Lead Generation Specialist

Farther

. Run high-volume outbound outreach via phone, email, and SMS across multi-day campaigns .

Posted 11/4/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in lead generation and outbound outreach strategies, with a strong focus on achieving sales targets and managing prospect pipelines. Proficient in CRM tools, particularly HubSpot, and possesses a solid background in financial services and wealth management.

Highest-signal resume keywords

Lead Generation ExperienceOutbound Activity MetricsCRM ProficiencyWealth Management BackgroundStrong Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead GenerationOutbound OutreachPipeline ManagementMulti-Touch Outbound SequencesSales Metrics Tracking

Soft Skills

Engaging Phone PresenceStrong Time ManagementAttention to DetailSelf-StarterHighly Adaptable

Tools & Technologies

HubSpot

Industry Keywords

Financial ServicesWealth ManagementFintechSales QuotaClient Acquisition

About the role

Key responsibilities & impact

Run high-volume outbound outreach via phone, email, and SMS across multi-day campaigns
Qualify inbound leads and assess fit before routing them to wealth advisors
Manage and own the prospect pipeline, proactively following up through the funnel
Meet and exceed weekly and monthly lead generation targets and pipeline KPIs
Serve as Farther’s first point of contact and create a strong first impression
Partner with sales leadership and the Client Acquisition team to refine outreach strategy and messaging
Track prospect interactions and maintain accurate records in HubSpot
Surface patterns and feedback to improve conversion and processes
Identify, engage, and qualify prospective clients before connecting them with wealth advisors

Requirements

What you’ll need

4+ years of sales or lead generation experience, preferably in financial services
Proven track record of 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
Highly adaptable and thrives in fast-paced, high-growth environments
CRM proficiency required; HubSpot experience preferred
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

Comp & perks

Competitive comp package that rewards impact
Full health benefits
401(k) matching
Roth options
Unlimited PTO
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand