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Lead Generation Specialist

A Lead Generation Specialist is crucial for your business at this stage as your primary challenge revolves around maximizing the potential of the leads you already have. By focusing on the task of calling leads, especially turndowns, and nurturing them into potential borrowers, this role will not only help in closing more deals but also educate prospects on how to improve their credit. This will directly contribute to your goal of consistently closing $10M a month in business funding and allow you to scale effectively by reducing the burden of lead management and follow-up from your shoulders.

Daily Standard Operating Procedure for Lead Generation Specialist

Daily Responsibilities:

  1. Morning Review (9:00 AM - 9:30 AM)

    • Review the previous day's calls and results.
    • Analyze feedback and identify areas for improvement.

  2. Lead Calling (9:30 AM - 12:00 PM)

    • Call the list of turndown leads, focusing on understanding their current financial situation and credit score.
    • Use a prepared script to keep conversations consistent and informative.
    • Record outcomes of each call in the CRM system.

  3. Lunch Break (12:00 PM - 1:00 PM)

  4. Follow-Up Calls (1:00 PM - 3:00 PM)

    • Follow up with leads who have expressed interest but have not yet closed.
    • Provide additional information on how they can improve their credit and qualify for loans.

  5. Lead Nurturing (3:00 PM - 4:00 PM)

    • Send follow-up emails to leads from previous calls, offering resources on credit building.
    • Schedule calls for any leads that need further nurturing.

  6. Training and Development (4:00 PM - 5:00 PM)

    • Participate in training sessions on sales techniques and credit building.
    • Share insights with the team on successful strategies and common objections.

  7. End of Day Review (5:00 PM - 5:30 PM)

    • Review the day’s progress against goals.
    • Adjust the strategy based on outcomes and prepare for the next day.

Weekly Responsibilities:

  • Submit a weekly report summarizing leads called, successes, challenges, and suggestions for improvement.
  • Attend team meetings to share insights and strategies with other team members.

Monthly Responsibilities:

  • Analyze overall lead conversion rates and recommend strategies for improvement.
  • Collaborate with marketing to refine target lead demographics based on feedback.

Job Description: Lead Generation Specialist

Overview:

We are seeking a motivated and results-driven Lead Generation Specialist to join our growing team. The ideal candidate will focus on calling leads, particularly turndowns, and educating them on credit improvement strategies to convert them into borrowers.

Responsibilities:

  • Initiate outbound calls to turndown leads and understand their needs.
  • Educate leads on how to improve their credit and qualify for loans.
  • Maintain accurate records of calls and interactions in the CRM.
  • Follow up with leads to nurture relationships and guide them through the loan process.
  • Participate in training and share successful strategies with the team.

Skills:

  • Excellent communication and interpersonal skills.
  • Strong sales and negotiation abilities.
  • Proficiency in CRM software and lead management tools.
  • Basic understanding of credit scoring and financing.

Qualifications:

  • Previous experience in sales, lead generation, or customer service.
  • Familiarity with financial products and services is a plus.
  • Ability to work independently and meet targets.

Compensation:

  • Salary: $4,000 - $7,000 per month, commensurate with experience.
  • Commission on closed loans generated from leads.

Ideal Benefits:

  • Flexible working hours.
  • Opportunities for professional development and training.
  • Health and wellness benefits.
  • Performance bonuses based on lead conversion rates.
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