Elite Lead Qualification Specialist

ITCON Services; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

ITCON Services in New York seeks an experienced Lead Qualification Specialist to engage prospective high-net-worth customers, qualify opportunities, and schedule appointments with senior financial professionals. This is a high-touch, client-focused role emphasizing discretion, listening, and trust-building.

The role starts office-based for training (4–8 weeks) with a potential hybrid arrangement later for top performers.

Qualifications

• Two or more years in high-net-worth customer service or related high-touch environment.
• Strong verbal communication and active listening skills.
• Discretion, empathy, professionalism and attention to detail.
• Comfort engaging executives and affluent clients.
• Experience with CRM and scheduling tools.

Responsibilities

• Contact prospective high-net-worth customers by phone and email follow-up.
• Deliver professional, personalized customer experiences.
• Use discovery questions to understand needs and readiness.
• Qualify leads using defined criteria.
• Schedule appointments and facilitate warm transfers.
• Document interactions and outcomes in CRM.
• Support quality monitoring and continuous improvement.

Skills

Verbal communication

Active listening

Discretion

Empathy

Professionalism

Attention to detail

CRM usage

Scheduling apps

Education

Bachelor's degree

Associate's degree

Job description

ITCON Services in New York seeks an experienced Lead Qualification Specialist to engage prospective high-net-worth customers, qualify opportunities, and schedule appointments with senior financial professionals. This is a high-touch, client-focused role emphasizing discretion, listening, and trust-building.

The role starts office-based for training (4–8 weeks) with a potential hybrid arrangement later for top performers.