Advisor Lead Generation Specialist
Farther
WorldwideFully remoteFull TimeMid LevelSales & Business Development
Posted 2 hours ago2h agoApply link checked 1 hour ago
Why we think you can apply
- Hiring model
- Open worldwide · the employer states no country restriction
- Work from
- Anywhere, the UAE included
Posted 2 hours ago · apply link checked 1 hour ago
About the role
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.
What we look for
- 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
- 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
SalesCRMHubspotCustomer ServiceFinancial ServicesLead Generation
SponsorWake up to a shortlist, not a search results page.
NeverApply scores every new listing against your CV, salary floor and visa. A handful of real matches by morning.
Get your daily matchesSimilar jobsbased on title, category and scope
Farther
SponsorWake up to a shortlist, not a search results page.
NeverApply scores every new listing against your CV, salary floor and visa. A handful of real matches by morning.
Get your daily matchesAdvisor Lead Generation SpecialistFarther · free account, 30 seconds