales projects.
This is a lead generation and marketing support role, not an outside sales role. You’ll prospect on LinkedIn, run niche email and video outreach, set appointments, and keep website content sharp, with hands‑on training on the client’s tools. You’ll work onsite in Cebu City for your first two months, then move to a hybrid setup with onsite days twice a month. If you want a stable, long‑term role where your work directly drives growth, this one is built for you.
Salary is negotiable based on experience and qualifications. Additional performance‑based incentives will also be offered, with the incentive structure and amounts to be finalized upon the successful candidate's onboarding.
At least 2 years of experience in outbound calling and appointment setting
Very strong spoken and written English, and confidence on the phone explaining services, requesting documents, and booking meetings
Working knowledge of SEO fundamentals and website content management, such as WordPress or a similar CMS
Experience with web or niche digital marketing, such as email campaigns, social media, landing pages, or content
Familiarity with LinkedIn for prospecting, connecting, and messaging
Proficiency in Microsoft 365, especially Excel (lists, trackers, basic formulas), plus Outlook, Word, and Teams
Strong organization and attention to detail, including the ability to manage two workstreams and switch between systems with ease
Comfort using AI tools such as Microsoft Copilot or ChatGPT in your everyday work
Openness to a night shift schedule and an onsite-to-hybrid work setup
A genuine interest in a stable, long-term role
Experience with Zywave or another lead‑generation platform
Hands‑on use of CRM and email marketing tools such as HubSpot
Experience with video outreach tools such as OneMob
Insurance experience in personal or commercial lines, including agency systems such as Epic
Basic graphic or content creation skills using tools like Canva
You own the front end of the pipeline, turning target niches into qualified conversations and booked appointments.
Research, build, and maintain prospect lists for personal and commercial lines niches such as pharmacies, home health care providers, and high-net-worth individuals
Find, connect with, and follow up on prospects through LinkedIn and email, introducing the agency and its services
Make warm and follow‑up calls to explain services and set appointments between qualified prospects and advisors
Request prospects’ current insurance declaration pages, capture policy expiration dates, and follow up until documents are ready for quoting
Keep prospect lists, call logs, and pipeline trackers accurate in Excel or the CRM
You ensure the agency shows up well online and reaches each target market with the right message.
Update website pages and content, and apply on‑page SEO basics: keywords, page titles, meta descriptions, headings, and internal links
Help build and maintain niche‑focused landing pages and blog or resource posts
Keep online business listings accurate and up to date
Run and monitor email, social media, and video outreach campaigns designed to generate inquiries and quote requests
You support a senior broker’s day‑to‑day sales activity, keeping appointments, campaigns, and follow‑ups moving.
Manage the broker’s calendar, book client and prospect appointments, and send reminders
Prepare, schedule, and track email marketing for an established book of business
Use internal systems and quoting tools to support prospect research, cross‑sell lists, follow‑ups, and pipeline tracking
Draft clear, professional follow‑up emails and keep notes and records current
Share a simple weekly update on activity and results, and keep each business area’s data and systems separate in line with access and compliance rules
Our client is a US‑based insurance professional building a new independent agency focused on personal and commercial lines, while also managing an established book of business within a larger independent brokerage. The practice serves specialized markets such as pharmacies, home health care providers, and high‑net‑worth individuals, and values consistent, long‑term team members who help drive steady growth.
GoTeam is a people‑first outsourcing company that connects Filipino professionals with global career opportunities. We provide long‑term roles, competitive benefits, career development support, and access to AI upskilling through Project 100K – AI Certification for the Philippines.
At GoTeam, you are not just applying for a job. You are joining a community built around growth, purpose, wellness, and future‑ready work.
Company‑provided laptop + second monitor
Industry‑best HMO for 1 dependent + extended dependents (₱300,000 coverage, private room, ₱10,000 meds reimbursement)
Option to enroll up to 4 additional dependents via salary deduction
₱1M life insurance coverage
Membership in GoTeam Sports Club, Yoga, and Wellness Programs
Prorated 5 days Vacation Leave + 5 days Sick Leave upon regularization
5 Service Incentive Leave (SIL) days upon first work anniversary (convertible to cash if unused)
Salary loan access (post‑regularization)
Employee discounts, raffles, and Day‑1 welcome gift
Opportunity to win a trip to Bali through company programs
Join GoTeam Cares volunteer programs
₱10,000 referral bonus + opportunity to win a trip to Bali
Monthly gratitude events, team dinners, and leadership talks
24/7 financial, legal, and counseling support (up to 4 family members)
Free telemedicine consultations
Virtual family events and prize opportunities