Hybrid Inside Sales & Lead Gen Specialist

Compeer Financial; Wisconsin; Hybrid; USD 52,000 - 74,000; Full time

Benefits offered by this job

Hybrid work model up to 50% remote

401k with match

Medical, dental, vision

Paid time off

Job summary

Compeer Financial in the Midwest seeks a proactive Lead Generation Specialist to drive outbound calling campaigns, qualify opportunities and support cross-sell initiatives. You will work closely with Marketing and Sales teams to engage prospective clients and respond to inbound inquiries.

This hybrid role combines client outreach with marketing operations, storefront support and content publishing, leveraging Salesforce to track interactions and measure campaign performance.

Qualifications

• Associate’s degree in Business, Marketing, Agribusiness, Finance, Communications or related field.
• Experience with outbound calling or marketing campaigns is helpful but not required.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws and compliance relevant to financial industry.
• Excellent verbal and written communication skills and ability to be clear and professional.
• Ability to manage multiple priorities in a dynamic environment.

Responsibilities

• Lead generation and campaign execution via outbound calling and inbound inquiries.
• Support storefront management, direct mail, and content publishing.
• Document all prospect interactions in Salesforce with clarity.
• Collaborate with Marketing, Sales Enablement and other business units.
• Monitor performance metrics and share results with leadership.

Skills

Outbound calling

Marketing campaigns

Customer service

Salesforce

Communication

Education

Associate’s degree in Business/Marketing/Agri/Finance/Communications

Tools

Salesforce

Microsoft Office

Job description

Compeer Financial in the Midwest seeks a proactive Lead Generation Specialist to drive outbound calling campaigns, qualify opportunities and support cross-sell initiatives. You will work closely with Marketing and Sales teams to engage prospective clients and respond to inbound inquiries.

This hybrid role combines client outreach with marketing operations, storefront support and content publishing, leveraging Salesforce to track interactions and measure campaign performance.