Financial Services Lead Gen & Appointment Specialist

Carson Group; Omaha (NE); On-site; USD 55,000 - 71,000; Full time

Benefits offered by this job

Salary base plus bonus

401(k) with employer match

Health benefits

Great working environment

Job summary

Carson Group in Omaha, NE seeks a Sales Consultant to prospect, qualify, and nurture prospective client leads for partner financial advisors. You will drive outbound calling, assess intent, and sell the value of financial guidance while offering limited guidance to warm leads.

You’ll also help organize office tasks and CRM data. This role emphasizes reaching appointment goals, disciplined use of scripts, and collaboration with the Client Acquisition Sales team.

Qualifications

• Experience in high-volume sales is required.
• Strong customer service skills with the ability to connect with callers.
• Familiar with sales management, tracking, and CRM; able to apply such tools to organize reporting and CRM best practices.
• Willing to learn Calendly and onboarding processes.
• Must be office-based and able to work in a team.

Responsibilities

• Connect with inbound and outbound leads to sell the benefit of financial advice from a Carson Partner and schedule appointments.
• Adhere to established processes, scripts, and standards with regards to channel, frequency, and messaging to leads and advisor partners.
• Assist the broader Client Acquisition Sales team with CRM updates, reporting, and follow-up with advisors and duties as assigned.
• Participate in team and advisor best-practice sharing to improve performance for self and team.
• Surface ideas for team performance improvement, data handling, and tool integrations.
• Support a healthy high-performance team culture by focusing on solutions and frequent collaboration.

Skills

Sales experience

Customer service

CRM tools

Team player

Time management

Education

S65 license

2+ yrs sales experience

2+ yrs outperforming revenue targets

1+ yrs of cold calling

Job description

Carson Group in Omaha, NE seeks a Sales Consultant to prospect, qualify, and nurture prospective client leads for partner financial advisors. You will drive outbound calling, assess intent, and sell the value of financial guidance while offering limited guidance to warm leads.

You’ll also help organize office tasks and CRM data. This role emphasizes reaching appointment goals, disciplined use of scripts, and collaboration with the Client Acquisition Sales team.