Advisor Lead Generation Specialist - Growth & Unlimited PTO

Farther; Dallas (TX); Presencial; USD 60.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Full health benefits

401(k) matching

Roth options

Unlimited PTO

Descripción de la vacante

Farther, a Dallas-based wealth-management platform, seeks an Advisor Lead Generation Specialist to own the top of our advisor pipeline. You’ll run outbound campaigns, engage prospects by phone, email, and SMS, and qualify leads before connecting them with our wealth advisors.

You’ll manage a live pipeline, hit weekly and monthly targets, and work with Sales leadership to refine outreach strategy. A proactive, organized self-starter with HubSpot experience will excel in our fast-growing fintech

Formación

• 4+ years of sales or lead generation experience.
• 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 — you don't wait to be told to follow up.
• Highly organized with strong time management and attention to detail.
• Highly adaptable and thrives in fast-paced, high-growth environments.
• CRM proficiency — HubSpot experience preferred.

Responsabilidades

• Run high-volume outbound outreach via phone, email, and SMS to engage prospects across multi-day campaigns.
• Qualify inbound leads to assess fit before routing to wealth advisors.
• Manage and own your pipeline — proactively following up to keep prospects moving through the funnel.
• Meet and exceed weekly and monthly lead generation targets and pipeline KPIs.
• Serve as the first point of contact for Farther — setting a strong first impression with every interaction.
• Partner with sales leadership and the Client Acquisition team to refine outreach strategy and messaging.
• Track all prospect interactions and maintain accurate records in HubSpot.
• Surface patterns and feedback to drive continuous improvement in conversion and process

Conocimientos

Outbound outreach

Lead qualification

Pipeline management

Phone communication

HubSpot proficiency

Herramientas

HubSpot CRM

Descripción del empleo

Farther, a Dallas-based wealth-management platform, seeks an Advisor Lead Generation Specialist to own the top of our advisor pipeline. You’ll run outbound campaigns, engage prospects by phone, email, and SMS, and qualify leads before connecting them with our wealth advisors.

You’ll manage a live pipeline, hit weekly and monthly targets, and work with Sales leadership to refine outreach strategy. A proactive, organized self-starter with HubSpot experience will excel in our fast-growing fintech