Advisor Lead Generation Specialist

The role

The Advisor Lead Generation Specialist will identify, engage, and qualify prospective clients. You will run outbound campaigns and manage a live pipeline to fuel advisor revenue.

What you will do

• Run high-volume outbound outreach via phone, email, and SMS
• Qualify inbound leads to assess fit before routing to wealth advisors
• Manage and own your pipeline
• Meet and exceed weekly and monthly lead generation targets and pipeline KPIs
• Serve as the first point of contact for Farther
• Partner with sales leadership and the Client Acquisition team to refine outreach strategy and messaging
• Track all prospect interactions and maintain accurate records in HubSpot
• Surface patterns and feedback to drive continuous improvement

Required qualifications

• 4+ years of sales or lead generation experience
• Proven track record of hitting outbound activity metrics and pipeline targets
• Engaging phone presence
• 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

Nice to have

• Background in wealth management, fintech, or financial services sales
• Experience running multi-touch outbound sequences
• Track record of exceeding quota or lead generation benchmarks
• HubSpot experience

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching & Roth options
• Unlimited PTO

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.