Lead Generation and Sales Support For Financial Advisory Business -- 2
Publicada el 2026-07-21
Descripción de la oferta
I run a KPO / outsourcing practice that delivers financial consulting services to U.S.-based clients, and I’m ready to accelerate growth. What I need most right now is dedicated lead generation. If you’re an individual specialist or an established sales-support firm, I’d like you to become an extension of my team, either part-time or full-time. Primary focus • Lead generation is the core mandate—nurturing the top of the funnel so my advisors can concentrate on closing and service delivery. Preferred channels • Email marketing • Social media outreach • LinkedIn Sales Outreach If you already blend these three methods with solid business-development discipline, you’re exactly who I want to talk to. Key expectations – Research and build targeted prospect lists that fit our ideal U.S. financial-consulting client profile. – Craft and send compelling email sequences and LinkedIn connection messages that spark conversations. – Manage social posts or direct messages that position our brand and draw inquiries. – Track every touchpoint in a simple CRM or spreadsheet so we can see pipeline health at a glance. – Deliver a weekly summary of activities, response rates, and the hottest leads that are ready for a call. Acceptance criteria 1. Minimum of 50 new qualified contacts added to the pipeline each week. 2. Outreach messaging approved before launch and adjusted based on response analytics. 3. All data (emails, LinkedIn URLs, notes) exported to our shared drive at week’s end. Tools you’re comfortable with—Hunter, Apollo, Sales Navigator, HubSpot, Mailchimp, or similar—are a plus, but I’m flexible as long as reporting is clear. Let me know how you’d structure the first 30 days and whether you prefer a performance-based or retainer model. I’m ready to start as soon as we align on a plan.
Skills
- Business Development
- Email Marketing
- Social Media
- HubSpot
- Apache Spark
- Mailchimp
- Cierre de Ventas
- Growth Hacking
Fuente original: freelancer