Advisor Lead Generation Specialist

Farther; United States; Remote; USD 65,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching and Roth options

Unlimited PTO

Ground-floor opportunity at a fast-sal

Job summary

Farther Finance, LLC is looking for a results-driven sales professional to join our growing outreach team in the United States. You will run high-volume outbound campaigns by phone, email, and SMS, qualify inbound leads, and keep the pipeline moving toward quarterly targets.

You’ll collaborate with sales leadership to refine messaging, track interactions in HubSpot, and surface insights to improve conversion rates.

Qualifications

• 4+ years of sales or lead generation experience, preferably in financial services.
• Proven track record hitting outbound activity metrics and pipeline targets.
• CRM proficiency required.
• 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.

Responsibilities

• Run high-volume outbound outreach via phone, email, and SMS across multi-day campaigns
• Qualify inbound leads to assess fit before routing to wealth advisors
• Manage and follow up on your pipeline to keep prospects moving through the funnel
• Meet weekly and monthly lead generation targets and pipeline KPIs
• Serve as the first point of contact for Farther
• Partner with sales leadership and Client Acquisition on outreach strategy and messaging
• Track prospect interactions and maintain accurate records in HubSpot
• Surface patterns and feedback to improve conversion and process

Skills

Sales experience

CRM proficiency

Phone presence

Written communication

Time management

Tools

HubSpot

Job description

Responsibilities

• Run high-volume outbound outreach via phone, email, and SMS across multi-day campaigns
• Qualify inbound leads to assess fit before routing to wealth advisors
• Manage and follow up on your pipeline to keep prospects moving through the funnel
• Meet weekly and monthly lead generation targets and pipeline KPIs
• Serve as the first point of contact for Farther
• Partner with sales leadership and Client Acquisition on outreach strategy and messaging
• Track prospect interactions and maintain accurate records in HubSpot
• Surface patterns and feedback to improve conversion and process

Requirements

• 4+ years of sales or lead generation experience, preferably in financial services
• Proven track record 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
• Adaptable in fast-paced, high-growth environments
• CRM proficiency required

Preferred Qualifications

• HubSpot experience
• 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 compensation package
• Full health benefits
• 401(k) matching and Roth options
• Unlimited PTO
• Ground-floor opportunity at a fast-scaling startup

About the Company

Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology to deliver tailored wealth management.