Elite Lead Qualification Specialist

Creative Solutions Services, LLC; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Creative Solutions Services, LLC seeks experienced Lead Qualification Specialists to engage high-net-worth prospects through approved channels. You will create a premium first impression, understand needs, qualify opportunities, schedule appointments, and route them to the right financial professional.

This high-touch role requires polished communication, active listening, discretion, and trust-building with affluent clients.

Qualifications

• Two or more years of high-net-worth customer service experience.
• Superior verbal communication and active listening.
• Confident presence engaging executives, business owners, professionals, and affluent customers.
• High degree of discretion, empathy, professionalism, and attention to detail.
• Consultative and customer-centered approach; comfortable supporting conversion goals without aggressive selling.
• Experience using CRM, telephone, email, and scheduling applications.
• Able to work assigned shifts, including evenings and weekends.
• Office-based training for four-to-eight weeks.
• Associate's or bachelor’s degree preferred.

Responsibilities

• Contact prospective high-net-worth customers by phone with email follow-up where approved.
• Deliver a professional, personalized, and responsive customer experience.
• Use approved discovery questions to understand needs, priorities, readiness, and next steps.
• Qualify leads using defined business criteria.
• Schedule appointments and facilitate warm transfers where appropriate.
• Route qualified opportunities to the appropriate financial professional, branch, or team.
• Accurately document all interactions, outcomes, and follow-up actions in the CRM.
• Monitor lead acceptance and elevate or re-route stalled opportunities.
• Follow approved scripts, privacy requirements, disclosures, and customer-contact controls.
• Participate in quality monitoring, coaching, and continuous-improvement activities.

Skills

Active listening

Verbal communication

Discretion

Professional presence

CRM experience

Scheduling apps

Education

Associate's degree

Bachelor's degree

Tools

CRM

Scheduling software

Job description

Creative Solutions Services, LLC seeks experienced Lead Qualification Specialists to engage high-net-worth prospects through approved channels. You will create a premium first impression, understand needs, qualify opportunities, schedule appointments, and route them to the right financial professional.

This high-touch role requires polished communication, active listening, discretion, and trust-building with affluent clients.