Lead Generation Specialist

Job Summary: We're looking for a proactive Lead Generation & Appointment Setting Virtual Assistant to engage with online communities, identify prospects actively seeking our services, and guide them toward booking a call. The role blends social media lead engagement, light CRM and reporting work, and conducting initial intake calls with interested prospects. The ideal candidate has excellent English communication, a sharp eye for qualifying leads, and the discipline to track and report on their own activity.

Responsibilities:

• Monitor an active online investment community and respond to relevant posts from prospects seeking financing

• Direct interested prospects to a booking link to connect with the team

• Use a social selling / lead-aggregation tool to surface and engage qualified prospects across multiple online communities

• Apply clear guidelines (SOPs) to distinguish genuine, qualified leads from irrelevant posts

• Conduct initial intake calls to clarify prospect details and qualify them before handoff

• Log prospect information and activity accurately in the CRM

• Track daily activity and prepare weekly reports on conversations, conversions, and issues using spreadsheets

• Surface insights from prospect interactions to help refine the lead process over time

Mandatory Skills:

• Excellent spoken and written English for conducting intake calls and engaging prospects

• Experience with social media engagement, lead generation, or appointment setting

• Familiarity with CRM systems such as HubSpot

• Proficiency in spreadsheets (Excel / Google Sheets) for activity tracking and reporting

• Strong attention to detail and the ability to follow SOPs accurately

• Comfortable making intake calls with a professional, friendly phone manner

• Dependable, detail-focused, and able to work independently with minimal oversight

• Strong communication skills

Preferred Skills:

• Experience in the real estate, lending, mortgage, or financial services space

• Familiarity with social selling or lead-aggregation tools

• Experience with Calendly or other scheduling tools

• Background in appointment setting or inside sales support

• Comfortable working with AI tools for call summaries and data entry

• Ability to take on additional administrative tasks as the role grows

Why Join Us: This is a great chance to get in early with a growing business where your work directly drives results. You'll have ownership over an important part of the pipeline, room to take on more responsibility as we scale, and the flexibility to manage your own workflow. If you're proactive and enjoy connecting with people, you'll thrive here.