Elite Lead Qualification & Appointment Specialist

Creative Solutions Services, LLC; Atlanta (GA); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Creative Solutions Services, LLC seeks experienced Lead Qualification Specialists to engage high-net-worth prospects and qualify opportunities. You will build trust, schedule appointments, and route qualified leads to the right financial professional.

This office-based role begins with four-to-eight weeks of training, with a potential hybrid arrangement later for top performers. Strong communication, discretion, and CRM proficiency are essential.

Qualifications

• Two or more years of experience in high-touch customer environments, financial services or private banking.
• Polished communication and active listening skills.
• Discretion, professionalism and attention to detail.
• Experience with CRM, telephone, email, and scheduling tools.

Responsibilities

• Contact prospects by telephone with email follow-up when approved.
• Deliver professional, personalized customer experiences.
• Qualify leads using defined criteria and schedule appointments.
• Route opportunities to appropriate professionals or teams.
• Document interactions and outcomes in the CRM.
• Support quality monitoring and coaching activities.

Skills

Verbal communication

Active listening

Discretion & empathy

CRM usage

Scheduling applications

Executive engagement

Consultative approach

Education

Associate's or bachelor's degree preferred

Tools

CRM software

Telephone system

Email client

Scheduling tools

Job description

Creative Solutions Services, LLC seeks experienced Lead Qualification Specialists to engage high-net-worth prospects and qualify opportunities. You will build trust, schedule appointments, and route qualified leads to the right financial professional.

This office-based role begins with four-to-eight weeks of training, with a potential hybrid arrangement later for top performers. Strong communication, discretion, and CRM proficiency are essential.