Lead Qualification Specialist

We are hiring
Lead Qualification Specialist (Phone-Based)
to support outbound phone outreach and meeting setup.

This is a phone-first role focused on cold calling and starting conversations. Your primary responsibility will be to introduce our offering, qualify interest, and book follow-up calls for senior team members.

You will be speaking with professionals across regulated, professional-services environments, including financial and wealth-related firms.

What You Will Do

• Make outbound cold calls to business prospects
• Introduce our company clearly and confidently in short conversations
• Qualify interest and schedule follow-up meetings
• Update call outcomes and notes in the CRM
• Follow call scripts while learning to adapt naturally
• Handle objections calmly and professionally
• Work closely with leadership to refine messaging and outreach

What Success Looks Like

• Consiste...