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Advisor Lead Generation Specialist

Farther

Responsibilities Run high-volume outbound outreach via phone, email, and SMS across multi-day campaigns Qualify inbound leads to assess fit before routing to wealth advisors Manage and follow up on your pipeline to keep prospects moving through the funnel Meet weekly and monthly lead generation targets and pipeline KPIs Serve as the first point of contact for Farther Partner with sales leadership and Client Acquisition on outreach strategy and messaging Track prospect interactions and maintain accurate records in HubSpot Surface patterns and feedback to improve conversion and process Requirements 4+ years of sales or lead generation experience, preferably in financial services Proven track record hitting outbound activity metrics and pipeline targets Engaging phone presence and strong written communication skills Self-starter with a bias for action Highly organized with strong time management and attention to detail Adaptable in fast-paced, high-growth environments CRM proficiency required Preferred Qualifications HubSpot experience Background in wealth management, fintech, or financial services sales Experience running multi-touch outbound sequences Track record of exceeding quota or lead generation benchmarks Benefits Competitive compensation package Full health benefits 401(k) matching and Roth options Unlimited PTO Ground-floor opportunity at a fast-scaling startup About the Company Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology to deliver tailored wealth management. #J-18808-Ljbffr Farther

Vacancy posted 3 days ago
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