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crm hubspot salesforce lead generation cfp📋 Description
- Make 60-80 outbound calls daily to top financial services firms
- Qualify leads, demo and webinar scheduling, book enrollments
- Tailor messaging to firm sizes, specialties, training goals
- Maintain accurate CRM activity records (HubSpot/Salesforce)
- Collaborate with senior sales and marketing on lead gen
- Stay informed on CFP education and CFP certification trends
🎯 Requirements
- 1–3 years B2B sales or lead gen experience (education/financial services a plus)
- Comfort with high call volumes and objections
- Strong communication, storytelling, and relationship-building
- Familiarity with financial planning and CFP designation (preferred)
- Self-motivated, goal-driven, and coachable mindset
🎁 Benefits
- Impact careers of future CFP professionals
- Performance-driven team with uncapped earning potential
- Ongoing training and development available
- Competitive compensation and benefits
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