Lead Generation Specialist (Hybrid- NYC)
Core
Contacting current and potential customers via telephone and email to generate, qualify, and promote products/services while scheduling appointments for sales representatives.
Role type
Lead Generation Specialist (Sales Support)
Builds
Qualified sales leads and scheduled sales appointments
Domain
Financial Services / B2B Sales
Required skills
Cold calling, email outreach, sales presentations, CRM data entry, lead qualification, appointment setting, client surveys, persuasive communication
Preferred skills
Internal Broadridge experience, Management Training Program experience, Career Foundations Program experience, client services background
Technologies
Broadforce (Salesforce)
Responsibilities
Contact customers via phone/email to promote products; deliver promotional presentations; explain products and answer questions; maintain customer records in CRM; identify and qualify sales leads; adjust pitches to target specific needs; schedule appointments for sales reps; conduct market surveys.
Seniority
Junior, 1-2 years experience