Research, identify, and engage potential clients through outbound calls, emails, social media, and digital campaigns
Qualify inbound and outbound leads based on defined criteria to ensure alignment with target markets and business objectives
Maintain a consistent volume of outreach activities to achieve daily, weekly, and monthly lead generation goals
Use CRM and sales engagement platforms to manage prospects, log activities, and track conversion rates
Partner closely with Inside Sales and Business Development teams to hand off qualified leads and ensure smooth transitions through the sales cycle
Leverage analytics tools, AI-driven insights, and market data to prioritize high-potential prospects and optimize engagement strategies
Personalize outreach using relevant business intelligence to capture attention and increase response rates
Continuously refine messaging and outreach cadence based on engagement trends, response metrics, and campaign performance
Collaborate with marketing teams to align on campaigns, content, and messaging strategies that attract quality leads
Participate in regular pipeline and performance reviews with sales leadership to forecast results and refine tactics
Stay informed on industry trends, emerging competitors, and client behaviors to help position the company effectively in the marketplace

Minimum 1 years of experience in lead generation, business development, or sales support (insurance, financial services, or B2B experience preferred)
Property and Casualty or Life and Health license preferred, or ability to obtain license upon hire
Experience with leveraging technology to enter new markets or enhance sales efforts in existing markets
Analytical mindset with the ability to interpret engagement data and adjust strategies for optimal results
Demonstrated success meeting or exceeding lead generation and pipeline creation targets
Combines curiosity, persistence, and professionalism to create meaningful first connections that drive long-term business success
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership

Lead Generation Specialist

Key skills