Lead Generation Specialist

Mid-American Wealth; Kansas City (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

Mid-American Wealth Advisory Group seeks a confident Lead Generation Specialist to join our team in Kansas City. This phone-focused role spends the majority of the day on calls with prospective clients, following up on leads, and scheduling qualified appointments for our advisors.

This non-selling position emphasizes strong communication, organization, and diligent note-taking in our CRM. Experience with high-volume calling and script-driven outreach is valued.

Qualifications

• Comfortable spending most of the workday on the phone.
• Strong verbal communication and listening skills.
• Able to follow scripts and processes while sounding natural.

Responsibilities

• Make a high volume of outbound calls to leads.
• Speak confidently with potential clients.
• Schedule qualified appointments for advisors.
• Follow up with leads and re-engage older prospects.
• Document calls and outcomes in company systems.
• Maintain organized records and complete follow-up calls.

Skills

Phone skills

Verbal communication

Active listening

Organization

Script adherence

Appointment setting

Job description

Mid-American Wealth Advisory Group is seeking a confident, organized, and personable Lead Generation Specialist to join our team.

This is a phone-focused position designed for someone who is comfortable spending approximately 90% of their workday on the phone, connecting with prospective clients, following up with leads, and scheduling qualified appointments for our advisors.

This is not a traditional sales or closing role. You will not be responsible for selling financial products or providing financial advice. Your primary responsibility is to create a strong first impression, have productive conversations with prospective clients, and move qualified individuals to the next step by scheduling appointments.

BASE SALARY: $50,000 + Commission (up to $20,000+)

Key Responsibilities

• Make a high volume of outbound calls to prospective and existing leads
• Speak confidently and professionally with potential clients
• Schedule qualified appointments for our financial advisors
• Follow up consistently with leads who have previously expressed interest
• Re-engage older leads and prospective clients
• Ask appropriate questions to determine interest and appointment readiness
• Accurately document calls, conversations, outcomes, and follow-up needs
• Maintain organized records within company systems
• Complete scheduled follow-up calls and outreach
• Work closely with advisors and internal team members regarding scheduled appointments
• Maintain a professional and positive experience throughout each interaction

What We're Looking For

We are looking for someone who:

• Is extremely comfortable being on the phone throughout the majority of the workday
• Has strong verbal communication and listening skills
• Is confident initiating conversations with people they have not previously spoken with
• Can handle a high volume of calls while remaining professional and personable
• Is organized and consistent with documentation and follow-up
• Can follow scripts and processes while still sounding natural and conversational
• Is comfortable working toward appointment-setting and activity goals
• Is dependable, coachable, and receptive to feedback
• Can remain persistent without being overly aggressive

Preferred Experience

Previous experience in one or more of the following areas is preferred:

• Appointment setting
• High-volume outbound calling
• Call center environments
• Scheduling
• Inside customer service
• Admissions or enrollment
• Recruiting or candidate outreach
• Other phone-intensive positions

What Success Looks Like

Success in this position means consistently making outbound calls, having quality conversations with prospective clients, maintaining accurate documentation, completing necessary follow-up, and generating qualified appointments for our advisory team.

The ideal candidate is someone who genuinely enjoys talking to people, isn't intimidated by spending most of the day on the phone, and takes pride in staying organized and following through.