This is a remote position.
Join a fast-growing financial services firm that delivers expert corporate accounting and strategic financial leadership to businesses across various industries. With major expansion plans starting in Q3 2025, this is a great opportunity to grow with a dynamic team at the forefront of professional financial services. Our client is looking for a B2B Lead Generation Specialist to help drive business growth by identifying and connecting with potential clients. You’ll reach out to decision-makers, qualify leads, and set up meetings for the leadership team. This role combines research, communication, and strategic outreach—perfect for someone who enjoys building business relationships and working in a results-driven environment.
Make strategic outbound calls to potential business clients
Qualify leads and identify businesses that could benefit from financial services
Schedule meetings between prospects and company leadership
Keep accurate records of all interactions in the CRM system
Research target companies to prepare for outreach
Manage follow-up communications and nurture leads
Create short briefing notes for leadership before meetings
Help improve lead qualification criteria over time
Requirements
Experience using CRM systems and managing leads
Strong phone communication skills and professional tone
Skilled in business research and lead qualification
Excellent spoken and written English
Reliable home office setup with good internet and a quiet environment
Attention to detail and accurate recordkeeping
Self-starter with great time management
Comfortable interacting with business executives
B2B experience preferred
Commissions and incentives available
Permanent work-from-home setup
Immediate start
Steady freelance opportunity
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