Lead Specialist

Job Title: Lead Specialist

Job Summary: Lead Specialist is responsible for initiating contact with potential clients. This role focuses on generating qualified leads through proactive outreach via phone, email, and text messaging, and effectively transferring them to sales agents. Additionally, the role includes essential administrative support to ensure smooth operations within the sales team.

Duties and Responsibilities

Prospecting and Lead Generation (70%)

Proactive Outreach

Conduct high-volume outbound calls, emails, and text messages.

Utilize provided lead lists, online databases, and social media platforms to identify and target potential prospects.

Develop and implement personalized outreach strategies based on prospect profiles and market trends.

Lead Qualification

Engage in initial conversations with prospects to understand their needs, timelines, and financial situations.

Qualify leads based on established criteria, determining their readiness and suitability for real estate or mortgage services.

Maintain accurate and detailed records of all prospect interactions and lead qualification data in the CRM system.

Appointment Setting

Schedule appointments and consultations for qualified leads with real estate agents or loan officers.

Ensure seamless transfer of qualified leads, providing comprehensive information to the sales team.

Follow up with prospects and sales team members to confirm appointments and gather feedback.

Administrative Functions (30%)

CRM Management

Maintain and update the CRM system with accurate and timely prospect information.

Generate reports and analyze data to track lead generation and conversion rates.

Ensure data integrity and compliance with privacy regulations.

Marketing Support

Assist in the creation and distribution of marketing materials, including email campaigns and social media content.

Manage and respond to inquiries received through online platforms and marketing channels.

Assist in the creation of mailing lists.

Document Management

Organize and maintain electronic and physical files of prospect information and sales documents.

Assist in the preparation of presentations and reports for sales meetings.

General Administrative Support

Answer and direct incoming calls and emails.

Schedule and coordinate meetings and appointments.

Provide general administrative support to the sales team as needed.

Required Skills and Qualifications

Customer service.

Communication and interpersonal skills, both written and verbal.

Organizational and time management skills.

Ability to work independently and as part of a team.

Ability to learn and utilize new technologies.

Ability to follow scripts and modify them as needed.

Key Performance Indicators (KPIs)

Number of qualified leads generated per hour.

Conversion rate of leads to appointments per hour.

Accuracy and completeness of CRM data per hour.

Efficiency in responding to prospect inquiries per hour.

Number of completed calls, emails, and text messages per hour.

To schedule an interview please send an email with your contact information or a copy of your resume.