Lead Generation Specialist / Scheduler

Mid-American Wealth; Kansas City (MO); In loco; USD 45.000 - 55.000; Tempo pieno

Descrizione del lavoro

Mid-American Wealth is seeking a Lead Generation Specialist / Scheduler to connect with warm prospects and schedule qualified appointments with our financial professionals in a high-volume phone environment.

You will spend the majority of the day making outbound calls, building rapport, and following up to move prospects toward appointments while documenting activity in company systems. Previous lead gen or call center experience is a plus.

Competenze

• High school diploma or equivalent required.
• Experience in lead generation, appointment setting, or call-center environments is a plus.
• Strong phone-based communication and listening skills are essential.
• Ability to document prospect activity accurately in CRM.
• Comfort with outbound calls and hitting activity targets.

Mansioni

• Contact warm leads expressing interest in firm services.
• Make outbound calls for ~90% of the workday to prospective clients.
• Engage prospects to understand interest and schedule qualified appointments.
• Document calls, outcomes, and follow-ups in company systems.
• Collaborate with advisors to support scheduling workflow.

Conoscenze

Verbal communication

Active listening

Outbound calling

Rapport building

Follow-up

Resilience

Coachable

Organization

Confidence sales

Formazione

High school diploma or equivalent

Strumenti

CRM systems

Phone systems

Descrizione del lavoro

The Lead Generation Specialist / Scheduler is responsible for connecting with warm prospects who have already expressed interest in learning more about Mid-American Wealth Advisory Group and scheduling qualified appointments with our financial professionals.

This is a high-volume, phone-focused position, with approximately 90% of the workday spent making and managing phone calls. Success in this role comes from being comfortable on the phone, creating natural conversations, building rapport quickly, following up consistently, and confidently guiding interested prospects toward scheduling an appointment.

The ideal candidate may have experience in lead generation, business development, appointment setting, customer service, call centers, recruiting, or another role involving significant phone communication and follow-up.

BASE SALARY: $50,000/annually + commission (could make up to an additional $20,000)

KEY RESPONSIBILITIES

• Contact warm leads and prospects who have expressed interest in the firm's services.
• Spend approximately 90% of the workday making outbound calls and communicating with prospective clients.
• Engage prospects in natural, professional conversations to understand their interest and determine appropriate next steps.
• Schedule qualified prospects for appointments with the appropriate financial professional.
• Follow established qualification standards to ensure appointments meet the firm's expectations.
• Conduct consistent follow-up with prospects who do not immediately schedule or respond.
• Confidently handle common questions, hesitation, and objections without becoming overly aggressive or pushy.
• Maintain a welcoming and professional tone as one of the first points of contact a prospect may have with the firm.
• Accurately document calls, prospect information, outcomes, follow-up needs, and scheduled appointments within company systems.
• Maintain strong daily call activity while ensuring conversation quality does not decline.
• Meet established activity expectations and work toward individual and team appointment goals.
• Participate in call reviews, coaching, and ongoing training to improve communication and results.
• Take ownership of personal performance and make adjustments based on feedback and results.
• Work collaboratively with advisors and internal team members to support the prospect scheduling process.

WHAT WE ARE LOOKING FOR

The right person for this position is someone who genuinely enjoys communicating with people and is comfortable spending the majority of their day on the phone.

• Strong verbal communication and active listening skills.
• Comfort making a high volume of outbound phone calls throughout the day.
• A personable and conversational communication style.
• Confidence asking prospects to schedule appointments.
• Consistency and self-motivation throughout the workday.
• Resilience when dealing with rejection, unanswered calls, or difficult conversations.
• Persistence and strong follow-up habits without becoming pushy.
• Ability to build rapport quickly with different personalities.
• Emotional steadiness and the ability to move on from a difficult call without allowing it to affect the next conversation.
• Coachability and willingness to adjust their approach based on feedback and call reviews.
• Goal-oriented mindset and comfort working toward measurable performance expectations.
• Strong organization and attention to detail when documenting prospect activity.

QUALIFICATIONS

• High school diploma or equivalent required.
• Previous experience in a phone-heavy, customer-facing, lead generation, appointment-setting, business development, recruiting, call center, or similar environment preferred.
• Previous experience as a Lead Generation Specialist, Business Development Representative (BDR), Appointment Setter, or similar role is a plus but not required.
• Previous sales experience is not required.
• Comfortable learning scripts, qualification standards, CRM systems, and call processes.
• Ability to communicate professionally and confidently with prospective clients.
• Strong computer skills and ability to accurately document activity while managing a high volume of prospect interactions.

WHAT SUCCESS LOOKS LIKE

A successful Lead Generation Specialist is consistent, resilient, personable, and results-driven. They understand that success is not simply measured by the number of calls made or appointments placed on the calendar.

They create quality conversations, identify the right prospects, follow up consistently, and turn warm leads into qualified opportunities for the firm.

As they develop in the role, they become increasingly confident navigating conversations, handling objections, adapting their communication style, and producing consistent qualified appointments with limited coaching.