Lead Generation & Data Research Specialist (ZR_25044_JOB)

This is a remote position.

Schedule:

• (20 hours minimum per week)
  
• Monday - Friday 10 am-2 pm EST
  
• Client Timezone: Eastern Time (Tampa, Florida)
  

This is an exciting opportunity to play a crucial role in optimizing a high-volume sales operation by transforming raw lead data into actionable, qualified prospects. You'll be working behind the scenes to enhance a substantial database of financial advisor leads, directly impacting the success of the sales team by ensuring they have the most effective contact information. Your research skills will be essential in helping streamline the sales process, allowing the sales team to focus on what they do best - closing deals. This role offers the perfect blend of independent work, technical skills development, and direct contribution to company growth, with the unique advantage of being a project-based position that will evolve as the database optimization is completed.

Responsibilities

• Research and locate mobile phone numbers for financial advisor leads using various online databases and search tools
  
• Update and maintain lead records in Salesforce CRM system with newly discovered contact information
  
• Utilize specialized tools like Fast People Search and Broker Check to verify and cross-reference professional information
  
• Add comprehensive notes to lead records documenting all changes and updates made for sales team reference
  
• Conduct brief verification calls to confirm mobile numbers are active and reachable
  
• Mark leads as qualified once mobile numbers are successfully verified and added to the system
  
• Follow established data research processes and quality standards
  
• Maintain accurate, up-to-date records in the CRM system to support sales team efficiency
  

Requirements

• Proven experience with CRM systems, particularly Salesforce platform
  
• Lead Generation / Sales or Appointment setting experienc
  
• Strong research abilities and exceptional attention to detail
  
• Proficiency in using online databases, search engines, and professional verification tools
  
• Understanding of data verification processes and quality control standards
  
• Reliable high-speed internet connection and professional computer setup
  
• Ability to work independently while following established procedures and guidelines
  
• Previous experience in lead generation, data research, or similar roles preferred
  
• Excellent organizational skills and ability to manage large volumes of data efficiently
  

Independent Contractor Perk

• Permanent work-from-home
  
• Immediate hiring