Lead Generation & Appointment Setter – Financial Services

Overview

We are seeking a proactive, confident, and results-driven Lead Generation & Appointment Setter to help grow a financial services business in the New York market. This role combines lead research with outbound prospecting, requiring someone who can identify high-quality prospects, build targeted lead lists, conduct cold calls, qualify potential clients, and schedule appointments for the business owner.

The ideal candidate understands the financial services industry and can confidently discuss topics such as retirement planning, investing, tax strategies, life insurance, and wealth-building while building trust and generating qualified opportunities.

Responsibilities

Research and identify qualified prospects throughout New York.

Build targeted lead lists using LinkedIn, Google, databases, and other lead generation tools.

Target business owners, professionals, families, high-income earners, and individuals interested in financial planning.

Verify contact information and maintain organized CRM records.

Conduct outbound cold calls to qualified prospects.

Introduce the company's financial services in a professional and engaging manner.

Build rapport, overcome common objections, and generate interest.

Educate prospects at a conversational level on topics including:

401(k)s

Roth IRAs

Retirement Planning

Investing & Index Funds

S&P 500 Investing

Life Insurance

Tax Strategies

Wealth Building

Qualify prospects and schedule appointments for the business owner.

Accurately document calls, notes, and appointment details in the CRM.

Follow up with prospects when appropriate to maximize appointment bookings.

Continuously improve lead quality through research and market analysis.

Consistently meet daily lead generation, calling, and appointment-setting goals.

Qualifications

Previous experience in lead generation, cold calling, appointment setting, inside sales, or business development.

Experience within financial services, financial coaching, insurance, wealth management, investments, or related industries is required.

Understanding of retirement accounts, investing concepts, tax planning, and financial products is a strong advantage.

Strong communication, persuasion, and objection-handling skills.

Excellent online research and prospecting abilities.

Experience using LinkedIn, Google, CRM systems, spreadsheets, and lead generation platforms.

Highly organized with excellent attention to detail.

Self-motivated, goal-oriented, and comfortable making a high volume of outbound calls.

Ability to discuss financial topics confidently without providing financial advice.

Ideal Candidate

We're looking for someone who knows who to target, where to find them, and how to convert conversations into qualified appointments. The ideal candidate is proactive, professional, comfortable with both research and outbound calling, and consistently delivers high-quality leads and scheduled meetings that help drive business growth.

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