Cold Calling & Lead Generation Specialist | ZR_28339_JOB

This is a remote position.

Role Name: Cold Calling & Lead Generation Specialist

Schedule:

• 20 hours per week

• Tuesday to Friday, from 10am to 3pm EST 

Client Timezone: Eastern Time (Toronto, Ontario)

We're seeking a dynamic Cold Calling & Lead Generation Specialist to join our client's expanding financial services team. In this pivotal role, you'll be the first point of contact for potential clients, connecting small and medium-sized businesses with valuable financial planning and employee benefit solutions. This remote position offers excellent growth potential, flexible scheduling, and attractive commission opportunities (5-10% on successful deals). You'll work independently while being supported by proven systems and processes, making this an ideal opportunity for a motivated sales professional who thrives on building relationships and generating qualified leads that drive business growth.

Responsibilities

• Research and identify high-potential small to medium-sized companies across targeted Ontario markets, focusing on businesses that would benefit from financial planning and employee benefit services

• Execute strategic cold calling campaigns to connect with business owners, HR managers, and key decision makers

• Master the art of navigating past gatekeepers using proven techniques to reach the right contacts

• Conduct compelling initial conversations that generate interest and book qualified meetings for employee benefits discussions and financial planning consultations

• Perform targeted company research (2-3 minutes per prospect) to identify key contacts and personalize your approach

• Maintain detailed activity records and prospect information using Google Sheets and other tracking systems

• Achieve consistent call volume targets of 10-20 calls per hour while maintaining quality conversations

• Focus on appointment setting and lead qualification rather than closing sales during initial outreach

• Collaborate with the financial advisor to optimize calling strategies and improve conversion rates

Requirements

• Proven experience in cold calling, lead generation, or inside sales roles with demonstrated success in B2B environments

• Exceptional communication skills with the ability to build instant rapport and credibility over the phone

• Strong research abilities and experience identifying decision makers within small to medium-sized businesses

• Demonstrated success in getting past gatekeepers and reaching key contacts

• Self-motivated and disciplined for remote work with excellent time management skills

• Experience with CRM systems and tracking tools (Google Sheets experience highly preferred)

• Understanding of the small business landscape and ability to identify qualified prospects

• Comfortable working flexible schedules during optimal calling hours in Eastern Time

• Goal-oriented mindset with interest in performance-based compensation opportunities

• Professional phone presence with clear communication skills suitable for financial services industry

• WITH COMMISSIONS
• Permanent work from home
• Immediate hiring
• Steady freelance job