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Lead Generation Specialist

2 months ago

Kingston, United States Baldwin Risk Partners Full time
RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you

The role of a Lead Generation Specialist is to continuously hunt for new opportunities to engage with. Once a prospect has been determined, the LGS will initiate a smooth handoff of the lead to a Qualified Producer (Advisor). Leads will be targeted though digital campaigns, events and overall networking.

PRIMARY RESPONSIBILITIES:
  • Meet Quarterly KPI's
  • Meet Monthly New Prospect Meeting Goals
  • Utilization of 3rd Party Technology to Qualify, Automate and Record leads
  • Lead Management
  • Transfer leads to Producer
  • Cadence Management for Targeted Prospects
  • Landing Page and Forms - Partnership with Marketing
  • Develop service and market specific landing pages and forms to push out in targeted campaigns
  • Targeted Lead Generation - Producer One on One Support
  • Support each producer by pulling market specific leads and launching highly targeted campaigns to generate leads.
KNOWLEDGE, SKILLS & ABILITIES:
  • Innovative and Motivated
  • Enjoys selling
  • Flexibility
  • Excellent communication, organizational and time management skills as well as interpersonal skills.
  • Work independently and as a member of a highly cohesive team.
  • Ability to multi-task in a fast-paced environment.
EDUCATION & EXPERIENCE:
  • 3-5 years' relevant experience
  • Must be well organized with demonstrated effective time-management and computer skills.
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
IMPORTANT NOTICE:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
  • BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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